La moneda en su papel de "pregonera", transmisora de ideas y conceptos mediante el uso de la imagen. Es esta la faceta de la Numismática la que nos hemos planteado aplicar, estudiar y conocer en el ámbito de uno de los talleres monetarios hispanos más atractivos durante la dinastía de los Julio-Claudio: la ceca de Caesar Augusta. Ciertamente, pocas oficinas provinciales han legado grabados sobre el metal los repertorios iconográficos que nos transmiten las monedas cesaraugustanas a base de un rico elenco de imágenes, tanto en su número como en su variedad, y siempre dispuestos a ofrecernos sorprendentes matices si nos acercamos hasta ellos desde la óptica adecuada, formulando los planteamientos apropiados y desde una precisa metodología de trabajo. Esta, desde la década de los años sesenta del pasado siglo, aparece dominada por los planteamientos teóricos que propone la semiología en tanto que la moneda, como una realidad material más de la Antigüedad, contiene signos ligados a un significante, a unas circunstancias reales y a uno o más significados codificados a partir de un contexto cultural determinado. Un mensaje que, no lo olvidemos, debe ser descodificado en relación al contexto en el que ha sido emitido y, por supuesto, desde la intención determinada del emisor, aunque teniendo en cuenta la posible significación polisémica de una misma imagen si se operan cambios sustanciales en las circunstancias de su recepción o bien en la realidad social que la ha generado. Se trata, en definitiva, de superar los análisis formalistas y funcionalistas como de manera insistente han demandado autores como Paul Zanker, aunque para otros como Fabiola Salcedo, el gesto y la actitud de la imagen, o lo que tradicionalmente los historiadores del arte han venido denominando como el estilo, también son indicadores que no deben descartarse por contribuir, y no poco, a clarificar el mensaje desde el análisis de la forma. Superadas pues las corrientes positivistas, en parte gracias a la escuela materialista italiana y de la psicología del estilo de raíz kantiana liderada por Wilhelm Worringer en colaboración con la iconología, en la actualidad prima una postura que aboga por entender a una determinada obra como portadora y transmisora de ideas y conceptos y, en nuestro caso, también de mensajes propagandísticos, en sus contextos históricos y culturales. Los canales utilizados en la Antigüedad como soportes de mensajes propagandísticos fueron múltiples y variados. Como todo lo anterior, así lo ha referido Elena Castillo para los programas escultóricos estatales y para la arquitectura principalmente pero, sobre todo, y haciéndose eco de las tesis de otros autores como Jean-Pierre Bost, Andrew Wallace-Hadrill u Olivier Hekster, de manera especial para la moneda, el medio de difusión más eficaz utilizado en el mundo helenístico y romano capaz de propagar a lo largo y ancho del Imperio las ideas ligadas al poder emanadas desde la familia imperial. Cabe preguntarse, en primer lugar, quién fue la autoridad emisora de las prolíficas emisiones cesaraugustanas y la respuesta, al menos en el estado actual de nuestros conocimientos, se encuentra en el senado local y en sus magistrados, los duumuiri, que fueron los que casi siempre, mediante la nominación de sus nombres, refrendaron las acuñaciones. El hecho de que las emisiones no fueran continuas ni regulares en el tiempo, hizo innecesaria la existencia de una magistratura específica a diferencia de lo que ocurría en Roma, donde la tarea estaba encomendada a los tresuiri monetales. Por ello, y en nuestro caso, son los más altos cargos de la administración local los encargados de controlar las emisiones, algunas de ellas costeadas por ellos mismos, y como eficaz modo de propaganda para las élites ciudadanas. Probablemente, fue también a estos magistrados a los que les cupo la responsabilidad de la elección de los repertorios iconográficos que iban a figurar sobre cada uno de los bronces puestos en circulación, claro está que con una finalidad, pero no siempre fácil de determinar. En efecto, si la elección de las imágenes se produjo a instancias de los magistrados locales y no desde el centro del poder estatal resulta obligatorio interrogarse sobre si nos encontramos verdaderamente ante tipos propagandísticos sobre un soporte donde inmortalizar el exempla de comportamiento cívico en tanto que buena parte de los prototipos iconográficos se localizan previamente en las estatales, para las que sí existe una mayor certeza sobre la forma en la que se seleccionaban sus tipos a partir de autores como Richard Jones, Barbara Levick, Carol Humphrey Vivian Sutherland o Andrew Wallace-Hadrill. No solo eso, como afirma Elena Castillo, los miembros de la domus Augusta fomentaron la circulación de nuevos prototipos escultóricos cuando se produjeron cambios políticos relevantes, mientras que los gobernadores provinciales y los comitentes privados los reprodujeron en los lugares públicos de las ciudades con objeto de medrar en la escala social. A este respecto, Caesar Augusta también demostró una gran sensibilidad y versatilidad a la hora de adecuarse a las distintas coyunturas históricas que jalonaron los gobiernos de Augusto, Tiberio y Calígula, pues en los tres reinados, frente a una aparente línea continuista en el plano iconográfico de sus monedas, lo cierto es que se desarrollaron tres programas propagandísticos cívicos completamente distintos en cada uno de ellos, un hecho nunca lo suficientemente remarcado, pero siempre bajo la influencia y dependencia de la propaganda que, de manera contemporánea, estaba siendo desplegada y recibida fundamentalmente desde las cecas de Lugdunum y Roma. En otro orden de cosas, y una vez planteadas las incógnitas sobre la autoridad emisora de las monedas cívicas, también debemos interrogarnos sobre a quién y el qué estaban representando ese amplio repertorio de imágenes que formaban parte de un complejo engranaje simbólico que facilitaba la creación de identidades, bien comunitarias pero también de estatus concretos, reforzadas además por los códigos lingüísticos y sistemas gráficos que las acompañaban. Dicho de otro modo, si la iconografía estaba publicitando la imagen que Caesar Augusta tenía de sí misma o si se trataba, en cambio, de la imagen que la clase dirigente querían dar de sí misma, habida cuenta del papel protagonista desempeñado por las élites provinciales en la adopción del modelo urbanístico romano y en la introducción de ideas y signos externos del modo de vida romano con la clara intención de resaltar su pertenencia al Imperio. La diferencia entre una y otra cuestión no resulta banal, mucho menos si tenemos en cuenta el testimonio de Estrabón que nos habla de una sociedad heterogénea en la que convivieron tanto la población foránea como la comunidad indígena preexistente. A este respecto, para Pere Pau Ripollès la mayoritaria adopción del retrato imperial de las cecas hispanas para ilustrar los anverso monetales supuso que solo contaran con los reversos para grabar las imágenes que tuvieran una significación más localista, propia y, en ocasiones, hasta exclusiva y particular. Se trataba, en última instancia, tal y como ha referido Manuel Martín Bueno para el caso de la acuñaciones cívicas de la Tarraconense, de unos mensajes enunciados desde las ciudades emisoras en los reversos monetales al servicio del proyecto político como evidente foco de romanidad, a la par que servían a las clases dirigentes de instrumento de promoción y de auto representación, tanto de cara al interior como al exterior. Por último, debemos referir el debate existente en torno a la efectividad de la moneda como medio propagandístico ya que no es aceptada por todos los investigadores, o no al menos con una misma importancia. Así es, desde hace ya algunos años que se viene cuestionando la relevancia que tradicionalmente se le había conferido como potente medio de difusión de determinados valores ideológicos y a la eficacia comunicativa de las imágenes monetales que, en opinión de autores como Michael Crawford o Richard Jones, resultaron bastante limitados en contraposición de las posturas de Carol Humphrey Vivian Sutherland. Distinto es, en cambio, el matiz que proporciona Francisco Beltrán, pues aunque minimiza el impacto propagandístico de la moneda, de manera particular la provincial, reconoce el evidente interés que las imágenes contenidas en ella pudieron suscitar entre los habitantes de la entidad emisora e, incluso, entre las de los núcleos de población vecinos, al menos en el primer momento de ser acuñadas. En cambio, autores como José María Blázquez o Bernabé Ramírez destacan el importante papel de la moneda en la difusión del culto dinástico imperial como armazón del mismo Estado e institución política que fomentaba la cohesión social y el desarrollo de las ciudades, hasta el punto que el segundo de ellos afirmó que fue el Estado imperial quien puso en marcha un poderosísimo aparato de propaganda creado ex novo con una base fundamental en las acuñaciones monetarias. Elena Castillo, por su parte, refiere que el canal de comunicación de masas más importante en el mundo helenístico y romano fue el de las monedas, en cuyo soporte se daban a conocer distintos mensajes que, por su propia funcionalidad, eran difundidos de manera mucho más rápida. En esta misma dirección se manifiesta también Isabel Rodà, autora que reconoce que el papel de las monedas a este respecto fue, incluso, más importante que el de la epigrafía o la estatuaria, o Juan Antonio Mellado en cuanto a la efectividad de la propaganda monetal en la presentación pública de los herederos designados al solio imperial, una temática que retomó posteriormente José María de Francisco Olmos. Aunque sobre este debate vamos a volver en numerosas ocasiones a lo largo de estas tesis, por lo que a nosotros respecta queremos dejar claro, desde el principio, nuestra consideración de la moneda como un potente vehículo de propaganda oficial que mediante sus imágenes y epígrafes expresó y comunicó valores, ideas y conceptos que resultaban propios de la comunidad cesaraugustana. El planteamiento metodológico de esta tesis no se ha limitado solamente al estudio del documento monetal en general y de su iconografía en particular. Al contrario, siempre hemos creído necesario determinar el momento de creación de cada una de las imágenes, establecer bajo qué circunstancias históricas se crearon y cuáles fueron las que facilitaron su difusión, permanencia, evolución y, en algunos casos, también el de su sustitución definitiva por otras. Para esta empresa, resulta fundamental integrar todos los componentes que podemos tener a nuestro alcance, tanto las fuentes primarias como las secundarias: el material epigráfico, escultórico, arquitectónico, arqueológico, bibliográfico e historiográfico, pues todo este conjunto contribuye de manera más activa a determinar el significado del contexto social, político, religioso y cultural que generó el uso de una determinada iconografía y no de otra. De esta forma si, como hemos venido avanzado, la moneda fue y es portadora y transmisora de ideas y conceptos en sus contextos históricos y culturales, hemos creído conveniente dedicar el segundo capítulo, tras la presente introducción, a la predecesora de Caesar Augusta, la ciudad sedetana de Salduie referida por Plinio el Viejo como Saldubia. Aquí exponemos el intenso debate que existió hasta los años ochenta del pasado siglo con respecto a su ubicación bajo el solar zaragozano o bien en enclaves próximos. La ciudad, sin embargo, no parece cobrar cierto protagonismo en el escenario histórico hasta finales del siglo II a.C. como centro de reclutamiento de la turma Salluitana referida en el Bronce de Ascoli del 89 a.C., dos años antes de que el pretor Cayo Valerio Flaco sancionara la resolución de los magistrados de Contrebia Belaisca en lo concerniente a un pleito entre los salluienses y los allauonenses en relación a una canalización de aguas que los primeros realizaron en tierras de la Ciuitas Sosinestana, así como por la apertura de un taller monetal en el tránsito del siglo II y I a.C. con una única emisión conocida de unidades y mitades con el rótulo saltuie, de metrología semiuncial y de poco volumen de acuñación. El tercer capítulo se encuentra dedicado en su totalidad a Caesar Augusta, especialmente a las circunstancias históricas que hicieron posible su fundación como colonia inmune adscrita a la tribu Aniense para los veteranos licenciados de las legiones IV Macedonica, VI Victrix y X Gemina tras el final del conflicto cántabro y, por supuesto, a la revisión bibliográfica del tema que mayor controversia continúa planteando en el día de hoy en los estudios referentes a la colonia: el de su fecha fundacional que nosotros situamos en el año 18 a.C., coincidiendo con la presencia en el territorio de Marco Vipsanio Agripa, encargado de la reorganización política de Hispania. Estrechamente relacionado con lo anterior se encuentra también su identificación con la uncertain mint I, emisora de abundantes áureos y denarios batidos bajo Augusto entre los años 19-18 a.C. destinados a acometer el licenciamiento de veteranos legionarios y el pago de sus servicios, el traslado de las tropas al limes germánico y a la realización de las necesarias obras de ingeniería viaria. Se traza a continuación el desarrollo histórico de la colonia hasta la Antigüedad Tardía y no hasta el reinado de Claudio cuando cesaron sus emisiones. Para ello hemos recurrido a las fuentes literarias de Plinio el Viejo, Pomponio Mela, Estrabón, Ptolomeo, el Itinerario de Antonino, Cipriano de Cartago, las actas del Concilio de Elvira o Prudencio entre otros autores. En segundo lugar a las epigráficas, con referencias a todas las inscripciones que conforman el escaso corpus epigráfico de Caesar Augusta y otras aparecidas en diversos lugares, principalmente en Tárraco, la capital provincial y, por último, a las arqueológicas, porque las sucesivas campañas llevadas a cabo en los últimos años en el subsuelo zaragozano han sacado a la luz importantes vestigios de su arquitectura oficial, con ejemplos tan significativos como los complejos forenses; distintas infraestructuras hidráulicas y comerciales; el teatro dentro de los edificios de espectáculos o las termas públicas como espacios de recreación. Para todos ellos se incluyen los restos de la cultura material más significativos, con especial mención a los grupos estatuarios vinculados tanto al foro como al teatro. Avanzamos ya en este momento que la colonia romana se revela concebida y planificada desde sus orígenes con todas sus infraestructuras, pero reservando amplias zonas donde edificar en un futuro sus importantes espacios públicos. El proceso de monumentalización aconteció de manera más intensa durante el reinado de Tiberio, momento en el que el programa iconográfico de la ceca se modificó con respecto al desarrollado durante el de su antecesor, abogando ahora por unos tipos iconográficos centrados en la propaganda dinástica y en un incipiente culto imperial. La aparición entonces de figuraciones de templos y estatuas no solo respondieron a un fuerte orgullo cívico, sino también la intensa promoción edilicia que se estaba experimentando de manera paralela en la colonia. Seguidamente nos hacemos eco de la administración local y conventual de Caesar Augusta, donde el documento numismático adquiere una importancia de primer orden teniendo en cuenta los exiguos epígrafes conservados. Este nos ofrece la amplia nómina de los duumuiri, así como las únicas referencias conocidas de las tres ocasiones en las que el ordo Caesaraugustanum ofreció el duunvirato a cuatro miembros de la domus imperial: Germánico y sus tres hijos varones, los césares Nerón, Druso, y Cayo, el futuro Calígula, así como la identidad de algunos de los praefecti en los que estas destacadas figuras delegaron. Una vez precisado el marco geográfico e histórico en el que se desarrollaron las acuñaciones provinciales de la ciudad, el cuarto capítulo se dedica a la revisión historiográfica de su ceca, desde la obra de Antonio Agustín, Diálogos de las medallas, inscripciones y otras antigüedades editada en 1587, hasta los trabajos más recientes, conformando de esta manera un proceso evolutivo con el que pretendemos clarificar cómo se desarrolló el conocimiento de la oficina provincial desde diversas ópticas y vertientes; desde la naturaleza de las emisiones y los magistrados que nos documentan; las distintas propuestas cronológicas para buena parte de ellas; el funcionamiento del taller; un exhaustivo catálogo de todos los epígrafes monetales con referencias a sus paralelos en la amonedación estatal y su difusión en otros talleres provinciales. A continuación, acometemos un estado de la cuestión sobre los estudios iconográficos de la ceca, grueso de esta tesis doctoral, con especial mención a los retratos imperiales y a los tipos iconográficos de los reversos los que, en líneas generales, pueden englobarse en tres grandes bloques temáticos constituidos por los tipos fundacionales, los religiosos y aquellos otros relacionados con la propaganda dinástica y el culto imperial, aunque todos ellos se complementaron y solaparon indisolublemente en su trayectoria monetaria. En este mismo capítulo realizamos al final algunas apreciaciones en torno a los valores emitidos, los estudios de cuños y diversas evaluaciones con respecto a la circulación monetaria, tema ligado al de la funcionalidad del taller y, por lo tanto, clave en la compresión del fenómeno que pretendemos abordar por determinar la identidad de los destinatarios de las monedas cesaraugustanas y, por extensión, también los de sus mensajes. El capítulo quinto se enfoca al análisis de los anversos monetales como lugar de homenaje político a Augusto, sus sucesores y en general a los miembros de la domus Augusta mediante la figuración de sus respectivos retratos, posiblemente el símbolo más representativo de la amonedación de época imperial. Tras profundizar en el debate existente sobre las razones de su adopción, bien como un homenaje político voluntario de las cecas siguiendo la línea de las imágenes personales de las emisiones del Segundo Triunvirato, o por razones más funcionales como las de dotar a la moneda provincial de una garantía visual de autoridad que facilitase su función económica y reforzase su circulación y aceptación, nos adentramos individualmente en cada uno de ellos, analizando su representatividad en el contexto general, su orientación, la presencia o no de la característica láurea sobre las sienes de los emperadores, los valores a los que quedaron reservados, las leyendas a ellos vinculados y sus características y evoluciones estilísticas más sobresalientes con objeto de fijar paralelos iconográficos con la moneda imperial y, por supuesto, también a los modelos más en boga en aquellos momentos. Pero tan importantes como la omnipresencia del retrato sobre los bronces cesaraugustanos se revelan los casos excepcionales en los que este no fue representado. Sobre todos ellos también nos detenemos de manera especial, habiéndonos sido posible fijar esta tendencia a partir de la anualidad del 4-3 a.C., siempre de manera circunstancial, generalmente en valores de múltiplos de unas emisiones cuya iconografía general denota un interés conmemorativo fundacional, al menos en los casos que se produjeron con Augusto y Tiberio, aunque bajo el gobierno de este último acontecimientos religiosos trascedentes en la vida de la colonia, que bien pudieron corresponderse con el de la inauguración de algunos de sus templos, derivaron en la sustitución de la efigie por otro tipo de composiciones que se consideraron más apropiadas. Queda puesto de manifiesto que el primer gran programa cívico propagandístico de Caesar Augusta fue el fundacional, el de la plasmación visual de sus orígenes como el elemento más representativo de su romanidad al que dedicamos el capítulo sexto en su conjunto. Con la escena ritual de la yunta anunció que su sagrado nacimiento se había producido emulando al de Roma; con un amplio elenco de signa militaria recordó con orgullo su raíz militar; y con la inclusión de los instrumentos sacerdotales del lituus y simpulum junto al retrato de Augusto que su origen había estado protagonizado por los mismos auspicios y por los mismos dioses presentes en los gloriosos orígenes míticos del pueblo romano. A nuestro modo de ver, la proliferación de este tipo de imágenes solo puede ser entendida en el marco del nuevo uso que el Principado dio al mito fundacional de Roma como mito propio del Estado, por el que la figura de Rómulo terminó por consagrarse en el exemplum del princeps mediante una serie de imágenes que, si bien no resultaban desconocidas, adquirieron en este contexto nuevas e interesantes connotaciones, además de por la política de fundaciones coloniales y el asentamiento en ellas de veteranos legionarios verificada por Augusto. Por esta razón, los primeros epígrafes de este capítulo sexto están dedicados al mito fundacional de Roma, su plasmación en la moneda republicana en momentos muy determinados de su historia, su servicio a la exaltación mítica del Principado y el proceso evolutivo por el que Augusto terminó por ser tipificado como un nuevo Rómulo. Tras ello, la metodología que hemos seguido para analizar cada uno de los emblemas que hemos considerado fundacionales ha sido siempre la misma en todos ellos: el estudio de sus antecedentes en la amonedación republicana caso de que existan; la fijación de prototipos en la moneda imperial; su desarrollo tanto en las acuñaciones cívicas hispanas como en general en todas las provinciales; los motivos que justifican su presencia en estos talleres; las distintas tipologías adoptadas; su representatividad y evolución en los diferentes marcos geográficos y cronológicos en los que se desarrollaron; su relación o no con la condición jurídica de los centros emisores o los elementos iconográficos que se vincularon a ellos con la finalidad de complementar su significación y, por lo tanto, precisar lo máximo posible la que verdaderamente tuvo en Caesar Augusta. Hemos dedicado el capítulo séptimo al segundo bloque iconográfico que parece estar presidido en los primeros años de Tiberio por el emblema religioso del toro mitrado, que solo reapareció de manera circunstancial en la última emisión tiberiana. La imagen nunca formó parte de las emisiones que se centraron más detenidamente en la sucesión dinástica o el culto imperial, tampoco en aquellas otras de las que fueron magistrados honoríficos los césares, hijos de Germánico, Nerón, Druso y Cayo, las que honraron a Livia como Iulia Augusta ni las que incluyeron representaciones de templos y estatuas, argumentos que nos parecen lo bastante sólidos para justificar nuestra decisión de no incluirlo dentro del capítulo siguiente, dedicado a la propaganda dinástica y el culto imperial, y dedicarle, en cambio, uno propio. La historiografía especializada siempre ha insistido en que la presencia del toro como tipo iconográfico de la Numismática hispana en general y de la tarraconense en particular fue muy abundante, aunque también siga resultando en la actualidad uno de los más complejos de definir e interpretar. Sin embargo, el que en líneas generales haya sido estudiado globalizando todas las modalidades que ofrece el animal bajo el término genérico de "toro", omitiendo o minusvalorando las diferencias tipológicas de cada una de las cecas, ha tenido como consecuencia el que haya pasado desapercibido por completo un hecho histórico que consideramos de suma relevancia, pues el nacimiento del toro mitrado como emblema cívico monetal nació en Caesar Augusta y en el marco particular sobre el que se desarrolló, hacia el 7 d.C., la magistratura honorífica de Germánico. Tras el planteamiento de toda esta problemática que concierne al toro hemos seguido la misma metodología que la aplicada a los tipos fundacionales. El estudio de la presencia del animal en la amonedación republicana e imperial bajo múltiples tipologías, y el de su adopción, desarrollo y representatividad en los contextos provinciales nos ha permitido comprobar que los talleres hispanos se sintieron muy proclives a las representaciones de bóvidos pero no bajo el reinado de Tiberio, como de manera frecuente se afirma, posiblemente por la apertura entonces de nuevos talleres como los de Osicerda, Graccurris, Cascantum o Clunia que hicieron un uso reiterado del mismo, sino con mayor peso bajo Augusto gracias a las fecundas emisiones de la colonia Lepida-Celsa, como primera ceca hispana en representarlo, y del municipio de Calagurris, pero muy mermadas en su actividad productiva a partir de la muerte de Augusto. El capítulo octavo se centra en el tercer gran bloque iconográfico publicitado por las acuñaciones cesaraugustanas, esto es el de la propaganda dinástica y el culto imperial. Esta temática alcanzó su momento de mayor representatividad bajo el mando del emperador Tiberio, coincidiendo con ese cambio del programa propagandístico de la ceca al que nos venimos refiriendo y en el que la gloria de los orígenes, de tanto predicamento en la amonedación del periodo anterior, parece quedar ahora arrinconada. Cierto es que esta tendencia comienza a corroborase ya a finales del reinado de Augusto, cuando Germánico aceptó el desempeño de una magistratura mientras la colonia se hizo eco de los cambios a los que el princeps se vio obligado a realizar en la línea trazada de la sucesión dinástica. Sin embargo, fue con Tiberio cuando el apego y devoción de Caesar Augusta hacia la figura del emperador reinante y a la de su propia domus se intensificaron de manera extraordinaria en el lenguaje de unas imágenes variadas en su tipología y ricas en contenidos ideológicos, a las que como en los grupos anteriores también nos hemos aproximado intentando determinar los modelos, su presencia en el monetario provincial y las circunstancias históricas que, tanto a nivel local como general, facilitaron su nacimiento, difusión, permanencia u olvido. Un nuevo cambio de mentalidades constatamos de forma clara en el transcurso del mandato de Calígula, y precisamente por ello no solo resultó necesario recurrir a nuevas imágenes hasta entonces desconocidas, sino también recuperar otras olvidadas mientras se postergaron otras que no se adaptaban plenamente a los nuevos propósitos. En el primer grupo se circunscriben las más augusteas, mientras que en el segundo se encuentran las tiberianas. De esta manera, volvió a presidir el programa propagandístico de la ceca la yunta fundacional, la misma imagen vinculada a Augusto pero que ahora, sin embargo, adquirió matices nuevos que modificaron y readaptaron los mensajes a unos contextos históricos distintos a los que la generaron. No se trataba tanto de glorificar la génesis de la colonia como la de vincularla a Calígula como nueva cabeza del Imperio por medio de Marco Vipsanio Agripa, Germánico, Agripina la Mayor y el Diuus Augustus, presentes a consecuencia de la propaganda familiar elaborada desde Roma en su papel de legitimación dinástica. Por otro lado, somos conscientes que no todos los autores elevan a la categoría de emblemas cívicos propios a los tipos epigráficos y toponímicos, pero la reiteración del acrónimo y el uso que del mismo hizo Caesar Augusta parecen demostrar todo lo contrario. A lo largo del capítulo noveno esbozamos las líneas maestras que rigieron su evolución tanto en el contexto local como en el de otras cecas hispanas, desde su papel secundario en los últimos años del Principado de Augusto a su progresiva revalorización con Tiberio por la influencia que creemos que en este punto ejerció el taller de Tárraco, en un proceso que finalizó en las últimas emisiones tiberianas, con su independencia como tipo monetal con entidad propia, y que siguió manteniendo con Calígula. Tras las preceptivas conclusiones el trabajo prosigue con el capítulo dedicado a la bibliografía consultada que, por comodidad, hemos optado por subdividirla en cuatro sectores. En el primero se reúnen las abreviaturas utilizadas a lo largo del texto de los principales catálogos numismáticos y obras de referencia más importantes, para las revistas científicas se siguen las del L'Année Philologique. En el segundo recogemos las ediciones críticas y traducciones de las que nos hemos servido para las alusiones a los textos de los autores clásicos que, en todo momento, son citados según se recogen en la cuarta edición del Oxford Classical Dictionary. El tercer apartado lo hemos reservado para la bibliografía general, y el cuarto para las páginas webs consultadas. Asimismo, queremos dejar constancia que a lo largo del texto hemos optado por el uso indistinto de nombres latinos o de su castellanización, una combinación o alternancia que aligera la lectura y evita el uso excesivo de la letra itálica, así como el criterio de los latinistas modernos en el uso de la u y v en los documentos, letreros epigráficos y numismáticos. La tesis finaliza con una amplia gama de colecciones de tablas y mapas que dan cuenta de la difusión en el contexto general de las acuñaciones provinciales de los mismos emblemas cívicos utilizados por Caesar Augusta, razón por la cual no hemos incluido mapas -pero sí tablas- en los casos en los que una determinada tipología solo se documente en nuestra ciudad. Todo ello ha servido para conformar estas páginas en las que hemos pretendido acercarnos, por medio de la iconografía monetal, a la forma en que los cesaraugustanos se vieron a sí mismos y cómo quisieron que su colonia fuera reconocida desde el exterior. Gracias al lituus con el que los augures interpretaron la voluntad divina sobre la nueva fundación; a la yunta que arañó sus límites; a los signa militaria que guiaron a los colonos de las tres legiones fundadoras a su nuevo asentamiento en la margen derecha del Ebro; a los templos y grupos escultóricos que se levantaron en el foro y espacios públicos como signos inequívocos de prestigio, de su condición urbana y de adhesión fervorosa al centro del poder, o a los miembros de la domus Augusta que aceptaron magistraturas honoríficas y/o fueron representados en el monetario, Caesar Augusta, inmersa en el amanecer de los nuevos tiempos y conocedora de ser "la ciudad de Augusto", se alzó como referente de la gloria y del poder de Roma que, propiciado por un nuevo Rómulo la creó y convirtió en lo que Aulo Gelio definió durante el reinado de Marco Aurelio en quasi effigies paruae simulacraque de Roma.
IntroducciónA fines de los cincuenta, el escritor argentino Jorge Abelardo Ramos comenzaba su libro Revolución y contrarrevolución en la Argentina con las siguientes palabras: "Somos un país porque no pudimos integrar una nación y fuimos argentinos porque fracasamos en ser americanos. Aquí se encierra todo nuestro drama y la clave de la revolución que vendrá…La Nación, que hasta 1810 era el conjunto de América hispana, y en cierto sentido, también España, se disgrega en una polvareda difusa de pequeños estados… En el siglo que presencia el movimiento de las nacionalidades, la América indo-ibérica pierde su unidad nacional. En nuestros días se festeja dicha tragedia: esta monstruosidad no hace sino iluminar sombríamente la pérdida de la conciencia nacional latinoamericana. Recobrarla por un acto de reposesión de nuestro pasado histórico, será el primer paso de nuestra revolución…" (Ramos, 1957:13-14). El texto suena más como bandera de lucha que como verdad histórica; sin embargo, el argumento fue tomado a pie juntillas por varias generaciones de latinoamericanos, en particular en los años setenta del siglo pasado. La idea de América Latina como una región unida y luego fragmentada por los imperios, las oligarquías nativas, los militares, los nacionalistas, los conservadores o los liberales es un mito fuertemente arraigado en la región, que ha logrado instalarse de nuevo en la mente de mucha gente. Otra literatura, tan profusa como la anterior, presenta en un sentido opuesto a la desunión latinoamericana como un problema de origen. Con motivo de la celebración del Bicentenario en varios países de la región, el escritor chileno Carlos Franz escribió lo siguiente: "América Latina entra en su tercer siglo más invocada que vista, más virtual que real, más literaria que literal. No en balde, la narrativa es uno de los pocos sitios en los que América Latina llegó a existir como imagen conjunta. Nuestros bicentenarios conmemoran, sobre todo, doscientos años de soledad" (Franz, 2010: 19). Este texto, como tantos otros, remite a la idea de América Latina como una mera geografía, a una región formada por varias subregiones, a un continente con realidades diversas, a la desunión como una condición histórica inicial que se transforma con el tiempo en un aspecto estructural. Esta visión de América Latina también se ha reforzado en la última década con el fin de la homogeneidad "rara" de los noventa –más propia del acomodamiento de un área periférica a las realidades internacionales de la inmediata posguerra fría que de nuevas condiciones endógenas- y, en particular, con la aparición de fuerzas políticas y sociales muy críticas de las ideas liberales que reinaron en aquellos años.Sepultados el Área de Libre Comercio de las Américas (ALCA) en su versión continental y el Consenso de Washington, cuestionada en muchos lugares la democracia liberal, avivados viejos y nuevos conflictos entre países y profundizadas las brechas sociales la mentada mayor homogeneidad de los noventa dio paso a la noción de "creciente heterogeneidad" de los 2000. Las dificultades de los procesos de integración también alentaron la idea de que América Latina tendía más a acentuar sus divisiones que a construir un proyecto político y económico común, incluso a escala subregional. Alianzas que habían sido definidas como estratégicas –el caso más notorio, fue la formada por la Argentina y Brasil- no mostraron en los hechos tal carácter. La relación bilateral careció de las formas de cooperación estrechas, la confianza mutua, la colaboración prolongada y la comunidad de intereses propias de toda alianza. Así, la idea de heterogeneidad de la región, el fracaso de la integración y la amenaza de polarización signaron la forma predominante de acercarse a los temas de América Latina en la década de 2000. Más aún, la oposición integración/polarización se convirtió en el recurso heurístico principal para abordar las relaciones entre países o grupos de países en la región. Cientos de artículos y numerosas reuniones académicas que han convocado a reflexionar sobre el futuro de la región a partir de estas opciones polares son la evidencia más clara de que el asunto no es banal y que expresa dilemas o dicotomías que están en el ambiente de nuestro tiempo. La espiral de conflictos entre Colombia y Venezuela, sus diferentes modelos de política interna y estrategias opuestas de política exterior se han citado hasta el cansancio como la mejor muestra de la diversidad y polarización regional.Debo confesar de entrada que no me siento cómodo frente a preguntas del tipo América Latina ¿integrada o fragmentada? o ¿dónde está y hacia dónde va América Latina en materia de relaciones intrarregionales? Nos colocan frente a un universo demasiado agregado en el que es fácil despistarse o terminar diciendo trivialidades. Más aún, me cuesta pensar que alguien pueda plantearse seriamente contestarlas. Sí creo entender o, al menos, vislumbrar el rumbo internacional de algunos de sus países, al igual que ignoro el de otros, por ejemplo, el de mi propio país, la Argentina. Así como tengo numerosas dudas sobre el futuro de la región, creo tener algunas certezas directamente referidas a las oposiciones polares en boga y, en consecuencia, las expongo de una vez: los caminos que transita la región no van en dirección de la integración ni de la polarización. Ni una ni otra han de ser los procesos dominantes en los próximos años, otros procesos de afuera y de adentro definirán el carácter de los vínculos intrarregionales. No sé muy bien como lo harán, pero hasta aquí me atrevo a llegar.Si estoy en lo cierto, tampoco vale, como suele hacerse, enlazar a la integración y la polarización con una conjunción disyuntiva, presentando a ambos procesos como alternativas opuestas, al estilo "unidos o dominados", "liberación o dependencia". Se trata, como éstas, de una oposición falsa y reduccionista y, además, sin ninguna clase de appeal: integración o polarización no vibra como un buen slogan para sacar una muchedumbre a la calle. Advierto finalmente que nada hay en este artículo de carácter normativo. Mi propósito se limita a comentar el alcance de los dos procesos identificados en el título del trabajo como así también a señalar otros fenómenos que considero más relevantes para pensar el futuro de las relaciones intrarregionales. I. La integración: ¿de qué estamos hablando?Una primera aclaración se impone en este punto. Digo que América Latina "no se integrará" si entendemos la integración como un proceso de ahondamiento de las opciones de integración subregional por las que optaron en su momento los países de la región teniendo como espejo a la Unión Europea. El rumbo seguido por América Latina en las dos últimas décadas en materia de integración es un libro abierto sobre las dificultades de procesos relativamente exitosos que terminan empantanados –la Comunidad Andina de Naciones (CAN)- y de otros que han experimentado sucesivas situaciones de crisis, retrocesos y fugas hacia delante que ponen seriamente en duda su realización como una unión aduanera –el caso del Mercosur-. A estas alturas del partido, sabemos que no hay un solo texto para la integración y que ella puede incluso frustrarse. América Latina o algunas subregiones dentro de ella tampoco reunirán en los años venideros los atributos que desde ópticas más políticas se identifican como constitutivos de un bloque integrado de países: la posibilidad de actuar en equipo y la formación una "comunidad pluralista de seguridad" en el marco de una cultura de amistad (Wendt, 1999: 297/307).Es fundamental hacer esta puntualización porque el término integración se usa de modo frecuente para referirse a procesos de naturaleza bien diferente. Por ejemplo, a la "integración hemisférica" mediante la constitución del ALCA (un proyecto que se frustró en la Octava Reunión Ministerial de Comercio celebrada en Miami en el mes de noviembre de 2003 y que no tiene posibilidades de resucitar con un alcance interamericano) y, en sus antípodas, a la "integración de los pueblos" como promesa de la Alianza Bolivariana para los Pueblos de Nuestra América (ALBA). 2La parálisis de los procesos de integración subregionales influyó en la utilización del término integración para referirse a vínculos políticos y militares, a lazos culturales y entre actores de la sociedad civil, a políticas sociales, a proyectos para la construcción de obras de infraestructura y de energía entre países. Así, toda vinculación transfronteriza entró en esta amplia y difusa categoría de la integración. Solo faltó poner bajo el rótulo de la integración latinoamericana a las redes transnacionales del crimen organizado y el narcotráfico, esto es, al lado oscuro de la luna en materia de relaciones intrarregionales. En principio, no es incorrecto extender el concepto integración a gran parte de los procesos que menciono; el problema es que esta práctica habitual se convierta –como de hecho sucede- en un recurso para disimular o velar reveses al tiempo que la llama de la idea original de integración se mantiene viva a la manera de un rito. La ceremonia se celebra con frecuencia irregular pero el oficio siempre convoca a relanzar procesos cada vez más alejados de las metas fijadas y de las expectativas creadas en el momento de su fundación. No es mi propósito explayarme sobre los factores que dan cuenta de este fenómeno: vacío o incompatibilidad de objetivos estratégicos, exceso de nacionalismo, déficit de liderazgo, fuertes asimetrías entre los socios, falta de voluntad política para cumplir los compromisos asumidos, ausencia de mecanismos de trade off que generen incentivos para una cooperación estable, adopción de medidas de política comercial unilaterales, estrategias diversas y aun divergentes de inserción internacional, fracturas y conflictos políticos, factores externos a la región que operan como fuerzas centrífugas. La literatura especializada los ha tratado de manera extensa y convincente. Sí me importa señalar su impacto negativo sobre el resultado y las perspectivas de los procesos de integración regional, cuyo principal objetivo de origen fue la integración económica de los países el área, independientemente de la retórica más o menos colorida que siempre ha acompañado a esta empresa. Como concluyen Bouzas, da Motta Veiga y Rios: "De hecho, la "pérdida de foco" ha sido una característica reiterada de los procesos de integración en América del Sur, lo que ha contribuido a hacerlos crecientemente irrelevantes desde el punto de vista económico. Si la integración regional es concebida como un instrumento para promover los proyectos nacionales de desarrollo, un criterio fundamental para la construcción de la agenda debería ser la identificación del aporte que la integración económica puede hacer y de los instrumentos concretos para hacerla efectiva" (Bouzas, da Motta Veida y Ríos, 2008: 340/1).En los hechos, se ha seguido el camino inverso y los temas económicos quedaron en la trastienda para no obstaculizar la "nueva" agenda de la integración de América Latina, mucho más ambiciosa y extensa que la "vieja". Ella incluye, entre otros temas, la "interconectividad", la cultura, la ciencia y la tecnología, el vínculo entre los "pueblos", la cooperación en temas de seguridad y de defensa, la búsqueda de acuerdos y la coordinación de políticas para resolver problemas o crisis regionales. Esta manifiesta alteración de las jerarquías en los temas de la agenda, como ha sucedido en los últimos años, es la mejor muestra de las penurias y tropiezos de la integración realmente existente en América Latina. Además, integración, cooperación y concertación se pusieron en una misma bolsa como si fueran conceptos similares. En medio de esta confusión bastante generalizada, la única expresión reciente de un avance meritorio en materia de integración regional fue la firma del demorado Código Aduanero del Mercosur, la eliminación del doble cobro de arancel y la distribución de la renta aduanera durante la 39 Cumbre del bloque, realizada de San Juan, Argentina, a principios de agosto de 2010. Por cierto, todas estas decisiones deben completar el ciclo de su aprobación en cada país miembro. Como advierte acertadamente Félix Peña, hay que tener en cuenta que el Mercosur tiene varios "cadáveres legales", por ejemplo, importantes acuerdos en materia de defensa de la competencia y de tratamiento a las inversiones que no pudieron atravesar exitosamente ese ciclo. También advierte que el propio Código Aduanero ya había sido aprobado en 1994 en una versión anterior (Peña, 2010: 2) Retomo el tema de la integración más adelante.II. Ahora la polarizaciónDigo en segundo lugar que América Latina "no se polarizará" si entendemos por polarización un acrecentamiento de las diferencias políticas y económicas existentes que lleve a la división en partes o direcciones contrarias entre los países de la región. No se trata de negar las diferencias, que existen y son importantes. El error frecuente en los análisis de moda es el de exagerarlas, por ignorancia o interés, o el de presentarlas en forma simplista e ideologizada, como cuando se habla ligeramente de buena y mala izquierda (Castañeda, 2006). Mi punto es que estas diferencias no concluirán en la polarización de América Latina, entendida la idea como lo acabo de hacer, esto es, como una región conformada por polos opuestos y enfrentados. Los problemas y conflictos están a la orden del día, pero también pesan numerosas fuerzas de moderación, históricas y nuevas. Además, estos conflictos y problemas no son necesariamente una consecuencia de las diferencias políticas, a veces lo son de las similitudes políticas. No se me escapa que la idea de polarización se estructura en torno a otra noción, de fuerte presencia en la región y con la que se establece una dudosa correlación: la así referida "mayor heterogeneidad de América Latina". Una frase repetida por puro hábito y que por lo general se reduce solo a este enunciado, sin que se aclare, por consiguiente, cual es la circunstancia anterior en la que la región habría sido más homogénea. La idea solo puede aceptarse si hace referencia a la homogeneidad de los noventa –que es la que en general se observa para hacer comparaciones con la década actual- en la que tuvo mucho que ver el fin de la Guerra Fría y la victoria de Estados Unidos en ese conflicto. También podría aceptarse si se hace referencia a que los "diferentes" -antes bien, yo diría, los "históricamente relegados"- no solo son más visibles desde el punto de vista político sino que también gobiernan algunos países. Fuera de esto, la noción de mayor heterogeneidad no es más que una muletilla. ¿Cuándo fue América Latina homogénea política y económicamente? ¿Acaso cuando convivieron en la década de 1910 revoluciones como la mexicana, dictaduras tradicionales, repúblicas bananeras y democracias que ampliaban la participación popular? Y en los años setenta ¿qué homogeneidad mostraron las dictaduras militares del Cono Sur con regímenes políticos como los de Costa Rica, Colombia y Venezuela o el de México, bajo los gobiernos del PRI? ¿Qué años o qué década pueden citarse como ejemplo de homogeneidad? Siempre se apela, pero como excepción a la regla, a la fugaz homogeneidad relativa de principios de los sesenta que posibilitó anudar con Washington la Alianza para el Progreso en respuesta a la "heterogénea" Cuba. Por otra parte, ¿Cuándo tuvo América Latina un proyecto político estratégico regional o actuó con una sola voz? El Consenso de Viña del Mar del año 1969 y el Grupo de Contadora junto a su Grupo de Apoyo en los años ochenta suelen citarse más como casos singulares que como muestra de la capacidad de la región para la acción colectiva. América Latina en su totalidad o segmentos de ella como región unida y relevante en el mundo ha sido hasta aquí una aspiración de buena parte de los latinoamericanos, una idea movilizadora cuyo tiempo está por verse si alguna vez llegará.La diversidad política, económica, geográfica, cultural y social de América Latina salta a la vista y, en consecuencia, no es materia de discusión; más aun, su variedad es, en muchos aspectos, un capital extraordinario. La región fue, es y será heterogénea, aunque probablemente menos que muchas otras áreas del mundo. ¿Qué es entonces lo que hoy inquieta o da pie al debate cuando se habla de heterogeneidad? Claramente, dos cosas: el vínculo entre heterogeneidad y polarización y, en una versión más atenuada, entre heterogeneidad y fragmentación. La heterogeneidad varía de condición a problema para que América Latina o partes de ella se unan, se integren, cooperen, se expresen al unísono. En el primer caso, la polarización sería, en lo fundamental, la consecuencia esperable de las diferencias políticas e ideológicas que hay en América Latina. En el segundo caso, la fragmentación sería el producto de una gama de factores más complejos, aunque las variables políticas también ocupan un lugar de relevancia en el análisis.El asunto que tenemos entre manos es resbaladizo y requiere algunas aclaraciones. Primero, estimo altamente improbable que las diferencias políticas existentes terminen dividiendo a la región en partes (de nuevo, los polos) que se aíslen o se enfrenten. No hay evidencia empírica para sustentar esta tesis. Las fuerzas políticas con mayores credenciales para polarizar a la región serían las distintas corrientes que integran o se consideran cercanas al "socialismo del siglo XXI". Pongo el acento en estas fuerzas porque son las que más se mencionan como principal fuente de "polarización" y porque la "izquierda buena" hace rato que aprobó el examen en la asignatura "no polarización". La acción "polarizadora" de la derecha liberal en América Latina tiene un viejo linaje y es un argumento clásico de los sectores nacionalistas tanto de derecha como de izquierda, tan usado como el de la obra "balcanizadora" de los imperios en la región. 3Los "albistas" tienen mucho en común, constituyen en buena medida una alianza y aparecen a primera vista como lo más cercano a un bloque en América Latina y el Caribe. No debe subestimarse su capacidad de reunir adeptos, dentro y fuera del espacio que ocupan sus países miembros en una región con profundas cesuras sociales como la nuestra. Pasar de esto a un polo que se separe o enfrente a otro u otros es algo bien improbable. También lo es que una escalada bilateral entre un país bolivariano y otro del ambiguo resto obligue a los demás a partirse en dos bandos. 4Cuba y Venezuela han establecido en la década de 2000 la alianza más estrecha que existe en América Latina. La Habana la buscó para asegurar la subsistencia del régimen y para obtener beneficios económicos, Caracas consideró a la experiencia revolucionaria de la isla como una fuente de inspiración y de ayuda vital para implantar su propio proyecto revolucionario. Como bien destaca Carlos A. Romero: "La puesta en marcha del ALBA, a fines de 2004, y el tránsito venezolano de una revolución nacionalista hacia una revolución socialista permitieron darle un giro a las relaciones entre a los dos países hacia un plano más regional" (Romero, 2009: 3 y 4). Sin embargo, es poco probable que la epopeya revolucionaria que promueven se expanda y asiente mucho más allá de su alcance actual. El libreto bolivariano se opone a la mayor parte de las ideas en materia de democracia, desarrollo económico, defensa y política exterior que prevalecen en la región. También es visto en muchas capitales como una forma indebida de injerencia en asuntos internos o en proyectos subregionales acuñados con anterioridad. La salida de Venezuela de la CAN para acceder con anhelos fundacionales a un "nuevo Mercosur" encontró una rápida respuesta por parte del canciller de Brasil; Celso Amorín: "No es el Mercosur el que tiene que adaptarse a Venezuela, sino Venezuela la que tiene que adaptarse al Mercosusr". Es asimismo poco probable que los miembros del ALBA sean capaces de unirse en torno a un proyecto colectivo en condiciones de realizarse. Encuentran resistencia en sus propios países, aunque de diferente magnitud, y dentro y fuera de la región. Sus "aliados" externos son pocos y con fuertes límites, ningún actor extrarregional (salvo Irán) procura alianzas "agresivas" en la región que aviven el fuego de la discordia o que hostiguen a Estados Unidos. En consecuencia, la posibilidad de que las fuerzas que impulsan el ALBA logren construir un "nuevo mapa geopolítico" en la región, como suele ponerlo Hugo Chávez, y que a este mapa se oponga un "eje" de la derecha es a mi juicio remota. Que estas mismas fuerzas sean al mismo tiempo una fuente de polarización doméstica es discutible, ya que la evidencia empírica es contrastante. Chavistas y opositores pueden terminar ahondando gravemente las fracturas políticas en Venezuela. Por su parte, "polarizadores" como Evo Morales y Rafael Correa se han mostrado capaces de brindar estabilidad política a dos países signados por la debilidad y fragilidad de los gobiernos y por crisis institucionales crónicas, enfrentando fuerzas de fragmentación internas, sobre todo en Bolivia.En su gran mayoría, las distintas expresiones de la derecha latinoamericana tampoco cuentan con condiciones o se proponen la formación de un bloque activo que confronte a los albistas o a otras formas de la izquierda en la región. Los gobiernos de derecha no han cerrado filas con la Colombia de Uribe en sus conflictos con la Venezuela de Chávez ni los gobiernos de izquierda han corrido en apoyo de este último, más allá de sus declaraciones de solidaridad con Caracas y sus críticas al Uribismo y a Washington. Si bien apunta a contrarrestar la iniciativa del ALBA, el principal objetivo del "Acuerdo del Pacífico" impulsado por Alan García en 2006, es el de ampliar el comercio y las inversiones de los países que lo integran con las naciones de Asia-Pacífico. En breve, las intenciones de los actores, en su gran mayoría, no van en sentido de la polarización. Tampoco ella sería el resultado no querido de la competencia entre las fuerzas políticas y sociales que más gravitan en América Latina o de factores que podrían operar en ese sentido desde el exterior. Estados Unidos, siempre el primer imputado en la asignatura "divide y reinarás", no parece estar particularmente ocupado en agrietar la región. Los intereses y energías de Washington vis-a-vis su vecinos del sur están más puestos en los problemas transnacionales que le llegan de América Latina (crimen organizado, narcotráfico, migraciones ilegales), en los que Estados Unidos es claramente co-responsable, que en derrotar la causa de los bolivarianos y de otros movimientos afines.Cabe recordar que en los setenta se señalaba a la geografía, al tipo de vínculo establecido con los Estados Unidos y al grado de diversificación de las relaciones exteriores como las causas principales de la separación "irremediable" entre la América Latina del Norte y la del Sur. Es correcto situar a esta idea como la primera versión fuerte de una forma de polarización regional al norte y sur del Canal de Panamá, una visión que perdura hasta hoy por razones fáciles de entender: las "dos" Américas Latina viven realidades diferentes y sus vínculos con Estados Unidos tienen distinto carácter e importancia relativa. México, el Estado más importante de la América Latina del Norte, concentra el 90% de su comercio exterior con Estados Unidos de donde proviene el 90% de las inversiones y del turismo que llegan al país. Como se ha dicho tantas veces, México tiene su corazón en América Latina pero su cabeza y cartera en Estados Unidos, un dilema que también viven la mayoría de los países de América Central y el Caribe.La idea de la separación de América Latina en dos partes diferenciadas es una construcción intelectual valiosa para explicar un proceso que debe atenderse cuidadosamente en todo análisis de las relaciones interamericanas e intrarregionales. Sin embargo, cuando se toma esta lectura al pie de la letra se corre el riesgo de no captar otros fenómenos que nos permiten plantear algunos interrogantes sobre la profundidad, límites geográficos, magnitud y evolución probable de esta "fractura". La América Latina del Norte estrechará cada vez más sus lazos con Estados Unidos al tiempo que establecerá nuevas formas de relación con la del Sur. Estos dos procesos, a pesar de la incuestionable menor relevancia del segundo, ponen en entredicho las visiones que apuestan a una separación creciente de la brecha entre el norte y el sur de América Latina. Me valgo de algunos ejemplos muy a la mano para sostener mis dudas. La Alianza Bolivariana para los Pueblos de Nuestra América (ALBA) está integrada por países de las dos Américas Latinas –Bolivia, Ecuador y Venezuela por la del Sur y Antigua y Barbuda, Cuba, Dominica, Nicaragua y San Vicente y Granadinas por la del Norte-. La estrecha alianza entre Bogotá y Washington parece situar a Colombia en la América Latina del Norte o, dicho de otro modo, parece ampliar la frontera austral de esta subregión introduciendo una cuña importantísima en el territorio disminuido, por consiguiente, de la América Latina del Sur. Los países del Cono Sur juegan un papel de primer orden en la operación de mantenimiento de la paz en Haití, conocida como MINUSTAH. También lo jugaron, sobre todo la Argentina y Brasil, en la crisis de Honduras tras el golpe de estado contra Zelaya; luego de la elección de Porfirio Lobo, las posiciones a favor y en contra del reconocimiento del nuevo gobierno salvadoreño no obedecieron al clivaje geográfico norte-sur que dividiría a las dos Américas Latinas. El comercio entre los países que componen el Mercosur se retrajo a mediados de los 2000 mientras aumentaba la importancia de México como mercado de destino para las exportaciones sudamericanas, especialmente para la Argentina, Brasil, Colombia, Chile y Uruguay. Las inversiones mexicanas han crecido notablemente en los últimos veinte años en Venezuela, Brasil, la Argentina, Chile, Colombia, Ecuador y Perú. La "complementariedad natural" entre México y Colombia en el combate al crimen organizado y el narcotráfico ha llevado a los dos países a buscar nuevas formas de cooperación en este campo. México y Chile han forjado un estrecho vínculo a partir de enfoques e intereses comunes en el plano bilateral, al igual que en el regional y global. Los dos países unieron fuerzas en el Consejo de Seguridad de las Naciones Unidas para oponerse a la decisión del gobierno de George W. Bush de invadir militarmente a Irak en 2003. Por último, los gobiernos de México y Brasil acordaron en febrero de 2010 iniciar un proceso de trabajo para alcanzar un acuerdo comercial amplio y estratégico entre los dos países. Todo esto sin la grandilocuencia que suele acompañar a los anuncios y empeños formales de integración y cooperación regional. La noción de polarización en América Latina reapareció en los noventa, la causa esta vez era el proyecto ALCA promovido por Washington y las reacciones favorables y adversas que generaba. Como ya apunté, la iniciativa de alcance hemisférico se fue debilitando para terminar diluyéndose, aunque siguió avanzando mediante la firma de tratados de libre comercio bilaterales o por grupos de países. Es mucho lo que se puede decir sobre este proceso, pero no que su resultado haya sido la polarización de la región entre quienes firmaron y quienes se opusieron. Simplemente, no se conformaron dos bloques (Pacífico y Atlántico, como se los construía), ni siquiera uno. En realidad, este proceso incidió negativamente en la integración subregional, como la entiendo aquí, en especial en la CAN. Puede considerarse un factor de fragmentación pero no de polarización. * Ph.D. en Relaciones Internacionales, The Paul Nitze School of Advanced International Studies (SAIS), The Johns Hopkins UniversityDirector de la Maestría en Estudios Internacionales, Universidad Torcuato Di TellaPresidente de la fundación Grupo Vidanta1. El presente artículo es una versión reducida de un trabajo preparado para el German Institute for International and Security Affair2. A pesar de la forma teatral en la que Hugo Chávez decretó la muerte del ALCA en la III Cumbre de los Pueblos, una reunión paralela a la IV Cumbre de las Américas de Mar del Plata que tuvo lugar en noviembre de 2005, este proyecto de integración hemisférica había sido herido de muerte en la reunión de Miami citada. En esta oportunidad, el proyecto original, estructurado sobre la base del consenso continental y del "single undertaking", fue reemplazado por un ALCA-light, de compromisos vagos y pocos profundos.3. Me refiero aquí al argumento de uso generalizado y no a la actuación de los imperios en la región, que sin duda produjo divisiones y acentuó o alentó varios conflictos entre países.4. Durante el último pico de tensión entre Colombia-Venezuela, que sucedió a la ruptura de relaciones bilaterales por parte de Hugo Chávez en julio de 2010, los países latinoamericanos, sin distinción de banderas políticas, procuraron moderar el conflicto y no azuzarlo. Néstor Kirchner, en su calidad de Secretario General de la UNASUR, con la ayuda de Lula y de los hermanos Castro, logró que los gobiernos de Bogotá y Caracas restablecieran sus lazos y que se abriera un espacio de diálogo entre las partes.BibliografíaBouzas, Roberto; da Motta Veiga, Pedro y Ríos, Sandra (2008): "Crisis y perspectivas de la integración en América del Sur." En Lagos, Ricardo (compilador) (2008): América Latina ¿integración o fragmentación? Buenos Aires: Editorial Edhasa. Castañeda, Jorge (2006): "Latin America's Left Turn." En Foreign Affairs, Vol: 85, No. 3 (May - Jun., 2006). Franz, Carlos (2010): "Doscientos años de soledad." En La Nación, 27 de mayo.Hirst, Monica (2008): "La política sudamericana de Brasil: entre el peso de las asimetrías y la incidencia de nuevas coyunturas." En Escenarios Políticos en América Latina: cuadernos de gobernabilidad democrática 2: Trabajos del Observatorio Regional / coordinado por Fernando Calderón, Primera Edición. Buenos Aires: Siglo XXI Editores.Peña, Felix: "¿Una nueva etapa del Mercosur?: Horizontes abiertos tras la Cumbre de San Juan." Disponible en: http://www.felixpena.com.ar/index.php?contenido=negociaciones&neagno=informes/2010-08-horizontes-abiertos-cumbre-san-juan. Ramos, Jorge Abelardo (1957): Revolución y contrarrevolución en la Argentina. Las masas en nuestra historia. Buenos Aires: Editorial Amerindia.Romero, Carlos A. (2009): "Venezuela y Cuba. Una seguridad diferente." Disponible en: http://nuevomundo.revues.org/55550 Wendt, Alexander (1999): Social Theory of International Politics. Cambridge: Cambridge University Press.
El objeto de estudio comprende varios temas; 1. Se refiere a la vasta utilidad que tiene el enfoque funcional dentro del método comparativo en el Derecho Constitucional Comparado (DCC), considerado como disciplina de estudio autónoma, que comprende el examen de la problemática lingüística, histórica, sociológica y política; 2. Enseguida trata de la importancia y trascendencia que tiene la función jurisdiccional en la evolución teórica-práctica del constitucionalismo democrático; enfatizando el peso que tienen la independencia y autonomía con que deben gestionarse el gobierno y la administración del Poder Judicial, en mérito del principio de la división del poder político; 3. Se examina qué tan factible es ejercer el derecho a la información, junto al debido cumplimiento de actuar con transparencia, la obligación de rendir cuentas y, el grado de satisfacción ciudadana, expresado acerca del desempeño de los órganos colegiados encargados de su gestión en Italia, España y México. El foco de observación se centra en el periodo que va de la promulgación de la Constitución de la República Italiana en 1948, y su influencia en la nueva Constitución Española de 1978, y -a partir de esta- en las reformas a la Constitución de los Estados Unidos Mexicanos de 1994 y 1999; con referencia especial a la vigencia del principio de la división del poder político y su eficacia en el correcto desempeño de la función jurisdiccional; la defensa de la autonomía funcional de los órganos del Poder Judicial, y la independencia de los juzgadores -individual y colectivamente-; así como la aprobación de su presupuesto, el gasto; la transparencia y rendición de cuentas; selección, nombramiento, capacitación y disciplina del personal. De manera resumida adelanto que indago sobre la posibilidad de comparar la institucionalización de la forma del gobierno y administración del Poder Judicial, que prácticamente se ha generalizado en los países que adoptan la forma del Estado Constitucional Democrático (incluida en esta la forma del Estado Social y Democrático de Derecho); centrando la visión en la concepción, estructura, funcionamiento, eficacia y transparencia con que actúan los organismos conocidos como Consejo General del Poder Judicial, Consejo de la Judicatura Federal y Consejo Superior de la Magistratura. Insisto en afirmar que se equivocan quienes creen que, para hacer DCC, basta comparar varios ordenamientos. Naturalmente esto es estudiar el Derecho desde una perspectiva más amplia; pero no por ello se está creando Derecho Comparado. Quedarse sólo con la referencia del derecho extranjero, no agota la realización científica del DCC. No es lo mismo describir el derecho extranjero, que hacer su comparación jurídica. Es pertinente reconocer que la instrucción comparativa no reside solo en hacer referencia al derecho extranjero; es necesario profundizar en el análisis de las anomalías a que da lugar su recepción en contextos culturales diferentes. No puede dejarse al margen la nota de que una cosa es comparar estructuras constitucionales (y/o bloques de constitucionalidad), otra es comparar el funcionamiento de sus órganos, y otra más es comparar la eficacia que tal estructura y modo de funcionar alcanzan en la solución de la problemática jurisdiccional que se pretenda resolver. En buena medida la importancia del Poder Judicial en la actualidad, es consecuente con su proceso de evolución, iniciado a partir del nacimiento de esta forma de organizar políticamente a la sociedad que llamamos El Estado, desde la perspectiva del empoderamiento imperioso del aparato jurisdiccional y del control de la constitucionalidad, bien pudiera aceptarse a grandes rasgos y de manera generalizada, para toda forma de organización política de la sociedad que adopta la fórmula de la Democracia Constitucional; lo cierto es que, en tanto expresión abreviada del neo-constitucionalismo, caracterizado por las circunstancias inherentes al devenir histórico y uso lingüístico de cada Nación, no reporta un mismo desarrollo institucional y, por tanto, justifica su estudio y deslinde comparativo. En síntesis, la cuestión que nos ocupa se concreta en los aspectos que me parecen medulares en cada uno de los siguientes objetos a comparar, según se reseña en el siguiente cuadro resumen: Aspectos a comparar Objetos a comparar Definición Contenido 1).- El contexto político Diferencias en la conformación del sistema político Formas de Estado, de gobierno y régimen político, en relación con las cualidades e intereses de la ciudadanía. 2).-Estructura organizacional Modelo organizacional conforme al cual se institucionalizan los órganos del gobierno y la administración del PJ. Institucionalización centralizada, descentralizada, mixta o autónoma Unidad o dispersión de la judicatura Conformación y procedimiento de integración de los órganos de gobierno y administración. 3).- Funcionamiento de los órganos operativos Procedimientos para la toma de decisiones en los órganos de autoridad del Poder Judicial. Grados de autonomía funcional ¿Quién elabora, aprueba, ejerce y fiscaliza el gasto del Poder Judicial? Selección, nombramiento, capacitación, disciplina y remuneración del personal que labora en el PJ. Gestión de recursos materiales, financieros, de la construcción y el mantenimiento de instalaciones. 4).-Eficacia y transparencia en el ejercicio de atribuciones Eficacia en desempeño y transparencia en el funcionamiento de los órganos de gobierno y administración del Poder Judicial. Deber de transparentar todas sus actuaciones. Obligación de rendir cuentas públicamente de su gestión. Percepción de los colectivos de sus miembros integrantes, el foro profesional y la opinión pública, acerca del desempeño del Poder Judicial. 3. Objetivos e interrogantes de la investigación Objetivo principal: "Demostrar la utilidad del enfoque funcional del método del Derecho Constitucional Comparado, con la evaluación del desempeño de los órganos encargados del gobierno y la administración del Poder Judicial; examinando su autonomía operativa, la independencia de sus jueces y el grado de transparencia con que ejercen la función jurisdiccional en Italia, España y México". Objetivos instrumentales: " Precisar en qué consiste el método del Derecho Constitucional Comparado, concebido como disciplina científica; su deslinde del Derecho Comparado Privado y Público, y ¿cuáles son las ventajas que ofrece su utilización? " Especificar el significativo valor que tiene en la Teoría de la División del Poder Político en el surgimiento, evolución y praxis del Estado Constitucional Democrático. " Evidenciar la importancia y trascendencia que tiene la acreditación de la autonomía del Poder Judicial y la independencia de sus jueces, magistrados y ministros de la Suprema Corte; en el ejercicio de la función jurisdiccional. " Ofrecer parámetros para evaluar la eficacia, eficiencia, transparencia y rendición de cuentas del desempeño de los diferentes órganos integrantes del Poder Judicial; a la vista de la institucionalización jurídico-política de la democracia. Interrogantes de la investigación: a. ¿Qué trascendencia tiene para la epistemología política-jurídica el debate sobre si el Derecho Constitucional Comparado es Ciencia o es método? ¿Acaso son excluyentes y afectan sin remedio el resultado de su aplicación? ¿Cuáles son los parámetros necesarios para el uso del método comparativo con enfoque funcionalista, más que institucionalista, en el ámbito del derecho constitucional? b. ¿Deben respetarse las tradiciones culturales en todo intento de reforma constitucional tendiente a incorporar instituciones jurídico-políticas de un Estado en otro? ¿pueden incorporarse con éxito desde las cúpulas del poder, aun cuando impliquen cambios sobre los patrones culturales? c. ¿Pueden hacerse tales incorporaciones sin identificar las realidades inherentes, indispensables para evitar riesgos en la adopción de nuevas instituciones; es decir, sin analizar los valores comunes al Estado Constitucional Democrático, según su grado de desarrollo interno, a la vista de la juridicidad y justiciabilidad de los derechos humanos; el ejercicio popular de la soberanía; el control jurisdiccional de la Constitución, y la división razonable y equilibrio ecuánime del poder político? d. ¿Es posible hacer el análisis de los procesos de reforma a la configuración y funcionamiento del Poder Judicial y de la praxis de la justicia, con toda su complejidad organizacional, comparando realidades político-culturales tan disparejas? ¿Cuáles son los criterios para el análisis de los países objeto del presente estudio? e. ¿La coincidencia en la ideología del constitucionalismo democrático, permite -lisa y llanamente- trasladar instituciones jurídico-políticas de un Estado de forma unitaria, con gobierno monárquico y régimen parlamentario, a otro de forma federal, con gobierno republicano y régimen presidencialista? f. ¿La exigencia de transparencia y rendición de cuentas sobre la actuación de los integrantes tanto del aparato de gobierno y administración, como de quienes ejercen la función jurisdiccional, son elementos de juicio idóneos -prima facie- para evaluar el cometido del Poder Judicial a la luz del constitucionalismo democrático? 4. Aspectos metodológicos En relación con los aspectos metodológicos, se abordan los puntos relativos a las diferencias entre el DCC y hacer una simple referencia al Derecho extranjero, así como la idoneidad de la perspectiva funcional; los niveles de investigación comparativa y el aprovechamiento del método comparativo. Un aspecto prioritario está en abocarse al examen de la lingüística, que pueda resultar equívoca antes de introducirse al estudio del DCC. Sin duda puede afirmarse que la precisión terminológica es condición ineludible para alcanzar el entendimiento y llegar a acuerdos. Un ejemplo de terminología imprecisa convertida en tópico relacionado con el Poder Judicial, está en el uso indistinto de las nociones de administración judicial y/o administración de justicia, que en la actualidad se evita en razón del equívoco a que da lugar, toda vez que la judicatura en todo caso no administra sino imparte. Estoy convencido de que la realización de todo trabajo de investigación sobre este tema, no alcanza a prepararse de manera adecuada, si -en principio- no se presenta el método comparativo a que alude Paolo Biscaretti en la Premisa Metodológica de su libro: Introduzione al Diritto Costituzionale Comparato, en el que plantea la necesidad de consolidar esta disciplina, dentro del conjunto de las disciplinas que estudian el Derecho Constitucional. En el caso se busca que, mediante la investigación sobre los puntos de coincidencias y sobre las diferencias específicas, se pueda dar luz sobre la evolución y desarrollo de las instituciones encargadas de gestionar el gobierno y la administración del Poder Judicial, a fin de encontrar elementos apropiados para profundizar su conocimiento y apreciación, a la vez que subrayar las carencias y deficiencias susceptibles de ser solucionadas. Ciertamente el objeto específico a seguir con el uso del método comparativo, se determina en relación con la naturaleza de la investigación, la cual puede orientarse tanto al ordenamiento constitucional en su conjunto, como a ciertas funciones e instituciones de éste. Otro aspecto imprescindible fue el relativo a la ubicación y profundidad del nivel de examen que debe realizarse en el DCC, está en el tema de los diferentes niveles en que suele clasificarse la investigación comparativa, fundamentalmente por el conjunto de instrumentos de análisis que dispone para cada uno de esos niveles, los cuales varían en razón de las finalidades que se persiguen: a)Comparación interna versus comparación externa; b)Comparación nacional versus comparación internacional; c)Comparación en sentido restringido versus comparación en sentido amplio; d)Comparación horizontal versus comparación vertical; e)Comparación sincrónica versus comparación diacrónica; f)Macro-comparación versus micro-comparación. En esta búsqueda, no pueden dejarse de aprovechar las reflexiones que hace al respecto Léontin-Jean Constantinesco, sin duda uno de los precursores más seguido por los estudiosos del derecho comparado; especialmente en lo que se refiere a su interesante teoría de los elementos determinantes, los que identifica como generadores de la identidad del ordenamiento jurídico; esto es, los elementos que trazan la forma de un sistema, fijando incluso su estructura fundamental. Es en este entendido que la secuencia de las reflexiones acerca del uso del método comparado se organiza en cuatro planos: En un primer plano tenemos la comparación propia del discurso común al campo de estudio de la ciencia jurídica, prácticamente desplegados inicialmente en los ámbitos del Derecho Privado. En un segundo plano habrá que identificar los principios, reglas y demás aspectos característicos de la comparación, propios del estudio del Derecho Público. En tercer plano habrá que abordarse el estudio de la materia constitucional; de modo que puedan deslindarse los campos específicos entre el Derecho Constitucional y el Derecho Comparado; y, en un cuarto plano, encontramos precisamente al examen del Derecho Constitucional Comparado y su metodología específica. Me parece del mismo modo pertinente mencionar las que considero puntualizaciones básicas para el estudio del Derecho Constitucional Comparado: La primera es que su origen corresponde a una creación científica; esto es, no resulta de las relaciones sociales sino de una construcción teórica, que llega a formar parte relevante de la dogmática jurídica; La segunda puntualización que creo oportuno mencionar, reside en el reconocimiento de la tradición comparatista de los juristas alemanes, franceses e italianos, iniciada entre los estudiosos del derecho privado, y enseguida desarrollada por los juspublicistas; Una tercera puntualización, está en mi convicción de que siempre será una necedad pretender demostrar la autonomía del derecho constitucional, respecto de la historia política; Como cuarta puntualización sostengo que nuestro acercamiento al Derecho Constitucional Comparado, más que obedecer a la intención de describir ordenamientos jurídicos existentes, ajusta su análisis al tenor del derecho que tienen los ciudadanos a saber y la obligación que tienen los funcionarios de transparentar sus actos y rendir cuentas; La quinta puntualización alude nada menos que a la selección del método comparativo, a seguir en la Ciencia del Derecho Constitucional Comparado; mismas que resumo en los siguientes pasos básicos: a)Cotejar normas e instituciones; b)Evidenciar características distintivas, similares o diferenciales; c)Alcanzar la determinación de principios y reglas que resulten de su aplicación; y d) Construir o elaborar una doctrina con la finalidad de: satisfacer exigencias de orden cultural apropiadas para la Teoría General del Derecho; mejorar la interpretación y valoración de las instituciones Jurídicas del ordenamiento nacional; especialmente si provienen de la misma cepa genealógica; mejorar la política legislativa, considerando la utilidad que brinda el buen conocimiento de las instituciones de estados semejantes; alcanzar la meta de unificación legislativa, que resulta de los cada vez más estrechos vínculos que se dan entre numerosos estados nacionales, con los cuales constituyen estructuras supranacionales. Por último, y con el propósito de adentrarnos en el estudio que permita acreditar la ventaja del enfoque funcional en el método comparativo, creo conveniente rescatar la opinión del profesor Giuseppe De Vergottini, en relación con lo que identifica como las tres cuestiones fundamentales que orientan el discurso científico de la comparación jurídica, a saber: ¿Para qué se compara? Esto es, despejar el problema de la función; ¿Qué se compara? Esto es despejar el problema del objeto; y, ¿Cómo se hace la comparación? Esto es despejar el problema del método. Se trata de ofrecer una investigación sistemática de la función, el objeto y la metodología del estudio comparativo del derecho constitucional; reconociendo prácticamente dos niveles de análisis; uno primario, el cual tiene que ver con la generación de conocimiento; de ahí la concepción del Derecho Constitucional Comparado como ciencia. Otro nivel, secundario, que concierne al aprovechamiento de los resultados obtenidos en el nivel primario, con el fin de cumplir diversos objetivos, como serían: a) las elaboraciones doctrinales; b) los fines prácticos en el ejercicio profesional; c) el apoyo en la interpretación constitucional; d) la preparación de textos normativos; y, e) la elaboración de resoluciones judiciales y/o jurisprudenciales. 5. Evolución del constitucionalismo y función jurisdiccional Estoy convencido de que toda intención de asomarse al estudio del Derecho Constitucional Comparado, para examinar y evaluar el desempeño del gobierno y la administración del Poder Judicial, debe contener una revisión y deslinde -aunque sea de manera sucinta- de las concepciones que le contextualizan, las cuales en nuestro caso conciernen a la doctrina del Constitucionalismo, la Teoría de la Constitución y el propio Derecho Constitucional, así como las que le dan marco en la actualidad, como las del neo-constitucionalismo; la constitucionalización del sistema de valores superiores del ordenamiento jurídico; las peculiaridades en la interpretación de la Constitución; la teoría de la supra-constitucionalidad, el denominado bloque de constitucionalidad, y las mutaciones constitucionales; habida cuenta de que todos estos conceptos tienen significados bien delimitados entre sí, aun y cuando sean -a la vez- complementarios respecto de su fuente, y de que en no pocos fragmentos -incluso- compartan contenidos propositivos. De ahí que sea imprescindible, más que oportuna, la reflexión sobre estas nociones, de cuya familiaridad conceptual alineamos el lenguaje modélico del Derecho Constitucional Comparado; y con las cuales configuramos el contorno epistémico del objeto de nuestra investigación jurídico-constitucional comparada. 6. Independencia, autonomía y legitimidad de la judicatura Se tiene por bien sabido que en toda obra literaria que se escriba sobre el Estado Constitucional Democrático, hay dos temas que no pueden eludirse: la juridicidad y justiciabilidad de los Derechos Humanos y la división del poder político; habida cuenta de que ambos componen el elemento inherente genérico del propio bastimento constitucional. Si bien el tema medular de nuestra investigación exige concentrarnos en la transformación que ha tenido aquella idea originaria de la separación de los poderes, hasta alcanzar lo que hoy significa propiamente la división del poder político, y dentro de ésta el papel que corresponde cumplir al Poder Judicial; me parece pertinente reconocer la aprobación -prácticamente universal- que ha ganado la idea de dividir el poderío del Estado, en tres poderes correspondientes a la manifestación soberana de crear, ejecutar y definir el derecho; pero, sin dejar de tener claro que sus términos no son necesariamente adaptables a toda sociedad, de la misma manera y en todo tiempo. Desde luego, tengo la convicción de que al tema de la división del poder político no sólo debemos aproximarnos enfocando su contenido dogmático, como principio, sino también en razón de su importancia funcional, en tanto componente fundamental del sistema político. Esto sin dejar de lado que nuestro examen se despliega del ámbito de la política al ámbito del derecho y, de este, al de la especificidad de la interpretación constitucional; tratándose del tema del Derecho Constitucional Comparado, con aplicación específica al funcionamiento del gobierno y administración del Poder Judicial; considerando de manera especial el transcurso mediante el cual las instituciones judiciales alcanzan a ejercer sus funciones con independencia y autonomía; pues, en efecto, la evolución del Poder Judicial como tercer poder integrante del Estado Constitucional Democrático o el Estado Social y Democrático de Derecho, sobreviene de modo diferente en lo que -a mi juicio- son las dos etapas, conocidas y demarcadas en estricta correlación con la historicidad del concepto, expresado inicialmente como separación o división de poderes -el rey equiparado con el Poder Ejecutivo versus el Parlamento equiparado con el Poder Legislativo-, para expresarse posteriormente como división del poder político, convertido en principio fundamental a verificar en la distribución del ejercicio del supremo poder del Estado, propio de los estados americanos. Podemos afirmar que se trata de un principio que trasciende diferencias nacionales, épocas y lugares; es el principio que reconoce la importancia de tener una judicatura con la fuerza suficiente para hacer efectivo el derecho, y que ésta radica esencialmente en la independencia de quienes están encargados de hacerlo. Es la característica esencial del Poder Judicial, absoluta, incondicional e irrenunciable. Sin independencia no cabe hablar de juez justo. No es un fin, sino el medio para alcanzarlo. Es la médula del imperio de la ley que da a la ciudadanía la confianza en que las leyes se aplicaran justa e igualmente. Hace posible que los jueces adopten decisiones poco populares, incluso contrarias a los intereses de otras ramas del gobierno. Esto es así, de tal manera que independencia e imparcialidad judicial vienen a ser valores inseparables. 7. Gobierno y administración del PJ en Italia, España y México El replanteamiento del modelo de administración judicial en el Estado Constitucional, vigorizó el principio de la independencia de la Magistratura italiana, en tanto institución constitucional, así como de los jueces dentro de ella, no solo frente a los otros poderes políticos, sino frente a cualquier sujeto de poder formal o fáctico; de suerte que su estructura y funcionamiento terminaron por quedar al margen del Poder Ejecutivo, para ubicarse en un órgano completamente nuevo: Il Consiglio Superiore Della Magistratura (correctamente traducido como El Consejo Superior del Poder Judicial), presidido por el Presidente de la República e integrado, en dos terceras partes, por magistrados ordinarios electos mediante sufragio interno entre todos los pertenecientes a las diversas categorías, y otra tercera parte por juristas de prestigio elegidos por el Parlamento en sesión conjunta, entre catedráticos titulares de universidades en materias jurídicas y abogados con 15 años de ejercicio. Así mismo forman parte del mismo el primer Presidente y el Fiscal General del Tribunal Supremo. Todos los integrantes eligen al vicepresidente de entre los componentes elegidos por el Parlamento. La nueva Constitución Italiana de 1948, que establece e impulsa la independencia del Poder Judicial, se despliega en un contexto histórico marcado por cambios vertiginosos que fueron consolidando su importancia y trascendencia republicana, al grado que llegan a transformar la realidad de la política en Italia. En los años cincuenta del siglo pasado el desempeño del Poder Judicial apenas llamaba la atención pública; en la década de los años setenta empieza a aparecer en las portadas de los diarios y, en los ochentas, los casos judiciales ocupan grandes espacios en los medios masivos de comunicación como objeto de discusión pública, y los jueces aparecen entrevistados a menudo. En los noventa la acción combinada de jueces y fiscales impactó en el sistema político-jurídico italiano, como consecuencia de la lucha anticorrupción iniciada desde la oficina del fiscal de Milán, bajo la identificación del movimiento conocido como Manos Limpias (Mani Pulite), a causa del cual desaparecieron los dos partidos políticos que dominaban el escenario italiano: el Demócrata Cristiano y el Socialista; dando margen para el surgimiento de un nuevo movimiento político de centro-derecha, encarnado en el partido Forza Italia, que encabeza el empresario Silvio Berlusconi, quien vino a elevar al sistema político italiano a su nivel más alto de corrupción durante la primera década del siglo XXI. En este contexto histórico se despliega la judicatura italiana, prevista desde la Constitución de 1948 que establece e impulsa la independencia del PJ. La estructura y el funcionamiento del gobierno del Poder Judicial en España, se entiende a partir del estudio del Título VI de la Constitución Española, aprobada por las Cortes el 31 de octubre de 1978; complementado con los estudios correspondientes de la Ley Orgánica del Consejo General del Poder Judicial 1/1980, y la Ley Orgánica del Poder Judicial 6/1985; misma que ha sido reformada mediante Ley Orgánica 2/2001 del 28 de junio; Ley Orgánica 4/2013 de 28 de junio, y la más reciente Ley Orgánica 7/2015 de 21 de julio. Además naturalmente con la jurisprudencia del Tribunal Constitucional. En efecto, la Constitución Española establece en el artículo 122 -especialmente en el segundo punto- la institución de El Consejo General del Poder Judicial como órgano de gobierno del mismo; anticipando que La ley Orgánica establecerá su estatuto y el régimen de incompatibilidades de sus miembros y sus funciones, en particular en materia de nombramientos, ascensos, inspección y régimen disciplinario; la cual no puede asimilarse cabalmente sin considerar a la vez el artículo 117.1 de la propia Constitución Española, por cuanto establece que La justicia emana del pueblo y se administra en nombre del Rey por jueces y Magistrados integrantes del poder judicial, independientes, inamovibles, responsables y sometidos únicamente al imperio de la ley. En principio atrae la atención el hecho de que el título VI de la Constitución Española se denomine positivamente Del Poder Judicial, contrastando con los enunciados constitucionales de los otros poderes del Estado, a los que denomina como De las Cortes Generales, en el caso del Poder Legislativo, y Del gobierno y de la administración, respecto del Poder Ejecutivo. Por su parte el enunciado Del Poder Judicial se reafirma en el apartado 1 del artículo 117; así mismo, corrobora tal noción de Poder Judicial en el apartado 2 del artículo 122 constitucional. Una observación pertinente sobre las bases constitucionales del CGPJ que no puede soslayarse, está en el apartado 3 del mismo artículo 122 de la Constitución, por cuyo contenido el Presidente del Tribunal Supremo será quien presida a su vez el Consejo General, el cual estará integrado además por veinte miembros nombrados por el Rey para un período de cinco años. De éstos, doce deberán ser seleccionados entre Jueces y Magistrados de todas las categorías judiciales (civiles, penales, contencioso-administrativos y laborales o sociales); otros cuatro a propuesta del Congreso de los Diputados y cuatro más a propuesta del Senado; elegidos en ambos casos por mayoría de tres quintas partes de sus integrantes, entre abogados y juristas de reconocida capacidad y con más de quince años de ejercicio profesional. Según el artículo 123.2 de la Constitución Española el Presidente del Tribunal Supremo será nombrado por el rey, a propuesta del Consejo General del Poder Judicial, en la forma que determina la ley y de conformidad con el artículo 124.4 de la misma Constitución, el fiscal general del Estado también será nombrado por el Rey, pero a propuesta del gobierno y, simplemente, oído del Consejo General del Poder Judicial. Asimismo, en términos del artículo 159.1 de la CE, dos de los doce magistrados del Tribunal Constitucional han de ser designados a propuesta del Consejo General del Poder Judicial. La transformación del Consejo General del Poder Judicial, al abrogarse la LO 1/1980 por la LO 6/1985 del Poder Judicial, sin duda inició uno de los debates políticos más encendidos y duraderos desde la promulgación de la Constitución Española en 1978; motivada con el argumento repetitivo de que su actualización era imperiosa para mejorar el gobierno y la administración del Poder Judicial, dando lugar a varias modificaciones y adiciones; todas las cuales han sido consideradas de manera que los cambio aplicados en la elección de los vocales y posterior funcionamiento del CGPJ, en la realidad responden, a intereses de carácter político-partidista. Hay consenso prácticamente unánime en considerar que la partidocracia ha sido nociva para la independencia del Poder Judicial. El proceso de transición del sistema jurídico mexicano contemporáneo, a partir de la asamblea constituyente de 1916-17, va de un contenido normativo claramente autoritario a otro de carácter democrático, ciertamente se ha resuelto de manera pacífica cumpliendo los requerimientos de la vía jurídica ordinaria establecida por la misma Constitución. En casi 100 años de vigencia todas sus disposiciones relativas al Poder Judicial, contenidas en el Capítulo IV, artículos 94 a 107, han sido modificadas -al menos en una ocasión-; aunque algunos artículos como el 94 y el 107 han sido reformados en diez y trece ocasiones respectivamente. En todas estas reformas se encuentra lo que bien puede llamarse el proceso de transición del Poder Judicial de la Federación Mexicana; aunque, en realidad este proceso se identifica mejor en el período que va de 1987 a 1999, habida cuenta de que de 1917 a 1987 el gobierno y la administración del Poder Judicial se mantuvieron inalterables a cargo del Pleno de la Suprema Corte de Justicia de la Nación. Es común encontrar el reconocimiento de que en México, el Poder Judicial jugó un papel de poca importancia en el esquema de división de poderes hasta 1987, en que comenzó su reforma sustancial orientada a lograr la independencia judicial, como potestad conferida a los jueces en virtud de la cual se encuentran en la posibilidad de administrar justicia de acuerdo con su ciencia y su conciencia, sin que estén sujetos a consignas o directrices de los órganos de los demás poderes del Estado, o de los órganos superiores del poder a que pertenecen. De suerte que la independencia vino a ser considerada como requisito inexcusable para el ejercicio de la función jurisdiccional. Fue hasta mediados de los años noventa cuando el tema del Poder Judicial dejó de ser una cuestión intrascendente para explicar el funcionamiento del sistema político. En México se hizo realidad la aseveración, de que si bien en el siglo XIX florecieron los órganos parlamentarios, especialmente en los EUA y en Europa Continental; y el siglo XX se caracterizó por el empoderamiento de los titulares de los poderes ejecutivos, inclusive en los regímenes parlamentarios; en el XXI gozaríamos de la eficacia de los organismos jurisdiccionales, como parte esencial del fenómeno que comparten las nuevas democracias constitucionales, mismas que en el momento reportan una creciente expansión del Poder Judicial. En efecto, el 31 de diciembre de 1994 se publicó en el Diario Oficial de la Federación la reforma constitucional que modificó sustancialmente la composición orgánica y funcional de la SCJN e incorporó la figura del Consejo de la Judicatura Federal; legislándose con inusitada rapidez la actualización de la reglamentación secundaria correspondiente; misma que facilitó la instalación del primer Consejo de la Judicatura Federal el 2 de febrero de 1995; en principio mediante una adición a la Ley Orgánica del Poder Judicial vigente desde 1988, para finalmente quedar contenido en una nueva Ley Orgánica del Poder Judicial de la Federación, publicada en el DOF el 26 de mayo de 1995. Aunque a menos de 5años se produjo la enmienda, que un sector de la doctrina jurídica reconoce como la contrarreforma constitucional de 1999. Ciertamente la instauración del CJF del Poder Judicial de la Federación con atribuciones en materia de gobierno y administración -que antes correspondían lisa y llanamente a la SCJN- ha sido, sin duda, uno de los acontecimientos más destacado de esta -bien llamada- gran reforma de la CPEUM en materia judicial. Nuevo órgano integrado por siete consejeros propietarios, bajo la presidencia del mismo presidente de la SCJN; que vino a transformar la organización y el funcionamiento del Poder Judicial de la Federación. Por cierto no exento de contradicciones y complicaciones, como las que resultan de ese doble papel que asume el presidente de ambos órganos a la vez, en cuanto que le queda la responsabilidad de revisar los actos en que ha participado. Ciertamente esta reforma se inspiró en la creación del CGPJ español y, en consecuencia, del CSM italiano, aunque con diferencias importantes, sobre todo en cuanto al tamaño de su estructura, la cual trasciende - desde luego- a su funcionamiento. 8. Conclusiones, recomendaciones y propuestas Acaso en la configuración de manera secuenciada de unas y otras, podría darse la impresión de duplicidad, opté por considerar que la reiteración, si bien abunda innecesariamente, afecta menos que la ausencia. Con el propósito de abreviar, me resulta difícil escoger unas de las 50 conclusiones-recomendaciones. En cuanto a las interrogantes que formulé desde que presenté el protocolo de la investigación, procedo a darles respuesta con fundamento en las reflexiones y demás información contenida en el desarrollo temático de los siete capítulos que conforman la tesis, en los siguientes términos: a) Me he alineado entre los estudiosos del derecho público que impulsan el carácter científico, más que metodológico, de la disciplina de estudio denominada Derecho Constitucional Comparado, que tienen su asiento principal en la Universidad de Bolonia, encabezados por el Dr. Lucio Pegoraro. Inmerso en esta corriente concluyo que no son necesariamente excluyentes ambas conceptualizaciones, de manera que su uso indistinto tampoco afecta el resultado de su aplicación. b) En cuanto a los parámetros necesarios para el uso del método comparativo desde un enfoque eminentemente funcionalista más que institucionalista, en el ámbito del derecho constitucional, es pertinente reconocer que el devenir histórico del constitucionalismo en cada Nación ocurre de manera desigual, presentando tanto analogías como diferencias, que terminan por generar dificultades, sobre todo al momento de pretender instaurar nuevas instituciones; de manera que el respeto a sus tradiciones, siempre se hace presente, sobre todo cada vez que se intenta una reforma constitucional tendiente a adoptar instituciones jurídico-políticas de un Estado en otro. c) En cuanto a si pueden hacerse -con éxito asegurado- tales incorporaciones, desde las cúpulas del poder, aun cuando impliquen cambios sobre sus patrones culturales, sostengo que sí pueden hacerse, pero cuidándose de identificar las diferencias más que las semejanzas, que cada realidad inherente exhibe, lo cual es indispensable para evitar riesgos en la adopción; es decir, cuidándose de analizar los valores comunes a la formulación del Estado Constitucional Democrático, según su grado de desarrollo interno, y a la vista de la juridicidad y justiciabilidad de los derechos humanos; el ejercicio popular de la soberanía; el control jurisdiccional de la Constitución, y la división razonable y equilibrada del poder político. d) Por lo demás, alego en favor de que si puede ser meritorio verificar el análisis de los procesos de reforma constitucional y legal, relativos a la configuración y funcionamiento del Poder Judicial y la praxis de la justicia, con toda su complejidad organizacional, comparando realidades político-culturales tan disparejas; siempre y cuando tales diferencias puedan dejarse de lado, ante la evidencia de la similitud de la misión que están llamadas a cumplir. e) Me parece pertinente dejar claro que en cuanta ocasión he mencionado la necesidad de identificar las diferencias estructurales, de organización y funcionamiento, a lo largo del contenido de la tesis, estas aluden evidentemente a las diferencias en las formas de Estado, de gobierno y de régimen político, mismas que comprenden a cada uno de los sistemas políticos respectivos a Italia, España y México; pero insistiendo que tal identificación de diferencias se haga dentro de la doctrina de la democracia constitucional. f) Es así que, entre los principales criterios para llevar a cabo un análisis adecuado de los órganos que gobiernan y administran el Poder Judicial, en los países objeto del presente estudio, tenemos -desde luego- a la coincidencia en la ideología del constitucionalismo democrático; la cual permite -en principio y según la argumentación expuesta- trasladar instituciones jurídico-políticas de un Estado de forma unitaria, con gobierno monárquico y régimen parlamentario, a otro tipo federal, gobierno republicano y régimen presidencialista. g) Ciertamente el reconocimiento y la puesta en práctica del derecho a la información, junto a la exigencia de transparencia y rendición de cuentas, sobre la actuación de los integrantes del aparato de gobierno y administración, así como de quienes llevan a cabo la función jurisdiccional, llegan a ser elementos de juicio idóneos -prima facie- para evaluar el cometido del Poder Judicial a la luz del constitucionalismo democrático, sobre todo ante los indicadores desarrollados por diversos organismos internacionales afiliados a las Naciones Unidas, la Unión Europea, como The Office of Democracy and Governance, USAID, UNODC-VIENA, ENCJ, CEJA, OCDE, CIEJ, CJI, Instituto de Investigaciones Jurisprudenciales y de Promoción y Difusión de la Ética Judicial, CEPEJ, Centre for Law of Democracy, Access Info; entre otros.
Haciendo una observación general –en el metro, en el autobús, caminando por la calle o en cualquier reunión de amigos– es fácil comprobar que nos encontramos en una nueva era en la que estamos 24 horas on-line ó 24 horas disponibles para comunicarnos con nuestros contactos. Se pueden simultanear conversaciones físicas, con coloquios a través de redes sociales o de sistemas de chats integrados en nuestros teléfonos móviles. Podemos responder en tiempo real a las inquietudes de nuestros interlocutores. Terminales como las PDAs han facilitado esa disponibilidad permanente. Hemos cambiado nuestra forma de comunicarnos gracias a la proliferación de este tipo de aparatos. Hemos ampliado la facilidad de establecer contacto y hemos comenzado a entablar diálogos on-line con las marcas y las empresas. Los medios sociales, entre otras herramientas, permiten interactuar en los espacios habilitados por las corporaciones. A través de estos espacios intercambiamos opiniones con las propias marcas o con otros usuarios interesados en las mismas. Se han multiplicado los canales y herramientas a través de los cuales aportamos opiniones, ensalzamos o criticamos productos, nos quejamos del trato del personal, hacemos consultas previas a una decisión de compra y un largo etcétera. Las nuevas tecnologías permiten además que hagamos todo esto de manera más rápida. Se han agilizado los tiempos de respuesta. Esta ampliación, en cantidad y calidad, del abanico de posibilidades han modificado las pautas de comportamiento de los públicos con respecto a las marcas y, por ende, en la manera de comunicarse de estas. Las nuevas aplicaciones nos permiten algo que la comunicación corporativa soñaba desde hace años: las empresas, sus productos y sus servicios han empezado a hablar de 'tú a tú' con sus públicos. Decía Verdú en el año 2005 que la publicidad, como tantas otras instancias, había decidido hacerse humana; y el tiempo le ha dado la razón. Tenemos, asimismo, la posibilidad de segmentar con mayor facilidad acercándonos a comunidades y grupos de intereses que, de manera espontánea, surgen en la red, o que podemos generar desde los departamentos y agencias de comunicación. Podemos ir a buscar a nuestros targets economizando tiempo, esfuerzo y presupuestos; e incluso tenemos la oportunidad de testar y preguntarles directamente qué quieren, qué necesitan, qué les interesa, qué les gusta y, de este modo, extraer ideas. De esta manera podemos tener un contacto tan directo con nuestros públicos y contar con sus opiniones a través de canales que antes no existían (Formanchuk, 2010) Los internautas, los públicos del siglo XXI que navegan por Internet, utilizan canales on-line y entablan charlas con las empresas, tienen necesidades diferentes, desean obtener los contenidos de otra manera, no se conforman con las fórmulas de siempre; estamos ante un público interactivo que demanda formas nuevas de relacionarse con las compañías (Beelen, 2006:11-12). Formas con escaso tiempo de vida, si las comparamos con las formas tradicionales de comunicación corporativa; formas 'beta', que estamos aprendiendo gracias al ensayo-error y ensayo-éxito. Los internautas están acostumbrados a tener toda la información que necesitan utilizando Internet para buscar los datos que necesitan. La Web 2.0, concepto sobre el que reflexionaremos profusamente a lo largo de estas páginas y que enunciamos más adelante en esta misma introducción, actúa de manera acelerada, y como hemos indicado anteriormente, está cambiando la realidad desde diferentes planos (económico, educativo, comercio, cultural, creativo…) por lo que se hacen necesarios su estudio y observación. Estudios que por las características de la misma Web y de los propios centros de investigación se demoran y quedan rápidamente anticuados. La Web permuta a diario e introduce transformaciones simultáneas que afectan a distintos niveles y con cortos espacios de tiempo entre ellas. Estamos de acuerdo con Marín en afirmar que su potencial transformador es mucho mayor que el de cualquiera de los cambios tecnológicos que la han precedido por rapidez y por niveles de afectación. Así, "La Web sólo tiene veinte años, lo cual es muy poco si pensamos en la importancia que tienen en la economía mundial y sobre todo para la presencia y la influencia que tiene en la economía mundial y sobre todo para la presencia y la influencia que tienen en la vida de una gran parte de los seres humanos. Si comparamos estos veinte años con el tiempo que tardaron otros inventos revolucionarios, como la máquina de vapor o la imprenta en llegar a transformar las vidas de las personas corrientes y la economía global, su juventud y éxito son aún más sorprendentes. (Marín, 2010:19) No hemos terminado de aprender a utilizar una aplicación, cuando la siguiente la ha dejado obsoleta. Las generaciones de móviles PDA se suceden y las posibilidades de generar contenido y compartirlo se multiplica; cambios tecnológicos imparables; innovación multitudinaria que afecta a nuestra vida social, laboral, a la economía y en general a nuestra manera de relacionarnos con el mundo. A día de hoy mediante Internet podemos 'hablar' con los candidatos de las próximas elecciones, generar nuevas formas de educación, hacer negocios en tiempo real con personas que viven en Australia, por ejemplo, e incluso organizar una revuelta social internacional como la protagonizada por el movimiento 15M. Estamos en disposición de decir que hablamos de un fenómeno que va más allá de lo tecnológico y afecta a lo social: en materia política, empresarial, educativa y mediática. Así lo corrobora el pensador Hiroshi Tasaka (2008) que habla de revolución Web 2.0 en todos los ámbitos de la vida: economía, innovación, democracia, capitalismo, comunicación, estilos de vida, ciencia, religión y civilización. Se producen cambios, por tanto, en muchos ámbitos, especialmente, según percepción de la autora, en el ámbito político-institucional, económico, filosóficoeducativo y el comunicativo. Es el caso de la esfera política e institucional, es de los casos más evidentes. Los ciudadanos tienen de repente la capacidad de manifestar sus opiniones sobre temas gubernamentales a través de Internet. Y esto obliga a los propios políticos a tener que estar presentes en la red para poder responder a las inquietudes de los internautas. Presidentes de gobierno y de repúblicas, monarquías y hasta el Papa ya comunican mediante perfiles creados en plataformas digitales. Otro tema de gran interés es saber si realmente si se comunican e interactúan con los ciudadanos, pero eso queda fuera del ámbito de estudio de esta investigación. Por su parte, los ciudadanos tienen en los medios sociales una nueva herramienta de participación política que les permite generar movimientos sociales al margen de los partidos. Los levantamientos sociales internacionales que se accionan a través de las redes como los citados anteriormente o los surgidos en el mundo árabe en verano de 2011 son definidos por Ugarte (2007) como la ' Primavera de las Redes' : se trata de un movimiento global en el que países con contextos muy diferentes, con trasfondos culturales y religiosos de todo tipo, desarrollan movimientos ciudadanos en red que convierten directamente a la ciudadanía en fiscalizadora de los procesos democráticos, denunciando fraudes electorales, corrupciones y excesos autoritarios de los gobernantes. "La Primavera de las Redes es la materialización histórica concreta de la globalización de la democracia y las libertades" (2007:59). En este sentido continúa Marín explicando: "Dentro de unos años se volverá la vista atrás y al mirar hacia la primera década del siglo XXI se observará cómo se comenzaron a desafiar muchos de los paradigmas económicos y sociales que gobernaron los siglos anteriores y cómo ser redefinieron los modelos de negocio de industrias enteras. Y la Web se verá como la plataforma sobre la que se desarrolló la transformación de prácticamente todos los aspectos que afectan a nuestras vidas desde nuestros hábitos de consumo hasta la forma en que desarrollamos nuestras relaciones personales, pasando por el modo en que desempeñamos nuestro trabajo, disfrutamos nuestro ocio o nos relacionamos con nuestros gobernantes" (Marín, 2010:19) La era digital ha revolucionado todos y cada uno de los aspectos que envuelven nuestras vidas: desde el modo en el que nos comunicamos (telefonía móvil, mensajería instantánea en la web, telefonía a través de la web tipo Skype ), relacionamos (chats, comunidades virtuales), recibimos asistencia médica (telemedicina), compramos ( eCommerce ,), trabajamos (teletrabajo), y vivimos en casa (domótica). La sociedad está por tanto cambiando a la misma velocidad que se desarrolla la tecnología. Para Drucker (2008), el mayor cambio no es la globalización, ni siquiera internet, sino la capacidad que han adquirido por primera vez en la historia los individuos para auto-gestionarse y pone en duda que las organizaciones estén preparadas para estas transformaciones. Siguiendo esta línea, según nuestra opinión, desde el punto de vista de las relaciones públicas, la comunicación corporativa se ha vuelto más humana al ponerse al mismo nivel de los usuarios (Ramos, 2007); y al poner la atención en las personas y no en las masas, como ya aventuraba el artículo 14 del Manifiesto Cluetrain , aunque esto realmente ya venían haciéndolo las RR.PP. Así los pone de manifiesto el 4º modelo de relaciones públicas enunciado por Grunig, el modelo simétrico bidireccional. En este modelo, los relacionistas públicos sirven de mediadores entre la organización y sus públicos, con el objetivo de conseguir. Una comprensión mutua entre ambos. La naturaleza de la comunicación es pues bidireccional, consistiendo en un diálogo en el que, tanto la organización como sus públicos, sean susceptibles de modificar sus actitudes o conductas (Grunig y Hunt, 2000). Se están necesitando maneras diferentes de comunicación y profesionales que aprendan estas maneras para poder dar respuestas a los targets surgidos al abrigo de la sociedad de la información y a esas maneras de hacer comunicación corporativa en el entorno de las nuevas tecnologías. Así lo expresa Jiménez (2008:17) para quien la comunicación integral implica una verdadera revolución cultural que genera en el individuo, como consumidor, una relación con las empresas en un nuevo sistema de valores. Y, para los profesionales de la comunicación, supone, asimismo, un nuevo oficio. Wormell (1996: 214) estima que los profesionales de información se han convertido en "mediadores entre los proveedores de información, los usuarios (.) y las tecnologías". En la actualidad el complejo entorno que rodea a productos, servicios, marcas y sus respectivas empresas, parece haber desbordado las capacidades persuasivas de la tradicional publicidad y los canales habituales de las relaciones públicas. Los soportes se han saturado, la retórica clásica ha perdido eficacia y la credibilidad del discurso mediático se ha reducido; como consecuencia, podemos afirmar que el consumidor se ha vuelto desconfiado (Canavilhas 2007: 16). La comunicación corporativa se transforma y así lo sienten directivos, creativos y relacionistas públicos, entre otros profesionales. Sobre esto José Manuel Velasco, Presidente de la Asociación de Directores de Comunicación (Dircom) reflexiona y aporta que las tecnologías digitales y sus manifestaciones han empujado a los directores de comunicación desde su zona de confort hacia el territorio del desafío. Así "la red confunde a quien sólo mira a sí mismo o se limita a interpretar su realidad con sus certezas y sus verdades" (en Fuetter, 2011: 6). La observación de este panorama pone de manifiesto, tal y como lo apreciamos en esta investigación, que estamos inmersos en una espiral de cambios tecnológicos que, entre otros resultados, ha traído la popularización de la Internet y una mayor velocidad en los procesos de comunicación en general, que se han visto más acelerados aún desde la llegada de la llamada Web 2.0; una denominación muy extendida que hace referencia a la etapa en la que la Web se utiliza para: compartir, colaborar, aportar, editar y sobre todo comunicar personas con personas (Fumero y Roca: 2007; Celaya en Mouriz: 2008) Se trata de una realidad cuya expresión, Web 2.0, fue acuñada por Tim O'Reilly en el año 2001 cuando, según Celaya (2008: 27), realizó sus primeras anotaciones sobre Web 2.0. La mayoría de los autores, sin embargo, sitúan este acontecimiento entre 2004 y 2005 (Celaya, 2008; Pisani y Piotet, 2008; Beelen, 2006; Cobo y Pardo, 2007). Fue precisamente en septiembre de 2005 cuando O'Reilly publica la que se ha considerado como la primera y mayor referencia bibliográfica sobre el término: el artículo "What Is Web 2.0. Design Patterns and Business Models for the Next Generation of Software". Según O'Reilly, siete son los principios constitutivos de las aplicaciones Web 2.0 (Pardo, 2007:27 y 37): "La Web como plataforma (…); el aprovechamiento de la inteligencia colectiva (…); la gestión de la base de datos como competencia básica (…); el fin del ciclo de las actualizaciones de versiones del software (…); los modelos de programación ligera junto a la búsqueda de la simplicidad (…); el software no limitado a un solo dispositivo (…); y las experiencias enriquecedoras de los usuarios (…)". Celaya (2008:27) describe a la Web 2.0 como una Web colaborativa que permite a sus usuarios acceder y participar en la creación de un conocimiento ilimitado, y como consecuencia de esta interacción se generan nuevas oportunidades de negocio para las empresas. En comparación con la Web 1.0 la caracteriza como web más dinámica y rica en contenido multimedia (sonido, vídeo, metadatos, etc.). Una etapa en la que las empresas entienden que deben ofrecer a sus clientes reales y potenciales la posibilidad de comentar, valorar u opinar sobre los contenidos publicados con el fin de enriquecer la comunicación virtual entre ambas partes. Pisani y Piotet (2009) otorgan a la Web 2.0 un carácter mucho más revolucionario puesto que la contemplan como un fenómeno diferente impulsado por los jóvenes: son los comportamientos de estos en Internet los que crean grandes tendencias. Estos son los que están generalizando la manera de trabajar en Internet, puesto que conforme entran en el mundo laboral integran en su trabajo los usos que hacen de la web. Ellos mismos difunden estos usos a su alrededor: entre sus amigos, sus familiares y sus compañeros de trabajo. Por lo tanto, los usos más comunes de la web nacen del mismo comportamiento de los jóvenes y a partir de ellos podemos describir sus grandes líneas generales. Estos autores hablan también de dinámica relacional un concepto que describen a partir de cinco premisas (2009:93): * "Las tecnologías están presentes, pero los usos y los hábitos de los usuarios son los protagonistas. * La plataforma es realmente flexible, y permite que los usuarios la dominen con facilidad. * Permite la posibilidad de comunicar en la nube6 con el mayor número de personas y de manera muy libre. * Es un espacio social y relacional. * Es un espacio que da la palabra a los aficionados expertos" El componente juvenil es, desde nuestra perspectiva, un factor clave para entender el proceso en el que nos vemos envueltos. Son las nuevas generaciones las que están fijando las estrategias de comportamiento en este entorno, aportando valores y usos que se escapan a las depuradas técnicas de los profesionales más experimentados. Y esta realidad pone de manifiesto la existencia de, llamémoslos nichos, poco estudiados todavía, a la hora de interpretar y crear estrategias de comunicación para los públicos del siglo XXI. Es interesante también detenernos a reflexionar sobre el componente colaborativo y/o colectivo, tan referenciado por los autores citados hasta ahora. En línea con esta idea, Cobo y Pardo (2007) y Beelen (2006), autores pioneros en esta materia, entienden que la Web 2.0 ha puesto de manifiesto que si a las personas les das la oportunidad de participar y las herramientas adecuadas, normalmente lo hacen y pueden aportar un gran valor a las aplicaciones que utilizan o construir proyectos valiosos de forma colaborativa. En este sentido, opinamos que ha sido esta posibilidad de sumar pequeños esfuerzos de miles de usuarios para lograr un fin común, lo que ha dado lugar a la formación de comunidades de individuos capaces de organizarse y colaborar para conseguir objetivos que van desde la elaboración de los subtítulos de la última serie de éxito en televisión, una colección de óperas traducidas al español o incluso la mayor enciclopedia del mundo, Wikipedia. Una revolución que cotinúa con la Web 3.0 Es materia de esta investigación analizar cómo han cambiado los medios de comunicación y por consecuencia la comunicación corporativa, acercándonos a la nueva realidad comunicativa en la que estamos inmersos y que cambia día a día. Como también es materia de estudio el análisis de las nuevas realidades profesionales que el mundo digital ha implantado en el ámbito de las relaciones públicas y la publicidad, una consecuencia más de la transformación en nuestro modo de consumir los medios y de las múltiples posibilidades de creación y publicación de contenidos a disposición de cualquier internauta, con capacidad de hacer lo que antes únicamente podían lograr los profesionales de la comunicación. Así pues, con este estudio lo que pretendemos es analizar cómo la comunicación corporativa se ha visto afectada por la Web 2.0 y cómo ha generado nuevos perfiles profesionales para gestionar esa comunicación 2.0, centrándonos concretamente en los community managers. Para llevar a cabo este proyecto nos basamos en la observación directa de la autora, en la revisión bibliográfica y en las aportaciones de los propios profesionales de la comunicación on-line tanto en lo que ellos mismos publican en la red como a través de las entrevistas y cuestionarios que se les pasarán. OBJETIVOS El objetivo fundamental de esta investigación es describir, analizar y entender la figura del community manager o gestor de comunidad , su labor, su ejercicio y profesión y así, establecer los fundamentos y bases del CM como figura profesional de las RR.PP en su vertiente on-line . Para conseguir este objetivo fundamental planteamos cuatro objetivos principales. * OP1 : Describir cómo son las relaciones públicas en el ámbito on-line o digital tomando como referente los ámbitos tradicionales. * OP2 : Describir el fenómeno de la Web 2.0 * OP3: Descubrir el mundo digital como entorno de trabajo y las necesidades profesionales que demanda en el ámbito de la comunicación corporativa. * OP4: Acercarnos a la realidad de los CM: características principales, funciones, tareas y perfiles que se están produciendo. Algunos de estos objetivos principales a su vez se apoyan en una serie de objetivos secundarios que exponemos a continuación: Objetivos secundarios en relación al OP1 * OS1: Definir relaciones públicas: características, protagonistas, funciones y herramientas de trabajo. * OS2: Comprender la relación: relaciones públicas -comunicación corporativa * OS3: Entender las RR.PP on-line , RR.PP digitales y la realidad que representan dándole entidad académica. * OS4: Detectar semejanzas y diferencias del trabajo de RR.PP en los ámbitos on-line y off-line en relación a sus características, públicos, relaciones que se establecen con estos y herramientas de trabajo. * OS5: Acercarnos al desarrollo de las relaciones públicas en España * OS6: Determinar las competencias y funciones de los profesionales de las relaciones públicas. Objetivos secundarios en relación al OP2 * OS7: Situar y analizar el advenimiento de la Web 2.0 en el conjunto de los procesos de industrialización y sus consecuencias. * OS8: Entender los cambios sociales y tecnológicos que se están produciendo con su llegada. * OS9: Comprender la socialización y sistemas de comunicación de las generaciones digitales. * OS10: Entender su relación con la crisis de la comunicación. * OS11: Describir la Web 3.0. Objetivos secundarios en relación al OP3 * OS12: Comprender las competencias y habilidades necesarias para trabajar en la web social. * OS13: Localizar y describir las categorías profesionales surgidas con la Web 2.0. * OS14: Detectar qué profesiones 2.0 están relacionadas con la función de relaciones públicas. * OS15: Entender qué habilidades y competencias son requeridas para los profesionales de las relaciones públicas en el ámbito digital. Objetivos secundarios en relación al OP4 * OS16: Definir la figura del gestor de comunidad. * OS17: Describir la trayectoria profesional de un GC "tipo". * OS18: Diferenciarlo de otros perfiles profesionales relacionados con su labor. * OS19: Averiguar las funciones y competencias de los CM * OS20: Entender su importancia dentro de una organización. * OS21: Entender su importancia en el ámbito de la comunicación digital. * OS22: Elaborar un corpus científico y teórico sobre esta figura. * OS23: Determinar el grado de aproximación o lejanía de la realidad profesional del CM respecto a la literatura publicada hasta ahora. * OS24: Determinar su relación con la comunicación corporativa * OS25: Acercarnos al desarrollo de los GC en España De este modo, este estudio pretende abrir líneas de investigación para cubrir el vacío científico existente en este campo en España analizando, entre otros: * El panorama comunicativo del siglo XXI * El desarrollo de las RRPP en el ámbito digital * La situación de los community managers o gestores de comunidades en España. Saber cuál es el objeto de estudio en sí, cómo se realiza esa investigación y por qué (y para qué) de este análisis son cuestiones fundamentales. ¿Qué se estudia? Una nueva categoría profesional ligada a la comunicación corporativa. ¿Cómo se estudia? Describiendo la situación social, histórica, tecnológica en la que nacen y trabajan estos profesionales y analizando sus funciones, necesidades y trayectorias profesionales. Y por último, y lo más importante ¿por qué y para qué se estudia? Para conocer los hechos científicos que dan lugar a esta realidad profesional y darle entidad académica. Lo que se intenta con esta investigación es, sobre todo, una labor de análisis y comprensión de una nueva demanda laboral que, desde nuestra opinión, tiene que ser incluida como categoría profesional de las relaciones públicas en su rama digital. Una vez concretados los objetivos de la tesis, así como la oportunidad del tema, estamos en disposición de describir la estructura del presente trabajo. Dicha estructura ha sido fijada a partir de las propuestas de Lasso de la Vega (1977), Tolchinski, Rubio y Escofet (2002), Busquet, Medina y Sort (2006). La tesis doctoral se compone de seis partes; cada parte, a su vez, queda dividida en capítulos. Así, las partes que componen esta tesina son: * Introducción * Parte I: Planteamiento de la investigación * Parte II: Consideraciones conceptuales * Parte III: Estudio empírico: análisis de situación * Parte IV: Resultados de la investigación * Parte V: Fuentes * Parte VI: Anexos * Parte VII: Agradecimientos En la "Introducción" hemos intentado despertar la curiosidad del lector sobre los cambios que están aconteciendo en el mundo de la comunicación corporativa. La parte I, "Planteamiento de la investigación", se ha tratado de justificar e identificar el contexto social que ha dado lugar a la realidad que se va a analizar. Al mismo tiempo que expone la oportunidad y necesidad de examinar la figura de los community managers desde la perspectiva de la comunicación corporativa. Esta parte se compone de los siguientes capítulos: El primer capítulo lo constituye la "Estado de la cuestión: justificación, importancia, relevancia y consecuencias de la investigación" donde se analizan "La sociedad de la información", "La sociedad del conocimiento" y "La sociedad digital" como motores del cambio que se ha producido en la comunicación corporativa. Con el siguiente capítulo, "Objetivos", se establecen cuáles son, como su propio título indica, las finalidades fundamentales de este estudio que versa sobre perfiles y competencias profesionales de comunicación en Internet. En el capítulo "Hipótesis", tras explicar brevemente este concepto, se expone cuál es la hipótesis principal a la que se intenta dar respuesta a la finalización de la investigación. Se sigue con "Fundamentos de la investigación", una recopilación de documentos empíricos, divulgativos, teóricos, etc donde a través de "Acotación del objeto de estudio y alcance de la investigación", "Marco teórico y revisión de la literatura" y "Las fuentes del proyecto de investigación" se reseñan los antecedentes de este análisis, es decir, aquellos estudios previos que tratan una temática afín o similar o bien que han ayudado a la elaboración de esta tesis. El capítulo "Necesidades de estudio. Oportunidad del Tema" se acerca a la tendencia actual que existe entre las agencias de comunicación y publicidad y los departamentos de comunicación a contratar especialistas en comunicación digital; y al surgimiento de estudios que describan estas nuevas preferencias. "Estructura del trabajo de investigación" es el capítulo que está leyendo en estos momentos. Pasamos, a continuación, a la segunda parte: "Consideraciones conceptuales". Este bloque se compone de siete capítulos. En el capítulo 'La crisis de los soportes de Comunicación' se describe la difícil situación por la que atraviesa el sector desde los diferentes ámbitos que lo constituyen; a través de los epígrafes: "Crisis de los medios de masas" donde profundizamos sobre las "Principales causas" que han llevado a esta situación, entre ellas "La pérdida de la asimetría: la democratización de los medios", la "Pérdida de la credibilidad y espectacularización", y "El problema de la monetización". Una vez comprendidas las causas que han llevado a la situación que nos rodea se valorará cuál es "El futuro de los medios" para aventurar hacia dónde caminamos. Hecho el análisis de los medios de comunicación, el capítulo se cierra realizando una radiografía de la "Crisis de la publicidad", como parte fundamental de la comunicación. A continuación nos adentraremos en 'Los cambios sociales y tecnológicos' para entender esa realidad de la que tanto se habla, qué es la "Web 2.0". Por último nos acercaremos al futuro más inmediato, a la "Web 3.0: un paso más hacia delante". El siguiente capítulo, 'Relaciones Públicas y Comunicación Corporativa', define y aclara ambas ideas. En primer lugar se repasa el "Concepto de Relaciones Públicas" a través de investigaciones publicadas para posteriormente explicar que la relación "Relaciones Públicas y Comunicación Corporativa: una misma realidad", defendiendo que estamos ante el mismo concepto. Una vez comprendidos, se enuncian cómo son los "Procesos de comunicación en Relaciones Públicas" para entender la situación de los emisores y receptores en este contexto; adentrándonos de manera más profunda en estos segundos con "El concepto de público". También se repasan las "Estrategias y herramientas más habituales de relaciones públicas". Se cierra este capítulo con la definición del concepto "Reputación Corporativa". De esta forma llegaremos a 'Estructura de las Relaciones Públicas /Comunicación Corporativa' con el claro objetivo de describir quiénes son los "Sujetos participantes" en los procesos de Relaciones Públicas; en concreto, "sujetos promotores", "sujetos ejecutores" De este modo se entenderá de manera más clara "La función de las relaciones públicas". Dentro de este epígrafe nos detendremos en ver las diferencias y semejanzas existentes entre "Los departamentos internos de comunicación" y "las agencias de relaciones públicas. A continuación podremos aclarar cuál es "El perfil de los relacionistas públicos". Así llegamos a 'Relaciones públicas en el ámbito on-line' . Una vez conocido el panorama de las RR.PP no virtuales, es el momento de comenzar a ver las transformaciones que se están produciendo, para ello el lector profundizará en "Las nuevas tecnologías y sus influencias en la comunicación". Con estas definiciones se expondrá cómo quedan los procesos de comunicación y Relaciones públicas en el entorno digital, los "Nuevos modelos. La comunicación sintética en red". De este modo estaremos listos para entender las "Relaciones Públicas 2.0", definiéndolas, identificándolas y concretando las "Características más significativas de las Relaciones públicas en el ámbito digital". Para completar la conceptualización de esta versión de las relaciones públicas, siguiendo el patrón que se usó en el capítulo destinado a la Comunicación Corporativa y a las Relaciones Públicas, el lector podrá entender "El concepto de comunidad", las "Estrategias y herramientas" que están implicadas en la vertiente digital, y comprenderá qué es la "Reputación on-line o digital". Al tratarse esta investigación de un estudio sobre un perfil profesional dedicaremos un capítulo a las 'Nuevas competencias y nuevos perfiles profesionales' que la Web 2.0 está generando. En primer lugar se describen las "E-competencias" que han de caracterizar a los profesionales que trabajan en sectores digitales. A partir de este conocimiento estaremos en disposición de conocer cuáles son las "Nuevas realidades profesionales" que han surgido desde la llegada de la Web 2.0, Posteriormente profundizaremos en el sector de la comunicación viendo cómo son "Los profesionales de la comunicación en el mundo digital", especificando las "E-competencias para la comunicación", viendo "La respuesta del sector" ante estas nuevas demandas y deteniéndonos en los "Nuevos perfiles profesionales". Entre esas nuevas profesiones se encuentra el motor de esta investigación los " Community Managers " a los que se les dedica el último capítulo de la Parte II y en el que se recogen la aportaciones que estos mismos profesionales ya han hecho sobre ellos a través de sus propias herramientas 2.0. En primer lugar justificaremos el incremento de la demanda de este perfil en el apartado "Una profesión en auge en el mundo 2.0"; a continuación entenderemos "¿Qué es un gestor de comunidad?" a través de diferentes definiciones; también los ubicaremos en las estructuras y organigramas de las compañías para localizar "Su lugar en las organizaciones". A continuación sabremos qué hacen exactamente describiendo sus "Funciones" y conoceremos cuáles son las "Habilidades deseables" para ejercer dichas funciones. Por último conoceremos cuáles son sus "Herramientas de trabajo". La parte III, "Estudio empírico. Análisis de la situación" está compuesta por tres capítulos: El número doce está dedicado a las "Referencias Metodológicas" y en él se explican las técnicas que se han considerado adecuadas para conseguir el objetivo de esta investigación, en la que se emplean técnicas como el análisis de contenido y de discurso, como marco metodológico general, complementado con un estudio de casos. En este capítulo, por tanto, se exploran las razones que nos han llevado a seguir esta metodología y se expone en qué consisten cada una de estas técnicas, así como las utilidades que aportan a esta investigación concreta. En el sigueinte capítulo, 'Desarrollo de la investigación', se expone el proceso seguido en el estudio y se detallan las fases del mismo: la fase preparatoria, el trabajo de campo y el análisis de datos. El capítulo 16, "El estudio", explica la elección de las bolsas de empleo en las que se basa esta investigación. Así, se describen qué son y por qué se han escogido: Infojobs , Linkedin , y AERCO. También se explica la selección de los CM a los que se entrevistará y a los que se les enviarán los cuestionarios, además se recopilarán los obstáculos que esta investigación se ha ido encontrando para ser elaborada. Nos encontramos ya en, a la parte IV: 'Resultados de la investigación'. Expuestos por cada uno de los métodos que se han implementado "Análisis de Contenido", "Cuestionarios" y "Entrevistas en profundidad" distinguiendo las manifestaciones de los "Responsables de comunicación" de las de los " Community managers" . A continuación con todos estos resultados el lector encontrará una puesta en común de los datos conseguidos y los obtenidos en otros estudios en "Discusión de los resultados", donde se plantean las generalidades que se han extraído de los resultados. A continuación podremos leer: "Contrastación de Hipótesis", uno de los más importantes de la investigación, donde se comprueba si las hipótesis planteadas en el capítulo tres ("Hipótesis") pueden darse o no por válida. En el apartado "Conclusiones", se exponen todas las evidencias a las que se han llegado y "Abriendo nuevas líneas de investigación", un capítulo dedicado a la propuesta de futuros proyectos que podrían dar continuidad a esta tesis y que cubrirían realidades cercanas o aquellos aspectos que no se han podido abordar en la misma. Pasamos, a continuación, a la parte V, "Fuentes". Aquí se recogen todas las referencias bibliográficas, e-books , artículos en revistas y prensa, blogs y artículos online, entre otros que se han utilizado y a las que el lector puede acudir para comprender mejor algunas de las teorías o aseveraciones realizadas a lo largo del estudio. Finalmente se adjunta al final de esta tesis una sexta parte, "Anexos", donde el lector podrá observar algunos datos de interés complementarios a este trabajo y que pueden serle de utilidad, así como los modelos metodológicos. Y para concluir se dedican las últimas páginas de esta investigación a los "Agradecimientos" hacia todas aquellas personas o entidades que han ayudado en la labor de recopilación, análisis, lectura o estudio de las distintas realidades analizadas.
Ego te provoco: algunas consideraciones preliminares.El continuo despliegue de potencias extra-regionales por el hemisferio ha adquirido nuevas connotaciones estos dos últimos años. En ambientes políticos, y comunidades epistémicas, han surgido visiones contrapuestas a la hora de evaluar estos despliegues. Por un lado, están quienes ven esta problemática de forma relativamente benigna y en lo medular acorde a las tendencias globalizantes que estarían abarcando todo el planeta sin excepciones de país, cultura, economía o sociedad. Por otro, están quienes matizan las intensidades y diferencian entre los objetivos buscados por una u otra potencia extra-regional. China, India, Rusia e Irán, los actores extra-regionales más activos, tendrían motivaciones distintas; y la receptividad también sería diferenciada. Sin embargo, en los nichos e intersticios por donde circula la influencia extra-regional queda al descubierto una característica común cual es la ausencia relativa del otrora omnipresente comportamiento de Estados Unidos.En este contexto, plagado de factores multidireccionales, es la penetración iraní la que suscita mayor atención. También es sobre la que hay menor información en fuentes públicas. Ello no ha sido óbice, sin embargo, para que, desde 2005 en adelante, ésta penetración sea no sólo ostensible sino creciente. En visibilidad y en complejidad.En efecto, Irán se está desplegando por América Latina a través de una hábil combinación de elementos propios de soft y del hard power. Emplea también una gama de otros elementos intermedios. Los énfasis de unos, o de otros, está relacionados no sólo con el diseño conceptual y praxis desplegada por Teherán, sino también con la receptividad que ha tenido en cada país de la región. De esta forma, se han generado tendencias que hacen de la relación de Irán con los países latinoamericanos un tema esencial de la agenda de seguridad hemisférica.Siguiendo a dos de los más prolíficos autores en esta materia, Román Ortiz y Ely Karmon, y teniendo en consideración el carácter complejo del diseño conceptual y la praxis de la penetración iraní, se sostiene la hipótesis general de que la principal motivación de los iraníes es la obtención de influencia en el "patio trasero de EEUU".Aunque el despliegue iraní se observa en la mayoría de los países del hemisferio, cinco sudamericanos son los que concentran mayor actividad (en orden alfabético): Argentina, Bolivia, Brasil, Ecuador y Venezuela. Con cada uno, se registra una relación multifacética y no desprovista de elementos sui generis, que poco o nada tienen que ver con los cánones tradicionales de las relaciones bilaterales. En consecuencia, identificar y problematizar estos elementos coadyuva en la muy intrincada tarea de desentrañar las razones por las que, por primera vez en su historia milenaria, los persas se muestran interesados en esta zona del mundo.Para alcanzar un foothold en América del Sur, el régimen iraní se procura diversos tipos de elementos categorizables en a) aquellos de poder suave (diplomacia pura y formal, lazos culturales inocuos, como el hermanamiento de ciudades, convenios universitarios y otros), b) elementos intermedios (apoyo material y espiritual a comunidades shií en la región, a mezquitas y centros religiosos) y c) elementos definitivamente duros (acuerdos militares o industriales vinculados a asuntos de seguridad y defensa o comerciales con dicha finalidad, o bien actividades encubiertas con grupos terroristas afines como Hizbollah). Denominador común de todos estos elementos es su ubicación en el contexto de una estrategia a prioridefinida.La vastedad de los elementos señalados, así como el fortísimo sigilo con que son ejecutados, ha llevado a que analistas y académicos privilegien dos posturas para entender su impacto; ambas benignas. En efecto, la mayoría las ve como algo irrelevante, por momentos incluso con cierta indiferencia, casi como un sub-producto de las excentricidades del régimen de los ayatollahs, mientras que en otros momentos, buscan asociarla a cierta inevitabilidad de los cambios en el escenario mundial y a la pérdida relativa de la influencia estadounidense en América del Sur. Sin embargo, ambas relativizan las verdaderas consecuencias y no dan cuenta de su naturaleza. Naturaleza y consecuencia van de la mano. La primera se entiende por su rasgo fundamental, cual es que toda la estrategia iraní está en manos del Pasdaran. Por cierto que ello no implica necesariamente que todas las consecuencias sean previsibles o inmediatas. Pero al ser el Pasdaran el principal instrumento de la penetración, no se puede sino asociar la penetración a los objetivos e imperativos estratégicos de Teherán, vale decir con los planes nucleares, con la competencia estratégica con EEUU, con la construcción de bases capaces de propinar golpes de represalia en el corazón mismo de Norteamérica y, last but no least, con el papel global asignado a la religión. En otras palabras, con la capacidad de disuasión iraní. Por lo mismo no es casualidad que los planes de desarrollo nuclear y misilístico estén bajo tuición del Pasdaran. Tampoco es casualidad que el despliegue esté tan estrechamente vinculado a su estrategia de promoción del fundamentalismo islámico y a la pretensión de aislar a Israel (1). Vista en el contexto de los imperativos estratégicos de Irán, la generación de complicidades con gobiernos afines es fundamental.En esta materia, el despliegue iraní en la región registra novedades generales y específicas a lo largo del bienio 2010-2011.Hannibal ante portas: Irán se despliega en América del SurCuasi de forma paralela a la gira del Presidente Barack Obama por Brasil, Chile y El Salvador en marzo de 2011, el Viceministro de Relaciones Exteriores iraní, Behrouz Kamalvandi realizó un periplo por Quito, Bogotá y La Paz. Pocas semanas más tarde, al iniciar junio de 2011, el influyente y controversial Ministro de Defensa iraní, Ahmed Vahidi, llegó a Caracas para desplazarse luego a La Paz. Asimismo, a fines de 2010, el régimen de Ahmedinejad destinó US$ 4.500 millones para esta nueva etapa de su despliegue en América del Sur (2).Esta verdadera proliferación de recursos económicos, políticos abiertos y encubiertos, así como diplomáticos indica que los énfasis de estos dos últimos años se han comenzado a vincular crecientemente con el poder duro. De acuerdo a las previsiones de Elías Eliaschev, durante 2011 se completará la designación de 150 cargos para el staff que se dedica a América Latina en general, y de esa masa de US$ 4.500 millones, ya se han empezado a ejecutar US$ 87 millones (una transferencia supervisada por el propio comandante general de las brigadas Quds, Qassem Soleimani), de los cuales, a su vez, siete milllones han ido directo a Hizbollah(3).Parece razonable entonces asumir la hipótesis de que el poder duro ha adquirido centralidad. Sin embargo, los ritmos e impulsos que vaya observando el despliegue iraní dependerá finalmente de los nioveles de receptividad de cada país sudamericano(4). Esta responde a necesidades y motivaciones específicas. De ahí que el despliegue deba tener también una atención relativa en aquellos elementos de poder blando y toda la gama intermedia. Los sucesos acaecidos en torno a la visita de Ahmed Vahidi a Bolivia, examinados infra, así como el objetivo de alcanzar pronto US$ 20 mil millones en inversiones diversas de Irán en la región, confirman esta necesidad que tendrá Irán de ir acomodando su estrategia a las citadas sensibilidades de cada país sudamericano.En cuanto a los elementos de poder suave, el más importante verificador de tendencia del despliegue está dado por el incremento de embajadas iraníes en la región. Teherán tenía hasta el 2007 (5) sólo cinco embajadas en América Latina; de ellas únicamente tres en América del Sur. Hacia el 2011, el número de legaciones con embajador residente ha crecido ostensiblemente. Once suman hasta mediados de 2011 las embajadas iraníes en América Latina. Un dato anexo es que salvo Guyana y Surinam, la diplomacia iraní mantiene legaciones en todos los países de la región, y la única donde no hay embajador residente es aquella en Paraguay. Sin embargo, las visitas a Asunción del embajador concurrente -desde Montevideo- tienen la inusual frecuencia de una por mes; sin contar las constantes visitas de personeros de gobierno a Asunción (6). Finalmente, dentro del ámbito de poder suave, destaca también el apoyo manifiesto expresado por los embajadores de los países integrantes del ALBA en Teherán el 16 de julio de 2010, reiterando el "derecho soberano de Irán para generar energía atómica y utilizarla para fines pacíficos". Declaración vista con satisfacción en Teherán ya que permite visualizar algunos signos homogéneos en la receptividad regional. Debe tenerse en consideración que en los asuntos concernientes al vínculo con Irán, son los países sudamericanos del ALBA (Venezuela y Bolivia) los que llevan la iniciativa (7).En definitiva, se trata de un bienio lleno de connotaciones de alto significado, de una tendencia in crescendo, que, sin embargo, podría terminar abruptamente si la enfermedad del Presidente venezolano eclipsa su protagonismo.a) Relatio in terrorem: ArgentinaLas relaciones argentino-iraníes, a lo largo de estos dos últimos años, siguieron muy fuertemente marcadas por las reverberaciones de los brutales atentados a la embajada israelí y contra la AMIA en 1992 y 1994, respectivamente (8).Antecedentes con poderosa significación fueron descritos y fundamentados por Pepe Eliaschev en el diario Perfil (26.3. 2011). El primero apunta a la propuesta de la Casa Rosada para negociar un acuerdo secreto entre los dos gobiernos para dejar de lado el proceso judicial que lleva a cabo el juez Alberto Nisman contra exdiplomáticos y altos funcionarios iraníes a cambio de un compromiso por mayor intercambio comercial (9). La revelación de este antecedente tuvo como resultado que la visita del canciller Hector Timmerman a Israel, anunciada para fines de marzo, estuvo a punto de ser cancelada debido al profundo malestar causado en el gobierno iraní. Declaraciones posteriores de la cancillería argentina, negando la propuesta, mitigaron el estado de crispación bilateral, y el canciller finalmente se desplazó a Jerusalén.Un segundo antecedente de alta significación, y que causó gran molestia en el juez Nisman, es la revelación de tareas de reclutamiento y recolección de fondos en Brasil por parte de Hizbollah, Hamas y Al Qaeda en la zona de la Triple Frontera, en las que el iraní Moshe Rabbani, sindicado como autor intelectual del ataque a la AMIA, es fundamental. Rabbani ha visitado ocasionalmente Brasil utilizando pasaporte falso (10). Para ahondar aún más la controversia, Rabbani participó en abril de 2011 en un programa de radio junto al activista kirchnerista Luis D´Elía negando la versión de sus viajes a Brasil. Anexo a esta problemática, durante el bienio continuó también la controversia en torno a las actividades de la embajada de Irán en Buenos Aires. El juez Rafael Rafecas, por ejemplo, denunció que desde esa legación se financia a muchas agrupaciones anti-judías y que el nexo es el activista pro-gubernativo Luis D´Elía (11).El intento de revertir el estado de deterioro generalizado que existe en las relaciones bilaterales, y que Eliaschev adjudica a la influencia del canciller Timmerman, ocurrió meses después de que la Presidenta Cristina Fernandez, hablando ante la Asamblea General de la ONU en septiembre de 2010, propusiera una solución a la Lockerbie, que comprendiera un proceso judicial a los iraníes acusados por el caso de la AMIA en un tercer país, por mutuo acuerdo entre Irán y Argentina (12). No queda muy claro la finalidad de la propuesta, ya que, como era dable esperar, provocó una agria carta respuesta de Irán dirigida al Presidente de la Asamblea General(13).Finalmente cabe consignar que en el plano comercial, a inicios de abril de 2011, se anunció que Teherán empezará a incrementar sus compras de soya. La iniciativa surgió no sólo por el interés de Irán sino por la baja de las exportaciones argentinas de este producto a la India para las que era necesario encontrar otro poder comprador (14).En suma, el bienio 2010-2011 ha servido para constatar que el vínculo iraní-argentino sigue alterado en sus cimientos (15). La intensidad de las reverberaciones que continúan emanando de los atentados a la embajada israelí y a la AMIA ponen necesariamente un signo de interrogación a la evolución ulterior que tenga este problema, cuya solución definitiva no se divisa. En tal sentido, el principal elemento a monitorear es la presunta oferta emanada de Teherán a mediados de julio orientada a re-tomar el diálogo.b) Dulce periculum: las tentaciones bolivianas El bienio 2010-2011 fue especialmente fructífero para la relación entre estos dos países. Mirado desde el punto de vista de la estrategia iraní, los antecedentes del período consolidaron a Bolivia, en términos cualitativos, como el segundo eslabón más importante en la región. Mirado desde la perspectiva boliviana, asistencia iraní en diversos ámbitos superó los US$ 1200 millones lo que convirtió a Irán en el segundo donante del país, superando a la Unión Europea (16).En el plano diplomático adquirieron relevancia varios hechos como la inauguración de la embajada iraní en La Paz, en septiembre de 2010, el viaje del Presidente Morales a Teherán un mes más tarde (17), y los desplazamientos realizados por varios altos personeros del gobierno iraní por territorio boliviano durante el primer semestre de 2011. Desde el punto de vista comunicacional, lo más destacado del viaje de Morales a Teherán y Tabriz, fue el anuncio de que Irán asistiría a Bolivia en la construcción de una planta de energía nuclear. Dado que el asunto carece de toda viabilidad debido al precario nivel de masa crítica existente en Bolivia respecto a esta materia, el anuncio adquiere singularidad. Desde ahora en adelante habrá movimientos, algunos visibles, otros menos, de especialistas y personeros vinculados a elementos de poder duro iraní. En este marco, fuertes sospechas tiene la aprobación de un proyecto de ley por el Congreso boliviano en junio de 2011, destinado a facilitar el turismo entre los dos países, ya que, pese a no existir cifras oficiales sobre el tema, todas las estimaciones apuntan a un flujo prácticamente inexistente.Otros dos elementos de poder duro son tanto la declaración conjunta emitida tras el viaje de Morales, en el sentido de que ambos países señalan a EEUU como enemigo común, como también el anuncio de crear un banco binacional que permitirá gestionar futuros proyectos. Esto último, ya se había visualizado un mes antes del viaje de Morales, cuando el ministro de Industrias y Minas de Irán, Ali Akhbar Mehravian asistió a la presentación de cartas credenciales del embajador Alireza Ghozeilee en La Paz, asunto que además, coincidió con la apertura física de la legación persa. La cartera del ministro constituyó una señal indicativa del énfasis que Irán está dando a este vínculo. Consecuentemente, durante la visita de Mahrebi, ambos países suscribieron acuerdos en materias de gas, petróleo y petroquímica. Además, Mahrebi inauguró las dependencias de la Iranian Oil en Santa Cruz y ofreció una nueva línea de crédito por US$ 254 millones que permitirá expandir los proyectos existentes y examinar nuevos proyectos en torno a la extracción del litio.Posteriormente, en marzo de 2011, la visita del Vicecanciller Behrouz Kamalvandi hizo anuncios que reforzaron el carácter estratégico que está asumiendo Bolivia en el despliegue iraní en la región. Kamalvandi anunció tanto la creación de un Centro Geocientífico, que se dedicará a estudiar datos geológicos de Bolivia, como de una red de transmisión y de antenas que permita crear un canal nacional de televisión. El objetivo central del Centro Geocientífico es localizar yacimientos de uranio. Hasta ahora, los estudios sobre localización y caraterísticas de depósitos uraníferos bolivianos son confusos, debido a su obsolescencia y poca acuciosidad. Uranio existiría en la Cordillera de Los Frailes, en Cotaje (Potosí) y en Mamonó, el este del país cerca d ela frontera con Brasil, en el Parque Noel Kempff Mercado y bajo el Bosque Seco Chiquitano (ambos forman el ecosistema El Pantanal). Tras la visita de Mehravian, la ministra boliviana de Planificación, Viviana Caro manifestó, "hay intenciones de realizar trabajos, pero lo que se necesita es una carta geológica actualizada en la que colaborará Irán" (18). Jorisch sostiene que el litio podría ser utilizado como un acelerador alternativo en el enriquecimiento de uranio. Durante su visita, Kamalvandi firmó acuerdos justamente para explotar litio (algo acordado inicialmente durante la visita de Ghozeilee)(19). Además, comprometió una línea de crédito adicional a la de US$ 270 millones ya existente para construir represas. Se trata de una línea crediticia abierta que se materializará apenas lo disponga el gobierno de Morales.Una significancia mayor tiene la llegada a Bolivia, en junio de 2011, del ministro de Defensa iraní, Ahmed Vahidi (20), quien visitó La Paz y Santa Cruz. Declaraciones de Vahidi ofreciendo todo tipo de ayuda militar que Bolivia demande y la invitación a la inauguración de la Escuela Militar del ALBA, ratifican la hipótesis sustentada acerca de la especificidad estratégica que tiene el despliegue iraní en Bolivia. Como trascendió por la prensa, Vahidi debió interrumpir su estadía en Bolivia, cuando fue detectado por el servicio de inteligencia argentino (SI) mientras se efectuaba una ceremonia en el Colegio Militar de Aviación (COLMILAV) en la que se entregaban licencias de pilotos a cadetes de Bolivia, Venezuela y Panamá. Ello motivó la rápida queja del gobierno de Cristina Fernández, quien advirtió al Presidente Morales sobre el retiro de la invitación que se le había cursado para que visitara Buenos Aires la semana siguiente (21). Bolivia presentó sus excusas al gobierno argentino, y ni Morales ni su ministra de Defensa, Cecilia Chacón se refirieron públicamente al incidente. Vahidi, sin comentarlo directamente, valoró positivamente su paso por Bolivia y reiteró que "la cooperación total con los países latinoamericanos goza de prioridad para Irán"(22).El carácter estratégico de Bolivia en el despliegue iraní en la región, había quedado esbozado en octubre de 2010, cuando el ministro de Economía y Finanzas de Bolivia, Luis Arce informó de un acuerdo entre los dos países para la compra de equipos militares iraníes, el mantenimiento de las aeronaves de la Fuerza Aérea Boliviana (FAB), así como un acuerdo para entrenamiento militar. Ese anuncio ministerial ocurrió dos semanas después que Morales llegara procedente de Teherán (23).En síntesis, la relación bilateral ha entrado en una etapa cualitativamente distinta estos dos últimos años, marcada por claras intenciones de fortalecer un compromiso que adquiere visos de estratégico. El interés manifestado por ambos en esta línea indica que se debería generar mayores niveles de asociatividad bilateral en el futuro cercano. En todo caso, si Bolivia no cautela los aspectos políticos formales de este acercamiento, se producirán inevitablemente fricciones inesperadas con terceros, tal cual de desprendió de la tensión argentino-iraní en relación a Vahidi. La experiencia de este hombre clave del Pasdaran en Bolivia es una señal que los próximos pasos del acercamiento bilateral se caractericen por la opacidad y el sigilo.c) De omnibus dubitandum, las aprehensiones del neo-lulismobrasileño Las relaciones bilaterales durante el bienio, sometidas a las reverberaciones del viaje del Presidente Ahmedinejad a Brasil, ocurrido en las postrimerías del 2009, siguen mostrando señales ambivalentes. Sin embargo, la fuerza ex intra de algunas de éstas indican que, paulatinamente, se ha ido instalando la idea de poner las relaciones bilaterales bajo premisas nuevas. Son señales que, decodificadas, ofrecen matices diferenciadores respecto a los años de lulismo puro.En efecto, a lo largo de casi todo el 2010 se observó una atención brasileña muy deferente hacia problemática iraní, ejemplificada en la crítica que hizo el canciller Celso Amorim en marzo de ese año a la imposición de sanciones contra el régimen de Teherán. El pragmatismo del lulismo puro cobró expresividad en el acuerdo Brasil-Turquía (marzo 2010), que provocó desconcierto en varios países centrales, malestar en Washington y preocupación en Israel (24). Ese acuerdo, percibido positivamente por Ahmedinejad, se suscribió en el marco de la cumbre de los G-15 realizada en Teherán.Otra señal proveniente del pragmatismo lulista había ocurrido poco antes, en abril de 2010, cuando Petrobras anunció que mantendría sus oficinas en Teherán y todas sus inversiones en el Mar Caspio, pese al clima internacional desfavorable. Prosiguió al mes siguiente, cuando de forma demostrativa, Lula realizó una visita oficial a Teherán, que culminó en el controversial acuerdo con Turquía. Continuó en junio de 2010, cuando, en votación dividida, el Consejo de Seguridad aprobó sanciones (Resolución 2040) con los votos en contra de Brasil y Turquía (ambos miembros no permanentes del órgano en ese momento).En esta postura pragmática subyacía una visión muy clara. Lula veía los asuntos internacionales con un prisma que favorecía la mantención del diálogo con todo tipo de regímenes y de rechazo a la imposición de sanciones. Para Lula, el efecto de las sanciones terminaban recayendo en los más pobres. Lula, además, insistía en el necesario respeto a la cultura, costumbres y leyes de todos los países, alegando que de lo contrario se alimentaba las tendencias al caos en el sistema internacional.Sin embargo, la asunción de Dilma Roussef comenzó a ofrecer matices respecto allulismo puro, denominación que parte del supuesto que con Dilma el lulismo sigue representando el prisma central de la política exterior brasileña.Sin embargo, los nuevos matices, advertibles en las primeras decisiones de Dilma en torno a la problemática iraní, sugieren que subyacen ideas nuevas. Aunque es prematuro visualizar la intensidad que estas ideas nuevas, se pueden conjeturar énfasis de tipo cuasi doctrinario, por ejemplo en materia de derechos humanos, vistos tanto genéricamente como en lo relativo al de las mujeres. Tal inclinación salpicará directamente la relación con Irán.Dos novedades interesantes sobre esto son las siguientes. Dilma, por ejemplo, fue mucho más dura que su antececesor en cuanto a criticar la lapidación de Sakineh Ashtiani, por presunta complicidad en asesinato de su esposo. Indicó que era "inaceptable y medieval". Apenas ocurrido el hecho, y en su calidad de candidata presidencial, Dilma, solicitó al entonces Presidente Lula, que diera indicaciones a su embajador en Teherán, Antonio Luis Salgado para reunirse con autoridades de la cancillería persa e informarles que Brasil estaba en condiciones de garantizar asilo a Ashtiani.Luego, ya en funciones, invitó a la abogada disidente Shirin Ebadi, Premio Nobel de la Paz 2003, asunto que irritó a la cancillería iraní. Luego, el ministerio de Cultura brasileño formuló críticas a la censura de las obras del escritor Paulo Coelho en Irán.Probablemente el dato más significativo ocurrió en 2011, cuando, por primera vez en 10 años, Brasil (junto a Panamá y Colombia y contra Cuba y Ecuador) votaron a favor de una moción en la Comisión de Derechos Humanos para monitorear la situación de éstos en Irán. Baste recordar que el año previo -2010, es decir bajo ellulismo puro- Brasil se abstuvo (25).Aunque el re-enfoque brasileño implicará que Brasil ya no tendrá un papel tan relevante en el establecimiento del foothold iraní en la región, el régimen de Ahmedinejad ha reaccionado con cautela ante las nuevas señales provenientes de Brasilia. No ha hecho ver sus molestias y pareciera optar por darle preeminencia a los espacios e intersticios que se muestren disponibles. En esa línea, anunció que establecerá un centro comercial durante el segundo semestre 2011 para facilitar negocios entre los dos países (26). El régimen iraní es consciente que el deterioro de la relación bilateral perjudicará más a Irán que a Brasil. Además, también hay señales de continuidad.Vital en este aspecto es la mantención del negocio de la triangulación de alimentos, carnes y azúcar que realizan empresas brasileñas instaladas en Dubai y Emiratos Arabes Unidos.Huelga subrayar que este recalibramiento seguirá siendo monitoreado por Washington y las potencias centrales. A lo largo del bienio ha habido varios motivos de preocupación que podrían repetirse. Por ejemplo, según revelaciones de Wikileaks, a fines de 2010, se produjo una situación que generó preocupación en EEUU y en Alemania, ya que la empresa Machine Sazi Tabriz (MST) habría estado adquiriendo material de uso dual a la brasileña Mello SA Maquinas e Equipamentos. Siemens habría detenido a última hora importantes envíos a Mello SA que iban a ser entregados a MST (27).En definitiva se puede establecer que la relación brasileño-iraní pasa por momentos de ciertas re-definiciones producto de los cambios políticos internos en Brasilia. Dado que la cautela dominará la apreciación de ambos, es probable que la agenda bilateral no oscile entre elementos de poder duro ni blando, sino descanse en aquellos intermedios, donde las cuestiones estrictamente comerciales vayan adquiriendo centralidad. (1) Los dos principales instrumentos globales de la línea estratégica anti-israelí son ese híbrido llamado Hizbollah y el Pasdaran; ambos con capacidades para operar en cualquier parte del globo. Los mortíferos ataques en Buenos contra la embajada de Israel en Buenos Aires en 1992 y contra la AMIA en 1994, ejecutados conjuntamente, son los mejores ejemplos de dicha capacidad. Karmon sostiene que la amenaza terrorista es el principal desafío a la seguridad internacional y que después de la guerra fría no se podría hablar de un conflicto armado donde no se haga uso del instrumento terrorista. En tal sentido –añade- la gran amenaza actual proviene de lo que denomina la "coalición iraní", compuesta por Irán y su proxy organization, Hizbollah, creado por el Pasdaran, por Siria, por Hamas.(2) La cifra aparece en varias de las referencias utilizadas en este texto. Según Eliaschev, las prioridades de esta nueva fase del despliegue iraní son: la Triple Frontera (Brasil, Paraguay, Argentina), Venezuela y Panamá. (3) Ver: "Venezuela e Irán".(4) Otros elementos de poder duro son el esfuerzo por instalar en la región bancos iraníes o bien formar instituciones bancarias asociadas así como la cooperación para la prospección y explotación de recursos energéticos específicos (uranio, litio, petróleo y gas).(5) Fecha referencial clave. El despliegue iraní adquirió contornos más precisos y sistémicos con la Conferencia Internacional sobre América Latina, denominada "Desarrollo en América Latina: su papel y su estatus en el futuro sistema internacional" (febrero, 2007) y en la que participaron invitados de Argentina, Venezuela, Colombia, Cuba, Brasil, Uruguay y Ecuador aparte de latinoamericanistas de Italia, Rusia, y China". Fue un seminario auspiciado por el Ministerio de Relaciones Exteriores iraní y sirvió para dar luces acerca del diseño conceptual y modelos de praxis para materializar la iniciativa. Procuró insertar conceptualmente el despliegue en las corrientes revolucionarias de la época, buscando asociar las figuras de los comandantes Chamran y Guevara como simbólicas del encuentro revolucionario entre Irán y América Latina. El gobierno iraní invitó a exponer al seminario a dos hijos de Guevara. Pocos meses más tarde, en Teherán e Isfahan, también con auspicio de organismos de gobierno, se efectuó el Primer Congreso Internacional de Literatura Latinoamericana. Ver Witker, op cit. pp. 171-172.(6) La relación de Irán con Paraguay se inicia bajo mandato del Presidente Lugo el 15 de agosto de 2008. Un trascendido relevante en las relaciones de Irán con esta zona del mundo es la presunta petición formulada a inicios de abril de 2011 por Ahmedinejad al Presidente paraguayo, Fernando Lugo en orden a garantizar asilo para Muammar Gaddafi.(7) Ver "Apoyo del ALBA a Irán" en el sitio http://www.noticiasdeiran.com (accesado el 01.06.2011).(8) La trayectoria y los eventos dramáticos ocurridos en la capital argentina apuntan a un diseño conceptual y praxis específicas del interés de Irán en Argentina, pues no se divisan motivos demográficos o migratorios, ni económicos, ni gran colaboración militar, aunque sí hay versiones, no confirmadas, de interés en la industria nuclear argentina a comienzos de los 90. Sí tiene fuerza explicativa la numerosa población judía en Argentina. Al asumir a los aproximadamente 250 mil judíos argentinos como blanco de su despliegue global, se advierten elementos coherentes con el esquema antijudío que marca la diplomacia iraní desde fines de los 80.(9) El acuerdo habría nacido tras una oferta hecha por Timmerman mientras efectuaba una visita a Aleppo, Siria entre el 23 y 24 de enero de 2011. Los mediadores iban a ser el Presidente sirio Bashar al Assad y su canciller Walid al Mohalem. El texto de Eliaschev asegura que en septiembre de 2010 y febrero de 2011 se produjeron tratativas directas, aunque discretas, entre Argentina e Irán a nivel de "funcionarios poco conocido".(10) Pagina 12 y Perfil (7 de abril). El juez Nisman identificó una casa de seguridad de Rabbani y otros 20 terroristas en Sergipe N° 67 en la ciudad Foz de Iguacú.(11) Rafecas instruye casos contra algunos grupos terroristas como Quebracho. Esas afirmaciones las hizo en una reunión realizada en la Sociedad Hebraica del Pilar, Buenos Aires el 30 de marzo de 2011.(12) Hay versiones que indican que esta fórmula habría sido propuesta en 2003 y que no se habría encontrado ningún país dispuesto a servir como tal.(13) "Respuesta de Irán a Argentina en Naciones Unidas" en http://www.noticiasdeiran.com (accesado 14.6.2011).(14) El intercambio comercial entre Irán y Argentina llegaba en 2011 a US$ 1.200 millones anualmente.(15) Inicialmente, las investigaciones tropezaron con las enormes dudas acerca de qué pudo haber motivado esta expansión terrorista hacia América del Sur. También se hicieron públicas varias hipótesis argentino-céntricas de un presunto descontento del mundo musulmán por la participación de Buenos Aires en la primera guerra desatada por Estados Unidos contra Irak, aunque Irán era muy hostil al Irak de Saddam Hussein 1980-1988. Ese resentimiento musulmán se habría visto alimentado también por otros motivos. Los daños causados a Irak, financista de Egipto, y potencial beneficiario del proyecto misilístico Cóndor (desarrollado por Argentina y Egipto), abandonado por Menem por imposición de Estados Unidos. Luego estaría la decepción de Trípoli tras haber invertido fondos en la campaña electoral de Menem. Otro elemento de resentimiento musulmán con Argentina sería la distancia que tomó Buenos Aires respecto del Movimiento de No Alineados en 1991 y su acercamiento a Estados Unidos. Por último, la desilusión experimentada por Damasco ante los diversos viajes de Menem a Medio Oriente en los que no visitó Siria (el país de sus ancestros), a la vez que se convertía en el primer Presidente argentino en viajar a Israel. Todas hipótesis excesivamente argentino-céntricas y carentes de efectivo poder explicativo.(16) Irán ha financiado una fábrica de textiles, una de cemento, un hospital en El Alto, una procesadora de lácteos y ha iniciado estudios para una ensambladora de tractores. La suma es un conjunto de créditos que forman parte del llamado Plan de Cooperación Industrial válido por cinco años firmado en 2007 durante la visita de Ahmedinejad a La Paz. Notoriedad tiene un reportaje de la BBC (27.11.2009) alerta sobre la posible obligatoriedad que existiría en el centro hospitalario construido en El Alto para que las mujeres porten velo.(17) La visita de Morales incluyó un desplazamiento a la ciudad de Tabriz donde visitó una fábrica de tractores. Irán tiene la oferta de instalar una ensambladora similar a la levantada en Venezuela.(18) Ver: "Uranio y agua para Irán" en http://www.noalamina.org (accesado 10.6.2011).(19) Sobre este punto, las negociaciones se habían iniciado en octubre de 2010 durante la segunda visita de Morales a Teherán. Bolivia tiene un depósitos estimados de 100 millones de toneladas métricas (TM) de litio, lo que correspondería al 70% de las reservas mundiales.(20) Excomandante general de la Fuerza Quds del Pasdaran. Existe orden de captura internacional por su participación en el atentado contra la AMIA en Buenos Aires en 1994. Por años nexo entre Teherán y Hizbollah. Su cargo actual implica una tuición directa en el programa de desarrollo nuclear de Irán. La orden de captura de Interpol se extiende a Moshen Rabbani (ex agregado de prensa en la embajada iraní en Buenos Aires), Ali Akhbar Velayati (excanciller), Alí Fallahijan (exministro de Informaciones), Alí Rafsanjani (expresidente), Moshen Rezai (exasesor presidencial), Hadi Soleimanpour (exvicecanciller).(21) Gran parte de la prensa mundial consignó esta nota ese día. El canciller David Choquehuanca endosó responsabilidades a funcionarios medios del Ministerio de Defensa. Otro antecedente que apoya la sospecha de una circunstancia embarazosa es que Vahidi se encontraba alojado en el mismo hotel (Casa Blanca), que el Presidente Morales. Ver La Tercera, Santiago de Chile 6.6. 2011.(22) La Prensa (Bolivia) 03.06.2011.(23) El anunció precisó que podrían adquirirse FAJR-3, S-68 e IRAN-140 así como helicópteros. Ver Los Tiempos, Cochabamba 1.11.2010.(24) El acuerdo consistía en que Irán se comprometía a enviar 1200 kilos de uranio enriquecido al 3,5% hacia Turquía y recibiría el producto enriquecido al 20% para usos médicos, en un proceso supervisado por EEUU, Francia y Rusia más el Organismo Internacional de Energía Atómica.(25) Aprobada por 22 votos a favor , 7 en contra y 14 abstenciones.(26) Aunque la relación entre ambos países también se remonta a comienzos del siglo 20 sólo a partir de los 90 comenzó a registrar cierto volumen al intercambiar alimentos. Sin embargo, a partir de 2003, Petrobras obtuvo una primera licencia de exploración de petróleo en el Mar Caspio con lo que la relación bilateral aumentó fuertemente. En 2004, Petrobras obtuvo una segunda licencia y en 2007 una tercera. El 2009, asociada con Repsol, obtuvo derechos de explotación del bloque Tosan, también en el Caspio.(27) State 123431 SIPDIS E.O. 12958: DECL:12/12/2034 *El autor es politólogo y periodista de la Universidad de Chile,PhD en Comunicaciones por la Universidad Carlos IV de Praga, República Checa y egresado del Centro Hemisférico de Estudios de la Defensa, National Defense University (CHDS-NDU). Ha sido jefe de la Mención en Relaciones Internacionales del Doctorado en Estudios Americanos de la Universidad de Santiago y jefe de Cátedra de Estudios Internacionales de la Academia Nacional de Estudios Políticos y Estratégicos (ANEPE) de Chile. En la actualidad es profesor de la ANEPE y la Universidad Alberto Hurtado de Santiago de Chile,profesor visitante del Colegio Interamericano de Defensa, Washington DC. Ha publicado varios artículos sobre terrorismo y seguridad internacional en revistas académicas, destacando "Los guiños de Mefisto. Relaciones Irán-América Latina, los casos de Chile y Argentina", "El síndrome de Herostratos o la conversión de terroristas en íconos". "Momentos palmerstonianos: retórica integracionista y conductas divisivas a la luz de la cumbre energética de 2007".
La V Semana Internacional de la Ciencia, Tecnología e Innovación, es un evento organizado por ALIANZA SISTEMA UNIVERSITARIO DE NORTE DE SANTANDER SIES +, dirigido a la comunidad académica, científica y los sectores productivos de la región, cuyo propósito es difundir los avances en investigación y extensión de instituciones nacionales e internacionales, a través de grupos de investigación e incubadoras, promoviendo la participación de los sectores productivos en actividades de investigación, extensión, desarrollo tecnológico e innovación que fortalezcan la relación Universidad - Empresa - Gobierno y el intercambio de experiencias con investigadores de ámbito Nacional e Internacional. campos. ; CONTENIDO PROGRAMACIÓN 8 LA POBREZA COMO EFECTO DEL DESPLAZAMIENTO FORZADO: COMUNIDADES MARGINADAS EN OCAÑA, COLOMBIA TECNICA INFORMATICA PARA LA IDONEIDAD DE LA EVIDENCIA DIGITAL EN EL ATAQUE A UN SISTEMA DE INFORMACION: ANALISIS FORENSE PARA LA CADENA DE CUSTODIA DIGITAL DIAGNOSTICO DE FUGAS EN TUBERIAS HORIZONTALES MEDIANTE REDES NEURONALES TERNARY DIAGRAMS SiO2-Al2O3-K2O AS TOOL FOR THE ANALYSIS OF BEHAVIOR OF CERAMIC MATERIALS DINÁMICAS CONTABLES Y SU RELACIÓN CON LAS TECNOLOGÍAS DE LA INFORMACIÓN Y COMUNICACIÓN (TIC´s) DIAGNOSTICO DE LA MAQUINARIA UTILIZADA, EN LOS PROCESOS DE POS-COSECHA DEL CAFÉ, Y CEBOLLA OCAÑERA, EN LOS MUNICIPIOS DE SAN CALIXTO Y ABREGO, NORTE DE SANTANDER QUEBRADA LA BRAVA: EVALUACIÓN DE LA CALIDAD DEL AGUA DENTRO DE LA ESTRUCTURA URBANA DE OCAÑA, NORTE DE SAN-TANDER THE ENVIRONMENTAL MANAGEMENT SYSTEM AND CLEANER PRODUCTION STRATEGIES: COMPANY BIOCAÑA S.A.S EFECTO DE LA INCLUSIÓN DE BLOQUES MULTINUTRICIONALES COMO SUPLEMENTO ALIMENTICIO EN BOVINOS DOBLE PROPOSITO SOBRE LA PRODUCCIÓN Y COMPOSICIÓN DE LA LECHE EN CONDICIONES DE BOSQUE SECO TROPICAL EFECTO DEL ENSILAJE DE CÁSCARA NARANJA Y GLICEROL SOBRE LA PRODUCCIÓN Y CALIDAD DE LA LECHE EN UN SISTEMA GANADERO DOBLE PROPÓSITO EN CONDICIONES DE BOSQUE SECO TROPICAL PLATAFORMA DE SENSADO FOTÓNICO PARA LA GENERACIÓN DE ALERTAS TEMPRANAS EN MOVIMIENTOS DE TIERRA EN MASA DISEÑO DE UNA PLANTA DE TRATAMIENTO DE AGUAS RESIDUALES MUNICIPALES - HERRAMIENTA: PANEL DE EXPERTOS MODELAMIENTO DE UNA CELDA ELECTROLÍTICA ALCALINA QUE PRODUCE OXIHIDRÓGENO SIMILITUD HIDROLÓGICA DE CUENCAS EN LA ZONA SUR DE LA REGIÓN ANDINA DE COLOMBIA Coliformes, Pseudomonas aeruginosa y Salmonella spp., EN AGUA ENVASADA PRODUCIDA Y COMERCIALIZADA EN SAN JOSE DE CUCUTA, EN LOS MUNICIPIOS LOS PATIOS Y VILLA DEL ROSARIO. MODELO COMPUTACIONAL ARTIFICIAL PARA LA ESTIMACION FUNCIONAL DE LA VARIABLE INSULINA COMO APOYO AL DIAGNOSTICO DE PATOLOGÍAS CARDIACAS. PROPUESTA DE UN MODELO BASADO EN SISTEMA MULTIAGENTE PARA LA GESTIÓN DE LAS COMUNICACIONES EN PROYECTOS INFORMÁTICOS DEL SECTOR SALUD HERRAMIENTAS DE INTELIGENCIA ARTIFICIAL PARA MINERÍA DE DATOS CASO PRÁCTICO: ESTIMACIÓN DE PREVALENCIA DE SÍNDROME METABÓLICO METODOLOGÍA PARA EL PROCESAMIENTO DE IMÁGENES DE TOMOGRAFÍA COMPUTARIZADA COMO APOYO AL DIAGNOSTICO DE PATOLOGÍAS MÉDICAS: CASO CÁNCER GÁSTRICO TIPO 2 DISEÑO DEL FUSELAJE PARA UN VEHÍCULO FÓRMULA SAE MEDIANTE LA SIMULACIÓN COMPUTACIONAL DE FLUJOS DE FLUIDOS . LA CÁTEDRA DE LA PAZ COMO HERRAMIENTA PARA EL USO RESPONSABLE DE LA VIRTUALIDAD EN EL CONTEXTO EDUCATIVO PARTIENDO DE LA INTELIGENCIA DE TIPO EMOCIONAL. ESTUDIO FISICOQUIMICO DEL ACEITE DE FRITURA RESIDUAL COMO MATERIA PRIMA PARA LA PRODUCCIÓN DE BIODIESEL TENDENCIAS INVESTIGATIVAS DE LOS DOCENTES EN FORMACIÓN INICIAL DE LA UFPS: UNA PERSPECTIVA TEMÁTICA Y METODOLÓGICA DESDE LA LICENCIATURA EN BIOLOGÍA Y QUÍMICA IDENTIFICACIÓN MOLECULAR MEDIANTE ITS DE LOS FITOPATÓGENOS Fusarium sp., Alternaria sp., Rhizopus sp., Aspergillus sp., Curvularia sp El CÁLCULO DESDE LA GEOMETRIZACIÓN DE INDICADORES URBANOS COMO ESTRATEGIA PARA CREACIÓN DE ARQUITECTURA Y URBANISMO TURISMO COMO FACTOR DE DESARROLLO EN LA CIUDAD DE CÚCUTA BOLEGANCHO: FABRICACIÓN DE DESTILADO ARTESANAL DESDE UNA PERSPECTIVA SOCIAL, RURAL Y AMBIENTAL BIORREMEDIACIÓN DE AGUAS RESIDUALES POR MEDIO DE UN CONSORCIO DE ALGAS NATIVAS DE LA REGIÓN DE OCAÑA NORTE DE SANTANDER. ESTUDIO DE EFECTOS NO GENÉTICOS QUE INFLUYEN SOBRE LA PRODUCCIÓN DE LECHE EN CABRAS EN OCAÑA (N.S) QUANTIFICATION OF UNCERTAINTY IN METALLIC PARTS SUBJECT TO FATIGUE PROPUESTA DE UN MODELO DE CONTINUIDAD DEL NEGOCIO PARA PYMES PRESTADORAS DEL SERVICIO DE INTERNET AL HOGAR: ESTUDIO DE CASO VALORACIÓN DE LA DIMENSIÓN TECNOLÓGICA EN LAS SOCIEDADES LIMITADAS Y ANÓNIMAS DE OCAÑA, COLOMBIA APLICACIÓN MÓVIL PARA LA OPTIMIZACIÓN DE LOS PROCESOS DE PRODUCCIÓN DE LECHE Y ALIMENTACIÓN DE LAS CABRAS: GRANJA EXPERIMENTAL DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER SECCIONAL OCAÑA DISEÑO DE UNA SEMBRADORA MECÁNICA DE SEMILLAS DE MAÍZ Y FRÍJOL.INTEGRACIÓN DE BIGDATA EN LAS PYMES: BUSINESS INTELLIGENCE AND CLOUD COMPUTING INFRAESTRUCTURA TECNOLÓGICA DE LAS PYMES DEL SECTOR COMERCIAL DE LA CIUDAD DE CÚCUTA: HACIA EL DISEÑO DE UN MODELO DE SEGURIDAD DE LA INFORMACIÓN. EL PAPEL DE GREEN IT EN LOS REQUERIMIENTOS NO FUNCIONALES DE DESARROLLO DE SOFTWARE: PERSPECTIVAS PARA EL DISEÑO FUNCIONAL ANÁLISIS DE LA SOSTENTABILIDAD DEL RECURSO HÍDRICO EN LA CUENCA ALTA DEL RÍO ALGODONAL, VEREDA EL OROQUE INFLUENCIA DE LA CULTURA ORGANIZACIONAL EN LA APLICACIÓN DEL GOBIERNO DE TI. CASO DE ESTUDIO UNIVERSIDAD FRANCISCO DE PAULA SANTANDER OCAÑA SOLUCIÓN POR MÉTODOS NUMÉRICOS DE LA ECUACIÓN DEL CALOR EN APLICACIONES DE LA INGENIERÍA. UN ESTUDIO DE CASO: REFRIGERACIÓN SIN USO DE ELECTRICIDAD RED SOCIAL FACEBOOK EN LAS ORGANIZACIONES CAMPESINAS DEL CATATUMBO VIOLENCIA INTRAFAMILIAR EN COLOMBIA: ANÁLISIS DE INFORMACIÓN A PARTIR DEL USO DE LA METODOLOGÍA CRISP-DM HERRAMIENTAS COMUNICATIVAS PARA EL CAMBIO SOCIAL DE LAS ASOCIACIONES DE VÍCTIMAS DEL CONFLICTO ARMADO DE LA PLAYA DE BELÉN, NORTE DE SANTANDER ANÁLISIS DE PARÁMETROS FÍSICOS EN EL SISTEMA SOLAR FOTOVOLTÁICO DEL BANCO DE ENERGÍA UBICADO EN LA PLAZOLETA A LA VIDA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER OCAÑA MODELO ESTADISTICO PARA LA CREACION DE VALOR DE LAS PEQUEÑAS Y MEDIANAS EMPRESAS EN LA ZONA DE CONFLICTO SUSTENTABILIDAD EN LA GESTION DE PROYECTOS DE INGENIERIA EN COLOMBIA APROVECHAMIENTO DE LA CASCARILLA DE ARROZ (Oryza Sativa) PARA LA ELABORACION DE UN MATERIAL AGLOMERADO DESTINADO A LA CONSTRUCCION DE VIVIENDA EN CUCUTA. NORTE DE SANTANDER - COLOMBIA EL PROCESO DE GERMINACIÓN DEL MAÍZ; UNA OPORTUNIDAD DE MEJORA DEL CULTIVO METALES PESADOS EN PECES DE ALTO CONSUMO EN LA CIÉNAGA GRANDE DE SANTA MARTA (COLOMBIA) SIMULACIÓN DEL VERTIMIENTO DE LA PLANTA DE AGUA RESIDUAL DEL MUNICIPIO DE BARRANCABERMEJA SOBRE EL RIO MAGDALENA EFECTOS DE LA VARIABILIDAD CLIMÁTICA EN EL PESO DE LOS GRANOS DE CAFÉ EN EL DEPARTAMENTO NORTE DE SANTANDER, COLOMBIA CUANTIFICACIÓN DE BACTERIAS DIAZÓTROFAS Y SU RELACIÓN CON LA PRESENCIA DE Burkholderia glumae EN CULTIVOS DE ARROZ, NORTE DE SANTANDER, COLOMBIA INFLUENCIA DEL SULFATO DE ALUMINIO EN LA CONSERVACIÓN DEL BANANO 'CRIOLLO' (Musa, AAA, SUB-GRUPO GROS MICHEL) IMPLEMENTACÓN DE UN MODELO FÍSICO PARA DETERMINAR EL COMPORTAMIENTO HIDRÁULICO DE RÍOS DE MONTAÑA EVALUACIÓN DE LA DINÁMICA FORESTAL DE DOS ECOSISTEMAS ESTRATÉGICOS EN LA CUENCA DEL RÍO PAMPLONITA EVALUACIÓN DE CEPAS DE Azospirillum COMO PROMOTORAS DEL CRECIMIENTO VEGETAL EN Brachiaria decumbens OBTENCIÓN DE LÍPIDOS DE Scenedesmus obliquus CON POTENCIAL PARA BIODIESEL BAJO CONDICIONES DE CARBONO ADICIONAL Y NITRÓGENO REDUCIDO RED DE SENSORES INALÁMBRICA PARA PROCESAR DATOS EN CULTIVOS MASIVOS DE LOMBRICES NARIZ ELECTRÓNICA PARA LA IDENTIFICACIÓN DE CAFÉ (Coffea arábica) ADULTERADO CON HABA (Vicia faba) TOSTADA Y MOLIDA PREDICCIÓN DEL NIVEL DE CONTAMINACIÓN ELECTROMAGNÉTICA UTILIZANDO GOOGLE MAPS Y TECNICAS IDW BASADO EN MEDIDAS OBJETO VIRTUAL DE APRENDIZAJE PARA DISEÑAR AMPLIFICADORES MULTI-ETAPA CON TRANSISTORES BIPOLARES Y EFECTO DE CAMPO ANÁLISIS TÉRMICO COMPARATIVO DE PRODUCTOS CERÁMICOS EXTRUSIONADOS: EL LADRILLO MULTIPERFORADO VS. LADRILLOS MODIFICADOS POR MEDIO DE GEOMETRÍAS DISIPADORAS EXPERIMENTACIÓN COMPARATIVA DE TRANSFERENCIA DE CALOR POR PUENTE TÉRMICO A PARTIR DE LA MODIFICACIÓN DE LA GEOMETRÍA EN BLOQUE CERÁMICO H10. MODELO MATEMÁTICO PARA LA SECUENCIACIÓN DE LA PRODUCCIÓN EN UNA EMPRESA MANUFACTURERA DISEÑO DE LA ARQUITECTURA DE INFORMACIÓN (AI) DE LA PLATAFORMA TECNOLÓGICA PARA GESTIÓN DE LA PRODUCCIÓN INVESTIGATIVA DE LOS DOCENTES E INVESTIGADORES DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER SINPLAFUT – UNA APLICACIÓN BASADA EN MICROSERVICIOS PARA EL ENTRENAMIENTO DEL FÚTBOL. LAS TIC EN LA ADMINISTRACIÓN DE LOS PROCESOS Y SISTEMATIZACIÓN DEL BANCO DE CEPAS DE LABORATORIO DE INVESTIGACIONES EN MICROBIOLOGÍA AVANZADA DE LA UFPS "INSTANCIA" DATOS QUE DAN FORMA [ARTE GENERATIVO] LA INNOVACIÓN DISRUPTIVA COMO VENTAJA COMPETITIVA EN LAS EMPRESAS DEL SECTOR CALZADO EN LA CIUDAD DE CUCUTA EVALUACIÓN DE LA INFLUENCIA DE LA MOLIENDA HÚMEDA EN EL DESEMPEÑO ESTRUCTURAL Y MECÁNICO DE PRODUCTOS CERÁMICOS CONFORMADOS POR EXTRUSIÓN INFLUENCIA DE LA ADICIÓN DE FIBRA COCO EN LA FORMULACIÓN DE PASTAS CERÁMICAS Y SU EFECTO EN EL COMPORTAMIENTO FÍSICO-MECÁNICO Y ESTRUCTURAL DISEÑO Y CONSTRUCCIÓN DE UNA INCUBADORA DE AVES DE BAJO CONSUMO ENERGÉTICO DISEÑO E IMPLEMENTACIÓN DE UN CONVERTIDOR DC/DC HÍBRIDO REALIMENTADO SIMULACIÓN DE UN SISTEMA DE CONTROL PID DE TEMPERATURA DE UN DINAMÓMETRO HIDRÁULICO IMPLEMENTADO EN EL SOFTWARE MATLAB-SIMULINK ® MÉTODO COMPUTACIONAL PARA LA VALORACIÓN AUTOMÁTICA DEL VOLUMEN VENTRICULAR IZQUIERDO EN ANGIOGRAFÍA POR RAYOS X. RESISTENCIA AL DESGASTE A ALTA TEMPERATURA DE RECUBRIMIENTOS DE CIRCONA-ALUMINA-CERIA OBTENIDOS POR PROYECCIÓN TÉRMICA POR LLAMA APLICACIÓN DEL BUSINESS MODEL CANVAS EN LA ELABORACIÓN DE MUEBLES DE OFICINA A PARTIR DE LA CASCARILLA DE ARROZ, IMPULSANDO LOS NEGOCIOS VERDES EN LA CIUDAD DE CÚCUTA, NORTE DE SANTANDER. PROPIEDADES TÉRMICAS Y TRIBOLÓGICAS DE RECUBRIMIENTOS DE CIRCONA-ALÚMINA OBTENIDOS POR PROYECCIÓN TÉRMICA POR LLAMA. MEJORAMIENTO EMPRESARIAL DE MIPYMES A TRAVÉS DEL USO DE UNA APLICACIÓN WEB COMO PRIMER PASO HACIA LA REVOLUCIÓN INDUSTRIAL 4.0 "SISTEMA FOTOVOLTAICO AUTONOMO PARA UN PROYECTO PRODUCTIVO DE DURAZNO EN ZONA NO INTERCONECTADA: CASO DE ESTUDIO" CLUSTER CV2: APLICACIÓN DE VISIÓN COMPUTACIONAL PARA IDENTIFICACIÓN ESPACIAL DE AGRUPAMIENTO DE DATOS REDUCCIÓN DE LA BRECHA DIGITAL A PARTIR DE LAS REDES INALÁMBRICAS EN LOS COLEGIOS PÚBLICOS DE CÚCUTA EVALUACIÓN DE LA PRODUCCIÓN DE BIOETANOL A PARTIR DE LA CASCARILLA DE ARROZ (Oryza sativa) PRETRATADA CON NaOH E HIDROLIZADA CON CELULASA ÁCIDA (CFB3S) CONVERTIDOR AC/DC SEMICONTROLADO COMO CARGADOR DE BATERÍAS PARA VEHÍCULOS. CONTROL EN LAZO CERRADO EN UN SISTEMA INALÁMBRICO DE POSICIONAMIENTO EN DECIMAS DE MILÍMETROS PARA UN MOTOR PASO A PASO. DESARROLLO DE PROJECT MANAGEMENT GAME VR (PMG-VR) COMO APOYO AL APRENDIZAJE DE LA GUÍA PMBOK PARA GERENTES DE PROYECTO RESISTENCIA A LA CORROSION DE RECUBRIMIENTOS DE Si/Zr/Ti SOBRE SUSTRATOS DE ALUMINIO AA2024-3 SINTERIZADOS VIA SOL-GE IMPLEMENTACIÓN DE UNA APLICACIÓN MÓVIL PARA LA REALIZACION DE LABORATORIOS EN EL AREA DE PROTECCIÓN DE SISTEMAS INFORMÁTICOS APLICANDO HERRAMIENTAS DE SEGURIDAD DIGITAL AERODYNAMICS DESIGN OF SMALL HORIZONTAL AXIS WIND TURBINE PROPIEDADES FÍSICAS Y MECÁNICAS DE BLOQUES H10 FABRICADOS EN EL HORNO HOFFMAN DE LA LADRILLERA OCAÑA APLICACIÓN DE LA CONEXIÓN REMOTA ENTRE PLC UNITRONICS Y SMARTPHONE EN LA EVOLUCIÓN TECNOLÓGICA DE LA AUTOMATIZACIÓN DE LOS PROCESOS DE LA INDUSTRIA LADRILLERA DE NORTE DE SANTANDER. REVISIÓN BIBLIOGRÁFICA: UNA MIRADA A LOS SISTEMAS DE DETECCIÓN Y DIAGNÓSTICO DE FALLOS EN EQUIPOS ESTACIONARIOS CRÍTICOS, CASO ESTUDIO: INTERCAMBIADORES DE CALOR SISTEMA DE MONITORIZACIÓN Y CONTROL DEL PROCESO DE LLENADO DE TANQUES DE DISTRIBUCIÓN DE AGUA POTABLE METODOLOGÍA PARA CONTROLAR UNA VÁLVULA DE COMBUSTIBLE DE UN MOTOR DE COMBUSTIÓN INTERNA UTILIZANDO UN MOTOR PASO A PASO IMPLEMENTACIÓN DE UN SISTEMA DE CONTROL PID PARA LA VELOCIDAD DE UN DINAMÓMETRO HIDRÁULICO UTILIZADO EN LA CARACTERIZACIÓN DE MOTORES DE COMBUSTIÓN INTERNA ALGORITMO PARA DETECCIÓN DE FALLAS Y SUAVIZADO DE DATOS DE UNA RED INALÁMBRICA DE SENSORES PARA MONITORIZACIÓN DE VARIABLES AMBIENTALES ANÁLISIS FRACTAL EN IMPRESIÓN DIAGNÓSTICA EN CASOS DE TRASTORNO NEURODEGENERATIVO TIPO ALZHEIMER ANÁLISIS FRACTAL DE LA INFLUENCIA DE LA DISTRIBUCIÓN DE REDES VIALES EN LAS VARIABLES DE TRÁNSITO EFECTO DEL ÁNGULO DE FUERZAS EXTERNAS EN LA DISTRIBUCIÓN DE TENSIONES DE LOS IMPLANTES DENTALES OSTEOINTEGRADOS APORTES DE LA INGENIERÍA MOLECULAR EN LAS VACUNAS TERAPÉUTICAS DEL VIRUS DEL PAPILOMA HUMANO EN MÉXICO FACTORES QUE INCIDEN EN LAS ESTRATEGIAS DE ARTICULACIÓN ENTRE EL PROGRAMA ADMINISTRACIÓN DE EMPRESAS Y EL SECTOR EMPRESARIAL DE CÚCUTA HABILIDADES MATEMATICAS PARA EL PROCESO DE FORMACIÓN EN LAS CIENCIAS CONTABLES DE LA UFPS-CUCUTA RESOLUCIÓN DE PROBLEMAS A TRAVÉS DE LAS TIC Y EL ENFOQUE METODOLÓGICO CPA EVALUACION DEL EFECTO INHIBIDOR DE LA ENZIMA POLIFENOL OXIDASA EN UNA SALSA DE AGUACATE (Persea americana) de la VARIEDAD HASS CONSTRUCCIÓN DEL CONCEPTO DE DERIVADA USANDO LA TI-VOYAGE 92 LA INGENIERÍA DIDÁCTICA COMO METODOLOGÍA DE INVESTIGACIÓN EN EL APRENDIZAJE DEL CÁLCULO DIFERENCIAS INCIDENCIA DEL PENSAMIENTO COMPLEJO EN LA TRANSVERSALIDAD DE LA GESTIÓN DEL CONOCIMIENTO EN LAS CIENCIAS ADMINISTRATIVAS Y ECONÓMICAS EFECTOS DE LA INGENIERÍA DIDÁCTICA EN EL APRENDIZAJE DEL CONCEPTO DE FUNCIÓN ESTUDIO DE LA MOJABILIDAD DE UNA SUPERFICIE HIDROFÓBICA INTELIGENTE ACTIVADA POR CAMBIOS EN EL pH DISEÑA DIGITAL UN ESCENARIO DE CREACIÓN DE CONTENIDOS PARA CANAL CAPITAL BIO-CONVERSIÓN DE AGUAS POST-CONSUMO PISCICOLA PARA LA PRODUCCIÓN DE BIOMASA ALGAL DE ALTO VALOR AGREGADO HERRAMIENTAS DE FABRICACIÓN DIGITAL COMO ESTRATEGIA DE INNOVACIÓN EDUCATIVA TIC EN LOS PROCESOS DE DISEÑO ARQUITECTÓNICO AULA INVERTIDA MEDIADA POR EL USO DE UN PORTAL DE APOYO A LA DOCENCIA EN UN CURSO DE MATEMÁTICAS ANÁLISIS DE COMPONENTES PRINCIPALES SOBRE INTELIGENCIAS MÚLTIPLES Y RENDIMIENTO ACADÉMICO EN ESTUDIANTES DE ESTRATOS BAJOS DE CÚCUTA LA GESTIÓN DE LAS COMUNICACIONES EN EL ÉXITO DE LOS PROYECTOS. CASO ESTUDIO: UNIVERSIDAD DE PROVINCIA PERCEPCIÓN DE LOS ESTUDIANTES DE UN PROGRAMA DE INGENIERÍA SOBRE LA MOVILIDAD ESTUDIANTIL Y SU IMPACTO EN LA FORMACIÓN INTEGRAL COMUNICACIÓN Y MEDIO AMBIENTE: LA TRADICIÓN ORAL COMO HERRAMIENTA PARA LA CONSTRUCCIÓN DE MEMORIA HISTÓRICA EN LA CUENCA DEL RÍO PAMPLONITA NECESIDADES TECNOLÓGICAS DE LA COMUNIDAD INVIDENTE DE LA UNIVERSIDAD DE PAMPLONA, SEDE VILLA DEL ROSARIO ANÁLISIS DE ÁCIDO FÓLICO EN ARROZ BLANCO POR CROMATOGRAFIA LIQUIDA ULTRA RAPIDA (UFLC)SITUACIÓN MIGRATORIA DE LA POBLACIÓN ASENTADA EN LAS COMUNAS 3, 4, 6 Y 7 DEL MUNICIPIO DE CÚCUTA DESDE EL ENFOQUE EN DERECHOS HUMANOS CONTEXTUALIZACIÒN EDUCATIVA EN LA FRONTERA: MEMORIAS, NARRATIVAS ORALES Y SUBJETIVIDADES DE LA POBLACIÒN MEDIACIÓN EN LAS PRÁCTICAS PEDAGÓGICAS A TRAVÉS DE LAS TIC ATENEO: ESTRATEGIA PARA DISMINUIR LA DESERCIÓN Y REPITENCIA DE ESTUDIANTES DE CICLO BÁSICO UNIVERSITARIO ESTABLECIMIENTO IN VITRO DE YEMAS AXILARES DE CEBOLLA DE BULBO (Allium cepa L.) MAQUINAS TURBOCOMPRESOR DE GAS NATURAL – MODELADO DE VIBRACIONES COMPORTAMIENTO DEL CONSUMIDOR DE PRODUCTOS EN LA OFERTA DE TRIBUS INDIGENAS CONCEPCIONES DE EDUCACIÓN A DISTANCIA Y MATEMATICA FINANCIERA DESDE UNA COMPRENSIÓN ONTO-HISTÓRICA EFECTO DE UNA DIETA A BASE DE PROTEÍNA NO CONVENCIONAL EN LA ETAPA DE ALEVINAJE DE CACHAMA BLANCA (Piaractus brachypomus) MODELACIÓN MATEMÁTICA CON APLICATIVOS WEB HACIA LA COMPRENSIÓN DEL CONCEPTO DE DERIVADA LA VIVIENDA DIGNA Y BARRERAS DE ACCESO A LA JUSTICIA: ESTUDIO DE CASO ANÁLISIS DE LAS REPRESENTACIONES SOCIALES DEL MEDIO AMBIENTE COMO SUJETO DE DERECHOS A PARTIR DE LA SENTENCIA T - 622 DE 2016 EN FUNCIONARIOS PÚBLICOS DE CORPONOR EN LA CIUDAD DE CÚCUTA THE IMPACT OF A CLASS PROJECT BASED ON INTERACTION WITH A NATIVE SPEAKER TO IMPROVE THE STUDENTS' LINGUISTIC AND CULTURAL COMPETENCE IN A FOREIGN LANGUAGE COURSE URBANOSCOPIO: PERCEPCIÓN DEL ESPACIO URBANO A TRAVÉS DE LA CATEGORIZACIÓN DE LA MALLA CURRICULAR DEL PROGRAMA DE ARQUITECTURA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER PROCESO DE APRENDIZAJE DE LA MATEMÁTICA DESDE LA PERSPECTIVA DE LA NEUROEDUCACIÓN EN LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER HABILIDADES PARA LA VIDA EN JÓVENES UNIVERSITARIOS REFORMA RURAL INTEGRAL, UNA MIRADA AL MUNICIPIO DE FORTUL, ARAUCA 301 EL EMPRENDIMIENTO COMO VALOR AGREGADO DEL PROGRAMA DE ADMINISTRACIÓN DE EMPRESAS DE LA UFPS OCAÑA DISEÑO UN MODELO DE DIRECCIÓN ESTRATEGICA PARA EL INSTITUTO DE FORMACIÓN TEOLÓGICA HEBBRÓN – INFORTHEB FACTORES QUE AFECTAN LA PERDURABILIDAD EN LA EMPRESA LEÓN DISTRIBUCIONES DE LA CIUDAD OCAÑA, NORTE DE SANTANDER ANÁLISIS DE LA GENERACIÓN DE RENTAS PROPIAS POR EL MUNICIPIO DE OCAÑA EN EL PERIODO 2009-2017 COMPROMISO SOCIAL EN TORNO AL PROCESO DE COBRANZA DE LAS MULTAS DE TRÁNSITO DE LA CIUDAD DE OCAÑA A LOS INFRACTORES PROVENIENTES DE LA REGIÓN DEL CATATUMBO BUENAS PRÁCTICAS DE GOBERNANZA DE TI PARA LAS CAJAS DE COMPENSACIÓN FAMILIAR DEL NORORIENTE COLOMBIANO AFILIADAS A FEDECAJAS CAPACIDAD DE INNOVACIÓN DE LAS EMPRESAS APÍCOLAS COLOMBIANAS MEJORAMIENTO Y/O REDISEÑO DE PROCESOS ADMINISTRATIVOS PARA OPTIMIZAR EL ÁREA DE RRHH DE LA EMPRESA COOPERATIVA DE CAFICULTORES DEL CATATUMBO LTDA INFLUENCIA DE LAS TIC EN EL DESEMPEÑO DE LOS ESTUDIANTES DE ADMINISTRACIÓN EN LAS PRUEBAS DE SABER PRO 2017 PROTOTIPO DE SOFTWARE FUNCIONAL QUE PERMITA AUDITAR EN EL ÁREA DE RECURSOS HUMANOS DE LAS ENTIDADES DEL SECTOR SALUD EN LA SELECCIÓN DEL PERSONAL COMPARATIVO DE LA VOLATILIDAD TRIMESTRAL DEL ÍNDICE COLCAP EN EL PERIODO 2012-2017 METODOLOGÍA PARA LA EVALUACIÓN INTERNA DE UNA CADENA DE VALOR PREDICCIÓN MEDIANTE INTELIGENCIA ARTIFICIAL DE LA RECOMENDACIÓN DE HOTELES EN MONTEVIDEO EVOLUCION Y CAMBIOS EN EL TRATO DE LOS TRABAJADORES DENTRO DE LAS ORGANIZACIONES LA PRODUCTIVIDAD DEL VALOR AGREGADO (MPVA) Y LOS ESTILOS DE LIDERAZGO EN EL SECTOR MINERO DEL DEPARTAMENTO NORTE DE SANTANDER COLOMBIA LAS COMPETENCIAS LABORALES QUE REQUIERE EL SECTOR PRODUCTIVO: "DILEMA ENTRE LA TEORÍA Y LA PRÁCTICA COMPROMISO DE LOS CONTRIBUYENTES DEL MUNICIPIO DEL CARMEN CON EL IMPUESTO PREDIAL RESPONSABILIDAD SOCIAL EMPRESARIAL CON ENFOQUE MEDIOAMBIENTAL DE LAS EMPRESAS CARBONÍFERAS DE LA CIUDAD DE CÚCUTA IMPACTO DEL CONSUMO EN LOS COMERCIOS DE LA CIUDAD DE CÚCUTA. BAJO UN ESTUDIO DE CASOS DE LA MIGRACIÓN DE VENEZOLANOS EL TURISMO COMO CONTRIBUCIÓN AL CRECIMIENTO DEL PIB, PARA EL DESARROLLO DE LA ECONOMÍA DEL PAÍS LAS TIC COMO FACTOR DETERMINANTE DE INNOVACIÓN EN EL SECTOR TURÍSTICO EFECTOS SOCIO-ECONOMICOS DE LA CRISIS DE VENEZUELA EN CUCUTA Y SU SECTOR MANUFACTURERO CASO: CONFECCIONES Y CALZADO TASA MÍNIMA DE RENDIMIENTO REQUERIDA (TMRR) "MITO O REALIDAD" APLICACIÓN DE LA INDUSTRIA 4.0 EN LOS NEGOCIOS INTERNACIONALES CARACTERIZACIÓN DE ACTITUDES Y HABILIDADES EMPRENDEDORAS Y CAPACIDADES DE EMPRESARIALIDAD ENMARCADAS EN LA POLÍTICA DE CULTURA DEL EMPRENDIMIENTO DE LOS ESTUDIANTES Y DOCENTES EN LAS INSTITUCIONES EDUCATIVAS (IE) DEL MUNICIPIO DE SARDINATA, NORTE DE SANTANDER HEURÍSTICOS Y SESGOS COGNITIVOS EN LAS DECISIONES GERENCIALES: QUÉ SON Y CÓMO SE PUEDEN EVITAR ANÁLISIS DE SOSTENIBILIDAD DE SISTEMAS DE PRODUCCIÓN OVINO-CAPRINO ESTUDIO DE FACTIBILIDAD PARA LA EXPORTACIÓN DEL AGUACATE (persea americana) EN LA PRODUCCIÓN DEL MUNICIPIO BOCHALEMA, NORTE DE SANTANDER PRÁCTICAS DE RESPONSABILIDAD SOCIAL DE LAS EMPRESAS DE INGENIERÍA ELÉCTRICA EN NORTE DE SANTANDER TURISMO GASTRONÓMICO, UNA OPORTUNIDAD PARA EL DESARROLLO ECONÓMICO LOCAL DILEMAS BIOÉTICOS DEL PERSONAL DE SALUD Y VIVENCIAS DE PACIENTES EN LISTA DE ESPERA FRENTE A LA PRESUNCION LEGAL DE DONACIÓN RELACIÓN ENTRE EL NIVEL DE SOBRECARGA DEL CUIDADOR PRINCIPAL Y LA AGENCIA DE AUTOCUIDADO DEL PACIENTE DE CIRUGÍA CARDIACA EN UNA INSTITUCIÓN DE ALTA COMPLEJIDAD EN CÚCUTA FORMACIÓN PROFESIONAL PERTINENTE Y DE CALIDAD EN UN PROGRAMA DE SALUD: LOGROS Y BRECHAS INDICADORES BIOQUIMICOS INCIDENTES DURANTE EL ESFUERZO FISICO EN PATINADORES DE CARRERAS DEL DEPARTAMENTO DE NORTE DE SANTANDER DIAGNÓSTICO DE LAS CONDICIONES Y MEDIO AMBIENTE DE TRABAJO DEL LABORATORIO DE CERÁMICOS DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER, SEDE CÚCUTA IDENTIFICACIÓN DE LOS ESTILOS DE VIDA Y EL RIESGO CARDIOVASCULAR EN LOS COLABORADORES DE LA SEDE ADMINISTRATIVA COOMEVA EPS OFICINA CÚCUTA CONCORDANCIA ENTRE LA RELACIÓN GENÉTICA Y PROTEÓMICA DE AISLADOS CLÍNICOS Y AMBIENTALES DE Cryptococcus neoformans var. grubii EN CÚCUTA, COLOMBIA ACTIVIDAD FÍSICA E INTELIGENCIA EMOCIONAL: UN ESTUDIO COMPARATIVO EN ESTUDIANTES UNIVERSITARIOS DESAFIOS EN LA ADHERENCIA TERAPÉUTICA AL TRATAMIENTO ANTITUBERCULOSIS Y PLANES HACIA LA ELIMINACION DE LA ENFERMEDAD EN LA CIUDAD DE SAN JOSÉ DE CÚCUTA DETERMINANTES SOCIALES DE LA SALUD EN POBLACIÓN INMIGRANTE VENEZOLANA EN EL TERRITORIO DE CÚCUTA, NORTE DE SANTANDER, 2017-2018 CALIDAD DE VIDA EN POBLACIÓN INMIGRANTE VENEZOLANA EN EL TERRITORIO DE CÚCUTA, NORTE DE SANTANDER, 2017-2018 IMPACTO DE LA ESTRATEGIA CUIDANDO JUNTOS EN CUIDADORES DE PERSONAS CON DISCAPACIDAD RENOVACIÓN CONCEPTUAL DEL PRINCIPIO DE OPORTUNIDAD EN EL SISTEMA PENAL ACUSATORIO IMAGINARIOS SOCIALES DE PAZ E IMPLEMENTACIÓN NORMATIVA DE LA CÁTEDRA PARA LA PAZ A TRAVÉS DE LA PAZ APP EN INSTITUCIONES EDUCATIVAS PÚBLICAS EN CÚCUTA LINEAMIENTOS PEDAGÓGICOS PARA LA FORMACIÓN EN GESTIÓN AMBIENTAL DEL CONTADOR PÚBLICO, DESDE LA ACCIÓN DOCENTE" "APROXIMACIÓN TEÓRICA SOBRE LA CORRESPONDENCIA ENTRE LA FORMACIÓN DOCENTE Y LAS POLÍTICAS NACIONALES DE CALIDAD EDUCATIVA COMO BASES PARA UNA PEDAGOGÍA INFANTIL" UNIVERSIDAD FRANCISCO DE PAULA SANTANDER CUCUTA "APORTES TEÓRICOS CONCEPTUALES A LAS COMPETENCIAS PEDAGÓGICAS DE LOS FORMADORES OCUPACIONALES EN EL MARCO DE LA EDUCACIÓN NO FORMAL" MIGRACIÓN FRONTERIZA, MOVILIDAD SOCIAL, E IMPACTO EN LOS ASENTAMIENTOS HUMANOS. "Caso Talento, Municipio de San José de Cúcuta." INCLUSIÓN EDUCATIVA EN CONTEXTOS DE VIOLENCIA: ESTUDIO DE CASO, TIBÚ- COLOMBIA. GEOMETRIZACIÓN DE INDICADORES URBANOS COMO ESTRATEGIA PARA PRODUCCIÓN DE PROYECTOS DE ARQUITECTURA Y URBANISMO LA ARCILLA Y LA ARQUITECTURA REPRESENTATIVA DEL SECTOR CENTRO COMO ELEMENTOS PROPIOS DE LA IDENTIDAD DE SAN JOSÉ DE CÚCUTA. MEMORIA HISTÓRICA GRÁFICA DE LAS HUELLAS DEL CONFLICTO ARMADO EN NORTE DE SANTANDER. CAMINANDO POR LAS HUELLAS DEL DISEÑO GRÁFICO EN COLOMBIA. INCLUSIÓN SOCIO LABORAL DE PERSONAS CON DISCAPACIDAD INTELECTUAL, EN LAS EMPRESAS PRIVADAS DE CÚCUTA. DESDE LA PEDAGOGIA CRÍTICA LA FORMACIÓN EN CIUDADANIA: ESTUDIO DE CASO ESTUDIANTES DE LOS PROGRAMAS PERTENECIENTES A LA FACULTAD DE EDUCACIÓN ARTES Y HUMANIDADES DE LA U.F.P.S PRAXIS PEDAGÓGICA: UNA APROXIMACION TEORICA EN EL CONTEXTO DEL SUBSISTEMA DE EDUCACION BASICA, NIVEL PRIMARIA MUNICIPIO LA CEIBA ESTADO TRUJILLO, REPÚBLICA BOLIVARIANA DE VENEZUELA IMAGINARIOS DE CONFLICTO SOCIAL EN UN ASENTAMIENTO HUMANO DE LA ZONA METROPOLITANA DE CÚCUTA REPRESENTACIÓN MEDIÁTICA DE LOS MIGRANTES EN LA FRONTERA COLOMBO VENEZOLANA: ANÁLISIS DE LAS FRANJAS INFORMATIVAS DEL CANAL UNO Y CANAL TRO LA SUPERVISION EDUCATIVA DEL SUBSISTEMA DE EDUCACION BASICA VENEZOLANA MODELACIÓN MATEMÁTICA CON APLICATIVOS WEB HACIA LA COMPRENSIÓN DEL CONCEPTO DE DERIVADA EL RECONOCIMIENTO COMO POSIBILIDAD PEDAGÓGICA DESDE LA TEORÍA DE LAS REPRESENTACIONES SOCIALES DE GUERRA Y PAZ DE JÓVENES UNIVERSITARIOS CARACTERIZACIÓN DE LOS RESULTADOS DE LA PRUEBA SABER PRO 2017 EN LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER ESTRATEGIA DIDÁCTICA PARA FORTALECER LAS PRÁCTICAS EN LECTURA Y ESCRITURA DE LA UNVERSIDAD FRANCISCO DE PAULA SANTANDER: GUÍA ORIENTADORA ULISES ESTILO DE ENSEÑANZA Y APRENDIZAJE DEL PROGRAMA INGENIERÍA ELECTRÓNICA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER RESPONSABILIDAD SOCIAL UNIVERSITARIA UN NUEVO ENFOQUE PARA EL DESARROLLO DE LA EDUCACION SUPERIOR EN COLOMBIA. ESTRATEGIA PARA INCENTIVAR EL APRENDIZAJE AUTÓNOMO: CASO CONCURSO NACIONAL DE INTEGRALES ALFABETIZACIÓN ESCOLAR Y LITERACIDAD: UNA LECTURA DESDE LA INVESTIGACIÓN ACCIÓN PEDAGÓGICA EDUCACION DE CALIDAD EN EL CATAUMBO: CARACTERIZACIÓN DEL DOCENTE DE CALIDAD CIUDADANÍA Y DESARROLLO HUMANO: UN ABORDAJE DESDE LA CARTOGRAFÍA SOCIAL DIAGNÓSTICO SOBRE LA PERCEPCIÓN Y EL USO DEL ESPACIO PÚBLICO DE LA CIUDAD DE CÚCUTA POR PARTE DEL COLECTIVO FEMENINO. CASO CALLE TRECE ENTRE AVENIDAS CERO Y QUINTA LAS DINÁMICAS URBANAS Y SU INCIDENCIA EN LA TRANSFORMACIÓN DEL TERRITORIO. LA BRECHA ENTRE LAS COMPETENCIAS DE LOS EGRESADOS DEL PROGRAMA DE INGENIERÍA DE SISTEMAS DE LAS UNIVERSIDADES OFICIALES DE NORTE DE SANTANDER Y EL EJERCICIO PROFESIONAL EN MATERIA DE GOBIERNO DE TI. FORMAS DE LA INFORMACION / LA CIENCIA COMO FUNDAMENTO PROYECTUAL INTELIGENCIA EMOCIONAL EN LA FORMACIÓN INICIAL DE DOCENTES CARTOGRAFÍA DE LAS PRACTICAS DE CRIANZA DE LAS SUBJETIVIDADES INFANTILES EMERGENTES EN LA CIUDAD DE CÚCUTA. ATENCIÓN PSICOEDUCATIVA A NIÑOS Y NIÑAS HOSPITALIZADOS POR ENFERMEDAD GENERAL DEL SERVICIO DE PEDIATRIA E.S.E H.U.E.M DESEMPEÑO CIENTIFICO DEL DOCENTE DE LA UNIVERSIDAD PÚBLICA COLOMBIANA ANÁLISIS DE LA SITUACIÓN SOCIAL FRENTE AL DESARROLLO DE INCENDIOS FORESTALES EN LA COMUNIDAD PERTENECIENTE A LAS VEREDAS SAN MIGUEL Y TEJA DE ÁBREGO, NORTE DE SANTANDER ANÁLISIS DE LOS ESTILOS DE DIRECCIÓN DE LAS MUJERES QUE DESEMPEÑAN CARGOS DE ALTA DIRECCIÓN EN LAS ENTIDADES DE ECONOMÍA SOLIDARIA EN LA CIUDAD DE OCAÑA, NORTE DE SANTANDER FACTORES DE ÉXITO DE EMPRENDIMIENTOS BENEFICIARIOS DE CAPITAL SEMILLA FONDO EMPRENDER EN COLOMBIA LA DIFICIL TAREA DE SER MADRE EN ESTUDIANTES UNIVERSITARIAS LA DISCAPACIDAD POR EL CONFLICTO ARMADO: UN CAMBIO DE VIDA PARA EL CUIDADOR PRINCIPAL CALIDAD DE VIDA Y FUNCIONALIDAD FAMILIAR EN PERSONAS CON HIPERTENSION ARTERIAL Y DIABETES MELLITUS DE CUCUTA PERCEPCIÓN DE LOS USUARIOS DEL COMPORTAMIENTO DE CUIDADO HUMANIZADO DEL PROFESIONAL DE ENFERMERÍA EN LAS UNIDADES DE CUIDADO INTENSIVO DE UNA ENTIDAD OFICIAL Y UNA ENTIDAD PRIVADA EN EL I SEMESTRE DE 2017 INFLUENCIA DE LOS METODOS CONTRASTE Y PLIOMETRICO SOBRE LA FUERZA EXPLOSIVA EN ETAPA PRECOMPETITIVA EN FUTBOLISTAS JUVENILES PERFIL SOCIODEMOGRÁFICO DEL ESTUDIANTE DE ENFERMERÍA ASOCIADO A SU CONOCIMIENTO Y ACTITUD FRENTE A LA DONACIÓN Y TRASPLANTE DE ÓRGANOS Y TEJIDOS. CONDICIÓN FÍSICA Y ACTIVIDAD FÍSICA DIRIGIDA MUSICALIZADA EN ESTUDIANTES DE LA UNIVERSIDAD DE PAMPLONA FACTORES MULTIDIMENSIONALES QUE INFLUYEN EN EL ESTADO DE SALUD DEL ADULTO MAYOR RETOS PARA EL FOMENTO DE LA EDUCACIÓN SEXUAL Y CONSTRUCCIÓN DE CIUDADANÍA EN EL MUNICIPIO DE SARDINATA BARRERAS DE ACCESO A LA JUSTICIA EN LA PRESTACION DE LOS SERVICIOS PUBLICOS DOMICILIARIOS - BARRIO LOS MANGOS – CÚCUTA – NORTE DE SANTANDER CÚCUTA ENTRE LA LEGALIDAD DEL LÍMITE Y LA ILEGALIDAD DE LA FRONTERA. EFECTO DEL PRETRATAMIENTO CON ULTRASONIDO EN LAS CINÉTICAS DE SECADO CONVECTIVO DEL BANANO (Musa paradisiaca sp). TORTUOSIDAD Y PERMEABILIDAD DE MATERIALES CERÁMICOS MESOPOROSOS DE CAOLÍN Y DIATOMITA EFECTO DE LA CONCENTRACIÓN DE ALMIDÓN EN LAS PROPIEDADES, MORFOLÓGICAS Y ESTRUCTURALES DE CERÁMICAS POROSAS A BASE DE ARCILLAS EXPANSIVAS. SIMULACIÓN Y CONSTRUCCIÓN DE LA SILLA DE RUEDAS CONVENCIONAL EN MATERIAL ECOLÓGICO DISEÑO DE SISTEMA AUTOMÁTICO DE CONTROL DE VELOCIDAD DE MOTOR BLDC APLICADO A MICROCENTRÍFUGA. SISTEMA DE INFORMACIÓN PARA AUTOEVALUACIÓN – SIAU EXTRACCIÓN DE CARACTERÍSTICAS DISCRIMINANTES EN IMÁGENES BIOMÉDICAS. ANÁLISIS DEL POTENCIAL TÉCNICO PARA LA PRODUCCIÓN DE ENERGÍA RENOVABLE A PARTIR DEL CUESCO DE PALMA EN NORTE DE SANTANDER CODIFICACIÓN MORFOLOGICA E HISTÓRICA DE LA ARQUITECTURA RELIGIOSA EN LA CIUDAD DE SAN JOSÉ DE CÚCUTA: CASO CATEDRAL DE SAN JOSÉ COMPETENCIAS RELEVANTES DE UN DIRECTOR DE GRUPO DE INVESTIGACIÓN EN LA UFPS, PARA SER EFICAZ EN SU ENTORNO, BUSCANDO ARTICULAR LA INVESTIGACIÓN CON EL DESARROLLO LOCAL, REGIONAL Y NACIONAL LA DEMOSTRACIÓN POR REDUCCIÓN AL ABSURDO UNA VÍA AL DESARROLLO DEL PENSAMIENTO MATEMÁTICO AVANZADO LA EFECTIVIDAD MATERIAL DE LA CONSULTA POPULAR EN LA ACTIVIDAD MINERA PARA LA PROTECCION DE LOS RECURSOS NARUTALES EN COLOMBIA EVALUACIÓN DE UN CONCETRADO PARA GANADO BOVINO A PARTIR DE QUERATINA EXTRAÍDA DEL SUBPRODUCTO (PLUMAS DE POLLO) COMPLEMENTADO CON PROTEÍNA DE SOYA (Glycine max) Y MAÍZ (Zea mayz). EVALUACIÓN DEL TEST DE TETRAZOLIO COMO MÉTODO PARA DETERMINAR LA VIABILIDAD DE SEMILLAS DE Glycine max. INDUCCIÓN DE POLIPLOIDIA EN KALANCHOE DAIGREMONTIANA RAYM.-HAMET & H.PERRIER (CRASSULACEAE) TOXICIDAD DE LAS AGUAS RESIDUALES PISCÍCOLAS SOBRE EL CULTIVO DE Scenedesmus sp. CAPACITAR EN EDUCACIÓN ADMINISTRATIVA Y FINANCIERA PRODUCTORES DE OVINOS Y CAPRINOS DE ASOVICAN (ASOCIACIÓN DE OVINOS Y CAPRINOS DEL NORTE DE SANTANDER) FITODEPURACIÓN DE AGUAS RESIDUALES CON UNA PLANTA EPÍFITA DE BOSQUE SECO TROPICAL (Tillandsia flexuosa ) VIABILIDAD DE INVERSIÓN EN EL MERCADO DE VALORES DE LAS EMPRESAS Y PERSONAS NATURALES RADICADOS EN ZONA DE FRONTERA NORORIENTAL, CON EL FIN DE OBTENER MEJORES BENEFICIOS ECONÓMICOS QUE CONTRIBUYAN AL DESARROLLO REGIONAL PERFIL COMPETITIVO DE LA INDUSTRIA DEL BLUE JEANS EN LA ECONOMÍA DE CÚCUTA SECTOR AGRÍCOLA EN NORTE DE SANTANDER Y EL MERCADO ASIÁTICO CARACTERIZACIÓN DEL SECTOR MIPYMES FORMAL E INFORMAL DE LA CIUDAD DE SAN JOSÉ CÚCUTA ANALISIS DEL COMPORTAMIENTO DE LAS FINANZAS PÚBLICAS EN SAN JOSÉ DE CÚCUTA DEL 2015-2017. APUESTAS COMPETITIVAS PARA EL FOMENTO DE LA PRODUCTIVIDAD DE LOS PRODUCTORES DE AGUACATE DEL MUNICIPIO DE BOCHALEMA, NORTE DE SANTANDER. USO DE SOFTWARE CONTABLE EN EL SECTOR COMERCIAL DE AUTOPARTES DEL MUNICIPIO DE SAN JOSE DE CÚCUTA MEDIDAS DE MITIGACIÓN Y ADAPTACIÓN SOBRE LAS EMISIONES DE GASES EFECTO INVERNADERO EN EL SECTOR TEXTIL DE NORTE DE SANTANDER ENFOCADAS AL COMERCIO INTERNACIONAL. EL TRABAJO SOCIAL DESDE LAS REPRESENTACIONES DE LOS ESTUDIANTES DE LICENCIATURA EN MATEMÁTICAS DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER ANÁLISIS DE LAS REPRESENTACIONES SOCIALES DEL MEDIO AMBIENTE COMO SUJETO DE DERECHOS A PARTIR DE LA SENTENCIA T - 622 DE 2016 EN FUNCIONARIOS PÚBLICOS DE CORPONOR EN LA CIUDAD DE CÚCUTA . ANALISIS DE LA TRANSCULTURACIÓN Y ADAPTACIÓN DE LOS INMIGRANTES VENEZOLANOS EN EL MUNICIPIO DE SAN JOSÉ DE SAN JOSÉ DE CÚCUTA. REALIDAD FRONTERIZA E IMPACTO SOCIAL DE LA MIGRACIÓN DE POBLACIÓN VENEZOLANA EN EL MUNICIPIO DE SAN JOSÉ DE CÚCUTA. (2016-2018) LAS ACTITUDES HACIA LAS MATEMATICAS EN ESTUDIANTES DE EDUCACION MEDIA: UN INSTRUMENTO PARA SU MEDICIÓN ESTRATEGIA DE INFORMACIÓN, EDUCACIÓN, COMUNICACIÓN PARA INCENTIVAR EL USO DE LAS TIC EN EL SEMILLERO DE INVESTIGACIÓN EN CIENCIAS SOCIALES FALS BORDA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER DE LA CIUDAD DE SAN JOSÉ DE CÚCUTA EN EL AÑO 2018 SECUENCIA DIDÁCTICA PARA LA COMPRENSIÓN LECTORA DEL LENGUAJE ALGEBRAICO EN ESTUDIANTES DE GRADO SÉPTIMO INCLUSION DE LA POBLACION LGBTI DESDE LA DIVERSIDAD DE GÉNERO, ORIENTACIÓN E IDENTIDAD SEXUAL . CULTURA CIUDADANA Y PRÁCTICA DEMOCRÁTICA: UN ANÁLISIS DESDE CENTRO DE CONVIVENCIA CIUDADANA DE CÚCUTA IDONEIDAD DEL TÉRMINO "SORDOMUDOS" EN LA LEGISLACIÓN COLOMBIANA AL REFERIRSE A LA POBLACIÓN CON DISCAPACIDAD AUDITIVA VIOLENCIA SIMBÓLICA BASADA EN GÉNERO EN ESTUDIANTES CISGÉNERO, DEL PROGRAMA DE INGENIERÍA CIVIL, SEXTO SEMESTRE, DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER. ESTRATEGIA DE COMUNICACIÓN PARA LA VISIBILIZACIÓN DE LA MARCA ASOCIACIÓN CHICAS F - LA FORTALEZA, COMUNA 8 DE SAN JOSÉ DE CÚCUTA DISEÑO DE MODELO ARQUITECTÓNICO PARA CENTRO AGROECOLÓGICO EN CLIMA TROPICAL CÁLIDO: CASO ASENTAMIENTO LA FORTALEZA, SAN JOSÉ DE CÚCUTA, NORTE DE SANTANDER ANÁLISIS DE LAS ACTITUDES Y COMPORTAMIENTOS DEL NORTE SANTANDEREANO HACIA LOS INMIGRANTES VENEZOLANOS REPRESENTACIONES SOCIALES DEL TRABAJO INFORMAL DE LOS VENDEDORES EN LA COMUNA UNO Y CINCO DE CÚCUTA DERECHOS FUNDAMENTALES INNOMINADOS: EVOLUCIÓN, CONCEPTO Y APLICACIÓN. LA TEORIA DEL RIESGO PARA LA IMPUTACION DEL DAÑO EN LA RESPONSABILIDAD CIVIL EXTRACONTRACTUAL: CASO DE RITA SABOYA CABRERA Y OTROS CONTRA CONDENSA S.A. SISTEMAS CONSTRUCTIVOS PREFABRICADOS CON MATERIALES DE LA REGIÓN CON ENFOQUE SOSTENIBLE PARA LA CONSTRUCCIÓN DE VIVIENDAS ECONÓMICAS Y DE CALIDAD HABITACIONAL EN CÚCUTA. ESTRATEGIA DE MARKETING SOCIAL PARA LA PROMOCIÓN DE DERECHOS HUMANOS EN VÍCTIMAS DEL CONFLICTO ARMADO EN NORTE DE SANTANDER, 2018 RESIGNIFICACIÓN DEL RIO CATATUMBO TIBÚ – LA GABARRA: CRÓNICAS WEB PARA LA RECONSTRUCCIÓN DE MEMORIA HISTÓRICA A TRAVÉS DE LA TRADICIÓN ORAL IDENTIFICACIÓN DE MENÚ TÍPICO GRAMALOTERO PROSPECTIVA ESTRATÉGICA DESDE LA COMUNICACIÓN DIGITAL 2018 – 2020 PARA LA ASOCIACIÓN LA ASOCIACIÓN CHICAS F DE LA COMUNA 8 DE SAN JOSÉ DE CÚCUTA OBJETO VIRTUAL DE APRENDIZAJE (OVA), PARA LA ENSEÑANZA DEL INGLÉS EN NIÑOS DE PREESCOLAR Y/O TRANSICIÓN DE LA ESCUELA SAN VICENTE DE PAÚL, DE LA CIUDAD DE CÚCUTA CONTEXTO DEL USO DE LOS MEDIOS PUBLICITARIOS DE LA AVENIDA 0 ENTRE CALLE 2 Y 18 DE SAN JOSÉ DE CÚCUTA SEMANTICA DE LOS TÉRMICOS GASTRONOMICOS EN LA COCINA TRADICIONAL EN LOS SANTANDERES ANÁLISIS HISTÓRICO DE LA INCLUSIÓN EDUCATIVA DESDE LA PERSPECTIVA DEL MODELO PRAXEOLÓGICO DISEÑO E IMPLEMENTACIÓN DE PROCESOS DE EMPODERAMIENTO A TRAVÉS DEL PLAN DE COMUNICACIÓN ESTRATÉGICA 2018 – 2020 PARA LA ASOCIACIÓN LA ASOCIACIÓN CHICAS F DE LA COMUNA 8 DE SAN JOSÉ DE CÚCUTA ACCIONES Y CONCEPTOS DE LA COMUNICACIÓN PARA EL CAMBIO SOCIAL EN LAS ONG'S DEL DEPARTAMENTO NORTE DE SANTANDER 2018 RECONSTRUCCIÓN DE LA MEMORIA HISTÓRICA DEL CULTIVO TRADICIONAL DEL TRIGO EN MUTISCUA, NORTE DE SANTANDER. ESTRATEGIAS DE AFRONTAMIENTO Y ORIENTACIÓN SUICIDA EN ADOLESCENTES DE UN COLEGIO DE LA COMUNA 7 EN LA CIUDAD DE CÚCUTA SIGNIFICADO DE LA VENTILACIÓN MECÁNICA PARA LOS FAMILIARES DE PACIENTES QUE ESTUVIERON HOSPITALIZADOS EN LA UNIDAD DE CUIDADOS INTENSIVOS DE LA CLÍNICA MEDICAL DUARTE DURANTE EL SEGUNDO TRIMESTRE DE 2018 HALLAZGO DE Cryptococcus spp. A PARTIR DE AISLADOS AMBIENTALES DE Acanthamoeba spp. DE LA CIUDAD DE CÚCUTA, NORTE DE SANTANDER TIEMPO DE ESTIRAMIENTO ADECUADO EN LOS MUSCULOS ISQUIOTIBIALES Y SU EFECTIVIDAD EN LA GANANCIA DE ARCOS DE MOVILIDAD UTILIZANDO LA TECNICA SOSTENER RELAJAR EN ADULTOS JOVENES SANOS VIVENCIAS FRENTE AL ESTIGMA DE LA MATERNIDAD EN ADOLESCENTES, ASISTENTES A LA E.S.E HOSPITAL LOCAL DEL MUNICIPIO DE LOS PATIOS EN EL SEGUNDO SEMESTRE DE 2018 SISTEMAS DE INFORMACIÓN PARA LA GESTIÓN DE PROYECTOS DE OBRAS CIVILES PATRONES EN MOSAICOS Y TESELADOS DESDE COMPOSICIONES GEOMÉTRICAS SÍNTESIS Y CARACTERIZACIÓN DE ZEOLITAS A PARTIR DE CENIZAS VOLANTES PROVENIENTES DE LA COMBUSTIÓN DEL CARBÓN EN LA TERMOELÉCTRICA TERMOTASAJERO S.A.S POR EL MÉTODO DE HIDROGEL ELABORACIÓN Y ANÁLISIS DE UN ABONO APARTIR DE DIATOMEAS RECICLADAS, CARBOXIMETILCELULOSA Y FECULA DE MAIZ EN MEZCLA CON DISTINTAS CONCENTRACIONES DE NPK. PLAN DE NEGOCIO PARA LA PREPARACIÓN Y COMERCIALIZACIÓN DE PRODUCTOS DE REPOSTERIA A BASE DE FRUTAS DE LA REGIÓN EN EL MUNICIPIO DE CHITAGA NORTE DE SANTANDER ELABORACIÓN DE UNA GOMITA MASTICABLE A PARTIR DE PECTINA CITRICA FORTIFICADA CON CARBONATO DE CALCIO Y VITAMINA D DESARROLLAR LA CÁTEDRA 'TEORÍA DE LA COMUNICACIÓN I' DEL PROGRAMA DE COMUNICACIÓN SOCIAL DE LA UNIVERSIDAD DE PAMPLONA - CAMPUS VILLA DEL ROSARIO EMPLEANDO LA SERIE ANIMADA 'LOS SIMPSON' COMO HERRAMIENTA MEDIADORA . DETERMINACIÓN DE LA CULTURA DE RECICLAJE DE PLÁSTICO PET DE LOS HABITANTES Y ORGANIZACIONES DE OCAÑA ANÁLISIS DE PATOLOGÍAS ORIGINADAS EN LAS PERSONAS DEL MUNICIPIO DE OCAÑA NORTE DE SANTANDER A PARTIR DEL USO DE SISTEMAS COMPUTACIONALES SEGURIDAD INFORMÁTICA EN LA REGIÓN CATATUMBO: UNA REALIDAD QUE DEBE VIVIR TODO SISTEMA OPERATIVO DETERMINACIÓN DE LA CULTURA DE RECICLAJE DE PLÁSTICO PET DE LOS HABITANTES Y ORGANIZACIONES DE OCAÑA ANÁLISIS DE PATOLOGÍAS ORIGINADAS EN LAS PERSONAS DEL MUNICIPIO DE OCAÑA NORTE DE SANTANDER A PARTIR DEL USO DE SISTEMAS COMPUTACIONALES ANÁLISIS DE EMPRENDIMIENTO EMPRESARIAL EN LOS ESTUDIANTES DE CONTADURÍA PÚBLICA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER OCAÑA PARADIGMAS DE LA EVOLUCIÓN DE LA PROFESIÓN CONTABLE: HISTORIA CONTADA EN LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER-OCAÑA FOOD MONITOR ESTUDIO DEL PENSAMIENTO TRIÁDICO EN INGENIERÍA DE SISTEMAS DESCRIPCIÓN DE LA ACTITUD DE LOS MICROEMPRESARIOS OCAÑEROS FRENTE A LAS NIIF. DISEÑO DE PRODUCTO TURISTICO DEL MUNICIPIO DE ABREGO NORTE DE SANTANDER, COLOMBIA DISEÑO DE PRODUCTO TURISTICO DEL MUNICIPIO DE LA PLAYA DE BELÉN NORTE DE SANTANDER, COLOMBIA ANÁLISIS DE LOS DERECHOS FUNDAMENTALES DEL ADULTO MAYOR PRIVADO DE LA LIBERTAD EN EL INSTITUTO NACIONAL PENITENCIARIO Y CARCELARIO (INPEC), DEL MUNICIPIO DE OCAÑA NORTE DE SANTANDER PROYECTO DE EXTENSIÓN SOLIDARIO: "FELICIDAD SIN FRONTERAS" DISEÑO DE UN PROTOTIPO DE INVERNADERO AUTOMATIZADO POR MEDIO DE UN MICRO CONTROLADOR ARDUINO CON EL FIN DE SIMULAR LOS FACTORES QUE INFLUYEN EN EL CRECIMIENTO DE UN CULTIVO DISEÑAR UN SISTEMA DE SEGURIDAD QUE SE ADAPTE EN LA CERRADURA MANUAL DE SOBREPONER UTILIZANDO UN MÓDULO DE RECONOCIMIENTO DE HUELLA DIGITAL, CON LA FINALIDAD DE TENER MAYOR CONTROL DEL ACCESO DE LAS PERSONAS DISEÑO DE PRODUCTOS TURÍSTICOS CON FINES DE APROVECHAMIENTO DEL POTENCIAL RELIGIOSO Y CULTURAL DEL MUNICIPIO DE RÍO DE ORO, CESAR DETERMINAR LA COMPRENSIÓN LECTORA DE LOS ESTUDIANTES DE CONTADURÍA PÚBLICA DE LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER OCAÑA LA ECONOMÍA IMPUESTA EN DOS MUNICIPIOS TESTIGOS DEL CONFLICTO ESTRATEGIAS PEDAGÓGICAS A LA EDUCACIÓN A PERSONAS EN CONDICIÓN DE DISCAPACIDAD AUDITIVA EN LA UNIVERSIDAD FRANCISCO DE PAULA SANTANDER-OCAÑA PROFUNDIZACIÓN DEL IMPACTO DE LA INFORMALIDAD: REALIDADES EMPRESARIALES DE LOS SALONES DE BELLEZA MOTOTAXISMO EN LA CIUDAD DE OCAÑA TENIENDO EN CUENTA LOS PUNTOS PRINCIPALES PARA DETERMINAR LA CONTAMINACIÓN ATMOSFÉRICA A TRAVÉS DE FACTORES DE EMISIÓN. CARACTERIZACIÓN DE LOS LODOS RESIDUALES EN TIEMPO DE VERANO GENERADOS EN EL PROCESO DE POTABILIZACIÓN DEL AGUA EN LA EMPRESA DE SERVICIOS PÚBLICOS DE OCAÑA ESPO S.A IMPLEMENTACIÓN PEDAGÓGICA A LOS ESTUDIANTES DE EDUCACIÓN MEDIA, DE LOS GRADOS 11°, EN LAS INSTITUCIONES EDUCATIVAS DEL MUNICIPIO DE ABREGO, NORTE DE SANTANDER, EN CUANTO AL APRENDIZAJE DE LOS DEBERES Y DERECHOS CON RELACIÓN A LOS MECANISMOS DE PROTECCIÓN CONSAGRADOS EN LOS ARTÍCULOS 23, 86 Y 88 DE LA CONSTITUCIÓN POLÍTICA DE COLOMBIA. ANÁLISIS DE LA DIRECCIÓN DEL CHORRO INYECTADO QUE INCIDE SOBRE LAS CUCHARAS, MEDIANTE LA ESTRUCTURA DE MEDICIÓN, PARA LA OPTIMIZACION DE FUERZA Y POTENCIA EN UNA MICROTURBINA PELTON PROPUESTA DE DISEÑO DE UNA MICROTURBINA MICHELL-BANKI EN EL SECTOR LA PRADERA OCAÑA, NORTE DE SANTANDER CONTROL, PROTECCIÓN Y REGULACIÓN DE LOS VANT EN COLOMBIA PENSAMIENTO TRIADICO Y RENDIMIENTO ACADEMICO EN ESTUDIANTES DE INGENIERIA DE SISTEMAS RESPONSABILIDAD DE LA ADMINISTRACIÓN LOCAL FRENTE A LOS IMPACTOS SOCIALES QUE PRODUCE LA EXPANSIÓN URBANA INFORMAL EN EL BARRIO FUNDADORES EN EL MUNICIPIO DE OCAÑA DESAFIOS Y OBSTACULOS DEL SECTOR INDUSTRIAL PARA LA GENERACIÓN DE EMPLEO EN OCAÑA SIMULACIÓN CDF TURBINA BANKI-MICHELL FTALATOS: REVISIÓN DE EFECTOS ADVERSOS CAUSADOS EN LA SALUD HUMANA Y EL MEDIO AMBIENTE COMPORTAMIENTO DEL PETFE Y POLICARBONATO PARA UN MATERIAL EFICIENTE EN CONSTRUCCIONES ANÁLISIS Y REVISIÓN DE LOS POLÍMEROS TERMOPLÁSTICOS UTILIZADOS EN LAS VÍAS Y EDIFICACIONES MODERNAS ADHESIVOS VERDES, REVISION DE UNA TECNOLOGIA INCORPORACION DE CENIZAS VOLANTES EN LOS PROCESOS DE FABRICACION DEL CEMENTO Y PRODUCTOS CERÁMICOS DE CONSTRUCCION EVALUANDO SUS PROPIEDADES ESTRUCTURALES Y MECÁNICAS: UNA REVISION DE LITERATURA DISEÑO E IMPLEMENTACIÓN DE LA RUTA AGROTURISTICA PARA EL MUNICIPIO DE GRAMALOTE APLICACIÓN DE POLÍMEROS EN LA ESTRUCTURA DEL PAVIMENTO ASFÁLTICO COMO ALTERNATIVA SOSTENIBLE PARA LA DISMINUCIÓN DE RESIDUOS PLÁSTICOS. UNA REVISIÓN DE LITERATURA REPRESENTACIONES SOCIALES DE EMPRESARIOS COLOMBIANOS, RESPECTO A LA ECONOMÍA EN LA FASE DE POSCONFLICTO DISEÑO DE SISTEMA AUTOMÁTICO DE CONTROL DE VELOCIDAD DE MOTOR BLDC APLICADO A AGITADOR DE ÓRBITA MODULAR DESARROLLO DE PELICULAS EN BASE DE NANOCELULOSA Y QUITOSAN: UNA REVISIÓN DESARROLLO DE PROTOTIPO DE ORTESIS PARA MIEMBRO SUPERIOR POR IMPRESIÓN 3D ; TOPICS Biological Physics (BIP) Gastronomy and Tourism (GT) Medical Physics (MEP) Arts and Culture Studies (ACS) Mathematical physics (MAP) Health and Sport Sciences (HSS) Chemical physics and physical chemistry (CHP) Pedagogical, Didactic Dractices and Educational Management (PDPEM) Computational science (CMSD) Social Sciences, and Communication (SSC) Electronics and devices Social Studies, Politics, and Law (SSPL) Instrumentation and measurement (IAM) Business, Management, and Finance (BMF) Education and communication (EAC) International Relations and Economics (IRE) Technology development and innovation (TDI) Education, Language, Literature, and Linguistics (ELLL) Environmmental and earth science (EES) Humanities Sciences, and Communication (HSC) ; PARTICIPATING INSTITUTIONS Universidad Francisco de Paula Santander - UFPS Fundación de Estudios Superiores Comfanorte - FESC Universidad Francisco de Paula Santander seccional Ocaña - UFPSO Escuela Superior de Administración Pública - ESAP Servicio Nacional de Aprendizaje - SENA - CEDRUM Universidad Nacional Abierta y a Distancia - UNAD Corporación Universitaria Minuto de Dios - UNIMINUTO Instituto Superior de Educación Rural - ISER Servicio Nacional de Aprendizaje - SENA - CIES Universidad de Pamplona - UNIPAMPLONA Universidad Santo Tomás - USTA Universidad de Santander - UDES Universidad Simón Bolívar - UNISIMÓN Universidad LIBRE Sede Cúcuta- UNILIBRE ; INTERNATIONAL SCIENTIFIC COMMITTEE •PhD María Judith Percino Zacarías Group of Polymers of the Chemical Center of the Benemérita Universidad Autónoma de Puebla - México •PhD Julio Omar Giordano Cornell University - USA •PhD Danae Duana Avila Universidad Autónoma del Estado de Hidalgo - México •PhD Manuel Eduardo Albán Gallo Universidad Tecnológica Equinoccial - Ecuador •PhD Manuel Enrique Bermudez University of Florida - USA •PhD Modesto Graterol Rivas Universidad del Zulia - Venezuel •PhD Verónica Teresa Guerra Guerrero Universidad Católica de Maule - Chile •PhD (c) Ely Dannier V. Niño Universidad Politécnica de Madrid - España ; NATIONAL SCIENTIFIC COMMITTEE •Judith Del Pilar Rodriguez Tenjo Universidad Francisco De Paula Santander – UFPS •Ender José Barrientos Monsalve Fundación de Estudios Superiores Comfanorte - FESC •Torcoroma Velásquez Pérez Universidad Francisco De Paula Santander seccional Ocaña – UFPSO •Martha Lucia Pinzon Bedoya Universidad de Pamplona - UNIPAMPLONA •Yesenia Campo Vera Instituto Superior De Educación Rural (ISER) •Valmore Bermudez Universidad Simón Bolivar - UNISIMON •Cindy Lizeth Niño Parada Universidad Santo Tomas - USTA •Jorge Alexander Rubio Parada Universidad Santo Tomas - USTA ; UNIVERSIDAD FRANCISCO DE PAULA SANTANDER UFPS Jhan Piero Rojas Suarez Judith Del Pilar Rodriguez Tenjo Olga Marina Vega Angarita Liliana Marcela Bastos Osorio Gladys Adriana Espinel Mawency Vergel Ortega Giovanni Mauricio Baez Sandoval Gloria Esperanza Zambrano Plata Jessica Lorena Leal Pabón Marling Carolina Cordero Díaz UNIVERSIDAD FRANCISCO DE PAULA SANTANDER SECCIONAL OCAÑA UFPSO Torcoroma Velasquez Perez Ivette Carolina Flórez Picón UNIVERSIDAD DE SANTAN DER UDES Lesley Fabiola Bohorquez ESCUELA SUPERIOR DE ADMINISTRACIÓN PÚBLICA ESAP Henry Caamaño Rojas SERVICIO NACIONAL DE APRENDIZAJE SENA CEDRUM Liana Carolina Ovalles Zulmary Carolina Nieto CORPORACIÓN UNIVERSITARIA MINUTO DE DIOS UNIMINUTO Yan Carlos Ureña Villamizar José Alberto Cristancho INSTITUTO SUPERIOR DE EDUCACIÓN RURAL ISER Yesenia Campo Vera UNIVERSIDAD SIMÓN BOLÍVAR UNISIMON Mauricio Sotelo Valmore Bermudez Marcela Flórez Romero Yurley Karime Hernández Peña SERVICIO NACIONAL DE APRENDIZAJE SENA CIES Wilmer Guevara UNIVERSIDAD SANTO TOMÁS USTA Cindy Lizeth Niño Parada Jorge Alexander Rubio Parada UNIVERSIDAD NACIONAL ABIERTA Y A DISTANCIA UNAD Alexander Suarez Universidad de Pamplona UNIPAMPLONA Oscar Gualdron Guerrero Martha Lucia Pinzon Bedoya FUNDACIÓN DE ESTUDIOS SUPERIORES COMFANORTE FESC Karla Yohana Sanchez Mojica
Hubo un tiempo que las fronteras de la intimidad estuvieron defendidas por el tiempo y por el espacio. No hace mucho eran, precisamente, el tiempo y la distancia los que mantenían indemne a la intimidad. La sociedad era otra. Los medios de transporte evolucionaron poco a poco. En los últimos años las comunicaciones dieron un salto hacia el futuro de manera asombrosa. Con los avances se despertó, la ambición del ser humano por el conocimiento y la información. Así pues, se reconoció masivamente el valor de la información. Como contrapartida, el derecho a la intimidad se vio afectado y comenzó su defensa. Se desató una lucha enfurecida entre el derecho a la intimidad y la libertad de información. De ahí, en 1890 en los Estados Unidos, Samuel Warren y Louis Brandeis, publican, en la Harvard Law Review, un artículo con el título Right to privacy en el cual defienden la protección de refracciones de la personalidad humana. Esta nueva dimensión merecedora de protección ante los peligros provocados por la masificación de la difusión de informaciones a través de la prensa escrita fue por los autores identificada como el Right to be let alone. La batalla del derecho a la intimidad continuó y continúa hasta hoy a medida que aparecen nuevas técnicas de procesamiento de datos, formas más rápidas, eficaces y económicas de almacenar y transportar el dato con la revolución tecnológica. Los campos de batalla se van reciclando. Hoy, con la sociedad de la información se ha producido una nueva imagen del hombre, definido por Frosini como un 'hombre artificial', para referirse a la dimensión psicológica de un hombre nuevo que vive en un mundo artificial, creado por el propio hombre y no por la naturaleza. Es innegable que esta revolución tecnológica tiene generado profundos cambios en la dinámica de la sociedad actual y en el comportamiento de las personas. Hoy, las nuevas tecnologías de la información y comunicación (en adelante TIC's) forman parte de la sociedad, es mucho más, son ella misma. Esta es la sociedad de la información, la sucesora de la sociedad industrial, con una cultura transnacional, globalizada y conectada en red. Todos estos cambios en la historia de la humanidad siempre exigen una respuesta por parte de los sistemas que los gobiernan. De la misma manera que el sistema jurídico en los que se sustentan debe ser dinámico para acompañar estas mudanzas y cumplir con su función social. Fue exactamente lo que Warren y Brandeis sugerían en el comienzo de su opúsculo cuando expresaban "(…) es un principio tan viejo como el 'common law' que el individuo debe gozar de total protección en su persona y en sus bienes, sin embargo, resulta necesario, de vez en cuando, redefinir con precisión la naturaleza y la extensión de esta protección. Los cambios políticos, sociales y económicos imponen el reconocimiento de nuevos derechos, y el 'common law', en su eterna juventud, evoluciona para dar cabida a las demandas de la sociedad". En la época en la que dichos autores publicaron su artículo, los medios tecnológicos de intrusión en la vida privada era la fotografía sin permiso y la distribución por la prensa. Después de más de un siglo, las denuncias de vulneración a la intimidad se realizan contra otras familias tecnológicas. El Tribunal Constitucional español (en adelante TC), dentro de su amplia jurisprudencia en esta materia, ha ido perfilando diferentes dimensiones dentro de ese derecho de difícil definición, que es la intimidad. Aquéllas que se han dibujado en función de las diferentes amenazas frente a las que se ha de articular la protección de este derecho, no definido constitucionalmente y de doble proyección. Lo ha hecho en todo caso desde una formulación amplia, no en vano el concepto de intimidad como señala la doctrina (más allá de esa referencia clásica al estudio de Warren y Brandeis), es esencialmente abierto, pues '¿Qué relación existe entre las inmisiones de ruidos evitables insoportables en el propio domicilio (STC 119/2001, de 24 de mayo) y las indagaciones o investigaciones sobre partes íntimas del cuerpo (STC 37/1989, de 15 de febrero)? Garantizar al individuo un ámbito reservado de su vida frente a la acción y el conocimiento de los demás es el objeto de este derecho que ahora tratamos. Éste ámbito se protege tanto respecto de los poderes públicos como de los particulares, y se encuentra vinculado de manera inmediata y directa con el respecto de su dignidad como persona, su personalidad, siendo necesario para mantener su calidad mínima de vida humana. Como señaló el TC en su sentencia 20/1992, de 14 de febrero, sin este derecho no sería realizable, ni concebible la existencia de la dignidad que a todos quiere asegurar la norma fundamental. La elección del tema de esta investigación deriva del hecho que la revolución tecnológica ha traído consecuencias importantísimas al mundo del derecho constitucional. Los avances de las últimas décadas han incidido considerablemente en el concepto del derecho a la intimidad, de la misma manera que el uso masivo de las redes sociales son unos de los motores de este cambio. Las fronteras entre lo público y lo privado son cada vez más porosas. Por consiguiente, han aparecido elementos nuevos que nos obligan a realizar nuevas valoraciones sobre las relaciones de las personas entre sí, de éstos con la naturaleza, y de su convivencia con las nuevas tecnologías de la información. Dentro de este contexto, de las tecnologías de información, internet es la gran estrella, razón por la cual, en esta investigación, daremos mayor énfasis a internet y redes sociales. La hipótesis que se traduce es que la incorporación de las nuevas tecnologías de la información (en adelante NTI) en la sociedad actual, ha abierto el debate sobre la necesidad de establecer normas que restrinjan su uso en beneficio de la protección de los derechos fundamentales, como la intimidad. El control electrónico al que nos vemos sometidos produce efectos negativos que inciden de lleno en nuestra vida familiar e intima, porque nos somete, a un 'juicio universal permanente'. La tecnología de la información ha revolucionado la sociedad y sigue provocando cambios. Cambios de hábitos, de necesidades, de prioridades y aun de evaluación de los derechos. Internet presupone una amenaza al derecho a la intimidad. La red no es solo un medio de comunicación, sino que también se configura como un nuevo medio de vigilancia, no solo por parte del Estado sino también por particulares curiosos. Los peligros de este uso masivo de internet, pide a gritos mecanismos de defensa que hagan eficaz la protección horizontal del derecho (Drittwirkung) y no solo frente a las agresiones del poder público. Los riesgos de vulneración del derecho a la intimidad son interminables. Mencionaremos algunos de ellos, por ejemplo, el actual problema con los motores de búsqueda como google, que eternizan la disponibilidad de informaciones en la red. Un verdadero 'atestado de muerte' del derecho al olvido digital. Los sistemas de vigilancia y seguimiento en lugares estratégicos como aeropuertos, centros comerciales, calles etc., enaltecidos sobre todo tras los últimos ataques terroristas en Paris, Bruselas y Niza. Estos dispositivos suministran una gran cantidad de información biográfica y geofísica, representan sin duda una repercusión negativa sobre la intimidad de las personas. Además, solo para tener una idea de este contexto, citamos otros sistemas tecnológicos de seguimiento y vigilancia existentes. Las tabletas y los teléfonos móviles con tecnología 3G y 4G están equipados con GPS (Global Positioning Systems) que permiten la situación exacta de los usuarios a través de satélites. En Estados Unidos, utilizan el sistema de "localización social" denominado Verizon Chaperone para saber dónde se encuentran las personas en cada momento. Junto a los GPS, las cajas negras en los vehículos, que muchos usuarios desconocen que la tienen, están dotados de una tecnología EDRS (Electronic Data Recorders) que recogen y gravan datos como la velocidad, el uso de cinturones, el estado de frenos, aceleración, etc. Una gran mayoría de ciudadanos no tienen conocimiento de otras tecnologías de vigilancia y rastreo como el sistema ANPR (Automatic Number Plate Reconigtion); de la identificación mediante radio frecuencia (RFID, Radio Frecuency Identification), etc. Igualmente, las transacciones que realizamos a través de internet pueden ser vigiladas, sin adentrar en el mundo del google earth, google street view, drones, etc. que invaden cualquier espacio. Como se nota la realidad es asustadora. La convergencia entre las diversas tecnologías de la información y comunicación, parece un fenómeno imparable. La actual realidad está provocando una dificultad creciente para delimitar los medios tradicionales dedicados a la transmisión pública de la información, y los dedicados a la comunicación privada; entre los 'tradicionales' medios audiovisuales y los medios de telecomunicación. Y el problema va más allá, en pleno auge de los reality show, el derecho a la intimidad también está siendo devaluado a través de su comercio, donde la falta de conciencia de las personas alcanza las esferas más intimas. Parece que los tiempos futuros serán aún más controlados, se pronostica una invasión creciente sobre esta parcela íntima del ser humano; "(…) el futuro no estará dominado por un 'Gran Hermano', sino por cientos de pequeños hermanos que constantemente irrumpirán y observarán nuestras vidas". Esto se traducirá "(…) en la captura sistemática de los eventos diarios de nuestras vidas; cada lugar al que viajemos, cada palabra que digamos, cada página que leamos". Junto a estos programas existen otros, que no se diferencian de los reality show, la única diferencia es que en lugar de comerciar su propia intimidad, lo hacen con la intimidad ajena. Los que no son devotos de estos fenómenos televisivos, sufren la imposición de ese tipo de información, sin poder hacer nada al respecto. Hasta los programas de noticias e informativos convencionales han entrado en la dinámica del 'consumo de la intimidad'. Con la excusa del derecho a la información y a la libertad de expresión se está poniendo en peligro el derecho a la intimidad. Es evidente la crisis de este derecho. En la sociedad de la información, la exposición de la vida íntima es cada vez más intensa y cotidiana. Se verifica una deformación progresiva de la noción de intimidad en muchas camadas sociales y no se notan reacciones proporcionales, sobre todo, la generación de los 'nativos digitales'. Vivimos en verdad una redefinición de los contornos del público y del privado. Los 'nativos digitales' crecen con la aceptación de la pérdida del anonimato y de la intimidad, que a nosotros nos parece tan esencial. Adoptan un concepto de dicho derecho completamente distinto de las generaciones anteriores. La gran mayoría de los ciudadanos no son conscientes de las enormes consecuencias, del trasfondo de sus 'actos informáticos cotidianos' y así, cualquier nuevo desarrollo se asume y celebra como un avance, obviando la reflexión crucial de si el derecho a la intimidad cabe en este mundo actual tal y como se ha entendido hasta ahora. No en vano, el directivo de Google, Eric Schmidt, afirma que internet juega en contra del individuo, asevera que "(…) los jóvenes quizás tengan que cambiar su nombre en el futuro para escapar de su antigua actividad online". Los grandes de internet no han dudado en sentenciar la muerte de la privacidad en el mundo online bajo la premisa de que, "(…) si no quieres que algo se sepa, mejor no hacerlo", porque "(…) nosotros tenemos idea de lo que eres, de lo que te importa y de quiénes son tus amigos"; o como afirma Zuckerberg, fundador de facebook, "(…) la Era de la privacidad ha acabado". ¿Están ellos correctos? Ante todos estos hechos, lo que no queda duda, es que, las NTI presentan un potencial sin precedentes para agredir la intimidad. Así, se denota que son interminables las hipótesis que involucran el tema en la misma proporción que las razones que justifican la presente investigación. Este escenario alarmante forma ya parte de nuestra realidad y multiplicará sus manifestaciones en el futuro, salvo que la sociedad arbitre mecanismos que maticen tal intromisión en la esfera individual invirtiendo la tendencia inaugurada por el nefasto principio, "(…) si no tengo nada que esconder, no tengo por qué preocuparme por el respeto de mi privacidad". En el mundo antiguo o pasado era fácil sustraerse de la curiosidad ajena, retirándose a un lugar apartado y no suministrando noticias personales, no existían medios de identificación inmediata, el reconocimiento o la noticia cierta sobre la persona se conseguía a través de medios de comunicación y difusión lentos. Hoy, la realidad es totalmente otra, los datos estadísticos comprueban que, a finales del 2012, en el mundo, alrededor de 2.500 millones de personas estaban en línea (incremento del 10% anual), 241 millones más que el año anterior. La media de acceso en Europa, según esos datos es de 63% y de Norte América 78%. En 2013 se estima que casi el 40% de la población mundial estaba conectada a internet. El porcentaje de personas que utilizan internet en los países desarrollados alcanzó a finales del 2012 el 73,4%. En términos absolutos, casi la mitad de los conectados a internet en el mundo son en Asia Pacífico, siendo 1.133 millones en 2012. En España, en general el acceso ronda el 70% en 2013 unos 19 millones de españoles "viven conectados" a internet y consultan el móvil unas 150 veces al día. El 53,8% de la población se conecta a diario, siendo el 86% de los jóvenes entre 16 a 24 años. Veinticinco millones de españoles acceden a internet, y las redes sociales forman parte de la vida del 64,1% de los usuarios (del 95% de los jóvenes entre 16 a 24 años). Por cuanto a los usos administrativos, el 45% de la ciudadanía interactuó con las Administraciones Públicas a través de internet. En términos comparativos relativos a 2012, los conectados a internet en España son el 67,2% (38.7% en 2006), con 17,5 millones de usuarios de Facebook, ocupando un lugar medio en la Unión Europea frente a países como Holanda (93%) o Noruega (96,9%). Para América Latina, los datos más recientes señalan que un 48% (32,1 % en 2009 y 14,4% en 2006) de la población de América Latina (sin Caribe) están ya conectados a internet. Los datos estadísticos demuestran la utilización masiva del internet en el mundo. Números estos generados a partir de la revolución tecnológica, se puede considerar internet el grande paradigma de esta revolución, sin duda un medio de comunicación de grande relevancia, sin embargo, generador de grandes controversias también. En este estudio se investigará este nuevo entorno que involucra el derecho a la intimidad y cuáles son los efectos que derivan de esta convivencia en dicho derecho. Es sin duda, un tema de innegable actualidad que exige una renovación constante, considerando el imparable desarrollo tecnológico. El estudio es arduo porque el dinamismo de la evolución tecnológica es sorprendente y ocurre en paralelo a la experiencia jurídica exigiendo una doble dedicación porque son distintas ciencias en confluencia, creando situaciones cuya resolución va más allá de sus propios muros, exigiendo del jurista estudios en mundos científicos foráneos. En este sentido, oportunas y estimulantes las palabras del autor ANTONI ROIG cuando asevera que "(…) el jurista debería acercarse sin complejos a esta propuesta multidisciplinar de estudio de las libertades informativas, si de verdad quiere complementar la protección jurídica de derechos fundamentales con el también apasionante mundo de la tecnología (…)". El derecho a la intimidad ya es un clásico en la doctrina constitucional en razón de las innumerables implicaciones que ofrece a lo largo de las evoluciones sociales, justamente por acompañar los cambios de perfil de la sociedad. Desde su primera formulación hace más de cien años, ha adquirido un nuevo y diverso significado tras la aparición de los ordenadores en el campo de la información, ya que este nuevo instrumento es como una prótesis de la inteligencia humana que con su capacidad de memorizar, procesar los datos y repartir informaciones se ha convertido en un 'informante electrónico', un 'cerebro artificial' capaz de controlar, cotejar y entrecruzar los datos recogidos. Es por esta razón que es reconocida en la doctrina la dificultad en la definición de este derecho, a pesar de las diversas tentativas, persiste el problema en delimitar los límites entre lo público y lo privado, entre la esfera privada y la íntima, entre la esfera íntima y la esfera del secreto, así es porque, estos límites son muy difusos y este derecho evoluciona con mucha rapidez, a tal punto, que hoy, se puede observar que raros son los conceptos jurídicos aún conectados a la esencia del ser humano. Las implicaciones de las TIC's en los derechos fundamentales son enormes. Varios son los derechos y principios constitucionales afectados genéricamente por el asombroso desarrollo de todas las nuevas tecnologías. En España, el derecho a la intimidad está expreso en el artículo 18.1 de la Constitución (en adelante CE) y, atendiendo al mandato contenido en el artículo 53.1 CE y, en consonancia con el artículo 81.1 CE, el desarrollo normativo para la protección del derecho a la Intimidad Personal y Familiar ha correspondido a la Ley Orgánica 1/1982 - de 5 de mayo - de Protección Civil del Derecho al Honor, a la Intimidad Personal y Familiar y a la Propia Imagen (en adelante LODHI). En los últimos tiempos, y debido a la necesidad de afrontar estos nuevos riesgos planteados por la tecnología informática, tanto la doctrina como los operadores jurídicos se han visto obligados a replantear el concepto de intimidad. No hay incertidumbre que todo este avance ha producido una mejora sustancial de nuestra democracia, pero también, no hay duda que aportó muchos problemas hasta ahora sin soluciones. Dicho fenómeno, lanza a cada día una multitud de interrogantes que el derecho, por la extrema dinámica casuística, no consigue acompañar y debe responder eficazmente a la sociedad. La metodología utilizada para esta investigación será la teórica doctrinaria y jurisprudencial. Cumple además aclarar que, la distinción entre información y comunicación vendría dada porque la 'información' pretende la libre difusión de datos de todo tipo, y tendencialmente es abierta; la 'comunicación' busca acercar a las personas y facilitar los contactos y la transmisión de todo tipo de mensajes y opiniones entre ellas, de modo que tendería más bien a un contexto más cerrado o privado. No obstante, se ha destacado acertadamente que el aspecto más interesante de las nuevas tecnologías es la convergencia entre la tecnología de las telecomunicaciones, la informática y la radiodifusión, de manera que "(…) en el futuro inmediato ya no tendrá sentido entender el teléfono como algo diferente de la televisión y esta como algo muy distinto de un periódico". Por tanto, cada vez es más difícil, y tiene menos sentido, distinguir entre la información y la comunicación, y ello aboga por una visión amplia y convergente de las nuevas tecnologías. Así subrayamos que, desde esta perspectiva, y a efectos de esta investigación, consideraremos las expresiones 'tecnologías de la información y de la comunicación' – TIC's, 'nuevas tecnologías'- NT y 'nuevas tecnologías de información'- NTI, sinónimos. Este impacto de las NTI sobre el derecho fundamental a la intimidad será el objeto de esta investigación. Así, enfocaremos el estudio en 5 Capítulos, todas ellos orientados por la doctrina, legislación y jurisprudencia, sobre todo del Tribunal Constitucional (en adelante TC) y del Tribunal Europeo de Derechos Humanos (en adelante TEDH). En el Capítulo Primero de la tesis, perseguiremos un conocimiento de forma profundizada de la configuración constitucional del derecho a la intimidad en España, empezando por un estudio de la evolución histórica de dicho derecho (sección I). En la sección II analizaremos el controvertido concepto de intimidad, las tendencias doctrinales y las principales interpretaciones sobre el tema del Tribunal Constitucional. Como el derecho a la intimidad está expreso en el artículo 18.1 CE, juntamente con el derecho al honor y el derecho a la imagen, analizaremos, consonante doctrina y jurisprudencia, si se trata de un único derecho – trifonte, o de tres derechos autónomos (sección II.1). Además cuando hablamos de intimidad percibimos que en la vida cotidiana y hasta mismo en algunas doctrinas se hacen uso de las expresiones "privacidad", "vida privada" e "intimidad" como sinónimos. Así, en la sección II.2 investigaremos si estas expresiones designan la misma realidad. Aún con respeto al análisis del tenor del artículo 18 CE, ahora con referencia a los apartados 2,3 y 4 - la inviolabilidad del domicilio, el secreto de las comunicaciones y la autodeterminación informativa respectivamente, examinaremos en la sección II.3, cual es la dinámica existente entre estos derechos y el derecho a la intimidad. Delineada las interpretaciones del artículo 18 de la CE, partiremos para el estudio exhaustivo de los sujetos titulares del derecho a la intimidad (sección III). Ya que la intimidad es un derecho que tiene un carácter individual, innato, abordaremos en la sección III.1 los rasgos de la titularidad de dicho derecho entre los personajes públicos y famosos. En la sección III.2 detallaremos el ejercicio del derecho por los menores de edad, ya que una afectación de su intimidad se presume ser mucho más grave que para cualquier otro sujeto pues afecta al libre desarrollo de su personalidad. En el contexto de la sección III.3 estudiaremos cómo es ejercido el derecho a la intimidad de una persona fallecida ya que los derechos de la personalidad se extinguen con la muerte. De igual forma se estudiará en las secciones III.4 y III.5 si la persona jurídica y extranjeros son sujetos titulares del derecho a la intimidad en España. Aunque el contenido del derecho a la intimidad sea reconocido en la doctrina especializada y en la jurisprudencia como flotante y flexible, porque, como dicho, este derecho acompaña la evolución de la sociedad, dedicaremos a la sección IV el estudio de los intentos doctrinales en delimitarlo. Entre los varios intentos, investigaremos la célebre doctrina alemana de la Sphärentheorie (la teoría alemana de los círculos concéntricos), la tesis maximalista de Fariñas Matoni, entre otros intentos. En el Capítulo Segundo de esta tesis trataremos de los límites del derecho a la intimidad. Dentro de este contexto, partimos del tenor del art. 10.1 CE, donde se extrae que la dignidad humana es el fundamento de la legitimación del orden político español en su conjunto. Este precepto constituye el principio rector supremo del ordenamiento jurídico, es decir, es el núcleo de todo el sistema de valores constitucionalmente establecido. Si así es, cuando hablamos de 'límites de los derechos fundamentales' debemos, por tanto, traer a un primer plano el tema de la dignidad humana. En efecto, empezaremos en la sección I con el estudio de la dignidad humana como fundamento de los límites de los derechos fundamentales. Analizaremos en esta sección las principales sentencias sobre el asunto. Vencido este tema, abordaremos en la sección II, la inexistencia de derechos absolutos y, consecuentemente el análisis de los límites de los derechos fundamentales. Analizaremos la tipología de límites presentados por variada doctrina. El importantísimo valor que tienen los derechos fundamentales en los sistemas democráticos, hace que su limitación se vea sometida al cumplimiento de ciertas condiciones y que se interpreten siempre de forma restrictiva. En este contexto llegaremos al estudio de 'los límites de los límites' (sección III), donde abordaremos la reserva de ley, el contenido esencial y las garantías normativas frente a las limitaciones. En este punto estudiaremos cómo las limitaciones de los derechos fundamentales deben estar habilitadas (art. 53.1 CE) y cual el tipo de ley exigido en cada circunstancia (art. 81.1 CE), también analizaremos qué debe ser entendido por contenido esencial (sección III.1). No obstante, hay situaciones que no resulta suficiente delimitar el objeto del derecho fundamental y fijar los límites que cabe imponer a éste. Puede suceder que sea necesario definir la intensidad en que estos límites deben ser aplicados, así urge investigar la aplicación del principio de la proporcionalidad como criterio orientador, cuyo estudio desarrollaremos en la sección III.2. Pasaremos a analizar en la sección IV, los límites del derecho a la intimidad propiamente dicho, cuyas restricciones pueden estar en la exacta frontera en que la dignidad y la conveniencia del individuo deben ceder ante las exigencias del bienestar general o de la equidad. Así como todos los derechos fundamentales dicho derecho también es susceptible de limitación, sea en su inevitable articulación con otros derechos fundamentales, como la libertad de información, o en el plan de protección de otros bienes jurídicos, como la seguridad pública, prevención y persecución de delitos. Como el derecho a la intimidad reconocido en el apartado primero del art. 18 de la CE tiene la peculiaridad de recibir una doble mención constitucional: en el art. 18.1 CE, en cuanto derecho substantivo, y en el art. 20.4, como límite de los derechos a una comunicación libre, en la sección V nos dedicaremos a estudiar los derechos a una comunicación libre desde la perspectiva constitucional. En la sección VI pasaremos al estudio de los frecuentes conflictos entre el derecho a la intimidad y la libertad de información y expresión, el juicio de la ponderación como medio de solución de estos conflictos, la posición preferente del derecho a la información y los requisitos de la relevancia y la veracidad de la información como criterio legitimador a la invasión de la intimidad (sección VI.1 y VI.2 respectivamente). Se hará también, un estudio de la Ley Orgánica 1/1982 de 5 de mayo, de protección civil del derecho al honor, la intimidad personal y familiar y a la propia imagen, considerando que dicha Ley Orgánica tipifica las intromisiones al derecho a la intimidad que se consideran legítimas e ilegítimas. Daremos énfasis al artículo 7, apartado 1 y 2 – que se refieren a la forma de obtención de una información; el apartado 3 – que se refiere a la divulgación de una información; y el 4 en el quebrantamiento de confianza (sección VI.3). Pues bien, como la intimidad antes de ser un fenómeno jurídico es un fenómeno social, como dicho, es inevitable que su concepto tenga un reconocido carácter flotante pues acompaña los cambios de la sociedad. Así siendo, en la actualidad, más una vez, a partir del desarrollo tecnológico, el derecho a la intimidad adquiere un nuevo perfil. Las nuevas tecnologías de la información, además de propiciar un irrefutable crecimiento económico sin precedentes en todo el planeta, han permitido la captación y mercantilización de datos personales y que la información circule a escala mundial con una rapidez inconcebible. Hoy, las personas, más que destinatarios de la información, corren el riesgo de convertirse en sus rehenes. Así es porque el acceso a las informaciones disponibles permite la creación de retratos que muestran los principales hábitos y prácticas de una persona (teoría del mosaico de Madrid Conesa), revelando facetas de las cuales el propio individuo muchas veces no es consciente y que pueden ser utilizados para diversos fines. Con esta realidad mundial, conservar el derecho a la intimidad intacto se está tornando muy difícil. Los satélites cada vez más modernos exhiben imágenes que eran inimaginables hasta hace poco tiempo. Dentro de todo este avanzado universo tecnológico, no sólo la prensa, empresas o los órganos públicos, sino que también cualquier persona puede invadir la intimidad ajena sin salir de casa. Algunos hablan de la 'industrialización de la indiscreción' como pauta del comportamiento del Estado, de los órganos de comunicación social y también de los particulares, cuya curiosidad acerca de la vida ajena se manifiesta asombrosa. La sociedad de la información está totalmente inmersa en las nuevas tecnologías, en un hábitat donde estamos en permanente contacto con el mundo, aunque creemos que en la mayoría de las veces el mayor riesgo se encuentra en el usuario que en la propia tecnología en sí. En efecto, cerramos este capítulo con la sección VII donde empezaremos a confrontar el tema del derecho a la intimidad en la Era de la sociedad de la información. Hoy en día, se dice, irónicamente, que gozamos de más intimidad que nuestros antepasados precisamente gracias al anonimato de la vida urbana y los medios tecnológicos. Sin embargo, consideramos que en etapas anteriores al desarrollo tecnológico, el respeto a la vida privada se centraba en el uso de los sentidos, tales como la vista o el oído. Se permanecía así dentro de los límites de relaciones naturales y los muros de una casa, la soledad de un lugar desierto, eran suficientes para asegurar la protección de la intimidad y para excluir el conocimiento o la difusión de las acciones y de las palabras de un individuo o de varias personas unidas entre sí por vínculos confidenciales. En el Capítulo Tercero de la tesis trataremos de las nuevas tecnologías de la información propiamente dichas. Plantearemos como las nuevas tecnologías de la información han supuesto, por una parte, grandes ventajas y por otra parte, perjuicios a los ciudadanos. Como estamos hablando de una nueva ciencia en confluencia con el derecho a la intimidad, urge estudiar algunas nociones básicas relativas a las NTI para entender el modo en el que se van a ver afectados los derechos y libertades constitucionalmente reconocidos (sección I). Fundamental comprender de qué se trata cuando hablamos de un mundo digital, de un mundo analógico o de una información digitalizada. Estos conceptos básicos y otros más desarrollaremos en la sección I.1. De igual importancia es la comprensión de las estructuras, los medios de transmisión y el ancho de banda que estudiaremos en la sección I.2 porque estos conceptos ayudan a entender cuál es el entorno fáctico de los problemas jurídicos. Como ya hicimos hincapié, el tema 'nuevas tecnologías de la información' involucra un universo extenso, así, daremos énfasis a internet, pues es el gran protagonista de las tecnologías de la información y, hoy, internet ha convertido en realidad el 'hogar global', en la medida en que cada domicilio de los usuarios de la red constituye la terminal de un sistema integrado universal. Así, buscaremos en la sección I.3 una necesaria aproximación técnica del 'mundo de internet', verificando conceptos, características y evolución, desde la web 1.0, web 2.0 hasta la web 3.0 (sección I.3.1), Todos estos nuevos sistemas socio-técnico-informáticos no solo han puesto de manifiesto el poder de la innovación informática y los beneficios que aportan, como también han revelado nuevas amenazas y desafíos en materia de protección a la intimidad. De ahí, trataremos en la sección II de este capítulo las medidas tecnológicas que están siendo reclamadas para la protección del derecho a la intimidad como la Privacy Enhancing Tecnologie (PET) y la Privacy by Design (PbD). El Capítulo Cuarto se intitula el derecho a la intimidad en internet y sus límites. Expondremos en la sección I, como cuestiones previas, la difícil tarea que representa la protección de la intimidad frente a esta dimensión global que alcanza una publicación en internet. Todos estos aspectos de la 'revolución llamada internet' será objeto en la sección II. Nadie es indiferente a estos avances tecnológicos de las últimas décadas ni a los cambios que, sobre todo, el internet ha desencadenado en distintos ámbitos de la vida personal y social. Las TIC's han propiciado profundos cambios en las pautas del proceso comunicativo. Se ha producido con el adviento internet una convergencia en los medios de comunicación, generando dificultades en la delimitación de las Tecnologías de Información y Comunicación a través de las que se ejerce en la libertad de información y expresión y las que son aptas para el ejercicio de una comunicación libre, este tema será objeto de estudios en la sección III. En la sección IV estudiaremos el derecho a la intimidad en internet. Analizaremos como este proceso ha producido un progresivo extrañamiento del hombre respecto a la naturaleza, paulatinamente sustituida por un ambiente artificial. Cómo el desarrollo de estas mismas tecnologías ha acarreado nuevos riesgos para los derechos y libertades de los ciudadanos debido a la capacidad de las entidades y personas tanto públicas como privadas, de acumular informaciones personales en formato digital para finalidades muy diversas y no siempre perfectamente identificadas. La pérdida de control sobre estas informaciones puede incidir de manera directa en los derechos y libertades ya que esta capacidad de acumulación de grandes cantidades de datos personales hace posible su alteración, manipulación y transmisión a terceros de manera rápida, lo cual incide en la libertad de elección y decisión de los individuos ante la incertidumbre de si sus comunicaciones, actividades o elecciones serán registradas por entidades desconocidas y para finalidades que igualmente ignoran. Otra pregunta que se hace es que una vez revelada voluntariamente una información en un medio virtual, ¿abarcaría sustentar renuncia al derecho a la intimidad?; ¿dejando desamparado a su titular, víctima de su propio poder de decisión sobre lo que considera íntimo o no?, este análisis lo desarrollaremos en la sección V. Vivimos una nueva Era, en un hábitat donde la comunicación a través de la web y de los dispositivos móviles dio voz al diálogo interactivo. Hoy en día, en cualquier lugar, estamos en permanente contacto con el mundo e igualmente vigilados por el mundo. Internet y las redes sociales de internet, como Facebook, Tuenti, Linkedin, Instagram, etc. afectan de forma directa el derecho a la intimidad. Tan grande su afectación que, sin duda, está provocando un cambio en el concepto 'de lo íntimo'. No es difícil observar, por ejemplo, cuando estamos en un restaurante, a las personas que están a nuestro entorno con sus teléfonos, en total silencio, publicando fotografías de la comida que comen e informando en la red donde están y con quien. En internet, el peligro es invisible. Jamás, como en la sociedad de la información, las personas han estado tan expuestas a ojos extraños en su vida cotidiana. Internet está cada vez más presente en todos los espacios donde se desarrollan actividades humanas, difícil no encontrarla en todos los lugares. Internet permite no sólo nuevas, más fáciles y más sofisticadas formas de comunicación, sino también, y como contrapartida, la posibilidad técnica de que se produzcan más injerencias en las mismas. En efecto, daremos énfasis en el estudio de las redes sociales. Así iniciaremos su estudio en la sección VI intitulada las redes sociales como forma de limitación del derecho a la intimidad. Analizaremos los nuevos retos que enfrenta el derecho a la intimidad con las redes sociales que, como dicho, representan uno de los motores del cambio del concepto de intimidad (sección VI.1). Examinaremos los riesgos que plantean las redes sociales para el derecho a la intimidad (sección VI.1.1). Haremos un análisis normativo y un análisis de la evolución legislativa del derecho a la intimidad personal y familiar (art. 18 CE), haciendo especial hincapié en la protección de este derecho en internet y en los servicios asociados a ésta. Para contar con una visión global de la situación también se analizará el ámbito internacional, comunitario o europeo y el nacional (sección VI.1.2). El marco legal en materia de protección de datos en las redes sociales será objeto de estudios en la sección VI.1.3. Los menores de edad y los incapaces, colectivos especialmente vulnerables en las redes sociales, serán analizados en la sección VI.1.4 y, las medidas empleadas en las redes sociales para protección del derecho a la intimidad, serán estudiadas en la sección VI.1.5 respectivamente. También discutiremos otro supuesto de limitación al derecho a la intimidad, la seguridad pública. Analizaremos como el terrorismo, sobre todo después de los atentados de 11 de septiembre de 2001(en adelante 11-S) en Estados Unidos y los más recientes en Paris, en 13 de noviembre de 2015; en Bruselas, en 22 de marzo de 2016 y, en Niza, en 14 de julio de 2016, reabre la discusión sobre la necesidad de intensos métodos de seguridad (por ejemplo, las amplias medidas de seguridad como cámaras de vigilancia, presencia policial, y registros personales en aeropuertos, estaciones, control de telecomunicaciones, actividades privadas etc.) que puedan implicar un recorte en el derecho a la intimidad. El terrorismo ha desencadenado una exagerada colecta de informaciones personales, la intromisión en la intimidad de los ciudadanos también se consuma por medio de ciberespionaje operada por los sistemas de inteligencia. Hoy, las agencias de inteligencia interceptan comunicaciones realizadas por medio de teléfonos, internet, entre otros. Estos hechos se desprenden diariamente de las noticias en los periódicos, por ejemplo: 'El mundo' – EEUU 'espía' a través de los servidores de Apple, Google o Facebook: "El Gobierno de Barack Obama no sólo tiene información sensible de millones de llamadas telefónicas, también tiene acceso directo a los datos y a los servidores de poderosas empresas de Internet como Google, Facebook o Apple. Una presentación en PowerPoint de la Agencia de Seguridad Nacional (NSA) a la que ha tenido acceso los diarios 'The Guardian' y 'The Washington Post' probaría el control de EEUU sobre el contenido de determinados e-mails, fotografías, vídeos conversaciones de chat o transferencia de archivos.(…)"; - "EEUU vigila de forma 'rutinaria' sitios de noticias, Twitter y redes sociales"; "Un ataque informático expone los correos de centenas de militares británicos"; "El gobierno de Obama espía desde abril las llamadas de millones de ciudadanos", "EE.UU. espió más de 60 millones de llamadas telefónicas en España". Así pues, en la sección VII analizaremos otros supuestos de limitación del derecho a la intimidad beneficiados por el avance de las nuevas tecnologías de la información. En este sentido, discutiremos cómo las nuevas demandas de seguridad pública de la sociedad de la información, con sus avanzados sistemas informáticos, tienen implicado en un recorte en el derecho a la intimidad de sus ciudadanos. Cómo el creciente temor al terrorismo tiene estimulado a la aparición de marcos normativos que restringen o eliminan el derecho a la intimidad (sección VII.1). Dentro de este contexto, la tecnología de la videovigilancia pública es uno de los métodos de seguridad pública cuyo uso indiscriminado tiene preocupado a juristas y activistas de organizaciones no gubernamentales de defensa de las libertades públicas en todo el mundo. En efecto, haremos un análisis de la Ley Orgánica 4/1997 sobre la utilización de videocámaras por las Fuerzas y Cuerpos de Seguridad bajo el prisma del derecho a la intimidad. El Capítulo Quinto lleva el título 'hacia una redefinición del concepto del derecho a la intimidad con el impacto de las nuevas tecnologías de información', donde en la sección I abordaremos el tema la crisis del derecho a la intimidad con esta realidad social que se impone y la perspectiva del incremento futuro de la crisis con el perfil de los nativos digitales. Por ello, la sociedad de la información reclama nuevos derechos. Esta temática será desarrollada en la sección II. Como las TIC's no encuentran entrabes en el tiempo, hacen que los hechos practicados desde hace mucho tiempo, en momentos distantes, y ya olvidados, pueden, ser rescatados por los motores de búsquedas, causando nuevas formas de intromisiones, actuales, y mucho más ruinosas, más allá de aquellos causados en época pretérita. Dentro de este contexto, estudiaremos el derecho al olvido digital como una de las medidas jurídicas discutidas en la actualidad para preservar el derecho a la intimidad en el espacio virtual. Analizaremos una Sentencia de gran repercusión sobre el tema dictada por el Tribunal de Justicia de la Unión Europea (en adelante TJUE) el día 13 de mayo de 2014 (sección II.1). En la sección II.2 abordaremos otro derecho que se presenta en la doctrina especializada como medida jurídica necesaria para garantía de la intimidad. Estamos hablando del derecho al anonimato que es consagrado legalmente en el ámbito de las comunicaciones telefónicas, pero muy discutido en la doctrina en el ámbito de internet como uno de los nuevos derechos fundamentales vinculados a la red. Para algunos autores se ha configurado como el derecho más importante de cuantos se reconocen a los internautas, como reacción frente a la monitorización de las huellas de navegación. Ante estas discusiones doctrinarias, analizaremos el derecho al olvido y el derecho al anonimato como posibles medidas jurídicas protectoras del derecho a la intimidad en el mundo virtual. Comprobada esta realidad, urge una consecuente redefinición del derecho a la intimidad con el impacto de las NTI, que trataremos en la sección III. De esta manera, ancorado en algunos entendimientos ya sedimentados en la doctrina constitucional y conclusiones formuladas en cada sección de este estudio, buscaremos descubrir algunas cuestiones. Entre ellas, destacamos la necesidad de reconceptualización del derecho a la intimidad y de las libertades comunicativas. Sin embargo, para una correcta conclusión a respecto del tema central, imperioso será analizar otras cuestiones como: ¿Está el derecho a la intimidad amenazado a extinción? ¿Los nativos digitales están creando pautas de comunicación en internet que pueden atingir al derecho a la intimidad de todos los demás? ¿Considerando el ejercicio de la propia voluntad en la definición de 'lo intimo', la intimidad hoy ha evolucionado tanto que tiene su ámbito reducido para todos? ¿La seguridad pública puede transformar el derecho a la intimidad en un derecho ficticio? ¿La reglamentación del derecho al olvido digital y del derecho al anonimato es suficiente para asegurar la intimidad en internet? Estos son algunos de los principales aspectos que se pretende desarrollar en este trabajo de investigación. Por fin, presentaremos algunas sugerencias, propuestas y recomendaciones dirigidas a los servicios de redes sociales y usuarios para la protección del derecho a la intimidad (anexo).
This book offers a contrastive, corpus-illustrated study of modal adverbs in English and Polish. It adopts a functional perspective on modal adverbs, and focuses on their interpersonal, textual and rhetorical functions in the two languages. The items under analysis (e.g. certainly, probably, evidently, clearly) are categorised differently in Anglophone and Polish linguistics, which is why this book also provides some insights into the treatment of modality and modal adverbs in English and Polish studies, thus contributing to the discussion of the ways in which such concepts as modal adverb, modal particle and discourse marker are understood across different languages and different linguistic traditions. It draws its examples from two monolingual corpora (the British National Corpus and the National Corpus of Polish), and the English-Polish parallel corpus Paralela. ; This project is financed from the grant received from the Polish Ministry of Science and Higher Education under the Regional Initiative of Excellence programme for the years 2019-2022; project number 009/RID/2018/19, the amount of funding: PLN 10 947.15. It has also received financial support from the Polish Ministry of Science and Higher Education under subsidy for maintaining the research potential of the Faculty of Philology, University of Białystok. ; a.rozumko@uwb.edu.pl ; Agata Rozumko is an Assistant Professor of English and English-Polish Contrastive Linguistics in the Institute of Modern Languages at the University of Bialystok. Her research interests are in the areas of epistemic modality (modality in academic discourse, native and non-native uses of epistemic markers in English), evidentiality, and intercultural pragmatics. ; Uniwersytet w Białymstoku ; Adamska, Irmina. 2004. "Oczywiście 'of course' and rzeczywiście 'indeed' – two different types of evidential markers in Polish: a relevance-theoretical account". In: Henryk Kardela, William J. Sullivan and Adam Głaz (eds.). Perspectives on Language. Lublin: Wydawnictwo M. Curie-Skłodowskiej, 9–21. ; Ädel, Annelie. 2010. Just to give you kind of a map of where we are going: A taxonomy of meta discourse in spoken and written academic English. Nordic Journal of English Studies 9(2): 69–97. ; Ädel, Annelie. 2014. "What I want you to remember is." Audience orientation in monologic academic discourse. In: Lieselotte Brems, Lobke Ghesquière and Freek Van de Velde (eds.). Intersubjectivity and Intersubjectification in Grammar and Discourse. Theoretical and Descriptive Advances. Amsterdam/Philadelphia: John Benjamins, 101–127. ; Aijmer, Karin. 1997. "I think – an English modal particle". In: Toril Swan and Olaf Jansen Westvik (eds.). Modality in Germanic Languages. Berlin: Mouton de Gruyter, 1–47. ; Aijmer, Karin. 2002. English Discourse Particles. Evidence from a Corpus. Amsterdam/Philadelphia: John Benjamins. ; Aijmer, Karin. 2007a. "The interface between discourse and grammar: The fact is that". In: Agnès Celle and Ruth Huart (eds.). Connectives as Discourse Landmarks. Amsterdam/Philadelphia: John Benjamins, 31–46. ; Aijmer, Karin. 2007b. "Modal adverbs as discourse markers. A bilingual approach to the study of indeed." In: Jochen Rehbein, Christiane Hohenstein and Lukas Pietsch (eds.). Connectivity in Grammar and Discourse. Amsterdam/Philadelphia: John Benjamins. ; Aijmer, Karin. 2009. "Does English have modal particles?" In: Andrew Kehoe and Antoinette Renouf (eds.). Corpus Linguistics: Refinements and Reassessments. New York/Amsterdam: Rodopi, 111–130. ; Aijmer, Karin. 2013. "Analyzing modal adverbs as modal particles and discourse markers". In: Liesbeth Degand, Bert Cornillie and Paola Pietrandrea (eds.). Discourse Markers and Modal Particles. Categorization and Description. Amsterdam/Philadelphia: John Benjamins, 89–106. ; Aijmer, Karin. 2016. "Modality and mood in functional linguistic approaches". In: Jan Nuyts and Johan van der Auwera (eds.). The Oxford Handbook of Modality and Mood. Oxford: Oxford University Press, 495–513. ; Aijmer, Karin, Bengt Altenberg and Mats Johansson. 1996. "Text-based contrastive studies in English. Presentation of a Project". In: Karin Aijmer, Benght Altenberg and Mats Johansson (eds.). Languages in Contrast. Papers from a Symposium on Text based Cross-linguistic Studies in Lund, 4-5 March 1994. Lund: Lund University Press, 73–85. ; Aijmer, Karin and Anne-Marie Simon-Vandenbergen. 2004. A model and a methodology for the study of pragmatic markers: the semantic field of expectation. Journal of Pragmatics 36 (10): 1781–1805. ; Aijmer, Karin and Anne-Marie Simon-Vandenbergen (eds). 2006. Pragmatic Markers in Contrast. Oxford: Elsevier. ; Aijmer, Karin and Anne-Marie Simon-Vandenbergen. 2009. "Discourse markers". In: Handbook of Pragmatics online. John Benjamins. ; Aikhenvald, AlexandraY. 2003. "Evidentiality in typological perspective". In: Alexandra Y. Aikhenvald and R.M.W. Dixon (eds.). Studies in Evidentiality. Amsterdam/Philadelphia: John Benjamins, 1–31. ; Aikhenvald, Alexandra Y. 2004. Evidentiality. Oxford: Oxford University Press. ; Aikhenvald, Alexandra Y. 2006. "Evidentiality in grammar". In: Keith Brown (ed.). Encyclopedia of Language and Linguistics. Oxford: Elsevier, 320–325. ; Aikhenvald, Alexandra Y. 2007. Information source and evidentiality: what can we conclude? Italian Journal of Linguistics 19: 209–227. ; Aikhenvald, Alexandra Y. 2018. "Evidentiality. The framework". In: Alexandra Y. Aikhenvald (ed.). The Oxford Handbook of Evidentiality. Oxford: Oxford University Press, 1–36. ; Alonso-Almeida, Francisco. 2015. On the mitigating function of modality and evidentiality. Evidence from English and Spanish medical research papers. Intercultural Pragmatics 12 (1): 33–57. ; AnderBois, Scott. 2014. On the exceptional status of reportative evidentials. Proceedings of SALT 24: 234–254. ; Andersen, Gisle. 2000. Pragmatic Markers and Sociolinguistic Variation. Amsterdam/Philadelphia: John Benjamins. ; Anderson, Lloyd B. 1986. "Evidentials, paths of change, and mental maps: Typologically regular asymmetries". In: Wallace Chafe and Johanna Nichols (eds.). Evidentiality: The Linguistic Coding of Epistemology. Norwook, NJ: Ablex, 273-312. ; Angermüller, Johannes. 2013. "Discourse analysis in Europe". In: Bonnafous Simone and Malika Temmar (eds.). Discourse Analysis and Human and Social Sciences. Bern: Peter Lang, 9–24. ; Antaki, Charles and Margaret Wetherell. 1999. Show concessions. Discourse Studies 1(1): 7–27. ; Auer, Peter. 1996. The pre-front field in spoken German and its relevance as a grammaticalization position. Pragmatics 6 (3): 295–322. ; Bakhtin, Mikhail M. (1981 [1935]). The Dialogic Imagination: Four Essays. Edited by M. Holquist, translated by C. Emerson and M. Holquist. Austin: University of Texas Press. ; Bally, Charles. (1965 [1932]). Linguistique générale et linguistique française (4th edn). Berne: Francke. ; Bańko, Mirosław. 2012. Wykłady z polskiej fleksji. Warszawa: PWN. ; Barron, Anne and Klaus P. Schneider. 2014. "Discourse pragmatics: signposting a vast field". In: Anne Barron and Klaus P. Schneider (eds.). Pragmatics of Discourse. Berlin: De Gruyter Mouton, 1–33. ; Bartmiński, Jerzy and Stanisława Niebrzegowska-Bartmińska. 2012. Tekstologia. Warszawa: Wydawnictwo Naukowe PWN. ; Beeching, Kate. 2002. Gender, Politeness and Pragmatic Particles in French. Amsterdam/Philadelphia: John Benjamins. ; Beeching, Kate. 2012. "Semantic change. Evidence from false friends". In: Peters Lauwers, Gudrun Vanderbauwhede and Stijn Verleyen (eds.). Pragmatic Markers and Pragmaticalization. Lessons from False Friends. Amsterdam/Philadelphia: John Benjamins, 11–36. ; Bellert, Irena. 1971. Niektóre postawy modalne w interpretacji semantycznej wypowiedzeń. Sesja Naukowa Międzynarodowej Komisji Budowy Gramatycznej Języków Słowiańskich w Krakowie w dniach 3-5 grudnia 1969 roku, Prace Komisji Słowianoznawstwa 23: 155–169. ; Bellert, Irena. 1977. On semantic and distributional properties of sentential adverbs. Linguistic Inquiry 8: 337–351. ; Benveniste, Émile. 1966. Problèmes de Linguistique Générale. Paris: Gallimard. ; Biber, Douglas and Edward Finegan. 1988. Adverbial stance types in English. Discourse Processes 11(1): 1–34. ; Biber, Douglas and Edward Finegan. 1989. Styles of stance in English: Lexical and grammatical marking of evidentiality and affect. Text 9 (1): 93–124. ; Biber, Douglass, Stig Johansson, Geoffrey Leech, Susan Conrad and Edward Finegan. 1999. Longman Grammar of Spoken and Written English. Harlow: Longman. ; Birecka, Karolina. 2005. "Analiza wybranych czasowników nakazu". http://www.sknj.ifp.uni.wroc.pl/publikacje/b01.pdf. ; Bogusławski, Andrzej. 1971. O tzw. modalności zdaniowej. Sesja Naukowa Międzynarodowej Komisji Budowy Gramatycznej Języków Słowiańskich w Krakowie w dniach 3-5 grudnia 1969 roku, Prace Komisji Słowianoznawstwa 23: 123–128. ; Bogusławski, Andrzej. 1977. Z problematyki wyrażeń epistemicznych. Sprawozdania Towarzystwa Naukowego w Toruniu 29: 63–65. ; Bogusławski, Andrzej. 2003. "Może i być może". In: Jadwiga Linde-Usiekniewicz and Romuald Huszcza (eds.). Prace językoznawcze dedykowane Profesor Jadwidze Sambor. Warszawa: Wydawnictwo Wydziału Polonistyki UW, 11–43. ; Bogusławski, Andrzej and Jan Wawrzyńczyk. 1993. Polszczyzna jaką znamy (Nowa sonda słownikowa). Warszawa: Wydawnictwa Uniwersytetu Warszawskiego. ; Bonami, Olivier and Danièle Godard. 2008. "Lexical semantics and pragmatics of evaluative adverbs". In: Louise Mc Nally and Christopher Kennedy (eds.). Adjectives and Adverbs: Syntax, Semantics, and Discourse. Oxford: Oxford University Press, 274–304. ; Boniecka, Barbara. 1976. O pojęciu modalności (przegląd problemów badawczych). Język Polski 56 (2): 99–110. ; Boniecka, Barbara. 1998. "Tekst potoczny a dyskurs". In: Jerzy Bartmiński and Barbara Boniecka (eds.). Tekst. Problemy teoretyczne. Lublin: Wydawnictwo Uniwersytetu Marii Skłodowskiej-Curie, 45–62. ; Boniecka, Barbara. 1999. Wykład o modalności. Annales UMCS Sectio FF Vol. XVII: 7–29. ; Boryś, Wiesław. 2006. Słownik etymologiczny języka polskiego. Kraków: Wydawnictwo Literackie. ; Boye, Kasper. 2012. Epistemic Meaning. A Crosslinguistic and Functional-Cognitive Study. Berlin/New York: De Gruyter Mouton. ; Boye, Kasper. 2018. "Evidentiality: The notion and the term". In: Alexandra Y. Aikhenvald (ed.). The Oxford Handbook of Evidentiality. Oxford: Oxford University Press, 261–272. ; Boye, Kasper and Peter Harder. 2013. "Grammaticalization and pragmatics". In: Handbook of Pragmatics online. John Benjamins. DOI:10.1075./hop.17.gra1. ; Bralczyk, Jerzy. 1978. O leksykalnych wyznacznikach prawdziwościowej oceny sądów. Katowice: Uniwersytet Śląski. ; Bréal, Michel. 1897. Essai de sémantique. Paris: Hachette (Eng. trans. Semantics: Studies in the Science of Meaning. New York: Dover. 1965). ; Breban, Tine. 2006. "Grammaticalization and subjectification of the English adjectives of general comparison". In: Angelika Athanasiadou, Costas Canakis and Bert Cornillie (eds.). Subjectification: Various Paths to Subjectivity. Berlin/New York: Mouton de Gruyter, 241–278. ; Brinton, Laurel J. 1996. Pragmatic Markers in English: Grammaticalization and Discourse Functions. Berlin: Mouton de Gruyter. ; Brinton, Laurel J. 2008. The Comment Clause in English: Syntactic Origins and Pragmatic Development. Cambridge: Cambridge University Press. ; Bromhead, Helen. 2009. The Reign of Truth and Faith. Epistemic Expressions in 16th and 17th Century English. Berlin: Mouton de Gruyter. ; Brown, Penelope and Stephen C. Levinson. 1987. Politeness. Some Universals in Language Usage. Cambridge: Cambridge University Press. ; Bulygina T. V. and A. D. Šmelev. 1993. "Kommunikativnaja modal'nost': konstatacija vozmožnosti, gipotezy i kvazi-soobšcenija". In: Giusti F. Fici and S. Signorini (eds.). Kategorija skazuemogo v slavjanskich jazykach: modal'most' i aktualizacja. Akty meždunarodnoj konferencii Certosa di Pontignano 26-29.03.1992. München. ; Bulygina T. V. and A. D. Šmelev. 1997. Jazykovaja konceptualizacija mira (na materiale russkoj grammatiki). Moscow. ; Buttler, Danuta. 1978. Rozwój semantyczny wyrazów polskich. Warszawa: Wydawnictwa Uniwersytetu Warszawskiego. ; Bybee, Joan L. and William Pagliuca. 1985. "Cross-linguistic comparison and the development of grammatical meaning". In: Jacek Fisiak (ed.). Historical Semantics and Historical Word-formation. Berlin: Mouton, 59–84. ; Bybee, Joan L., Revere Perkins and William Pagliuca. 1994. The Evolution of Grammar. Chicago: University of Chicago Press. ; Bybee, Joan and Suzanne Fleischman. 1995. "Modality in grammar and discourse. An introductory essay". In: Joan Bybee and Suzanne Fleischman (eds.). Modality in Grammar and Discourse. Amsterdam/Philadelphia: John Benjamins, 1–14. ; Byloo, Pieter, Richard Kastein and Jan Nuyts. 2007. "On certainly and zeker". In: Mike Hannay and Gerard J. Steen (eds.). Structural-functional Studies in English Grammar. Amsterdam/Philadelphia: John Benjamins, 35–57. ; Celle, Agnès. 2009. "Hearsay adverbs and modality". In: Raphael Salkie, Pierre Busuttil and Johan der Auwera (eds.). Modality in English: Theory and Description. Berlin/New York: Mouton de Gruyter, 269–293. ; Celle, Agnès. 2011. "The intersubjective function of modal adverbs. A contrastive English-French study of adverbs in journalistic discourse". In: Karin Aijmer (ed.). Contrastive Pragmatics. Amsterdam/Philadelphia: John Benjamins, 23–36. ; Chafe, Wallace L. 1986. "Evidentiality in English conversation and academic writing". In: Wallace L. Chafe and Johanna Nichols (eds.). Evidentiality: The Linguistic Coding of Epistemology. Norwook, NJ: Ablex, 261–272. ; Coates, Jennifer. 1983. The Semantics of the Modal Auxiliaries. London/Canberra: Croom Helm. ; Coates, Jennifer. 1990. Modal meaning: The semantics-pragmatics interface. Journal of Semantics 7: 53–63. ; Coates, Jennifer. 1995. "The expression of root and epistemic possibility in English": In: Joan Bybee and Suzanne Fleischman (eds.). Modality in Grammar and Discourse. Amsterdam/Philadelphia: John Benjamins, 56–66. ; Cornillie, Bert. 2007. On the continuum between lexical and grammatical evidentiality. Evidence from Spanish. Italian Journal of Linguistics 19 (1): 108–129. ; Cornillie, Bert. 2009. Evidentiality and epistemic modality: on the close relationship of two different categories. Functions of Language 16 (1): 44–32. ; Cornillie, Bert. 2010. "An interactional approach to epistemic and evidential adverbs in Spanish conversation". In: Gabriele Diewald and Elena Smirnova (eds.). Linguistic Realization of Evidentiality in European Languages. Berlin/New York: Mouton de Gruyter, 309–330. ; Cornillie, Bert. 2018. On speaker commitment and speaker involvement. Evidence from evidentials in Spanish talk-in-interaction. Journal of Pragmatics 128: 161–170. ; Cornillie, Bert and Paola Pietrandrea. 2012. Modality at work. Cognitive, interactional and textual functions of modal markers. Journal of Pragmatics 44 (15): 2109–2115. ; Cornillie, Bert and Pedro Gras. 2015. On the interactional dimension of evidentials: The case of the Spanish evidential discourse markers. Discourse Studies 17(2): 141–161. ; Cribb, Michael. 2012. Semantic and pragmatic miscues in non-native spoken extended discourse. Journal of Pragmatics 44: 71–82. ; Culioli, Antoine. 1995. Cognition and Representation in Linguistic Theory. Amsterdam: John Benjamins. ; Cyran, Władysław. 1967. Przysłówki polskie. Budowa słowotwórcza. Łódź: Łódzkie Towarzystwo Naukowe. ; Danielewiczowa, Magdalena. 2002. Wiedza i niewiedza. Studium polskich czasowników epistemicznych. Warszawa: Katedra Lingwistyki Formalnej Uniwersytetu Warszawskiego. ; Danielewiczowa, Magdalena. 2008a. Opis przysłówków epistemicznych jako wyzwanie teoretyczne. Prace Filologiczne vol. LIV. Seria Językoznawcza: 47–62. ; Danielewiczowa, Magdalena. 2008b. Jak nie należy opisywać przysłówków epistemicznych? Wiener Slawitischer Almanach 72. Lexikalishe Evidenzialitäts-Marker in slavischen Sprachen: 109–128. ; Danielewiczowa, Magdalena. 2009. Ewentualnie jako semantyczny równoważnik pewnego warunku, ewentualnie pewnej alternatywy. Linguistica Copernicana 1(1): 77–92. ; Danielewiczowa, Magdalena. 2012. W głąb specjalizacji znaczeń. Przysłówkowe metapredykaty atestacyjne. Warszawa: Katedra Lingwistyki Formalnej Uniwersytetu Warszawskiego. ; Davies, Norman. 2005. God's Playground. A History of Poland. Vol. II. 1795 to the Present. Revised edition. Oxford: Oxford University Press. ; Déchaine, Rose-Marie, Clare Cook, Jeffrey Muehlbauer and Ryan Waldie. 2017. (De‑) constructing evidentiality. Lingua 186-187: 21–54. ; Degand, Liesbeth, Bert Cornillie and Paola Pietrandrea (eds.). 2013a. Discourse Markers and Modal Particles. Categorization and Description. Amsterdam/Philadelphia: John Benjamins. ; Degand, Liesbeth, Bert Cornillie and Paola Pietrandrea. 2013b. "Modal particles and discourse markers: Two sides of the same coin?" In: Liesbeth Degand, Bert Cornillie and Paola Pietrandrea (eds.). Discourse Markers and Modal Particles. Categorization and Description. Amsterdam/Philadelphia: John Benjamins, 1–18. ; De Haan, Ferdinand. 1998. The Category of Evidentiality. Unpublished ms., University of New Mexico. ; De Haan, Ferdinand. 1999. Evidentiality and epistemic modality: Setting boundaries. Southwest Journal of Linguistics 18: 83–101. ; Delancey, Scott. 2001. "The mirative and evidentiality". In: Patrick Dendale and Liliane Tasmowski (eds.). Evidentiality. Special Issue of Journal of Pragmatics 33: 369–382. ; De Smet, Hendrik and Jean-Christophe Verstraete. 2006. Coming to terms with subjectivity. Cognitive Linguistics 17: 365–392. ; Diewald, Gabriele. 2006. "Discourse particles and modal particles as grammatical elements." In: Kerstin Fischer (ed.). Approaches to Discourse Particles. Amsterdam: Elsevier, 403–425. ; Diewald, Gabriele. 2011. Pragmaticalization (defined) as grammaticalization of discourse functions. Linguistics 49(2): 365–390. ; Diewald, Gabriele. 2013. "'Same same but different' – Modal particles, discourse markers and the art (and purpose) of categorization". In: Liesbeth Degand, Bert Cornillie and Paola Pietrandrea (eds.). Discourse Markers and Modal Particles. Categorization and Description. Amsterdam/Philadelphia: John Benjamins, 19–45. ; Diewald, Gabriele and Elena Smirnova. 2010a. "Introduction. Evidentiality in European languages: the lexicogrammatical distinction". In: Gabriele Diewald and Elena Smirnova (eds.). Linguistic Realization of Evidentiality in European Languages. Berlin/New York: Mouton de Gruyter, 1–14. ; Diewald, Gabriele and Elena Smirnova. 2010b (eds.). Linguistic Realization of Evidentiality in European Languages. Berlin/New York: Mouton de Gruyter. ; Dostie, Gaétane. 2004. Pragmaticalisation et marqueurs discursifs. Analyse sémantique et traitement lexicographique. Bruxelles: De Boeck and Larcier, Editions Ducoulot. ; Downing, Angela. 2001. Surely you knew! Surely as a marker of evidentiality and stance. Functions of Language 8: 251–282. ; Downing, Angela. 2006. "The English pragmatic marker surely and its functional counterparts in Spanish". In: Karin Aijmer and Anne-Marie Simon-Vandenbergen (eds.). Pragmatic Markers in Contrast. Oxford: Elsevier, 39–58. ; Downing, Angela. 2009a. "From manner adverb to stance marker. Surely, (inter)subjectivity and English cultural norms". In: Rhonwen Bowen, Mats Mobärg and Söve Ohlander (eds.). Corpora and Discourse – and Stuff: Papers in Honour of Karin Aijmer. Göteborg: University of Göteborg, 13–22. ; Downing, Angela. 2009b. Surely as a marker of dominance and entitlement in the crime fiction of P.D. James. Brno Studies in English 35: 79–92. ; Downing, Angela and Philip Locke. 2006. English Grammar. A University Course (2nd edn) [first published 1992]. London/New York: Routledge. ; Duszak, Anna. 1997. "Cross-cultural academic communication: a discourse-community view". In: Anna Duszak (ed.). Culture and Styles of Academic Discourse. Berlin/New York: Mouton de Gruyter, 11–39. ; Duszak, Anna. 1998. Tekst, dyskurs, komunikacja językowa. Warszawa: Wydawnictwo Naukowe PWN. ; Duszak, Anna and Grzegorz Kowalski. 2013. Systemowo-funkcjonalna analiza dyskursu. Kraków: Universitas. ; Dyvik, Helge. 1998. "A translational basis for semantics." In: Stig Johansson and Signe Oksefjell (eds.). Corpora and Cross-linguistic Research: Theory, Method and Case Studies. Amsterdam: Rodopi, 51–86. ; Dyvik, Helge. 2004. "Translations as semantic mirrors: from parallel corpus to wordnet". In: Karin Aijmer and Bengt Altenberg (eds.). Advances in Corpus Linguistics. Papers from the 23rd International Conference on English Language Research on Computerized Corpora. Amsterdam: Rodopi, 311–326. ; Erman, Britt and Ulla-Britt Kotsinas. 1993. Pragmaticalization: The case of ba' and you know. Studier i modern språkvetenskap 10: 76–93. ; Ernst, Thomas. 2009. Speaker-oriented adverbs. Natural and Linguistic Theory 27 (3): 497–544. ; Facchinetti, Roberta. 2009. "Subjectivity, (non-)subjectivity and intersubjectivity". In: Anastasios Tsangalidis and Roberta Facchinetti (eds.). Studies on English Modality in Honour of Frank Palmer. Bern: Peter Lang, 53–68. ; Faller, Martina. 2002. Semantics and Pragmatics of Evidentials in Cuzco Quechua. PhD dissertation. Department of Linguistics. Stanford University, at: http://personalpages.manchester.ac.uk/staff/martina.t.faller/documents/thesis-a4.pdf. ; Faller, Martina. 2017. Reportative evidentials and modal subordination. Lingua 186-187: 55–67. ; Finegan, Edward. 1995. "Subjectivity and subjectivisation: An introduction". In: Dieter Stein and Susan Wright (eds.). Subjectivity and Subjectivisation in Language. Cambridge: Cambridge University Press, 1–15. ; Fischer, Kerstin. 2000. From Cognitive Semantics to Lexical Pragmatics. The Functional Polysemy of Discourse Particles. Berlin: Mouton de Gruyter. ; Fischer, Kerstin (ed.). 2006a. Approaches to Discourse Particles. Amsterdam: Elsevier. ; Fischer, Kerstin. 2006b. "Towards an understanding of the spectrum of approaches to discourse particles: introduction to the volume". In: Kerstin Fischer (ed.). Approaches to Discourse Particles. Amsterdam: Elsevier, 1–20. ; Fischer, Kerstin. 2014. "Discourse markers". In: Klaus P. Schneider and Anne Barron (eds.). Pragmatics of Discourse. Berlin/Boston: De Gruyter Mouton, 271–294. ; Fisiak, Jacek, Maria Lipińska-Grzegorek and Tadeusz Zabrocki. 1978. An Introductory English-Polish Contrastive Grammar. Warszawa: Państwowe Wydawnictwo Naukowe. ; Foolen, Ad. 1996. "Pragmatic particles". In: Handbook of Pragmatics online. John Benjamins. DOI:10.1075/hop2.pra3. ; Fox, Barbara A. 2001. Evidentiality: Authority, responsibility, and entitlement in English conversation. Journal of Linguistic Anthropology 11(2): 167–192. ; Fraser, Bruce. 1990. An approach to discourse markers. Journal of Pragmatics 14: 383–95. ; Fraser, Bruce. 1996. Pragmatic markers. Pragmatics 6 (2):167–190. ; Fraser, Bruce. 1999. What are discourse markers? Journal of Pragmatics 31: 931–952. ; Fryer, Daniel Lees. 2013. "Exploring the dialogism of academic discourse: Heteroglossic engagement in medical research articles". In: Gisle Andersen and Kristin Bech (eds.). English Corpus Linguistics: Variation in Time, Space and Genre. Amsterdam/New York: Rodopi, 183–207. ; Gerhardt, Julie. 1985. On the use of will and gonna. Toward a description of activity types for child language. Discourse Processes 8: 143–75. ; Gerhardt, Julie. 1990. The relation of language to content in children's speech. The role of hafta statements in structuring 3-year-olds' discourse. IPrA Papers in Pragmatics 4 (1/2): 1–57. ; Gil-Salom, Luz and Carmen Soler-Monreal. 2009. Interacting with the reader: Politeness strategies in engineering research article discussions. International Journal of English Studies. Special Issue: 175–189. ; Głowiński, Michał. 1988. "Dyskurs". In: Janusz Sławiński (ed.). Słownik terminów literackich. Wrocław: Ossolineum. ; Goffman, Erving. 1972 [1955]. "On face-work: an analysis of ritual elements in social interaction". In: John Laver and Sandy Hutcheson (eds.). Communication in Face to Face Interaction: Selected Rreadings. Harmondsworth: Penguin, 319–346. ; Grabias, Stanisław. 1994. Język w zachowaniach społecznych. Lublin: Wydawnictwo UMCS. ; Greenbaum, Sidney. 1969. Studies in English Adverbial Usage. London: Longman. ; Grochowski, Maciej. 1984. Program metodologiczny opisu partykuł. Sborník Prací Filosofické Fakulty Brněnské University A 32: 77–88. ; Grochowski, Maciej. 1986a. Polskie partykuły. Składnia, semantyka, leksykografia. Wrocław: Ossolineum. ; Grochowski, Maciej. 1986b. On the syntactic properties of particles (with special reference to Polish). International Journal of Slavic Linguistics and Poetics 33: 7–16. ; Grochowski, Maciej. 1989. "Preliminaries for semantic description of Polish particles". In: Harald Weydt (ed.). Sprechen mit Partikeln. Berlin/New York: Walter de Gruyter, 77–84. ; Grochowski, Maciej. 1997. Wyrażenia funkcyjne. Studium leksykograficzne. Kraków: Instytut Języka Polskiego PAN. ; Grochowski, Maciej. 2002. "Właściwości linearne partykuł modalnych a struktura tematyczno-rematyczna wypowiedzenia". In: Janusz Siatkowski (ed.). Z polskich studiów slawistycznych seria 10, Językoznawstwo. Warszawa: Komitet Słowianoznawstwa PAN, 89–98. ; Grochowski, Maciej. 2008. "O cechach syntaktycznych i semantycznych wyrażeń widać, widocznie, najwidoczniej (na tle kategorii ewidencjonalności)". In: Björn Wiemer and Vladimir A. Plungian (eds.). Lexicalische Evidenzialitäts-Marker in slavischen Sprachen (Wiener Slawistischer Almanach 72). München-Wien: Verlag Otto Sagner, 129–148. ; Grochowski, Maciej. 2009. Miejsce partykuł w systemie części mowy. Historia i współczesność (na przykładzie języka polskiego). Sprawozdania z czynności i posiedzeń Polskiej Akademii Umiejętności LXXI (2007): 20–37. ; Grochowski Maciej, Anna Kisiel and Magdalena Żabowska. 2014. Słownik gniazdowy partykuł polskich. Kraków: Polska Akademia Umiejętności. ; Grzegorczykowa, Renata. 1975. Funkcje semantyczne i składniowe polskich przysłówków. Wrocław/Warszawa/Kraków/Gdańsk: Zakład Narodowy im. Ossolińskich Wydawnictwo PAN. ; Grzegorczykowa, Renata. 1998. "Przysłówek". In: Renata Grzegorczykowa, Roman Laskowski and Henryk Wróbel (eds.). Gramatyka współczesnego języka polskiego. Morfologia. Warszawa: PWN, 524-535. ; Grzegorczykowa, Renata. 2007. Wstęp do językoznawstwa. Warszawa: PWN. ; Grzegorczykowa, Renata. 2010. Wprowadzenie do semantyki językoznawczej (4th edn). Warszawa: PWN. ; Grzegorczykowa, Renata, Roman Laskowski and Henryk Wróbel (eds.). 1998. Gramatyka współczesnego języka polskiego. Morfologia (2nd edn). Warszawa: PWN. ; Halliday, Michael A.K. 1970. Functional diversity in language as seen from a consideration of modality and mood in English. Foundations of Language 6: 322–361. ; Halliday, Michael A. K. 2004. An Introduction to Functional Grammar (3rd edn revised by Christian M. I. M. Matthiessen). London: Hodder Arnold. ; Hanks, William F. 2012. Evidentiality in social interaction. Pragmatics and Society 3:2. (Special Issue on Evidentiality in Interaction): 169–180. ; Hansen, Björn. 1998. Powstanie i rozwój słów modalnych w języku polskim. Poradnik Językowy 1-2: 25–43. ; Hansen, Björn. 2009. "Modals and the boundaries of grammaticalization: The case of Russian, Polish and Serbian-Croatian". In: Walter Bisang, Nikolaus P. Himmelmann and Bjön Wiemer (eds.). What Makes Grammaticalization?: A Look from its Fringes and its Components. Berlin: Mouton de Gruyter, 245–270. ; Hansen, Björn and Petr Karlik (eds.). 2005. Modality in Slavonic Languages: New Perspectives. München: Sagner. ; Hansen, Björn and Ana Drobnjaković. 2010. Polish in the light of grammaticalization theory. Cognitive Studies/Études Cognitives 10: 35–51. ; Harris, Zelig S. 1952. Discourse analysis. Language 28 (1):1–30. ; Hasselgård, Hilde. 2006. "'Not now'– On non-correspondence between the cognate adverbs now and nå". In: Karin Aijmer and Anne-Marie Simon-Vandenbergen (eds.). Pragmatic Markers in Contrast. Amsterdam: Elsevier, 93–113. ; Hasselgård, Hilde. 2010. Adjunct Adverbials in English. Cambridge: Cambridge University Press. ; Haumann, Dagmar. 2007. Adverb Licensing and Clause Structure in English. Amsterdam/Philadelphia: John Benjamins. ; Heliasz, Celina. 2012. Przysłówkowe wykładniki ograniczania dostępu do wiedzy o działaniach. Warszawa: Wydział Polonistyki Uniwersytetu Warszawskiego. ; Hengeveld, Kees. 1988. Illocution, mood and modality in a functional grammar of Spanish. Journal of Semantics 6: 227–269. ; Hennemann, Anja. 2013. A Context-Sensitive and Functional Approach to Evidentiality in Spanish or Why Evidentiality Needs a Superordinate Category. Frankfurt am Main: Peter Lang. ; Holmes, Janet. 1982. Expressing doubt and certainty in English. RELC Journal 13 (2): 9–28. ; Holmes, Janet. 1983. "Speaking English with the appropriate degree of conviction". In: Christopher Brumfit (ed.). Learning and Teaching Languages for Communication: Applied Linguistics Perspectives. London: Centre for Information on Language Teaching and Research, 100–113. ; Holmes, Janet. 1988. Of course: a pragmatic particle in New Zealand's women's and men's speech. Australian Journal of Linguistics 2: 49–74. ; Honowska, Maria. 1984. Prawdopodobnie (Przyczynek do teorii aktu mowy). Polonica 10: 121–131. ; Hopper, Paul J. and Elizabeth Closs Traugott. 1993. Grammaticalization. Cambridge: Cambridge University Press. ; Horn, Larry. 1972. On the Semantic Properties of Logical Operators in English. Bloomington: Mimeo Indiana University Linguistics Club. ; Hoye, Leo Francis. 1997. Adverbs and Modality in English. London/New York: Longman. ; Hoye, Leo Francis. 2009. "Modality in discourse: The pragmatics of epistemic modality". In: Anastasios Tsangalidis and Roberta Facchinetti (eds.). Studies on English Modality in Honour of Frank Palmer. Bern: Peter Lang, 99–131. ; Hryniewicz, Janusz. T. 2004. Polityczny i kulturowy kontekst rozwoju gospodarczego. Warszawa: Wydawnictwo Naukowe SCHOLAR. ; Huddleston, Rodney and Geoffrey K. Pullum. 2002. The Cambridge Grammar of the English Language. Cambridge: Cambridge University Press. ; Hyland, Ken and John Milton. 1997. Qualification and certainty in L1 and L2 students' writing. Journal of Second Language Writing 6 (2): 183–205. ; Jakubowska, Ewa. 1999. Cross-cultural Dimensions of Politeness in the Case of Polish and English. Katowice: Wydawnictwo Uniwersytetu Śląskiego. ; Jaszczolt, Katarzyna M. 2009. Representing Time. An Essay on Temporality as Modality. Oxford: Oxford University Press. ; Jaszczolt, Katarzyna M. 2011. "Contrastive analysis". In: Jan-Ola Östman and Jef Verschueren (eds.). Pragmatics in Practice. Amsterdam/Philadelphia: John Benjamins, 111–117. ; Jędrzejko, Ewa. 1987. Semantyka i składnia polskich czasowników deontycznych. Wrocław: Zakład Narodowy im. Ossolińskich. ; Jodłowski, Stanisław. 1971. Studia nad częściami mowy. Warszawa: PWN. ; Jodłowski, Stanisław. 1976. Podstawy polskiej składni. Warszawa: PWN. ; Jucker, Andreas H. and Yael Ziv. 1998. "Discourse markers: Introduction". In: Andreas H. Jucker and Yael Ziv (eds.). Discourse Markers. Description and Theory. Amsterdam/Philadelphia: John Benjamins. ; Kakietek, Piotr. 1980. English Modal Auxiliaries and their Equivalent Constructions in Polish. Katowice: Uniwersytet Śląski. ; Kärkkäinen, Elise. 2003. Epistemic Stance in English Conversation. A Description of its Interactional Functions, with a Focus on I think. Amsterdam/Philadelphia: John Benjamins. ; Kiseleva, K. L. and Deni Pajar. 1998. Diskursivnye slova: opyt kontekstno-semantičeskogo analiza. Moskva. ; Kiss, É. Katalin. 2009. "Introduction". In: Katalin É. Kiss (ed.). Adverbs and Adverbial Adjuncts at the Interfaces. Berlin/New York: Mouton de Gruyter, 1–18. ; Klemensiewicz, Zenon. 1963. Zarys składni polskiej. Warszawa: PWN. ; Klinge, Alex. 1995. On the linguistic interpretation of contractual modalities. Journal of Pragmatics 6: 649–675. ; Kokorniak, Iwona and Małgorzata Fabiszak. 2014. "Grammaticalization of Polish mental predicate prefixes". In: Sylvie Hancil and Ekkehard König (eds.). Grammaticalization – Theory and Data. Amsterdam/Philadelphia: John Benjamins, 109–128. ; Korytkowska, Małgorzata and Roman Roszko. 1997. Modalność imperceptywna. Gramatyka konfrontatywna bułgarsko-polska vol. 6, part 1, Warszawa: Slawistyczny Ośrodek Wydawniczy. ; Koseska-Toszewa, Violetta. 1978. Relacje modus-tempus w języku bułgarskim na tle języka polskiego. Studia z Filologii Polskiej i Słowiańskiej XVII: 289–298. ; Koseska-Toszewa, Violetta, Viara Maldžieva and Jordan Pencev. 1996. Modalność. Problemy teoretyczne. Gramatyka konfrontatywna bułgarsko-polska vol. 6, part 1, Warszawa: Slawistyczny Ośrodek Wydawniczy, Instytut Slawistyki Polskiej Akademii Nauk. ; Kratzer, Angelika. 1977. "What 'must' and 'can' must and can mean". Linguistics and Philosophy 1(1): 337–355. ; Kronning, Hans. 2003. "Modalité et énidentialité." In: Merete Birkelund, Gerhard Boysen and Poul Søren Kjaersgaard (eds.). Aspects de la modalité. Tübingen: Max Niemeyer Verlag, 131–151. ; Krzeszowski, Tomasz. 1984. "Tertium comparationis". In: Jacek Fisiak (ed.). Contrastive Linguistics. Prospects and Problems. Berlin/New York/Amsterdam: Mouton Publishers. ; Krzeszowski, Tomasz P. 1990a. Contrasting Languages: The Scope of Contrastive Linguistics. Berlin/New York: Mouton de Gruyter. ; Krzeszowski, Tomasz. P. 1990b. "Prototypes and equivalence". In: Jacek Fisiak (ed.). Further Insights into Contrasive Analysis. Amsterdam/Philadelphia: John Benjamins, 29–46. ; Krzyżyk, Danuta. 2008. Synonimia pojęć prawdziwościowych – teoria i nauczanie. Katowice: Wydawnictwo Uniwersytetu Śląskiego. ; Labocha, Janina. 1996. "Tekst, wypowiedź, dyskurs". In: Stanisław Gajda and Mieczysław Balowski (eds.). Styl a tekst. Opole: Uniwersytet Opolski, 49–53. ; Lakoff, George. 1973. Hedges: A study in meaning criteria and the logic of fuzzy concepts. Journal of Philosophical Logic 2: 458–508. ; Langacker, Ronald. W. 1985. "Observations and speculations on subjectivity". In: John Haiman (ed.). Iconicity in Syntax. Proceedings of a Symposium on Iconicity in Syntax, Stanford, June 24-26, 1983. Amsterdam: Benjamins, 49–90. ; Langacker, Ronald. W. 1990. Subjectification. Cognitive Linguistics 1.1: 5–38. ; Langacker, Ronald. 1991. Foundations of Cognitive Grammar. Vol. II. Stanford: Stanford University Press. ; Langacker, Ronald. W. 2002. "Deixis and subjectivity". In: Frank Brisard (ed.). Grounding: The Epistemic Footing of Deixis and Reference. Berlin: Mouton de Gruyter, 1–28. ; Laskowski, Roman. 1998. "Zagadnienia ogólne morfologii". In: Renata Grzegorczykowa, Roman Laskowski and Henryk Wróbel (eds.). Gramatyka współczesnego języka polskiego. Morfologia. Warszawa: PWN, 27–86. ; Lazard, Gilbert. 2001. On the grammaticalization of evidentiality. Journal of Pragmatics 33: 359–367. ; Lee-Wong, Song Mei. 1999. Politeness and Face in Chinese Culture. Frankfurt: Peter Lang. ; Lehmann, Christian. 1995 [1982]. Thoughts on Grammaticalization. A Programmatic Sketch. (Arbeiten des Kölner Universalien-Projekts 48). Munich: Lincom Europa. ; Lehmann, Christian. 2008. "Information structure and grammaticalization". In: Elena Seoane and Maria José López Couso (eds.). Theoretical and Empirical Issues in Grammaticalization. Amsterdam/Philadelphia: John Benjamins, 207–229. ; Lewandowska-Tomaszczyk, Barbara. 2007. "Polysemy, prototypes, and radial categories". In: Dirk Geeraerts and Hubert Cuykens (eds.). The Oxford Handbook of Cognitive Linguistics. Oxford: Oxford University Press, 139–169. ; Lewis, Diana M. 2003. Rhetorical motivations for the emergence of discourse particles, with special reference to English of course. In: Ton van der Wouden, Ad Foolen, and Piet Van de Craen (eds.). Particles. Special Issue of Belgian Journal of Linguistics 16: 79–91. ; Lewis, Diana M. 2006. "Discourse markers in English: A discourse-pragmatic view". In: Kerstin Fischer (ed.). Approaches to Discourse Particles. Amsterdam: Elsevier, 43–59. ; Lewis, Diana M. 2011. A discourse-constructional approach to the emergence of discourse markers in English. Linguistics 49 (2): 415–443. ; Lewis, Diana M. 2014. Discourse patterns in the development of discourse markers in English. Functions of Language 21 (1): 95–118. ; Liao, Silvie. 2009. Variation in the use of discourse markers by Chinese teaching assistants in the US. Journal of Pragmatics 41 (7): 1313–1328. ; Ligara, Bronisława. 1997. Polskie czasowniki modalne i ich francuskie ekwiwalenty tłumaczeniowe. Kraków: Universitas. ; Lubecka, Anna. 2000. Requests, Invitations, Apologies and Compliments in American English and Polish. A Cross-cultural Communication Perspective. Kraków: Księgarnia Akademicka. ; Lyons, John. 1977. Semantics. Cambridge: Cambridge University Press. ; Łapa, Romana. 2003. Predykatywne wyrażenia modalne z bezokolicznikiem we współczesnej polskiej prasie. Poznań: Poznańskie Studia Polonistyczne. ; Macaulay, Ronald K. S. 1995. The adverbs of authority. English World-Wide 16: 37–60. ; Majsak, T. A. and S. G. Tatevosov. 2000. Prostranstvo govorjašcego v kategorijach grammatiki, ili Cego nel/zja skazat' o sebe samom. Voprosy jazykoznanija 5: 68–80. ; Marcjanik, Małgorzata. 1997. Polska grzeczność językowa. Kielce: WSP. ; Marcjanik, Małgorzata. 2008. Grzeczność w komunikacji językowej. Warszawa: PWN. ; Marcjanik, Małgorzata. 2009. Mówimy uprzejmie. Poradnik językowego savoir-vivre'u. Warszawa: PWN. ; Marín-Arrese, Juana I. 2009. "Commitment and subjectivity in the discourse of a judicial inquiry". In: Raphael Salkie, Pierre Busuttil and Johan der Auwera (eds.). Modality in English: Theory and Description. Berlin/New York: Mouton de Gruyter, 237–268. ; Marín-Arrese, Juana I., Gerda Haßler and Marta Carretero (eds.). 2017. Evidentiality Revisited. Amsterdam/Philadelphia: John Benjamims. ; Martin, James Robert and David Rose. 2003. Working with Discourse: Meaning beyond the Clause. New York/London: Continuum. ; Martin, James Robert and Peter R. R. White. 2005. The Language of Evaluation: Appraisal in English. London/New York: Palgrave. ; Matthewson, Lisa. 2011. "On apparently non-modal evidentials". In: Olivier Bonami and Patricia Cabredo Hofherr (eds.). Emprical Issues in Formal Syntax and Semantics 8. http://www.cssp.cnrs.fr/eiss8/index_en.html, 333–357. ; McCready, Eric and Norry Ogata. 2007. Evidentiality, modality and probability. Linguistics and Philosophy 30(2): 147–206. ; Milewski, Tadeusz. 1969. Językoznawstwo. Warszawa: PWN. ; Misz, Henryk. 1968. Dodatkowe wyznaczniki intelektualne ze stanowiska formalnosyntaktycznego. Slavia Occidentalis 27: 147–151. ; Mitchell, Mark L., Janina M. Jolley and Robert R. O'Shea. 2003. Writing for Psychology. Wadsworth: Cengage Learling. ; Mortelmans, Tanja. 2007. "Modality in Cognitive Linguistics". In: Dirk Geeraerts and Hubert Cuykens (eds.). The Oxford Handbook of Cognitive Linguistics. Oxford: Oxford University Press, 869–889. ; Mortensen, Janus. 2012. "Subjectivity and intersubjectivity as aspects of epistemic stance marking". In: Nicole Baumgarten, Inke Du Bois and Juliane House (eds.). Subjectivity in Language and in Discourse. Bingley: Emerald, 229–246. ; Mosegaard Hansen, Maj-Britt. 1998. The Function of Discourse Particles: A Study with Special Reference to Spoken Standard French. Amsterdam/Philadelphia: John Benjamins. ; Mushin, Ilana. 2012. "Watching for witness": Evidential strategies and epistemic authority in Garrwa conversation. Pragmatics and Society 3:2. (Special Issue on Evidentiality in Interaction): 270–293. ; Mushin, Ilana. 2013. Making knowledge visible in discourse: Implications for the study of linguistic evidentiality. Discourse Studies 15 (5): 627–645. ; Müller, Simone. 2005. Discourse Markers in Native and Non-native English Discourse. Amsterdam/Philadelphia: John Benjamins. ; Myhill, John. 1995. Change and continuity in the functions of the American English modals. Linguistics 33: 157–211. ; Myhill, John. 1997. Should and ought: The rise of individually oriented modality in American English. Journal of English Linguistics 1: 3–23. ; Nagórko, Alicja. 2007. Zarys gramatyki polskiej. Warszawa: PWN. ; Nagórko, Alicja. 2012. Podręczna gramatyka języka polskiego. Warszawa: PWN. ; Narrog, Heiko. 2005. On defining modality again. Language Sciences 27.2: 165–192. ; Narrog, Heiko. 2012. Modality, Subjectivity, and Semantic Change. A Cross-linguistic Perspective. Oxford: Oxford University Press. ; Narrog, Heiko. 2014. "Beyond intersubjectification. Textual uses of modality and mood in subordinate clauses as part of speech-act orientation". In: Lieselotte Brems, Lobke Ghesquière and Freek Van de Velde (eds.). Intersubjectivity and Intersubjectification in Grammar and Discourse. Theoretical and Descriptive Advances. Amsterdam/Philadelphia: John Benjamins, 29–51. ; Narrog, Heiko. 2015. (Inter)subjectification and its limits in secondary grammaticalization. Language Sciences 47: 148–160. ; Nida, Eugene A. 2001. Language and Culture: Contexts in Translating. Amsterdam/Philadelphia: John Benjamins. ; Nuckolls, Janis. B. 2018. "The interactional and cultural pragmatics of evidentiality in Pastaza Quichua". In: Alexandra Y. Aikhenvald (ed.). The Oxford Handbook of Evidentiality. Oxford: Oxford University Press, 202–221. ; Nuckolls, Janis and Lev Michael. 2014. "Introduction. Evidentials and evidential strategies in interactional and socio-cultural contexts". In: Janis Nuckolls and Lev Michael (eds.). Evidentiality in Interaction. Amsterdam/Philadelphia: John Benjamins, 13–20. ; Nuyts, Jan. 2001a. Epistemic Modality, Language, and Conceptualization: A Cognitive-Pragmatic Perspective. Amsterdam/Philadelphia: John Benjamins. ; Nuyts, Jan. 2001b. Subjectivity as an evidential dimension in epistemic modal expressions. Journal of Pragmatics 33: 383–400. ; Nuyts, Jan. 2006. "Modality: Overview and linguistic issues". In: William Frawley (ed.). The Expression of Modality. Berlin/New York: Mouton de Gruyter, 1–26. ; Nuyts, Jan. 2007. "Cognitive Linguistics and Functional Linguistics". In: Dirk Geeraerts and Hubert Cuykens (eds.). The Oxford Handbook of Cognitive Linguistics. Oxford: Oxford University Press, 543–565. ; Nuyts, Jan. 2014. "Notions of (inter)subjectivity". In: Lieselotte Brems, Lobke Ghesquière and Freek Van de Velde (eds.). Intersubjectivity and Intersubjectification in Grammar and Discourse. Theoretical and Descriptive Advances. Amsterdam/Philadelphia: John Benjamins, 53–76. ; Nuyts, Jan. 2015. Subjectivity: Between discourse and conceptualization. Journal of Pragmatics 86: 106–110. ; Nuyts, Jan and Johan van der Auwera (eds.). 2016. The Oxford Handbook of Modality and Mood. Oxford: Oxford University Press. ; Ochs, Elinor. 1996. "Linguistic resources for socializing humanity". In: John J. Gumperz and Stephen C. Levinson (eds.). Rethinking Linguistic Relativity. Cambridge: Cambridge University Press, 407–437. ; Ogiermann, Eva. 2009. On Apologizing in Negative and Positive Politeness Cultures. Amsterdam/Philadelphia: John Benjamins. ; Palmer, Frank. R. 1990 [1979]. Modality and the English Modals (2nd edn). London: Longman. ; Palmer, Frank R. 2001 [1986]. Mood and Modality (2nd edn). Cambridge: Cambridge University Press. ; Panfilov, V V. 1977. Kategorija modal'nosti i ee rol' v konstituirovanii struktury predloženija i suždenija. Voprosy Jazykoznanija 4: 37–48. ; Papafragou, Anna. 2000. Modality: Issues in the Semantics-Pragmatics Interface. Amsterdam: Elsevier. ; Perkins, Michael R. 1983. Modal Expressions in English. London: Pinter. ; Pęzik, Piotr. 2016. "Exploring phraseological equivalence with Paralela". In: Ewa Gruszczyńska and Agnieszka Leńko-Szymańska (eds.). Polish Language Parallel Corpora. Warszawa: Instytut Lingwistyki Stosowanej UW, 67–81. ; Piekarczyk, Dorota. 2015. "O potrzebie rozróżniania metatekstu i metajęzyka". In: Tomasz Korpysz and Anna Kozłowska (eds.). Język pisarzy: problemy metajęzyka i metatekstu. Warszawa: Wydawnictwo Uniwersytetu Kardynała Stefana Wyszyńskiego, 11–27. ; Plungian, Vladimir. 2001. The place of evidentiality within the universal grammatical space. Journal of Pragmatics 33: 349–357. ; Portner, Paul. 2009. Modality. Oxford: Oxford University Press. ; Prévost, Sophie. 2011. A propos from verbal complement to discourse marker: A case of grammaticalization? Linguistics 49(2): 391–413. ; Quirk, Randolph, Jan Svartvik, Geoffrey Leech and Sidney Greenbaum. 1985. A Comprehensive Grammar of the English Language. London/New York: Longman. ; Rachwałowa, Maria. 1983. Przysłówki metatekstowe i modalne w próbie języka naukowej humanistyki. Rocznik Naukowo-Dydaktyczny WSP w Krakowie 80, Prace Językoznawcze IV: 133–142. ; Radden, Günter and René Dirven. 2007. Cognitive English Grammar. Amsterdam/Philadelphia: John Benjamins. ; Ramat, Paolo. 1996. "Allegedly, John is ill again": stratégies pour le médiatif. In: Zlatka Guentchéva (ed.). L'énonciation médiatisée. Louvain/Paris: Peeters, 287–298. ; Ramat, Paolo and Davide Ricca. 1998. "Sentence adverbs in the languages of Europe". In: Van der Auwera Johan and Dónall Ó. Baoill (eds.). Adverbial Constructions in the Languages of Europe. Berlin/New York: Mouton de Gruyter, 187–275. ; Rospond, Stanisław. 2009. Gramatyka historyczna języka polskiego z ćwiczeniami (4th edn). Warszawa: PWN. ; Roszko, Roman. 1993. Wykładniki modalności imperceptywnej w języku polskim i litewskim. Warszawa: Slawistyczny Ośrodek Wydawniczy. ; Rozumko, Agata. 2008. "An interdisciplinary approach to teaching grammar to prospective teachers of English". In: Krzysztof Bogacki, Barbara Głowacka and Dorota Potocka (eds.). Interdisciplinary Perspectives in Foreign Language Teacher Education. Białystok: Wydawnictwo Uniwersytetu w Białymstoku, 309–318. ; Rozumko, Agata. 2012a. "Evidential adverbs expressing certainty in English and Polish". In: Krzysztof Bogacki, Joanna Cholewa and Agata Rozumko (eds.). Formal and Semantic Aspects of Linguistic Research. Białystok: Wydawnictwo Uniwersytetu w Białymstoku, 249–260. ; Rozumko, Agata. 2012b. Speech-act adverbs in English and Polish: a cross-linguistic and cross-cultural comparison. Białostockie Archiwum Językowe 12: 183–196. ; Rozumko, Agata. 2012c. "Cross-cultural aspects of contrastive studies: the discourse of fact and truth in English and Polish. A corpus-based study". In: Agata Rozumko and Dorota Szymaniuk (eds.). Directions in English-Polish Contrastive Research. Białystok: Wydawnictwo Uniwersytetu w Białymstoku, 89–118. ; Rozumko, Agata. 2015. Native and non-native uses of English modal particles. The case of surely and for sure. Poznań Studies in Contemporary Linguistics 51 (4): 551–573. ; Rozumko, Agata. 2016a. "Epistemic adverbs in English and Polish academic discourse". In: Joanna Leśniewska and Mateusz Urban (eds.). Beyond Words. Crossing Borders in English Studies. Vol. II. Kraków: Tertium, 57–72. ; Rozumko, Agata. 2016b. Linguistic concepts across languages: The category of epistemic adverbs in English and Polish. Yearbook of the Poznań Linguistic Meeting 2 (1): 195–214. ; Rozumko, Agata. 2016c. Adverbs of certainty in a cross-linguistic and cross-cultural perspective. English-Polish. Languages in Contrast: International Journal for Contrastive Linguistics 16 (2): 239–263. ; Rozumko, Agata. 2017. Adverbial markers of epistemic modality across disciplinary discourses: A contrastive study of research articles in six academic disciplines. Studia Anglica Posnaniensia 52 (1): 73–101. ; Rozumko, Agata. 2018. The functions of clearly in academic discourse: From an adverb of manner to a discourse marker. Studia Linguistica Universitatis Iagellonicae Cracoviensis 135: 47–57. ; Rozumko, Agata. 2019. Between acknowledgement and countering: Interpersonal functions of English reportative adverbs. Journal of Pragmatics 140: 1–11. ; Rozumko, Agata, forthcoming. Evidential strategies in receiver-directed talk: The case of English inferential adverbs, Lingua, http://doi.org/10.1016/j.lingua.2018.12.003 ; Rytel, Danuta. 1982. Leksykalne środki wyrażania modalności w języku czeskim i polskim. Wrocław: Ossolineum. ; Schiffrin, Deborah. 1987. Discourse Markers. Cambridge: Cambridge University Press. ; Schoonjans, Steven. 2013. "Modal particles: Problems in defining a category". In: Paola Pietrandrea, Bert Cornillie and Liesbeth Degand (eds.). Discourse Markers and Modal Particles: Categorization and Description. Amsterdam/Philadelphia: John Benjamins. ; Schwenter, Scott A. and Elizabeth Closs Traugott. 2000. Invoking scalarity: The development of in fact. Journal of Historical Pragmatics 1–1: 7–25. ; Shapiro, Barbara J. 2000. A Culture of Fact: England, 1550-1720. Ithaca/London: Cornell University Press. ; Sidnell, Jack. 2012. Who knows best?: Evidentiality and epistemic asymmetry in conversation. Pragmatics and Society 3:2 (Special Issue on Evidentiality in Social Interaction): 294–320. ; Simon-Vandenbergen, Anne-Marie. 1992. The interactional utility of of course in spoken discourse. Occasional Papers in Systemic Linguistics 6: 213–226. ; Simon-Vandenbergen, Anne-Marie and Karin Aijmer. 2003. The expectation marker of course. Languages in Contrast 4 (1): 13–43. ; Simon-Vandenbergen, Anne-Marie and Karin Aijmer. 2007. The Semantic Field of Modal Certainty: A Corpus-based Study of English Adverbs. Berlin/New York: Mouton de Gruyter. ; Simon-Vandenbergen, Anne-Marie, Peter White and Karin Aijmer. 2007. "Presupposition and 'taking for granted' in mass communicated political argument. An illustration from British, Flemish and Swedish political colloquy". In: Anita Fetzer and Gerda Eva Lauerbach (eds.). Political Discourse in the Media. Amsterdam/Philadelphia: John Benjamins, 31–74. ; Skowronek, Katarzyna. 1993. Reklama. Studium pragmalingwistyczne. Kraków: PAN. ; Socka, Anna. 2015. Polish particles of hearsay: syntactic and textual distribution. In: Björn Wiemer (ed.). Studies on Evidentiality Marking in West and South Slavic. München/Berlin/Leipzig/Washington: Verlag Otto Sagner, 111–137. ; Squartini, Mario. 2012. Evidentiality in interaction: The concessive use of the Italian Future between grammar and discourse. Journal of Pragmatics 44: 2116–2128. ; Stępień, Marzena. 2010. Mówienie i prawda. O czasownikowych wykładnikach wiedzy niezweryfikowanej przez mówiącego. Warszawa: Wydział Polonistyki UW/BEL Studio. ; Swan, Toril. 1988. Sentence Adverbials in English: A Synchronic and Diachronic Investigation. Oslo: Novis. ; Szczyrbak, Magdalena. 2014. The Realisation of Concession in the Discourse of Judges. A Genre Perspective. Kraków: Jagiellonian University Press. ; Tabor, Whitney and Elizabeth Closs Traugott. 1998. "Structural scope expansion and grammaticalization". In: Anna Giacalone Ramat and Paul J. Hopper (eds.). The Limits of Grammaticalization. Amsterdam/Philadelphia: John Benjamins, 229–272. ; Tarano, Gina. 2008. "Discourse adjectives". In: Louise Mc Nally and Christopher Kennedy (eds.). Adjectives and Adverbs: Syntax, Semantics and Discourse. Oxford: Oxford University Press, 305–327. ; Thornes, Tim. 2018. Evidentiality in the Uto-Aztecan languages. In: Alexandra Y. Aikhenvald (ed.). The Oxford Handbook of Evidentiality. Oxford: Oxford University Press, 409–430. ; Tokarski, Jan. 1949. O kategorii przysłówka. Poradnik Językowy 29/2: 14–20. ; Traugott, Elizabeth Closs. 1989. On the rise of epistemic meanings in English: An example of subjectification in semantic change. Language 65: 31–55. ; Traugott, Elizabeth Closs. 1995a. "Subjectification in grammaticalisation". In: Susan Wright and Dieter Stein (eds.). Subjectivity and Subjectivisation. Cambridge: Cambridge University Press, 31–54. ; Traugott, Elizabeth Closs. 1995b. The role of the development of discourse markers in a theory of grammaticalization. Paper presented at ICHL 12 Manchester, UK, August. Version of 11/97. At: http://www/~traugott/papers/discourse.pdf. ; Traugott, Elizabeth Closs. 2003. "From subjectification to intersubjectification". In: Raymond Hickey (ed.). Motives for Language Change. Cambridge: Cambridge University Press, 124–139. ; Traugott, Elizabeth Closs. 2006. "Historical aspects of modality". In: William Frawley (ed.). The Expression of Modality. Berlin/New York: Mouton de Gruyter, 107–139. ; Traugott, Elizabeth Closs. 2007. Discussion article: Discourse markers, modal particles, and contrastive analysis, synchronic and diachronic. Catalan Journal of Linguistics 6: 139–157. ; Traugott, Elizabeth Closs. 2010. "(Inter)subjectivity and (inter)subjectification: A reassessment". In: Kristin Davidse, Lieven Vandelanotte and Hubert Cuyckens (eds.). Subjectification, Intersubjectification and Grammaticalization. Berlin/New York: Mouton de Gruyter, 29–71. ; Traugott, Elizabeth Closs. 2014. "Intersubjectification and clause periphery". In: Lieselotte Brems, Lobke Ghesquière and Freek Van de Velde (eds.). Intersubjectivity and Intersubjectification in Grammar and Discourse. Theoretical and Descriptive Advances. Amsterdam/Philadelphia: John Benjamins, 7–27. ; Traugott, Elizabeth Closs and Richard B. Dasher. 2002. Regularity in Semantic Change. Cambridge: Cambridge University Press. ; Travis, Catherine E. 2006. "The Natural Semantic Metalanguage approach to discourse markers". In: Kerstin Fischer (ed.). Approaches to Discourse Particles. Amsterdam: Elsevier, 219–241. ; Trillo, Jesus R. 2002. The pragmatic fossilization of discourse markers in non-native speakers of English. Journal of Pragmatics 34 (6): 769–784. ; Tutak, Kinga. 2003. Leksykalne nieczasownikowe wykładniki modalności epistemicznej w autobiografiach. Kraków: Księgarnia Akademicka. ; Usoniene, Aurelia and Audrone Šoliene. 2012. "Choice of strategies in realizations of epistemic possibility in English and Lithuanian: A corpus-based study". In: Gert De Sutter, Kris Heylen and Stefania Marzo (eds.). Corpus Studies in Contrastive Linguistics. Amsterdam/Philadelphia: John Benjamins, 141–166. ; van der Auwera, Johan and Vladimir A. Plungian. 1998. Modality's semantic map. Linguistic Typology 2 (1): 79–124. ; van der Auwera, Johan, Ewa Schalley and John Nuyts. 2005. "Epistemic possibility in a Slavonic parallel corpus – a pilot study". In: Björn Hansen and Petr Karlik (eds.). Modality in Slavonic Languages: New Perspectives. München: Sagner, 201–217. ; Van linden, An. 2012. Modal Adjectives: English Deontic and Evaluative Constructions in Synchrony and Diachrony. Berlin: Mouton de Gruyter. ; Verschueren, Jef. 1999. Understanding Pragmatics. London: Arnold. ; Verstraete, Jean-Christophe. 2001. Subjective and objective modality: Interpersonal and ideational functions in the English modal auxiliary system. Journal of Pragmatics 33(10): 1505–1528. ; Vidrine, D. V. 2016. A blurb of: Stanley H. Block, Carolyn Bryant Block and Guy do Plessis. Mind-Body Workbook for addiction: Effective Tools for Substance-Abuse Recovery and Relapse Prevention. New Harbinger Publications. ; Vinogradov, Viktor Vladimirovitch. 1975 [1950]. "On kategorii modal'nosti in modal'nych slovach v russkom jazyke [On the category of modality and modal markers in Russian]". In: V. V. Vinogradov: Izbrannye trudy. Issledovanija po ruskskoj grammatike. Moscow, 53–87. ; Visconti, Jacqueline. 2013. Facets of subjectification. Language Sciences 36: 7–17. ; Vold, Eva Thue. 2006. "The choice and use of epistemic modality markers in linguistics and medical research articles". In: Marina Bondi and Ken Hyland (eds.). Academic Discourse across Disciplines. New York: Peter Lang, 225–249. ; Vološinov, V. N. 1929 [1995]. Marxism and the Philosophy of Language. Translated by L. Matjka and I. R. Titunik. London: Routledge. ; Wajszczuk, Jadwiga. 1997. System znaczeń w obszarze spójników polskich. Wprowadzenie do opisu. Warszawa: Katedra Lingwistyki Formalnej UW. ; Wajszczuk, Jadwiga. 2000. Can a division of lexemes according to syntactic criteria be consistent? Biuletyn Polskiego Towarzystwa Językoznawczego 55: 20–38. ; Wajszczuk, Jadwiga. 2005. O metatekście. Warszawa: Katedra Lingwistyki Formalnej UW. ; Wajszczuk, Jadwiga. 2010. Functional class (so called "part of speech") assignment as a kind of meaning-bound word syntactic formation. Cognitive Studies/Études Cognitives 10: 15–33. ; Warchał, Krystyna. 2010. Encoding certainty. On some epistemic modality markers in English and Polish research articles. The case of MUST/MUSIEĆ. Internet-Zeitschrift für Kulturwissenschaften Nr 17. http://www.inst.at/trans/17Nr/2-7/2-7_warchal/17.htm [last accessed 4 June 2015]. ; Warchał, Krystyna. 2015. Certainty and Doubt in Academic Discourse: Epistemic Modality Markers in English and Polish Linguistics Articles. Katowice: Uniwersytet Śląski. ; Watts, Richard. 1984. An analysis of epistemic possibility and probability. English Studies 65: 129–140. ; Weydt, Harald. 2006. What are particles good for?" In: Kerstin Fischer (ed.). Approaches to Discourse Particles. Amsterdam: Elsevier, 205–217. ; White, Peter R. R. 2000. "Dialogue and inter-subjectivity: reinterpreting the semantics of modality and hedging". In: Malcolm Coulthard, Janet Cotterill and Frances Rock (eds.). Dialogue Analysis VII: Working with Dialogue: Selected Papers from the 7th IADA Conference Birmingham 1999. Tübingen: Niemeyer, 67–80. ; White, Peter R. R. 2003. Beyond modality and hedging: a dialogic view of the language of intersubjective stance. Text 23 (2): 259–284. ; Wiemer, Björn. 2006. Particles, parentheticals, conjunctions and prepositions as evidentiality markers in contemporary Polish (a first exploratory study). Studies in Polish Linguistics 3: 5–67. ; Wiemer, Björn. 2010. "Hearsay in European languages: toward an integrative account of grammatical and lexical marking". In: Gabriele Diewald and Elena Smirnova (eds.). Linguistic Realization of Evidentiality in European Languages. Berlin/New York: Mouton de Gruyter, 59–129. ; Wiemer, Björn. 2018. "Evidentials and epistemic modality". In: Alexandra Y. Aikhenvald (ed.). The Oxford Handbook of Evidentiality. Oxford: Oxford University Press, 85–108. ; Wiemer, Björn and Anna Socka. 2017a. How much does pragmatics help to contrast the meaning of hearsay adverbs? Part 1. Studies in Polish Linguistics 12-1, 21–56. ; Wiemer, Björn and Anna Socka. 2017b. How much does pragmatics help to contrast the meaning of hearsay adverbs? Part 2. Studies in Polish Linguistics 12-2, 75–95. ; Wierzbicka, Anna. 1969. Dociekania semantyczne. Wrocław: Ossolineum. ; Wierzbicka, Anna. 1971. "Metatekst w tekście". In: Maria Renata Mayenowa (ed.). O spójności tekstu. Wrocław: Ossolineum, 105–121. ; Wierzbicka, Anna. 2003. Cross-Cultural Pragmatics. The Semantics of Human Interaction (2nd edn). Berlin/New York: Mouton de Gruyter. ; Wierzbicka, Anna. 2006. English: Meaning and Culture. Oxford: Oxford University Press. ; Wierzbicka, Anna. 2010. Experience, Evidence and Sense. The Hidden Cultural Legacy of English. Oxford/New York: Oxford University Press. ; Willett, Thomas. 1988. A cross-linguistic survey of the grammaticalization of evidentiality. Studies in Language 12 (1): 51–97. ; Williams, Jessica. 1992. Planning, discourse marking, and the comprehensibility of international teaching assistants. TESOL Quarterly 26 (4): 693–711. ; Willim, Ewa. 2010. O sporach wokół formy i funkcji we współczesnym językoznawstwie. Formalizm kontra funkcjonalizm? Studia Copernicana 1 (3): 81–127. ; Willim, Ewa and Elżbieta Mańczak-Wohlfeld. 1997. A Contrastive Approach to Problems with English. Warszawa/Kraków: Wydawnictwo Naukowe PWN. ; Witosz, Bożena. 2012. Badania nad dyskursem we współczesnym językonawstwie polonistycznym. Oblicza komunikacji 5: 61–76. ; Wróbel, Henryk. 2001. Gramatyka języka polskiego. Kraków: Spółka Wydawnicza "Od nowa". ; Żabowska, Magdalena. 2006. Zróżnicowanie semantyczne partykuł epistemicznych. LingVaria 1: 203–213. ; Żabowska, Magdalena. 2013. Faktycznie i rzeczywiście – operacje na wiedzy i ich leksykalizacja. Linguistica Copernicana 1 (9): 131–141. ; Żabowska, Magdalena. 2014. "Partykułologia i partykułografia. Stan obecny i perspektywy". In: Andrzej Moroz, Piotr Sobotka and Magdalena Żabowska (eds.). Maiuscula linguistica. Studia in honorem Professori Matthiae Grochowski sextuagesimo quinto dedicata. Warszawa: BEL Studio, 103–119. ; Cambridge Advanced Learner's Dictionary and Thesaurus. Cambridge University Press. at: https://dictionary.cambridge.org. ; Collins English Dictionary (Complete and Unabridged 10th Edition). HarperCollins Publishers. at: http://www.dictionary.com. ; COBUILD Advanced English Dictionary at: https://dictionary.cambridge.org. ; Collins English-Polish/Polish-English Dictionary. 1996. ed. by Jacek Fisiak et al. Warszawa: Polska Oficyna Wydawnicza. ; http://www.dictionary.com (based on the Random House Dictionary 2018). ; Inny Słownik Języka Polskiego vols 1-2. 2000. ed. by Mirosław Bańko. Warszawa: PWN. ; Longman Dictionary of Contemporary English (2nd edition) 1990. Longman: Harlow/Warszawa: PWN. ; LDOCE online: Longman Dictionary of Contemporary English at: https://www.ldoceonline.com. ; Merriam-Webster: https://www.merriam-webster.com. ; English Oxford Living Dictionaries at: https://en.oxforddictionaries.com. ; Great English-Polish/Polish-English Dictionary. 2006. Warszawa: PWN and Oxford University Press (online edition). ; Słownik Języka Polskiego vols 1-11. 1958-1969. ed. by Witold Doroszewski. Warszawa: Polska Akademia Nauk (online: http://sjp.pwn.pl/doroszewski). ; Słownik Języka Polskiego vols. 1-3. 1978-1981. ed. by Mieczysław Szymczak. Warszawa: PWN. ; Stanisławski, Jan. 1999 [1955-1964]. The Great English-Polish/Polish-English Dictionary. Warszawa: Philip Wilson. ; Uniwersalny Słownik Języka Polskiego. 2003. ed. by Stanisław Dubisz. Warszawa: PWN. ; Wielki Słownik Języka Polskiego online ed. by Piotr Żmigrodzki et al. at: http://wsjp.pl. ; The British National Corpus (BNC): http://bncweb.lancs.ac.uk/ ; Narodowy Korpus Języka Polskiego (NKJP): http://www.nkjp.uni.lodz.pl/index_adv.jsp ; Paralela (a parallel English-Polish/Polish-English corpus): http://paralela.clarin-pl.eu/
Issue 33.5 of the Review for Religious, 1974. ; Review lot Religious is edited by faculty members of the School of Divinity of St. Louis University, the editorial offices being located at 612 Humboldt Building; 539 North Grand Boulevard; St. Louis, Missouri 63103. It is owned by the Missouri Province Educational Institute; St. Louis, Missouri. Published bimonthly and copy-right ~) 1974 by Review ]or Religious. Composed, printed, and manufactured in U.S.A. Second class postage paid at St. Louis, Missouri. Single copies: $1.75. Sub-scription U.S.A. and Canada: $6.00 a year; $11.00 for two years; other countries, $7.00 a year, $13.00 for two years. Orders should indicate whether they are for new or renewal subscriptions and should be accompanied by check or money order payable to Review ]or Religious in U.S.A. currency only. Pay no money to persons claiming to represent Review ]or Religious. Change of address requests should include former address. R. F. Smith, S.J. Everett A. Diederich, S.J. Joseph F. Gallen, S.J. Editor Associate Editor Questions and Answers Editor September 1974 Volume 33 Number 5 Renewals, new subscriptions, and changes of address should be sent to Review for Religious; P.O. Box 6070; Duluth, Minnesota 55802. Correspondence with the editor and the associate editor together with manuscripts, books for review, and materials for "Subject Bibliography for Religious" should be sent to Review for Religious; 612 Humboldt Building; 539 North Grand Boulevard; St. Louis, Missouri 63103. Questions for answering should be sent to Joseph F. Gallen, SJ.; St. Joseph's Church; 321 Willings Alley; Philadelphia, Pennsylvania 19106. Papal Bull Holy Year Proclaiming the Paul VI Given below is the English translation of Paul VI's Bull proclaiming the Holy Year that will begin on Christmas Eve, 1974. The translation is that which appeared in the English edition of Osservatore romano. Paul, servant of the servants of God, to all the faithful: Health and apostolic blessing. As the universal jubilee to be celebrated in Rome approaches, the memorials of the Apostles shine forth more brightly for the faithful as the goal of pilgrimage--the holy places of Rome where the tombs of the Apostles Peter and Paul are worthily preserved and religiously venerated, those "holy fathers" through whom the ~ity became not only the "diSciple of truth" but also the teacher of truth1 and the center of Catholic unity. Down the centuries, these memorials have always impelled the Chris-tian people to be fervent in their faith and to testify to ecclesial communion. This is so because the Church recognizes her identity and the cause of her unity in the foundation laid .by Jesus Christ, namely, the Apostles." From as early as the second century the faithful came to Rome to see and venerate the "trQphies" of the Apostles Peter and Paul in those very places where they are preserved,:' and they. made pilgrimages to the church of Rome to contemplate her "regal dignity."4 In the fourth century the pilgrimage to 1See St. Leo the Great, Sermon 82, 1 : PL 54, 422. ZSee Rev 21 : 14. 3See the testimony of Gaius, an ecclegiastic of the time of Pope Zephrynus, as given in Eusebius, Historia ecclesiastica, II,25,7. 4See the inscription of Abercius, bishop of Hierapolis in Phrygia at the end of the second century; the text and translation is given in M. Guarducci, "L'iscrizione di Abercio," Ancient Society, v. 2 (1971), pp. 176-7. 993 994 / Review ]or Religious, Volume 33, 1974/5 Rome became in the West the principal form of that kind of religious journey. It was similar to, and had the same religious purpose as, the pil-grimage which was made in the East to Jerusalem where the Lord's sepulchre is found? In the early Middle Ages, those who were "linked to the Chair of Peter,'''~ and those who wished to make a profession of their orthodox faith at the tombs of the Apostles,; especially monks, came off pilgrimage to Rome from various parts of Europe and even from the East. The idea of a pilgrimage increased further from the 12th to the 13th century, becoming all the more common by reason of a renewal of spirituality and popular piety which spread throughout Europe at that time. This renewal served to enrich the ancient notion which the Church received from tradition and which was equally 1~o be found in other religions, namely, the concept of a "pilgrimage undertaken for the love ot~ God.''s The jubilee year originated in this way; it was as it were the result of a maturing process in the doctrinal; Biblical and theological fields.:' It emerged plainly for the first time in the year 1220 when our predecessor Honorius III proclaimed a jubilee.year for pilgrimage to the tomb of St. Thomas ~ Becket.1° Later, as is well known, pilgrims came to Rome to the basilicas of St. Peter and St. Paul, in the great popular and penitential movement of the year 1300, a movement confirmed by our predecessor Boniface VIII.11 This was marked by a longing to obtain pardon from God and peace among men. The move-ment was directed to this very lofty motive: "the glory of God and the exaltation of the faith.''1~ The Roman Jubilee of 1300 was the beginning and the pattern for those which have followed (every 25 years from the, 15th century onwards, except when the series was interrupted by extraneous circumstances). This is an indication of the continuity and vitality v~hich have always confirmed the relevance of this venerable institution for every age. It is correct to say that the jubilees celebrated in recent times have pre- ~See St. Maximus of Turin, Homily 72: PL 57, 405b. GThe expression is found in a letter of St. Columban to Pope Boniface IV in 613: Sancti Columbani opera ed. G. S. M. Walder (Dublin, 1957), p. 48. rConcerning this custom see F. M. Mignanti, lstoria della sacrosanta Basilica Vaticana (Rome/Turin, 1867), p. 180. 8See in general B. Kotting, Peregrinatio religiosa: Wall]ahrten in der Antike und das Pilgerwesen in der Alten Kirche (Regensburg, 1950). ~R. Foreville, "L'id6e de jubil6 chez les th6ologiens et les canonistes (XII-XIII s.) avant l'institution du Jubil6 Romain (1300)," Revue d'histoire eccl~siastique, v. 56 (1961), pp. 401-23. 10p. Pressuti, Regesta Honorii 1H (Rome, 1888-95), p. 1840; the text is given in R. Foreville, "Le Jubil6 de saint Thomas b. Becket du XIII au XV sii~cle (1220-1470)," Etudes et documents (Paris, 1958), pp. 163-4. alBull, Antiquorum habet fida relatio, dated February 22, 1300: Extravagantes Comm. V,IX, I. ~zSee the gloss of Cardinal Giovanni Monaco on the same bull. Papal Bull Proclaiming the Holy Year / 995 served this outstanding value whereby the unity and renewal of the Church aCe affirmed in a special way and allmen are encouraged to recognize one another as brothers and to walk in the path of peace. Such a desire was manifested at the beginning of this century when our predecessor Leo XIII proclaimed' the jubilee year in 1900. The human family was~ filled with the same hopes and expectations when, a,quarter of a century later, afflicted by grave ,dangers and contention, 'it awaited the Holy Year of 1925. These were proposed for the special Holy Year of 1933 on the occasion of the 19th centenary of the redemption. The same noble aspirations for justice and peaceful coexistence among men were put forward by Pius" XII for the last jubilee, in the year 1950. I It seems to us that in the'present Holy Year all the principal and im-portant motives of the previous jubilees are present and expressed in sum-mary form in the .themes that we ourself laid down in our discourse of May 9, 1973 when we first announced ,the Holy Year: renewal and reconcilia-tion. a:~ We have offered these themes for the reflection of pastors and faithful, particularly during the anticipated celebration of the jubilee in local churches, and we have.added to them our exhortations and our catechesis. But the aspirations that the two themes enunciate and the lofty ideals that they express ~vill find a more complete realization in Rome, where pilgrims to the tombs of the Apostles Peter and Paul and to the memorials of the other martyrs will come into more ready contact with the ancient sources of the Church's faith.and life, in order to be converted by repentance, strengthened in charity, hnd united more closely with their brethren by the grace of God. Thi~ renewal and reconciliation pertain in the first place to the interior life, above all because the root of all good and, unfortunately of all evil, is found in the depths of the heart. It is in the depths of the heart therefore that conversions of metanoia must take place, that is, a change of direction, of attitude, of option, of one's way of life. But also for the Church as a whole, ten years after the end of the Second Vatican Council we view the Holy Year as the ending of a period of reflection and reform arid the beginning of a new phase of building up in the theological, spiritual, and pastoral spheres, to be developed on the foundations laboriously laid down and consolidated during the past years; in accordance with the principles of new life in Christ and of the communion of all men in Him who reconciled us to the Father by His blood,a~ For the whole w~arld this call to renewal and reconciliation is in harmony a3See Paul VI, "Allocution Announcing the Plans for a 1975 Holy Year," May 9, 1973: AAS, v. 65 (1973), pp. 322-5. 14See 2 Cor 5:18-20; Rm 5:10. 996 / Review for Religious, Volume 33, 1974/5 with the most sincere aspirations for freedom, justice, unity, and peace that we see wherever men become aware of their most serious problems and suffer from the mishaps produced by divisions and fratricidal wars. With the message of the Holy Year, therefore, the Church wishes to indicate to all men of good will- the vertical dimension of life that ensures reference of all aspirations and experiences to an absolute and truly universal value, without which it is vain to hope that mankind will once more find a point of unification and a guarantee of true freedom. Even though it is charac-teristic of many sectors of modern society to assume secuIar forms, the Church, without interfering in matters which do not come within her competence, nevertheless wishes to impress on men the need to be con-verted to God who alone is necessary,a5 and to imbue all their actions with fear and love of Him. For faith in God is the most powerful safeguard of the human conscience and is the solid foundation of those relationships of justice and brotherhood the world yearns for. The pilgrimage to Rome by representatives of all the local churches, both pastors and people, will therefore be a sign of a new process of conversion and brotherly reconciliation. As the minister of the word and of the grace of reconciliation, we respond to this sign of the interior dispositions of the pilgrims and of the renewed resolve of the Christian people whom they represent, by imparting the gift of the jubilee indulgence, insofar as we are able, to all the pilgrims who come to Rome and to all those who, though prevented from making the journey, accompany them in spirit. II It is well known from the Church's very ancient custom that the indul-gence attached to many penitential practices was granted in a special way as a gift on the occasion of pilgrimages to the places sanctified by the life, passion, and resurrection of our Savior Jesus Christ and by the confession of the Apostles. Today, too, we associate ourself with that venerable tradition, according to the principles and norms that we have ourself laid down in the apostolic constitution Indulgentiarum doctrina~'; and which we wish to recall briefly at this point. Since Christ is our "justice" and, as has been fittingly said, our "indul-gence," we, as the humble minister of Christ the Redeemer, .willingly extend a share in the gift of the indulgence~in accordance with the Church's tradi-tion- to all the faithful who, through a profound conversion of heart to God, through works of penance, piety, and brotherly solidarity, sincerely and fervently attest their desire to remain united in charity with God and l~See Lk 10:42; Mt 6:33. ~6Apostolic Constitution, lndulgentiarum doctrina: AAS v. 59 (1967), pp. 5-24. Papal Bull Proclaiming the Holy Year / 997 their brethren and to make progress in that charity.~: In fact, this sharing comes from the fullness of the treasury of salvation which is primarily found in Christ the Redeemer Himself, "in whom the satisfactions and merits of His redemption subsist in all their value.''xs In this'fullness in Christ, which we have all received,x" there shines forth "the most ancient dogma of the communion of saints, whereby, in Christ and through Christ, the lives of the individual sons of God are linked with the lives of all the other Christian brethren by a marvelous bond in the supernatural unity of the Mystical Body of Christ, as in one mystical person.''~° For, "by the hidden and benevolent mystery of the divine will, men are linked together in a supernatural relationship, whereby just as the sin of one also harms the others, so also the holiness of one is beneficial to the others.'''-'~ By means of the indulgence, the Church, making use of her power as minis-ter of the redemption of Christ the Lord, communicates to the faithful a sharing in this fullness of Christ in the communion of saints,'-"-' providing them with the ample means of salvation. Thus the Church, aiding and embracing them like a mother, sustains her weak and infirm children, who.find a firm support in the Mystical Body of Christ, which in its entirety works for their conversion through charity, example, and prayer. Thus penitents find in this singular form of ecclesial charity a powerful aid to help them put off the old man and put on the new. Conversion and renewal consist precisely in this.'-':' In fact, the Church's aim in granting indulgences is not only that of helping the faithful expiate the punishment they have deserved but also that of stimulating them to carry out works of piety, penance, and charity, and in particular works that serve to favor the growth of faith and the common good.~' III For this reason, interpreting.as it were the Church's maternal sentiments, we impart the gift of the plenary indulgence to all the faithful who are prop-erly disposed, and who, after confessing their sins and receiving Holy Communion, pray for the intentions of the supreme pontiff and the college of bishops: 1:See Paul V1, Letter to Cardinal de Fiirstenburg Officially Announcing the Beginning o! the 1975 Holy Year, dated May 31, 1973: AAS, v. 65 (1973), pp. 357-60. ~SApostolic Constitution, lhdulgentiarum doctrina, 5: AAS, v. 59 (1967), p. 11. ~gSee Jn 1:16. -~0Apostolic Constitution, lndulgentiarum doctrina, 5: AAS, v. 59 (1967), pp. 10-1; and see St. Thomas Aquinas, Summa theologiae, III,q.48,a.2 adl; and q.49,a.l. ZlApostolic constitution, lndulgentiarum doctrina, 4: AAS, v. 59 (1967), p. 9. '-'Zlbid., 8: AAS, v. 59 (1967), p. 16. '-':~See Paul VI, Letter to Father 'Constantine Koser on the 750th Anniversary o] the Portiuncula Indulgence, dated July 14, 1966: AAS, v. 58 (1966), pp. 631-4. z4See the Apostolic Constitution, lndulgentiarum doctrina, 8: AAS, v. 59 (1967), p. 17. 998 / Review Jor Religious, Volume 33, 1974/5 (1) If they undertake a sacred pilgrimage to one of the patriarchal basilicas (the basilica of St. Peter's in the Vatican,,St. Paul's Outside-the- Walls, ttie Lateran Archbasilica of the Most Holy Savior, or St. Mary Major), or to some other church or place of the city of Rome designated by the competent authority, and devoutly take part in a liturgical celebration there, especially the Sacrifice of the Mass, or some exercise of piety (e.g., the way bf the cross, the rosary); (2) If they visit, in a group or individually, one of the four patri-archal basilicas and spend some time there in devout recollection concluding with the Our Father, the profession of faith in. any approved form, and a prayer to the Blessed Virgin Mary; (3) If, being prevented by illness or some other grave reason from going on a pilgrimage to Rome, they unite themselves spiritually with this pilgrim-age and offer their prayers and sufferings to God; (4) If, being prevented while in Rome. by illness or some other grave reason from taking part in a liturgical celebration or exercise of piety or visit made by their group (ecclesial family or social, as mentioned in 1 and 2 above), they unite themselves spiritually with the group and offer their prayers and suffering to God. During the Holy Year, moreover, the other concessions of indulgences remain in force, with the proviso as before that a plenary indulgence can be gained only once a day;~'' however, all indulgences can always be applied tb the dead in modo suffragii."-''~ For the same reasons, namely, in order that the faithful be provided with ¯ every possible aid to salvation, and to help priests, especially confessors, we proclaim that confessors taking part "in the jubilee pilgrimage may use the faculties they have been given in their own dioceses by the legitimate au-thority,~ so that both on the journey and in Rome they may hear the con-fessions of the faithful accompanying them on the pilgrimage, and also the confessions ot~ others who, together with the members of their own group, may approach them. The right of the penitentiaries of the patriarchal basilicas regarding the confessionals reserved to them is maintained,'-'~ and special faculties will be granted by the Sacred Apostolic Penitentiary to the penitentiaries. IV We stated above that the following two principal purposes have been established for the Holy Year: spiritual renewal in Christ and reconciliation with God, and we have said that these aims concern not only the interior '-',~See Enchiridion indulgentiarum, norma 24, para. 1. ~Ibid. norma 4. ~zSee Paul VI's motu proprio, Pastorale munus, I, 14: AAS, v. 56 (1964), p. 8. "-SSee First Synod o] Rome, 1960, art. 63. Papal Bull Proclaiming the Holy Year / 999 life of each individual but the whole Church, and also, .in a certain sense, the whole of human society. For this reason we earnestly exhort all con-cerned to consider these proposals, to undertake initiativ,es and to coordinate programs so that during the Holy Year real progress may be made in the renewal of the Church and also in the pursuit of certain goals very dear to us, in accordance with the farsighted spirit of the Second Vatican Ecu-menical Council. Repentance, the purification of the heart, and conversion to God must consequently bring about an increase in the apostolic activities of the Church. During the Holy Year, therefore, generous efforts must be made to further evangelization, which is certainly the first of all the activities to be promoted. For the pilgrim Church "has been divinely sent to all nations that she might be 'the universal sacrament of salvation' "'-'~' and she "is by her very nature mis.sionary,' . and in the course of her history is renewed to the extent that she shows herself ready to accept and to deepen through faith the gospel of Jesus Christ the Son of God, and to proclaim His saving message to men by word and the witness of her life. The coming assembly of the Synod of Bishops does not have a merely extrinsic and fortuitous connection with the Holy Year.-On the contrary, as we have already stated, "a zealous effort must be made to coordinate and closely link both these ecclesial events.'':~ In this regard the Synod will pro-pose directives and suggestions for the reflection of pastors gathered about the supreme pontiff, so that they may carefully consider in the light of faith "the evangelization of the modern world," taking into account, in the light of the charity of Christ, the wishes of the whole Church and the more urgent needs of our time. Therefore devout attention to the word of God together with catechetical instruction given to the faithful of every state and of all ages must lead Christians to purify their way of life and to a higher knowledge of faith; it must dispel doubts and stimulate the negligent to joyfully activate in their lives the gospel message; it must impel everyone towards a conscious and fruitful sharing in the sacraments; it must encourage communities and indi-viduals to give witness to the faith by the uprightness and strength .of their lives, so that the world may see the reason for the hope that is in us.:"-' Now ten years after the SecQnd Vatican Council began, the great and salutary work of renewal in the fields of the pastoral ministry, the practice of penance, and the sacred liturgy, we consider it altogether fitting that this z~Vatican Council II, Ad gentes divinitus (Decree on the Missionary Activity o] the Church), I: AAS, v. 58 (1966), p. 947. :"qbid., 2: AAS, v. 58 (1966), p. 948. :;~"Discourse to the General Secretariat of the Synod of Bishops," Osservatore romano, April 6, 1974, p. 4. :~See 1 Pt 3:15. 1000 / Review jor Religious, Volume 33, 1974/5 work should be reviewed and furthered. If what the Church has clearly approved is kept in mind, it will be possible to recognize the valid and legitimate elements to be found in the many and varied experiments that have been carried out everywhere. Similarly, these same elements can, by a more earnest effort, be put into practice in accordance with the norms and principles suggested by pastoral prudence and a sense of true piety. The presence of large numbers of pilgrims, both pastors and people, from Christian communities throughout the world, brought together in Rome by a fraternal desire to gain the true benefits of the grace and love of Christ, will undoubtedly afford excellent opportunities for putting forward, comparing, and evaluating studies and viewpoints of various kinds. This will most cer-tainly bc the case if congresscs and meetings are held at different levels in the ecclesial community and by varied groups of experts, and provided that prayer and a ready willingness to carry out the apostolate are joined together. At this point we wish to draw particular attention to the need to find a just and proper balance between the differing demands of the pastoral min-istry today, a balance similar to that which has been admirably achieved in the sacrcd liturgy. We refer to the balance between tradition and renewal, b~twccn the necegsarily religious nature of the Christian apostolate and its effectivencss as a force in all fields of social living, between free and spon-taneous activity--which some are accustomed to call charismatic--in this a.postolate and fidelity to laws based on the commands of Christ and of the pastors of the Church. For these laws, laid down by the Church and con-tinually brought up to date, make allowance for individual experiments within the Christian community, in such a way that they are a help in build-ing up the body of Christ, which is the Church, and not a hindranceY:' We wish likewise to draw attention to the ever increasing need to pro-mote the kind of apostolate which, without damaging the Church's necessary and traditional institutions, namely dioceses and parishes, takes special account of particular local circumstances and categories of people. Such an apostolate must ensure that the leaven of the gospel permeates those forms of modern social living which often differ from traditional forms of ecclesial life and seem foreign to the communities "in which the faithful gather to-gether and are linked" in prayer, faith, and charity. The forms we are thinking of are principally those of workers, members of the academic world, and young people. It will also be necessary to examine carefully the methods of teaching religion and of preaching the sacred word of God, to insure that they meet the needs of our time. This mt~st be done with the aim of finding effective methods. Special care must be taken to insure that the media of social com-munications promote the human and Christian progress both of individuals and of communities. :~.aSee Rm 15:2; 1 Cor. 14:3; Eph. 4:12. Papal Bull Proclaiming the Holy Year / 1001 These are questions of the greatest seriousness and importance. We must face up to them and with humble prayer seek the grace of the Holy Year in order to solve them. V As is well known, i~ recent years one of the Church's most pressing con-cerns has been to disseminate everywhere a message of charity, of social awareness, and of peace, and to promote, as far as she can, works of justice and solidarity among all men, whether individuals, social groups, or peoples. We earnestly desire, therefore, that the Holy Year, through the works of charity which it suggests to the faithful and which it asks of them, should be an opportune time for strengthening and supporting the moral conscious-ness of all the faithful and of that wider community of all men which the message of the Church can reach if an earnest effort is made. The ancient origins of the jubilee as seen in the laws and institutions of Israel clearly show that this social dimension is part of its very nature. In fact, as we read in the Book of Leviticus,:" the jubilee year, precisely be-cause it was dedicated in a special way to God, involved a new ordering of all things that were recognized as belonging to God: the .land, which was al-lowed to lie fallow and was given back to its former owners; economic goods, insofar as debts were remitted; and, above all, man, whose dignity and free-dom were reaffirmed in a special way by the emancipation of slaves. The year of God, then, was also the year of man, the year of the earth, the year of the poor, and upon this view of the whole of human reality there shone a new light which emanated from the clear recognition of the supreme dominion of God over the whole of creation. In today's world also the problems which most disturb and torment mankind--economic and social questions, the question of ecology and sources of energy, and above all that of the liberation of the oppressed and the uplifting of all men to a new dignity of life-~can have light cast on them by the message of the Holy Year. We wish, however, to invite all the sons and daughters of the Church, and especially the pilgrims coming to Rome, to undertake certain definite tasks which, as successor of Peter and head of that church "which presides over the universal gathering of charity,'':~' we now publicly propose and com-mend to all. We refer to the carrying out of works of faith and charity for the benefit of our needy brethren in Rome and in other chu'rches of the world. These works will not necessarily be grandiose ones, although such are.in no way to be excluded. In many cases what are today called "micro-realizations" will be sufficient, corresponding as they do to the gospel spirit of charity. In this field the Church, in view of the modest resources at her :~"Lv 25: 8ff. :~r'See St. Ignatius of Antioch, Epistle to the Romans, salutation: Funk, v. 1, p. 252. 1002 / Review jot Religious, Volume .33, 1974/5 disposal, will perhaps have to limit herself more and more to giving men nothing more than the widow's mite.:"~ But she knows and teaches that the good which counts most is that which, in humble and very often unknown ways, manages to provide help where there is a small need and to heal small wounds--things which often find no place in large projects of social reform. Nevertheless, the Church feels that it is necessary to give encourage-ment also to these larger programs for promoting justice and the progress of peoples. She renews her call to all those who have the power and the duty to build up in the world a more perfect order of social and human relations, urging them not to give up because of the difficulties of the present times and not to be won over by selfish interests. Once more we make a particularly strong appeal on behalf of developing countries and of people still afflicted by hunger and by war. Let special attention be given to the many needs which oppress man today, to the finding of employment by which men can provide for the needs of life, to housing which so many lack, to schools which need much assistance, to social and medical aid, and to the develop-ment and safeguarding of decent public moral standards. We should like also to express the humble and sincere desire that in this present Holy Year, too, in accordance with the tradition of previous jubilees, the proper authorities of the different nations should consider the possibility of wisely granting an amnesty to prisoners, as a witness of clemency and equity, especially to those who have given sufficient proof of moral and civic rehabilitation, or who may have been caught up in political and social upheavals too immense for them to be held fully responsible. We express in anticipation our gratitude ~ind invoke the Lord's abundant blessings on all those who will strive to insure that this message of charity, of social awareness, and of freedom, which the Church addresses to all men in the lively hope that she may be understood and listened to, is ac-cepted and translated into reality in the political and social order. In express-ing this hope we are conscious of following a wonderful tradition which began with the law of Israel and found its fullest expression in our Lord Jesus Christ who, from the very beginning Of His ministry, presented Him-self as the fulfillment of the ancient promises and figures connected with the jubilee year: "The spirit of the Lord is upon me, because he has anointed me to preach good news to the poor. He has sent me to proclaim release to the captives and recovery of sight to the blind, to free those who are oppressed, to proclaim the acceptable year of the Lord.'':~: Vl If there is one spiritual advantage which we especially desire from the :";See Lk 21:2; Mk 12:42. ZrLk 4:18-9. Papal Bull Proclabning the Holy Year / 1003 celebration of the Holy Year, .it is an increase in the number of those who devote their lives to serving the Church, especially priests and religious. For in order that the paths of grace and the means of salvation which the Holy Year indicates and offers to all the faithful may be properly explained and made available, there will always be a need for those sacred ministers and witnesses of Christ's gospel who by completely following the Lord show their fellowmen, namely the men of this and subsequent ages, the way of penance and of holiness. Thus, the voice of God must be listened to diligently. He never ceases to stir up and invite chosen individuals to dedicate themselves generously to the .service of the Church and the whole human race by the exercise of the priestly ministry and by the faithful witness of the religious life. Some will be called by God to offer themselves to Him through obedience and sacred celibacy and as priests of Christ to teach and sanctify and lead the faithful wherever they may be. Others, men and women of various ages and conditions, will be attracted to the religious life, so that by fulfilling their baptismal promises through a higher way of life they may fully live in the spirit and truly benefit the Church and society. We desire strongly that the multitude of these especially dear members of the Church may increase and flourish more and more, so that through their priesthood and t~e~activity of their religious life they may bear the joyful message of Christ to the ends of the earth and all give glory to the heavenly Father. VII Finally, we wish to proclaim and preach that the reconciliation of Chris-tians is one of the principal aims of the Holy Year. For, before all men can be brought together and restored to the grace of God our Father, com-munion must be reestablished between those who by faith have acknowl-edged and accepted Jesus Christ as the Lord of Mercy who sets men i~ree and unites them in the spirit of love and truth. For this reason the jubilee year, which the Catholic Church has accepted as part of her own custom and tradition, can serve as a most opportune period for spiritual renewal and for the promotion of Christian unity. We would, moreover, point out that the Second Vatican Council has taught that every effort and undertaking directed toward the reconciliation of Christians and all true ecumenism must necessarily start from an inner conversion of the heart, since the desire for Christian communion springs and grows from spiritual renewal, self-denial, the full exercise of charity, and fidelity to revealed truth?~ It is here that there is to be found the full and proper realization of the whole ecumenical movement to which the Catholic Church adheres as far as she is able, and through which Churches and communities not yet fully .~sSee Unitatis redintegratio (Decree on Ecumenism), 7: AAS, v. 57 (1965), p. 97. 1004 / Review [or Religious, Volume 33, 1974/5 in communion with the Apostolic See seek and desire the perfect unity willed by Christ. It is in fact the task and duty of the whole Church to reestablish this unity in full ecclesial communion.:'~' The year of grace, in this sense, provides an opportunity for doing special penance for the divisions which exist among Christians; it offers an occasion for renewal in the sense of a heightened experience of holiness of life in Christ; it allows progi'ess toward that hoped for reconciliation by intensified dialogue and concrete Christian collaboration in the salvation of the world: "that they also may be one in us, so that the world may believe.'''~ We have expressed once more our intentions and our desires concerning the celebration of the Holy Year in this city of Rome. Now we invite our brothers in the episcopate and all the pastors and faithful of the churches throughout .the world, of those churches also which are not in full communion with the Roman Church, and indeed all who believe in God, to participate at least spiritually in this feast of grace and redemption, in which Christ offers Himself as the teacher of life. Together with the pastors and faithful on pilgrimage to the tombs of the Apostles and the early martyrs, we desire to profess faith in God the almighty and merciful Father and in Jesus Christ our Redeemer. For our part we would hope that all who come to Rome to see Peter'1 may through us experience in the Holy Year the truth of the words of St. Leo the Great: "For in the whole church Peter repeats each day, 'You are Christ the Son of the living God,' and every tongue which confesses the Lord is inspired by the teaching of this voice.'"': We would wish also that through our ministry and that of our brother priests a huge multitude of faithful may come to the sources of salvation.":' May the holy door which we shall open on the night of Christmas Eve be a sure sign of this new approach to Christ who alone is the way"" and the door.4'~ It will be a sure sign too of the paternal affection with which, filled with love and desiring peace, we open our heart to all. We implore the Blessed Virgin Mary, the holy Mother of the Redeemer and of the Church, Mother of grace and of mercy, collaborator of reconcili-ation and shining example of the new life, to ask her Son to grant to all our brethren and sons and daughters the grace of this Holy Year, to renew and preserve them. To her hands and to her maternal heart we commend the beginning, the development, and the conclusion of this most important matter. 3Olbid., 5: AAS, v. 57 (1965), p. 96. 4°Jn 17:21. 41See Gal 1 : 18. 4"-Sermon 3: PL 54, 146. ¯ ~:~See Is 12:3. ¯ ~4See Jn 14:6. t~See Jn 10:7,9. Papal Bull Proclaiming the Holy Year / 1005 We wish this our letter to take full and immediate effect in such a manner that. whatsoever has been laid down and decreed in it be religiously ob-served by all concerned and come into force, all things to the contrary not-withstanding. If anyone knowingly or unknowingly shall act other than in accordance with what we have laid down, we order that such action be con-sidered altogether null and void. Given in Rome, at St. Peter's, on the 23rd day of May, the solemnity of the Ascension of the Lord, in the year 1974, the 1 lth of our pontificate. 1, Paul, Bishop of the Catholic Church The American Religious, Evangelizer at Home Peter J. Henriot, S.J. The following is the text of the address that Father Henriot delivered to the 17th Annual Assembly of the Conference of Major Superiors of Men held in Chicago June 16-20, 1974. Father Henriot is a staff associate of the Center of Concern; 3700 13th Street, N.E.; Washington, D. C. 20017. In a recent article in America magazine, Father Hubert Horan, a White Father who spent several years as a missionary in Tanzania, questioned whether the topic of the upcoming Synod, "evangelization," was a "cop-out," a retreat from more potentially controversial questions. Given his own mis-sionary understanding of "evangelization," he felt that it certainly was not an insignificant topic, but one which would be rich and fruitful in increasing our understandings and actions as Church in the world today. But Father Horan did admit that the term is a "slippery one," open to ever wider and wider interpretations. In a sense, we might say that evangelization, like charity, "covers a multitude of sins." Thus in countless discussions preceed-ing, during, and after the Synod this fall, discussions such as we are in-volved in these days here in Chicago, this topic will be explored, broadened and narrowed, and, hopefully, appropriated in our own individual lives and in the lives of our communities. This morning, in addressing the topic, "The American Religious, Evan-gelizers at Home," I will not be offering you any neat and compact new definition of evangelization. I know that you all recognize the difficulty-- the folly---of attempting that, since we are all grappling with what this term means. I do not apologize, therefore, for using the meaning which the official pre-Synod document has adopted for the sake of clarity, namely, "the activity whereby the Church proclaims the gospel so that the faith may be aroused, may unfold, and may grow." The American Religious, Evangelizer at Home / 1007 Evangelization and Action for Justice How the A~erican religious is called upon today, to take part in this task of evangelization is a question critical to our vocation of service in the Church. I would like to narrow our focus of attention during this day to one aspect or dimension of the task of evangelization, an aspect which was defined and delineated at the last Synod in 1971. This aspect ,is found in a sentence which I must adroit I have probably overused by quoting it inces-santly, "in season and out of season." The sentence is from the Synod's statement, Justice in the World: Action on behalf of justice and participation in the transformation of the world fully appear to us as a constitutive dimension of the preaching of the Gospel, or, in other words, of the Church's mission for the redemption of the human race and its liberation from every oppressive situation. The preaching of the gospel--the task of evangelization--includes as a "con-stitutive dimension" the task of "action for justice," the commitment to trans-form a world where increasingly we hear, again in the words of the Synod, "the cry of those who suffer violence and are oppressed by unjust systems and structures." I want to share with you this morning my own understanding of why [l~is "action for justice" is constitutive to the task of evangelization, and why it is worth reflecti~ng on, praying over, and resolvihg about in our focus on the "American Religious, Evangelizer at Home." But let me firs[ make one thing perfectly clear, to borrow a phrase. My emphasis here is not upon "social action," the "social apostolate," or similar segmental aspects of religious life. My emphasis is upon a characteristic, a modality, of religious life which must--if religious life is to be evangelical--be c6nstitutive of its existence and practice~ in our Church and our world today. The Global Scene Our discussion has to be placed in context, and not carried on in a vacuum. "]'he context is our modern world, where, again citing the words of the 1971 Synod, "social structures place obiective obstacles in the way of conversion of hearts, or even of the realization of the ideal of charity." Less than two weeks ago I participated in a conference of over one hundred major religious leaders from Protestant, Catholic, and Jewish groups in the United States, called to discuss and plan the response of churches and synagogues to the current crisis in .global justice. During three days we heard factual analyses of the world situation from diverse figures such as Robert McNamara, President of the World Bank, and Neville Kanakaratne, Ambassador to the United States from Sri Lanka (Ceylon) and a leading Third World spokesperson. We heard theological analyses of'Why religious people should respond, from people such as Archbishop Marcos McGrath of Panama, and Rabbi Marc Tannenbaum, of the American Jewish Com- 1008 / Review [or Religious, Volume 33, 1974/5 mittee--who both spoke of liberation from oppression as being central to the message of God's dealing with His people. And the participants planned and committed themselves to strategies for change: through the political system, in lifestyle, in education, in investment policies, and so forth. Finally, the conference received a ringing "statement of conscience," which spoke of the need for a profound conversion, in values, interests, and loyal-ties, in policies, institutions, and patterns of behavior, if any effective steps were.to be taken toward meeting the crisis of global justice. I would like to read one of the opening paragraphs of that statement to you, because I believe that it puts a context to some of the things we will be discussing~ The conference said: As Americans we have come to realize how many of our national policies, of our institutional structures of production, marketing and defense, and of our current personal patterns of conduct and consumption, are all inextricably linked to the ongoing av, d explosive global catastrophe of famine, hunger and malnutritior~; which continues to claim millions of lives every year in various parts of the world. Things are not getting better. The rich are getting richer, the poor poorer. Many millions will die this year from starvation. Hundreds of millions of children will be so undernourished that, if they survive at all, their physical and mental development will be seriously retarded. This is our world. The conference was able to say those things because it had put before it a description of a world marked by the twin horrors of hunger and repression. With the price of grain tripled in the past few months and the present world food reserves down to 27 days, the lowest since World War Two, the spectre of famine is a daily reality to millions of people in Africa and the Indian sub-continent. World-wide inflation, heightened through the quadrupling of the price of oil in the past year, means that the increasingly scarce resources of our finite world are getting even scarcer. And the world's population, now approaching 4 billion, will double in the next 35 years--except for the intervention of war and/or famine. Such deadly intervention is, of course, a real possibility. In a globe increasingly small, increasingly finite, and increasingly in-terdependent, two-thirds of the people of the world live in conditions of des-titution and degradation, while one-third enjoy the rich blessings created for all humankind. It is a literal re-enactment of the Dives and Lazarus story. Justice Needs at Home But in setting the context here, even so cursory a reference to the global scene should not distract us from the problems of social justice here at home. Those of you who live and work in major urban areas know that our cities, though outwardly quiet in the past few years, continue to see unrest, amidst conditions of unemployment, poor housing, and poor educa-tional systems. Our political system--as we approach the celebration in song and dance of our Bicentennial--seems paralyzed, locally as well as The American Religious, Evangelizer at Home / 1009 nationally, to deal with issues such as prison reform, tax reform, medical care, and so forth. One out of six Americans lives below a poverty line of what is required for basic health and well-being; the unemployment rate rose again last month to around 51/2%, with the rate of non-whites twice as high; inflation con-tinues to eat away the savings of the elderly and those on fixed incomes; while' life expectancy for the'average American is now around 71 years, for the non-white it is ten years less; and the U.S. infant mortality rate is one of the highest of any major industrialized nation in the world. Ten million Americans go to bed hungry every night in our land of diet cola and weight-reducing programs. Structural and Systemic Approaches This picture of social injustice--globally and nationally--is nothing new to you, I am sure. What might be new to you is the emphasis I want to give to the structural, systemic nature of the problems. We are not talking about isolated instances of poverty and injustice, but of the socio-economic-polit-ical structures, institutions~ and processes which create and perpetuate these problems. We need to move, as Gustavo Gutierrez suggests, from an "anec-doctal" approach to social problems to an "analytical" approach. Not stories about cases of injustice, but systemic analysis of why the injustices exist: only this will help us to experien~:e that call to profound conversion I spoke of earlier. This structural approach to injustice is central to the understanding of evangelization we are addressing here. It is central to the q971 Synod's discussion of "the systematic barriers and vicious circles" which hinder true justice. It is central to an appreciation of the strongest statement made by the Synod, when the Bishops described the present-day situation of the world as "marked by the grave sin of injustice." For the structural social injustice in our world and our nation is nothing less than sin, social sin. Social Sin and Evangelization Herein 'lies the reason why "action for justice" and transformation of the structures of injustice is constitutive to the preaching of the Gospel, to the task of evangelization. It is a continuation of the saving work of Jesus, who frees us from the bondage of sin: "For Gods~ loved the world that he gave his only son, so that everyone who believes in him may not be lost, but may have eternal life. For God sent his son into the world not to condemn the world but so that through him the world might be saved" (Jn 3:16-8). We Christians talk about sin only because we can talk of redemption, of grace. St. Paul tells us: "Where sin abounded, grace has abounded all the more" (Rm 5:20). And so as we speak of social sin, we also speak of social grace, God's revealing goodness and love in the social structures, institutions, and processes which we have created down through history. 1010 / Review /or Religious, Volume 33, 1974/5 It is precisely to fight against social sin, and to cooperate with social grace, that we Christians engage in "action for justice," that is, commit our-seives to the cause of social justice. Such action is not peripheral to the task of evangelization but is integral, constitutive. The 1971 Synod summarized this by saying: The mission of the preaching of the Gospel dictates at the present time that we should dedicate ourselves to the liberation of man even in his present ex-istence in ~this world. For unless the Christian message of love and justice shows its effectiveness through action in the cause of justice in the world, it will only with difficulty gain credibility with the men of our times. Thus the American religious evangelizer is, in a very true and genuine sense, the socially just religious, the socially just community. Note again that I am not speaking of social justice as an "apostolate" or as "work" or "projects." Social justice is a way o[ li[e which is integral to the.religious re-sponse to the call of the gospel. As integral to the gospel, it is something which cuts across all aspects of the evangelical life which we profess. It is living out of values which are counter to the values embodied in oppressive structures; it is a simplicity which says no to the conspicuous consumption which wastes the world's finite resources; it is a sharing which says no to the hoarding of the affluent in a world of so much poverty; it is a reaching out which says no to the dominance of entrenched power over the weak; it is a hope which says yes, there is a possibility of social change for a more just world. Action for social justice, then, is evangelization, a preaching of the good news to the poor, because our fundamental religious option is on the side of the poor, the powerless, the oppressed. We can do no less, reminded as we are by Mary's Magnificat of the fundamental option of God who has "pulled down princes from their thrones and exalted th.e lowly; the hungry he has filled with good things, and the rich sent away empty" (Lk 1:53-4). Concrete Implications Against this background of an understanding of the American religious evangelizer as the just religious, the just community, I would like to discuss some concrete implications which I see coming from this structural approach. I believe that they are only further extensions of what Father Paul Boyle wrote in his letter in the spring of 1972, urging CMSM members to be "witnessing and educating to social justice," and of what your own 1972 CMSM Assembly affirmed in the several resolutions you passed on the topic of social justice. For the sake of our exploration here this morning, I will speak in terms of the traditional aspects of evangelization, word, witness, and work. The word refers to the vision we religious have and relates particularly to the topic of formation; witness refers to our credibility, and relates to our life The American Religious, Evangelizer at Home / 1011 style; and work refers to the corporate thrust of the 9ommunity, and relates here specifically to the question of leadership. 1. Formation It has become increasingly accepted--theologically, philosophically, sociologically--that it is only possible to speak of the reality of a human person today by taking into full account the three dimensions of human existence: the individual, the interpersonal, and the public. These are not three separate and distinct dimensions so much as three moments in our perception of a single reality. The individual dimension is the realm of the private, the intimate. The person is an individual in as much as he/she is unique. The interpersonal dimension, on the other hand, is constituted in those relationships by which one individual deals with another in either, the limited sense of an 1-Thou encounter or in an extended sense of ordinary" societal dealings, The public dimension, however, includes the projections of individual and interpersonal existence into the institutions, structures, and processes of society. The person is organically one with these projec-tions. The identity of a human person is inadequately situated outside this triadic framework, this consideration of all three dimensions simultaneously. For this reason, the formation process of the American religious evangelizer must take account of the public dimension, the area of a person's involve-ment in and interaction with social structures, processes, and institutions. This formation--and I include the preparation of the novice, the training appropriate to brothers or. priests, the on-going "continuing education" programs for everyone in the community--should take account of the peculiar situation of the religious in the United States and the Roman Catholic Church of this last quarter of the twentieth century. Let me briefly suggest three points to be taken note of in this formation. "Spiritual Renewal and Social Justice Action First, there is great need today for an integration ,of the so-called "spiri-tual renewal" movement with the movement for greater social justice. We are experiencing in the Church today th6 movement of the Holy Spirit, renewing us through a heightened attention to prayer and faith, a growing acceptance of shared prayer, directed 'retreats, discernment workshops, spiritual direction, and the increasing activity, of charismatic, Pentecostal groups. Last year's annual CMSM Assembly was especially devoted to "building the faith community?' But I think that we are all aware that a danger lies in the possibility of a "turning inward," a false "spiritualism." Thus there is the potential case of someone becoming involved in these spiritual activities, spi,ritual ministries, as an escape from involvement with the evangelical task of changing unjust social structures. This might be understandabl~, given some of the flurry of "social action" during the 1960's, 1012 / Review [or Religious, Volume 33, 1974/5 and also the intensity of challenge in the authentic struggle for social reform. But we religious would surely fail in our responsibility to our Church and our world if we did not make every effort to integrate the two great dy-namisms moving around us today, the call for more active°social justice and the drive for more deeply renewed interiority. Social Determinisms Second, we have to attend in formation to the power of the "social determinisms" which affect all of us American religious. These determinisms are part of our culture and infringe upon the full exercise of our freedom. They provide the context, the milieu, within which choices are made. I will mention three of them which my colleagues at the Center of Concern have in recent months been analyzing--the implications of which I believe you ¯ °will all realize. (a) "Cultural addictions"--those patterns, habits, styles of life which we become acculturated, socialized, to from birth. Though frequently lived out inadvertently, these cultural addictions have a powerful influence over our choices, for example, in the matter of life style in this affluent, consumption-oriented nation. (b) "'Mindsets"--those perceptual frameworks, paradigms, which guide our thinking, our viewing of reality. For example, we Americans tend to be highly mechanical, pragmatic, problem-solving, "can-do,'" in perception. (c) "Class bias"--those socio-economic-political expectations and ideologies which influence our patterns of speech, behavior, judgment. Since the majority of religious come from the middle-class and few, I suspect (though I am open to correction on this), from the working class, we have a class orientation which provides us with specific sets of norms, values, and attitudes. These social determinisms operate in us all. Think for a moment of examples in different members of your community, and in yourself. They must be recognized and critically examined if we American religious are. ever to raise questions, for instance, about the global social justice implica-tions of the American way of life, of being Number One, of the spirit of competition, and so forth. Need for Sociological and Theological Analysis Finally, we need to foster in all stages of formation, for young and old alike, a deepening insight into both the sociological analysis of the struc-tures of injustice and the theological analysis of the imperatives of justice. How knowledgeable are the members of our community, for example, about the facts of world population; about the institutions of global trade such as tariffs, multi-national corporations, and monetary arrangements; about the relationship of the current food crisis to the energy crisis through the link of the fertilizer shortage? How aware are we religious about the structures of injustice in our own country--inequitable tax systems, the policy of "red- The American Religious, Evangelizer at Home / 1013 lining" on housing mortgages, zoning policies, cost of medical care for the elderly, the farm worker problem? And how conversant are we about the Church's social consciousness as articulated through the great documents of "~Rerum novarum, Quadragesimo anno, the Christmas messages of Pius XI1, Mater et Magistra, Pacem in terris, Gaudium et spes, Octagesima adveniens, Justice in the World? What do we know of the theology of liberation, and other expressions of social theology? My several questions, of course, may simply be unfair. I am not saying that all religious need to be social scientists or social theologians. But the questions do point to the continual need to update ourselves in the reality of the world we live in--a need which can be met only through organized efforts in formation. And our updating must include not only study but also experience, the real praxis of which Paulo Freire speaks. Only then can we religious hope to be about the task of evangelization. 2. Life Style In one of several disturbing passages in the 1971 Synod's statement Justice in the World, the bishops addressed the issue of the credibility of the Church regarding its message of social justice. Its credibility, the document said, was affected by its own mode of acting, and in the possessions and life style found in the church. Two passages are particularly relevant. In speak-ing of temporal possessions, the Synod argued that the evangelical witness the Church is obliged to give should never become ambiguous because of privilege, power, and wealth--the gospel must be proclaimed to the poor. "If instead the Church appears to be among the rich and the powerful of this world, its credibility is diminished." Again, the Synod suggests an examina-tion of conscience regarding life style, wherein we ask ourselves "whether our life style exemplifies that sparingness in regard to consumption which we preach to others as necessary in order that so many millions of hungry people throughout the world may be fed." Now I know that we religious have all been engaged at great length in discussions about the meaning of our vow of poverty today. I.know that we all cringe when we hear remarks like that of Bishop Sheen--and I usually don't quote Bishop Sheen in my talks--to the effect that "There are millions of people who would be only tOO glad to take a vow of poverty." Yes, would that the poor of the world had such a luxury to embrace religious poverty! Changes in Religious Poverty But I really think that the terms of the discussion and debate over religious poverty have changed in recent years. While still recognizing the ascetical and spiritual value of the vow of poverty--linking it to the kenosis of the Lord Jesus--we are beginning to appreciate its social value, I might 1014 / Review for Religious, Volume 33, 1974/5 even says its political value. This appreciation is contained in the 1971 Synod's on "sparing and sharing" as a way to meet the challenge of global justice. It is found in the 1972 resolutions adopted by the annual CMSM Assembly, in which you yourselves pledged a program of action to promote within your communities greater simplicity of life style "to express our solidarity with the poor of the world and our respect for the needs of future generations." It is found in the 1973 Lenten pastoral letter of the Dutch Bishops, who discussed "Prosperity, Responsibility, Frugality," and spoke of the obligation of all Christians who live in an affluent nation to practice a socially-oriented sparingness as a no to even greater and greater con-su~ ption. And it is found recently, to speak of somethi~ng I know personally, in a communication of Father Pedro Arrupe, Superior General of the Society of Jesus, on "Simplicity of Life," in which he urges Jesuits to experi-ence an inner conversion to the poverty of Christ so that we can regain true apostolic credibility--especially with the poor. This would be shown in a simpler and hence freer life style. This communication is part of a con-tinual insistence on the part of Father Arrupe that unless Jesuits come to grips with the problem of their poverty, they have no future. In the socially unjust contemporary world, they deserve no future. This new dimension to an understanding and practice of religious poverty is linked to the realization that poverty and affluence, underdevelopment and oTerdevelopment, are correlatives. In a small, finite, and interdepen-d~ int globe, the extra serving of grain-fed beef on Dives' table means a smaller crumb of bread for Lazarus; the eight-cylinder automobile which guzzles petroleum products in the United States means a higher price for gasoline used to run the little irrigation pump on a small farmer's plot in India. The course of the Green Revolution--production of miracle grains to stave off famine in the developing countries--has in recent months come to a shattering halt because of the global shortage of fertilizer. But heavily-fertilized private lawns, golf courses, and cemeteries in the United States will not turn brown this summer. Freeing Ourselves [rom Affluence How can we American religious witness to an evangelization which really is a preaching of the Good News to the poor? We need to free our-selves from the subtle--and not so subtle--attachments to the affluent ways of our American life style. Today our simplicity of life is menaced, as Father Arrupe says, "not by a single but by a double danger. It is menaced not only by our built-in egoism, but by the consumer society in which we are plunged: a society that provides with such facility almost everything our egoism craves." We really do need freedom. But how free are we? (And I ask myself this question just as hard as I ask you.) Without making an effort to reduce our corporate resources and simplify our life styles, we American religious The American Religious, Evangelizer at Home / 1015 will continue to experience great unfreedom and our ability to be evan-gelizers will be hindered. Again I quote Father Arrupe: If, in a society of economic progress, abundance, and consumerism, we lack the spirit of poverty and the detachment derived from it, we run the risk, more than at any other time in the past, of becoming slaves. Slaves in many different ways: slaves of propaganda, of that high-pressure salesmanship which is the distinguishing mark of a consumer society; slaves of acquisiliveness, the drive to accumulate possessions which begin as luxuries and end up as neces-sities; slaves of snobbery, which limits our apostolic 9.ctivity, whether openly or tacitly, to a privileged social class. Poverty and simplicity of life, on the other hand, by reducing our needs to a minimum, sets us free--free to respond to any and every challenge of the apostolate. Three Points for Consideration Much could be said about promoting a response to that challenge of the apostolate, about promoting a life style which witnesses to the social dimension of evangelization I have been speaking of here. I mention only three brief points. First, because changes toward a simple life style run so counter to prevailing American values of consumption and affluence, there is need for religious communities to institute a positive, community-based and community-supported plan to reduce corporate resources and simplify individual and community life styles. The process does not come through pious wishes but through pragmatic plans. Second, continual community reinforcement and critique is required, to assure that efforts at simpler life styles are undertaken with a maximum of common sense, a minimum of self-righteousness, and a modiciam of good humor. Thirdly, we need a spirit of experiment, of risk, of adventure, in this task. A new citizen's lobby for affecting policy to meet the world hunger crisis, Bread for the World, has recently encouraged Americans to experi-ment with three meatless days a week, in order to curtail our dispropor-tionate consumption of~ meat--the most inefficient source of protein in a protein-short world. If religious communities in the United States were not risky enough to have offered this suggestion earlier, surely we could hope to be risky enough to try out the suggestion now that everyone is talking about it. 3. Leadership In developing the social dimension of the task of evangelization, I have spoken at considerable length of the word aspect of formation, and the witness aspect of life style. I will speak only briefly of the third and last aspect, the work aspect of leadership. Whereas I have had experience with formation programs (my own and others') and have analyzed and experi-mented with simpler life styles, I stand this morning before this august body of religious leaders with considerable hesitancy to speak about leadership. You have the experience--for better or worse!--which I lack. 1016 / Review [or Religious, Volume 33, 1974/5 But voices from below have never been lacking, so I would like to share with you at least two points. These relate to the promotion of the just community which I have called here the American religious evangelizer at home. The first point deals with models of support given by religious superiors for social change for justice, and the second deals with the issues of polarization and reconciliation. Superiors as Models of Support First, in relating to your communities in matters of social justice--in life style, education, spirituality, apostolate, corporate practices, and so forth--you obviously have several avenues of approach open to you. And here I am simply articulating out loud your own experience. You can exhort the group as a whole, calling them to a closer attention to the oppor-tunities and demands of "action for justice." This can be done by letter or conference or personal address to select groups. Or you can single out par-ticular persons and/or communities for a strong world of affirmation and encouragement. These persons or communities may be the "Abrahamic minorities" in your midst (to use the phrase Dom Helder Camara used last year in speaking to the LCWR) who struggle for justice in a tentative, prob-ing way on the fringes of community; or they may simply be those quiet, long-suffering members who hunger and thirst after justice in less noticeable ways. The approach of affirming these religious not only strengthens them in their work but also educates others in your community. Or again, decisions you take which have social justice impact, and ex-planations for these decisions which you share with your community and with the wider public, can be effective works of evangelization. I think of several instances in recent years where superiors have announced the opening of some new apostolate or the closing of some traditional apostolate, and explained their reasons in ways which significantly advanced the cause of social justice. Finally, there is the symbolic action of the superior who publicly speaks out on an issue of social justice, or personally involves him-self in some particular justice struggle. Last year's statement on universal and unconditional amnesty endorsed by many CMSM members, and the pa,rticipation of CMSM members on the picket lines of the Coachella Valley in support of the farmworkers, are two instances which come to mind. A statement this year by the CMSM in support of the Equal Rights Amend-ment would be a powerful contribution to the social justice issue of women's rights in our society. The point I wish to make in citing these various models of leadership action by religious superiors is simply to indicate explicitly the many ways which are open to you. Superiors, Polarization, and Reconciliation My second point touches on something which sometimes follows when The American Religious, Evangelizer at Home / 1017 this leadership in social justice has been exercised, or when the community really does get involved in "action for justice." This is the issue of polariza-tion in religious communities and the task of the religious superior to be a reconciler. The coming celebration of the Holy Year will emphasize the theme of reconciliation; several months ago, Father Paul Boyle wrote to the CMSM membership a letter discussing this topic. In the context of our focus here on the social dimension of evangelization, I have frequently heard it said that issues ofsocial justice sometimes divide religious communities. We American religious are clearly not all Democrats or,Republicans, con-servatives or liberals, capitalists or socialists. While we may agree in the abstract on many social pr.inciples (but then sometimes we do not even do that!), we usually do not find general agreement or consensus on specific, concrete problems and/or their proposed solutions. What is the religious superior to do when faced with division or po-tentially serious polarization. Let me caution against reconciliation. I say that because I am wary of an,effort to reconcile, smooth over, create consen-sus, where serious issues of social justice are at stake. Usually such recon-ciliation results in the more progressive point--which is frequently, but not always, the point of social justice--being 10st in compromise. At least let me suggest that sometimes reconciliation does not mean that two points of view are reconciled to each other, but that one point of view is reconciled to the point of view of the gospel. The superior who "reconciles" members ° of his community to social justice is truly about the work of evangelization. By Way of Conclusion Let me conclude these reflections of the word, witness, and work aspects of the task of evangelization by referring back to a point which Father Walter Farrell made last year in his summary remarks on the closing day of your CMSM Assembly, which had as its theme "The Role of the Major Superior in Fostering the Faith Community." Some of you may recall that Father Farrell commented that when you asa group talked about prayer, even about God's direct action in prayer, you were quite at ease. But the moment that social issues and the social dimensions of Christianity were raised, you became nervous. Now I was not there to notice your nervous-ness, so I will leave the point to your own memory and reflection. What I do hope and pray for this year is that any nervousness we feel will npt keep us from exploring openly and with feeling the topics I have sketched here this morning, the social structural dimension of evangelization, and its impli-cations for formation, life style, and leadership. Rather I would hope our nervousness would only be that of the Apostle Paul, who on one occasion was led to say: "Woe is me if I do not preach the Gospel!" Just as I began my presentation this morning with that Synod statement which I have overused by quoting again and again, I would like to end by quoting a Scripture passage which I have also much overused. But it is a 1011~ / Review ]or Religious, Volume 33, 1974/5 passage which is worth using again and again, especially in the context of the social task of evangelization we are discerning about today. It is from the fourth chapter of Luke: He came to Nazareth, where he had been brought up, and went into the synagogue on the sabbath day as he usually did. He stood up to read, and they handed him the scroll of the prophet Isaiah. Unrolling the scroll he found the place where it is written: The spirit of the Lord has been given to me, for he h~s annointed me. He has sent me to bring the good news to the poor, to proclaim liberty to captives and to the blind new sight, to set the downtrodden free, to proclaim the Lord's year of favor. He then rolled up the scroll, gave it back to the assistant and sat down. And all eyes in the synagogue were fixed on him. Then he began to speak to them, This text is being fulfilled today even as you listen. "This text is being fulfilled today even.as you listen." Really, that is the challenge of the "American Religious, Evangelizer at Home"--to strive mightly to assure that this text of good news for the poor, liberty for the captives, new sight for the blind, freedom for the oppressed, this text is indeed being fulfilled, yes, even today as we listen. A Christian Is a Poor Man Kevin O'Shea, C.Ss.R. Father Kevin O'Shea teaches theology at the Redemptorist College; Pennant Hills; Sydney, Australia. Poverty is the most difficult dimension of religious life at present. It is the point at which the tension is greatest between spirit and institution. Institu-tional poverty is reasonable, moderate, and tolerable; in fact, it is argued if it should rightly be called poverty. Charismatic poverty is anything but reasonable, is beyond moderation, and is nearly intolerable; it takes its spirit from a new reading of the Scriptures and calls poverty by its real name. In this sense, poverty is in all likelihood the greatest ferment in religious life at present. What a renewal of chastity and of obedience have not achieved, may well be done, in alarming proportion, by this renewal of poverty. Para-doxically, it is not among religious alone that the renewal is coming. It is coming from men of the Spirit who are taking the gospel to mean what it says. The position of the Gospels on poverty is strikingly clear. Christ's fol-lowers must leave all, and give it to the poor; they must leave the worl~l, and become poor. It is all or nothing. It is not measured and calculated action. It is a form of divine madness. It is the foolishness Of love. The New Testament suggests three main motivations for such poverty. Povert-y is a Messianic mystery; it is a kenotic reality; and it is an ecclesial communion. Poverty a Messianic Mystery A long Hebrew tradition pictured the Messiah (the Christ) as anointed by God to go among the poor, to be a man of the poor, to join the ranks of the poor, and to bring help and life to the poor. Jesus lived in the strength of this image; He shared the misery of the poor and did all He could to 1019 1020 / Review for Religious, Volume 33, 1974/5 lessen it, and He waited there in it with the poor for God to come, in His own day, and remove it. The poor were the people who had no resources of their own to assure them of a future and a hope. They were the dispossessed, the disappropriated, the displaced people of this world. They were literally the no-hopers, the have-nots, the forgotten people, the little people without a land. And it was to them that the Messiah came, and it was among them that he became one of them. Not because their misery was a good thing, but be-cause it was a good thing to be among them and to share it, remove it, wait in it patiently till God would take away all tears from their eyes. To His disciples who followed Him, the Messiah asked a Messianic life style: the mystery of their incorporation in the ranks of the poor. A Christian, like the Christ, is a poor man. Poverty a Kenotic Reality The New Testament speaks of a disease of the Christian heart called dipsychia. It is a split psychology, a sort of spiritual schizophrenia. The Christian wants to give himself totally to God, yet he feels an attraction to the things that are easy and immediately in front of him. He is torn two ways. He lacks unity and integration as a single person. There is only one cure for this trouble in the New Testament: it is kenosis, the self-emptying of the person to the very roots of his human existence of which Christ gave him the supreme example of His life and death on the cross. It is only in that utter nothingness of kenosis that integrity is possible. There is no other "fulfillment." But this kenosis is not an attitude, a spirit, and a mentality of mortification, as the Greeks might have thought. It is tangible and real: a man leaves all he has, and becomes poor, nothing, empty, dead in the things he has prized. He knows the nakedness of the poor man. It is not poverty of spirit. It is poverty. Poverty and Ecclesial Communion There is a principle in the New Testament that what one gives up to become poor is given over to the poor, so that they are enriched by it. Christ was rich in laying a rightful claim to Sonship of God. Rich though He was in this respect., He became poor for us and did not cling tenaciously to this right for Himself. Thus, through His poverty, we became rich in His very Sonship. In the Jerusalem community, the model and norm of radical following of Christ in the Church, no one kept his own things (ta idia)-- shall we say that no one "did his own thing"---but each one's own things became thereby the things of all (ta koinonia). It is poverty, then, in its genuine realism and in the self-emptying it implies, that constitutes com-munion and community. The Church is a community because it is a Church. of the poor. Its common life is not a sharing of advantages each retains so that one complements the other; it is a giving of one's all to all and for all, so that in the emptiness of all there can be a truly communed life. Christian Is a Poor Man / 1021 Emphases in New Testament Poverty In these three New Testament motiv.es of pove.rty, there is a strong emphasis on a// --- all is given, so that a poor man can be nothing and have nothing. There is no limit to the poverty that. might be embraced. There is no poor man excluded from the reach of the gospel. There is no poor man that the Christian will not help, no poor man that he will not join. Anawim (the poor) is a plural word; and it has no limits of poverty. There is an instinct for the most needy, the most abandoned, the poorest of all. In these motives, too, there is a new kind of consciousness inculcated in the Christian disciple. What he does, effectively, by external action, for the poor, is limited and, in the last count, not very effective; that does not matter: What matters is what happens to him, and to the poor, when he gets among them and joins them. It gives him a compassion, a self-forget-fulness, a tenderness, an ability to care that transfo~:ms him and communi-cates itself to the poor to whom he now belongs. In poverty, he has become an embodiment of love. He has begun to sense the reality of an incarnation. He has begun to learn to live as a "dropout" from the existence he might have clung to. He has gone to the castoffs from society, who will love him even if they know that he was not always one of them and is not so deeply rooted in misery as they ai-e. He has gone away from the comfortable and complacent, who have struck him of[ from their lists. He knows the lone-liness of the missionary among the anawim. In these motives, again, there is an undreamt of realism and a stark simplicity. This poverty is not a philosophical theory; one does not muse that every creature is poor, or that man is a conscious beggar for his given existence from God. Nor is this poverty simply the acceptance of whatever limitations (or "poverty") are in fact in one's life, which for the moment cannot be removed. Nor is it the poverty of someone who equips himself to help others, and then looks around for needy people to help, and has to be content with less than ideal types to begin. In this poverty, one does not work out first the a priori conditions of poverty and then see how to imple-' ment them. There are really poor people before our eyes, and it is their poverty we must share, with them that we must become one in a self-for-getting and serving compassion. The poor are always with us. They are there, and we respond to them in an instinct of love, not in a calculation of reason. The Gospel Poor Man The life style of the gospel poor man is then that of a worker among the battlers for existence, a struggler among the not-yet-assured, a sharer among the insufficiently endowed, humanly as well as spiritually. It is a simple life, frugal, hard-earned, frustrating, substandard, where one is not sure how one is to survive, where one lives with the poor on their terms, and on his own, where one lives well below the ordinary normal comfort one might have as the result of one's talents and energy. The gospel poor man 1022 / Review for Religious, Volume 33, 1974/5 gives his time and his self to the poor, and finds 'his place among them. He can say, "We poor." The inspiration for this way of life is Biblical. We could sum it up in slogan words that resonate anew today in the heart of the Church: words like Messiah, anawim, shalom, shaliah, diakonia, evangelion, eucharistia, the mercy of God. Messianism, Anawim, .Covenant, and Peace There is a real resurgence of Messianism in the Church today, Christians are realizing that they are not Christians unless they fall in love with Jesus as Messiah and adopt his Messianic life style. This means that they must fall in love with the poor of their own time, and adopt their life style, for love of Jesus and the gospel of.the poor. A resurrection theology, over two decades, has divested us of an exaggerated spiritualism' in.our spirituality. A poverty theology, stemming from a new Messiah theology, will divest us of a remain-ing complacency in which we would persuade ourselves, if not others, that we share in the sufferings of the Lord without sharing the lot of His little ones. The anawim are His little ones. Because they are the poor, they are the poor of God. God cannot help it--He must fill emptiness with Himself. He cannot make a covenant except with the poor. It is to those who have neither a future nor a hope that He comes to make flow upon them a river of peace, and to bind Himself to be in person their future and their hope. God laughs at those who would offer Him their goods and their love~ and, as it were, enter a two-way relationship with Him: He loves one way, giving His all to those who have nothing and are nothing. After all, He must have His own way of, as it were, joining the poor, too, musn't He? For, to them, He gives His all. This is wh~t the covenant means, and this is the shalom it brings. Shalom does not mean peace, at least, if peace means a comfortable inner feelin.g of security, and no hostilities without. When God loves the anawim, and sends His Christ to them, He does not--immediately, at least--take away their poverty. They are still the poor, these poor of God. His shalom is not an anaesthetic so that they do not feel it. But it is shalom, and it is a trust and a faith and a certainty that He has not chosen the thi.ngs that are, but the things that are not. It is a willingness to smile, even at death. For resurrec-tion is assured, since the eschaton belongs to the anawim. The simplicity of washing the feet of the poor and of serving them in their deepest human needs is itself a total life style, and those who have heard the Messianic call have no option but to live it. It is not easy to wash a poor man's feet. They are dirty, they smell, and he will probably not thank you, but kick you in the face.You probably won't succeed, but you will know that there is a kind of happiness words can never explain in keeping on .doing it. This is the diakonia of the gospel. A Chr~t~n Is a Poor Man / 1023 o Gospel means good news. To proclaim the gospel means to speak, but much more to be good news to men. Some of my American friends have an unkind expression about a difficult and unattractive, character: They say, "He's bad news." They also say of a genuine and real person, "He's good news." Jesus Himself was this kind of good news to the little ones, to the poor. When He began.His Galilean ministry, he read from the ,scroll of Deutero-Isaiah: "He has, sent me to be good news tothe anawim." When we work in his name, in our apostolate, are we, ourselves, good news to men, to poor men? And do we realize that there is no such thing as a direct apostolate to the rich and the well-established, there is only a mission of Jesus and His disciples to the poor? The others get in to the extent that they, too, leave all and become members of the anawim! , Eucharistia and Mercy Eucharistia--the giving of thanks, the celebrating of life, and saying now in Christ, for the past thanks, for the future yes~ Shall we ever know, the truth of that thanks for the past until we can bless the Providence that has made-us poor men? Shall we ever say a total yes to the future until we can face it without any resources as the pure gift of our Covenanted Resource, the God of the poor? It is only then that we shall know Him in the breaking of the bread of pilgrims, at the table of the poor, and discover in surprise that the Eueharist is the liturgy of the little ones. It is true. God has no love that is not mercy. Mercy is His response, in His heart, to misery. To be among the first clients of His mercy, we must be his anawim. A vocation" to His love is a vocation to our brother, the poor man. Recently, a student of mine at Fordham wrote these words as the conclusion of an assignment on the meaning of the apostolate: Are the people of the Word something sp~'cial, or is it only their words? Will their lives speak to us? The eye and ear ~vorld is all sewn up by the talented admen of Madison Avenue. What is left to us? The heart world. The world where flesh,, speaks to flesh, heart to heart. Do not speak religious themes to me. Speak the Word that is in your heart, your experience of life, enriched, made more than human, by the saving power in it that is believable because you believe it. I do want to be told, not by hearing you but by knowing you. Or is that an issue? I ask you if you understand, and your answer is your life. The Recovery of Messianic Man This poverty of Messianic man we are beginning to see again in our time. It is the challenge of our conscience, this cry of the poor. We can no longer vaguely know that half the world is starving for food, and more than half of it for love, and write off .the situation as bad luck, or permitted by providence, and promise to pray for it and count our own blessings. That is not the Christian life; indeed, it is not human life. The new global village is one parish. Every man is my neighbor, and it is a sin to regard a man as a 1024 / Review ]or Religious, Volume 33, 1974/5 stranger. The Church is beginning to challenge the reasonable moderation and balanced calculation of its stance, before the secular reality of poverty in the world. Some would even speak of the end of a "Constantinian era" and the beginning of a new Mcssianic epoch where the Spirit shall anoint us and send us to the poor. If this is true, it is but a beginning. We have yet a long way to go. When we try to relatc this thinking with the established or recently adopted norms of institutional poverty among religious, the lines do not even meet. Juridic poverty had a place in the history of religious life," but it is not the same as evangelical poverty. Many, of course, in the name of realism, will remind us 'that just as we once spoke of "tending to perfection," an ideal we never reached, so here we must feel obliged only to tend to this perfection of poverty and Messianic life, not to reach it immediately. Yes, but the acid test of the new Christian conscience is that it cannot use this theological formula as an excuse from real and significantly new action. Formulated obligation cannot measure up to a charismatic spirit. Our conscience is telling us that we are suffering from compassion fatigue, that we have enjoyed the protection of our callousness, that we must now .make a new option to be compassionate rather than honorable. Our skin must stretch around the globe, so that if any man hurts, we hurt with him, and do some-thing about it. The Cry of the Poor Pope Paul has taken up this point in his apostolic exhortation to religious (ll tempio massimo, July 2, 1971). "Our contemporaries," he says, "question you with particular insistence about poverty." "You hear rising up, more pressing than ever, the cry of the poor." "Was .it not to respond to their appeal as God's privileged ones that Christ came, even going as far as to identify Himself with them?" It is a "pressing call for a conver-sion of minds and attitudes, especially for you who follow Christ more closely in this earthly condition of self-emptying." It calls for "a conversion of hearts, it is a call to love." What, in practice, will the cry of the poor demand of religious? First, "It must bar you from any compromise with any form of social injustice." Secondly, "It obliges you to awaken consciences to the drama of human misery." Thirdly, "It leads some of you to join the poor in their situation." Fourthly, "It calls many institutes to rededicate some of their works to the poor." Fifthly, "It enjoins on you a use of goods limited to the requirements of your work." Sixthly, "It is necessary that in your daily lives you give external proof of poverty." A Christian is a Poor Man / 1025 Seventhly, "It is not normal to allow yourself everything offered to you." Eighthly, "Earn your own living and help the poor by your work." Ninthly, "You cannot purely and simply conform to your surroundings." Tenthly, "Do not be excessively preoccupied with appearing to be poor." All this is said in conformity with the patterns of obedience and specific apostolate in a given institute. It is a call from the needs of the times and the demands of the gospel. It is a vocation to discover Christ as a poor man. Renewal and Poverly Much energy has gone into the renewal of religious community. Some-times one gets the impression that they are trying to be beautiful resident communities of loving relationships which might then, as an overflow, have something to contribute to the poor. This is heresy. The Church has no mandate to be a resident, domesticated Church. It is essentially missionary, a pilgrim, servant Church of the poor. It is only by living its vocation to poverty among the poor that it can discover the kind of community life Christ intended for it. Likewise, much work has gone into the renewal of authority and obedience in religious life. It will not fully succeed until authority becomes an initiation of new life among the poor, and obedience is a heeding of the cry of the poor. Again, much has been done to make religious life more human, more relational, more interpersonal, more affec-tive. But the tenderness and the gentleness and the caring concern that we so desire, we must learn from our involvement with the poor. It is but an-other work for the meekness of the anawim. Of the poor, it has been said, "Only he who sees the invisible accom-plishes the impossible."~Of the gospel poor man who goes to the poor, we might likewise say, "Only he who loves the unlovable is good news to the little ones." A Penance Service Bonaventure Hinwood, O.F.M. Father Bonaventure Hinwood is a faculty member of The Seminary; 191 Main Street; Waterkloof; Pretoria, South Africa. His penance service given below was originally composed for teaching sisters to be used during Lent 1974. mo 4. 5. B. 6. 7. 1026 Introduction HYMN OPENING PRAYER P(riest): Heavenly Father, who does not wish the death of a sinner but rather that he should turn from his wickedness and live, we beg You to turn the light of Your truth upon our lives and bring us to true repentance in this time of mercy. Make your Holy Spirit active within us this evening to lead us to see our lives as they are in Your sight, and to sensitize our hearts so that we may give a true response of love and sorrow to Your call. This we ask through Jesus Christ, our Mediator with You and the cause of our joy. C(ongregation): Amen. SCRIPTURE READING: John 3:16-21. SERMON HYMN First Sel]-con]rontation SCRIPTURE READING: Matthew 16:24-7. P. My sisters, the most precious thing in the whole world for most of us is ourselves. This is demonstrated by the fact that we will frequently use or abandon almost every other person or thing in order to realiz,e our own image of our self-fulfillment, to achieve our own plans and A Penance Service / 1027 projects, to satisfy our needs and desires. Jesus, however, has come to free us from our self-centeredness. He has come to give us a share in His own capacity to devote and to give oneself wholeheartedly to bringing about God's kingdom, and to love Him and those for whom He died. This can only be done by an unstinting gift of ourselves to Him. Do we really desire to make this gift, and are we really intent upon trying to make this self-offering more complete? A(ssistan0 1: Jesus' great commandment tells us that we should love the Lord our God with our whole heart, our whole soul, our whole mind, and our whole strength, and our fellow men as ourselves. This is a fulltime job. Yet a lot of our valuable time and energy gets wasted irt useless tension, frustration, and self-pity. Why is this? Am I really prepared to let go of my own will, or am I too attached to my own wants, my own plans, my own projects, my own way of doing things, my own rhythm of life? A. 2: Am I truly open to viewpoints other than my own, or is my own way of looking at things always my supreme criterion in life? Do I really try to understand the contrary opinions of others, or am I too busy thinking of ways to defend my own viewpoint even to listen to what others are saying? Am I too confident in my own judg-ment to consult with others or seek their advice? Have I failed to respect other people's greater learning or experience? How often have these attitudes of mine been the cause of misunderstanding with others or tensions in the community? A. 1: Do I try to lighten the burden of those charged with regulating the affairs of the Church, the community, and the school by ready cooperation and obedience, or am I destructively critical and stub-born? Do I accept that they are honestly trying to do theirbest for the common good and for me, or am I suspicious and negative in my attitude towards them? Do I seek first the kingdom of God and the common good, o.r is my own convenience primary? SILENCE FOR REFLECTION PI~AYER FOR FORGIVENESS P. Jesus who instructed us that "If anyone wants to be a follower of mine, let him renounce himself and take up his cross and follow me" (Mt 16:24): . Have mercy on me a sinner. P. Jesus who calls us to "Shoulder my yoke and learn from Me, for I am gentle and humble of heart, and you will find rest for your souls (Mt 11:29-30): 12. Have mercy on me a sinner. 1028 / Review ]or Religious, Volume 33, 1974/5 11. 12. P. Jesus who warned that "Anyone who exalts himself will be humbled, and anyone who humbles himself will be exalted" (Mt 23: 12): 12. Have mercy on me a sinner. P. Jesus who said by the well of Jacob, "My food is to do the will of the one who sent Me and to complete his work" (Jn 4:34): C. Have mercy on me a sinner. P. Jesus who prayed in Gethsemani, "My Father, if this cup cannot pass by without my drinking it, your will be done" (Mt 26:42) : ¯ . Have mercy on me a sinner. P. Jesus who, although You were the Son of God, "learnt to obey through suffering" (Heb 5:8) : 12. Have mercy on me a sinner. P. Jesus who, having been made perfect, has become for all who obey You the source of eternal salvation (Heb 5:9): C. Have mercy on me a sinner. P. Jesus who has taught us that a man can have no greater love than to lay down his life for his friends (Jn 15:13): 12. Have mercy on me a sinner. Second Self-con]rontation SCRIPTURE READING: John 15:5, 8-12. P. My sisters, the tone of our own lives gives a tone to the environ-ment in which we live, the mental and emotional atmosphere which we create in our own personalities affects the social atmosphere in which those around us have to live. If we, therefore, are negative, cynical, disgruntled, and grumpy people we pollute the atmosphere of those around us with unpleasantness, tension, gloom, and sadness. If, however, we are positive, creative, contented, and cheerful, then we provide for others an atmosphere of brightness and warmth, of enthusiasm, lightness, harmony, and joy. Does our love for others extend as far as building up Christ's joy in ourselves for their sake? -A. 2: It is only in freedom that we can be truly joyful, and Christ has come to set us free from the inordinate and selfish attachment to people, places, activities, and things, which is the cause of much of our sadness. Do I cherish that freedom which a positive and profound living out of my religious vows brings, or are they for me merely nega-tive restraints which produce frustration and discontent? Am I a ful-filled and joyful person because I love in the freedom of my religious vocation, or have I become selfish and finicky? A. 1: In the theme song for the film Brother Son and Sister Moon, Francis complains that he seldom sees and hears the wonders of God's A Penance Service / 1029 13. creatures because he is too "preoccupied with selfish miseries." Am I so busy with my own emotions, particularly negative reactions of suspicion, wounded pride, self-defense, and criticalness that I am un-able to see the beauty, goodness, and virtue of the people and things around me? Am I so busy manipulating and condemning God's creatures, that I do not have time to thank Him and rejoice in them? A. 2: St. Francis said once to a mournful looking brother that the only reason for being sad was because one was in mortal sin, and the only cure for that was to go to confession. Do I really appreciate what an ecstatic thing it is to have been saved by Jesus Christ, to have been made in Him a child of the Father and an heir of God's Kingdom? Am I so busy rejoicing with Mary at the great things God has done for me, that I do not have time to get downhearted and miserable about the other things that may not go the way I want them to? SILENCE FOR REFLECTION PRAYER FOR FORGIVENESS P. Jesus Christ who has told us the good news we read in the passage from St. John so that You may share your joy with us to the full (Jn 17:13): 12. Forgive me my preoccupation with selfish miseries and my lack of joy. P. Jesus, when the wise men heard the prophecy of your birth in Bethlehem and saw the guiding star they rejoiced exceedingly with great joy (Mt 2:10): 12. Forgive me my preoccupation with selfish miseries and my lack of joy. P. Jesus, when You told Zacchaeus that You would stay in his house that day, Zacchaeus welcomed You with joy (Lk 19:6): 12. Forgive me my preoccupation with selfish miseries and my lack of joy. P. At the angel's message about your resurrection, Lord, the women with great joy ran to tell the disciples (Mt 28:8): 12. Forgive me my preoccupation with selfish miseries and my lack of joy. P. Lord who told us that the person who finds the treasure of the kingdom of heaven, in his joy goes and sells all he has to buy it (Mt 13:44): . Forgive me my preoccupation with selfish ~miseries and my lack of joy. Time for Personal Examination and Confession Conclusion 1030 / Review ]or Religious, Volume 33, 1974/5 15. 16. 17. PENANCES (one penance to be chosen by each penitent) a. Make the Stations of the Cross, meditating on the obedience, meek-ness, and humility of Jesus. b. Spend ten minutes thinking of the good points of a superior, fellow religious, or pupil of whom you are often negatively critical, and praying for her. c. Walk around or sit in the garden for ten minutes listening to the birds and insects, and looking at the trees and flowers, clouds or stars, and thank God for His goodness and rejoice in the wonder of His creation. OUR FATHER (recited by all together) P. May almighty God have mercy on you, forgive you your sins, and bring you to everlasting life. C. Amen: P. May the almighty and merciful Lord grant you pardon, absolution, and forgiveness of your sins. 12. Amen. DISMISSAL P. May the. Lord renew you with His energy and joy. May He ac-company you on your way with His presence and make all your works fruitful. May He strengthen you against all that is evil and give you the courage to serve those nearest to you and all men wherever they may be. And may the blessing of God almighty, the Father, the Son, and the Holy Spirit be with you and remain with you always. 12. Amen. 18. HYMN The Formation of Contemplatives in Action Ladislas Orsy, S.J. Ladislas Orsy, S.J., who has written often on the theology of religious life, is a mem-ber of the Department of Canon Law; The Catholic University of America; Washing-ton, D. C. 20017. Contemplatives in action are the salt of the earth; as a gracious gift from God, they have a tang, and they are able to bring some goodness into every-thing they touch. Quite a good description of religious life! No wonder many communities intent on the ideal of being the salt of the earth raise the question: How do we form contemplatives in action? We take their query, but, to make it more manageable, we break it up into three questions. First, who is a contemplative in action? Second, how does one develop into such a person? Third, what structured program can help the development? That is, our reflections revolve around three topics: the person, the process, and the program. While the focus of our attention is on the person, the resulting description will exhibit a somewhat static picture. It cannot be in any other way. But the movement that gives us con-templatives in action must he somehow caught; therefore, the pilgrim's progress must be delineated, as it were,'in its natural state. Then comes the problem of the environment, how external structures contribute to a process that is so deeply internal and personal. Since everybody knows how far-reaching these three questions are and how difficult it is to find any final answer, we are in the happy position of having to respond to only limited expectations. The reflections of a man may be no more than a drop into the ocean, but, for that man, it is certainly pleasant to contemplate the vast dimensions of the ocean even if he cannot add much to it. 1031 1032 / Review for Religious. l/olume 33, .1974/5 The dimensions of the question of the formation of contemplatives in action are indeed vast, and the real answer will not be given by any writer, but existentially by communities who do something about it. After all, for-mation is a practical issue. PART I: TIlE PERSON The beginning of any search should be an inquiry. We have already broken up the big fundamental issue into three more particular ones, and now we focus on the first: Who is a contemplative in action? Two qualities must be present in the person: the capacity to contemplate and the ability to act. Moreover, the two should be blended together; this is what the issue implies. Hence, to put our search on the right paths, there should be an even more particularized sequence of questions. Let us ask therefore: Who is a contemplative person? Who is a person of action? And finally, to see how the two blend together, let us see who is an integrated person. Who Is a Contemplative Person? The term "contemplative" can be used in different senses. At times, it means a hermit, a recluse, or a religious with strict enclosure: then it focuses on the external situation in which a person is found, such as solitude and separation from the world. At times, the term means a person bent on in-tellectual reflection: then it focuses on the internal disposition of a writer, of an artist, of anyone who is of reflective type. The Christian Contemplative In Christian tradition, the word includes a sacred dimension: a con-templative person is the one who experiences in his innermost being a tran-scendent and sacred power that draws him to Christ. All the words in this general description° connote a mystery. To be contemplative, then, is to experience in the depths of our being the intrusion of a power that moves us to a direction that is beyond our horizons. This experience does not enter-tain the senses; they can remain thirsty and hungry. Nor does it satisfy the intelligence; it can remain frustrated and empty. But the experience brings a meaning to our humanity even if not every part of it can appreciate its values. The content of the experience is hard to describe; it is not concep-tual; it is the perception of an internal movement that does not necessarily bring new knowledge nor leave a specific impression on our being. Rather, we become aware of an energy that is given to us from a source that is more powerful than ourselves. It comes from a world that is beyond our ordinary capacity to see or to reach. It comes from a transcendental source. This power that wells up in our being is apprehended as sacred. It is concerned with our ultimate destination. It comes from God; it carries us to God. The discovery of this energy may remind us of the precious pearl of a great value; the merchant who finds it sells all to buy it (see Matt 13:45-6). The Formation o] Contemplatives in Action / 1033 The analogy is partially right. The gift is more precious than any pearl, and to sell all to have it makes good sense. Yet the same gift is not an object to be stored and exposed for admiration; rather we become aware of a current that takes hold of us, of a movement that reaches us at the depth of our being. Other Descriptions oI a Contemplative This description leads to another formulation of the definition of a con-templative person. He is the one who is ordinarily aware of the presence and power of the Lord in him and who follows the direction of the move-ment imprinted in him. This definition is more personal; it names the source of the power--it is the Lord. All is put into the context of a person-to-person relationship. The energy is transcendental and sacred because it originates in the one who moves all living things. The experience of the power is an obscure aware-ness of the Lord reminiscent somewhat of the experience of the Apostles fishing on the Sea of Tiberias at the breaking of the dawn and noticing a stranger on the shore. Attracted by His unusual presence, surprised by the power of His voice, gradually they became aware that it was the Lord. The intrusion of the Lord in our life is a gift that does not create a state of romantic happiness; rather, it helps us to realize the complexity of our nature. We can be happy at some depths and yet suffer acutely from thirst and hunger. We can be resigned at one level and yet mourn the loss of a loved person at another level. We can be anchored through hope and yet tossed around by the uncertainties of this world that may amount even to persecution. The gift of contemplation and the discovery of it could be described in many other ways. All would be analogical and incomplete. We could speak about a small light that attracts from a great distance but does not alleviate the darkness and the loneliness of the night. We could speak about a rising inner security that holds a person firm while he is subject to present and future shocks from a world that changes around him. The term "contemplative" may not be the best to describe a person so blessed, since traditionally it implies an intellectual vision and does not con-vey the idea of participation in a movement. The distinction between the two--vision and movement--may be flimsy especially at greater depths. Nonetheless, the term has been sanctioned by tradition; hence it would be difficult to break away from it. Besides, there is no adequate term to cover the reality we described. Through this awareness of God's presence and power, a person trans-cends himself, is carried beyond himself. He enters a new universe that is marked by God's immensity and His infinity. The old conceptual horizons with their precise circumscriptions disappear, and new desires get hold of the heart. The actions of such a person will spring from a new source. 1034 / Review for Religious, Volume 33, 1974/5 Becoming a Contemplative Person We attempted an answer to the question: Who is a contemplative per.- son? To understand him further, let us raise the question: How does some-one become a contemplative person? Clearly, there is no other way of becoming a contemplative person than by discovering internally the Lord's power. The gift is independent of us, but the process of discovery is somewhat within our capacity. This search for the elusive gift that is present enough to attract us and absent enough to require a long journey has been frequently described in Christian tradition as a descent into greater depths or as an ascent to greater heights or as a steady progress into ever more intimate dwellings of God in our being. All these allegories are meaningful; all converge into saying that there is a process that ought to be a progress toward a closer relation-ship with the Lord. Usually we speak of the pilgrim's progress, of man's journey to God; correct speech would require us to speak of God's progress in overwhelming man with His grace and power. The initiative is really His at every stage. Yet we can resist His approaches or subtly divert our attention from them. Hence, pragmatically, it serves a purpose to speak of our own journey to God. Perhaps to reconcile the exigencies of the primacy of grace and of our own need to be alert to God, we can use a modern alle-gory and speak about a process of liberation that man must go through to be transformed into an image of God. The principal agent in this process is the Lord, but we are real, active agents as well, if not to the extent of giving freedom to ourselves, at least to the point of removing obstacles before the helping hand of God. Need for Progression in Depth We take up the traditional allegory in a different way: to become a con-templative person means to enter into life with increasing intensity. There is a need for progress in depth. Man indeed is a complex being endowed with an awareness of life at different levels: on the level of what his senses can perceive and communicate, on the level of what his mind can penetrate and understand, and on the level that has no limitations because it opens up into the infinite universe discovered through faith. We all live and move on all these levels; in the awareness of our being, they intermingle, they form a unity. Nonetheless, a person's development can be arrested on the level of a world communicated to him through his senses, without much understanding, without the light of faith. A person can find satisfaction on the level of hu-man intelligence, a worthy and dignified life it would be, yet without the hope that springs from faith. Finally, a person can reach the depths that faith brings and let all his life be invaded by the light and strength that origi-nates in the Lord who revealed Himself through the contingencies of human history. The Formation o] Contemplatives in Action / 1035 Libration from the Communications of the Senses The life of a person can revolve around the content of those communi-cations that he receives from his senses, and the expansion of his personality into the fascinating world of creative intelligence or into the limitless world of faith can be impeded. Such a person is underdeveloped. Without know-ing it, he is a captive of those steady impacts that he receives from the out-side world; his being relishes them, or at least is attached to them, at times to the point that any desire to go deeper is weakened to the point of ex-tinction. Our particular culture favors such an attitude. Much of the press, radio, television, cinema thrives on the passive receptivity of the public; the media rarely stimulate creative activity; still less do they send their readers, lis-teners, o~ viewers into an advefiture of faith. When someone is immersed in that world, the impression clouds his mind and cancels out the natural dynamism of a desire for better things. If this is so, there is a need for an internal war of liberation. To begin with, the person must become conscious of his mutilated state; he must admit that his growth has been arrested, and that he is deprived of a fully human and Christian life. Obviously enough, we are speaking more of a principal trend than of an absolute univocal state. There will always be some intelligent activity in every person, some movements of faith in every Christian, but the question is which of these many trends prevails. '°~AI great deal of our traditional asceticism was meant to liberate the pers.o~ from the captivity that communications from the senses can induce. Thus far it was good; it went wrong when it assumed that mortification alone can achieve liberation. It is also necessary to show the person broader vistas of intelligence and' faith that attract. No one will ever exchange some-thing for nothing, but show him a better value that pulls his being and-he will be ready to sacrifice many things. Many novitiates failed in the past because they taught asceticism without opening up new horizons. As soon as the novitiate was over, the imposed practices collapsed, and there was no realization of new frontiers that opened up into a new world. Liberation from the overbearing communications that come through our senses is necessary, but it can be achieved only by the steady pull of higher values consistently present in our consciousness. Liberation from the Limitations of Intelligence A person's life can focus mainly on the fascinating world of his creative intelligence. This is progress in depth; it means more humanity, it means greater likeness to God's image. Yet it has limitations: it does not know the immense world opened up by faith, or, when that world is presented, it can impede the person from entering into the dizzy unknown that he cannot measure or explain. The world of human intelligence can offer much human satisfaction. We feel at home there, the problems are of our own size, and 1036 / Review Sot Religious, Volume 33, 1974/5 the objects of our desires are attainable. It is all a comfortable and also a comforting world, but, because there is a longing in man for the infinite, a reassuringly human world can become a prison; man can enclose himself in a universe proportionate to his mind. A process of liberation may be necessary precisely to enter a new universe opened up by faith, perhaps by the experience of the presence and power of the Lord in our innermost being. Much of the traditional literature that spoke about the mortification of judgment intended to speak about the freeing of the mind for the impact of faith, about opening up our being for God's own horizons. It was right as far as it did not suggest an empty exercise but rather showed .the greatness of God and the harm6ny of His plan which makes worthwhile an exchange that leads to the loss of our thoughts and desires. The New World o] Faith To live on the level of faith is to live in a new universe with God in its center, known as He revealed Himself through Jesus Christ. In Him, all things and events receive a meaning--our own life included. The limitations of our humanity imposed by the senses and by our intelligence are broken up; there is an infinite openness in every direction. The transition into the world of faith is a radical ch.ange. Once again, it brings out the complexity of our natui'e. While the deepest and the best in us relishes the expansion of our horizons into infinity, while'~we experience a new security in our Maker, our mind misses the clarit.y, of human equations, and our senses long for the security of a more familiar world. Paradoxically the universe of God that brings peace to our restless he~-t unsettles our intelligence and our senses. For those who live by faith, the awareness of a deep security is compatible with the experience of insecurity in their human-ity. To comprehend this seemingly contradictory situation is the clue to the acceptance of it. Many recoil from entering the universe of faith because they cannot handle this complex situation in themselves, and they do not realize that the resulting tension is the ordinary lot of a pilgrim who is entering into an unknown land. No writer has ever better described this paradoxical state than St. John of the Cross: To enjoy all enjoy nothing; To possess all, possess nothing; To be all; be nothing; To know all, know nothing. To reach what you do not enjoy go where there is no enjoyment; The Formation oj Contemplatives in Action / 1037 To learn what you do not know, tread the path of ignorance; To obtain what you do not possess, walk without possessions; To be what you are not, leave behind all that you are. (The Ascent o] Mount Carmel, Book 1, Chapter 13) Our translation is not literal. Its intent is more to bring out the stark simplicity of the Spanish text than to render exactly each word. Once we understand the complexity of our nature, those sharp contrasts painted by the saint become meaningful. At one level our being can embrace all and be satisfied, while on another level it is thoroughly frustrated and empty. In the depths of our heart we can know of the presence of a mystery and accept its demands, while our mind and senses cry out for some nourishment more proportionate to their desires. The Paradoxes of a Li[e in Faith No one should be surprised if a person entering the universe of faith and experiencing its dimensions and demands on his being becomes upset and appears disoriented. He has a fine balancing job to do, and it cannot be learned in one day. Moreover, he may discover new depths every day, and like all humans he may become dizzy and scared. He must reconcile securi-ty with insecurity, satisfaction with hunger, a most intense personal relation-ship with a human loneliness. He experiences courage and fear, the ex-pansion of his own personality and the loss of friends who do not under-stand. But as the balancing work progresses, he begins to be himself in a fuller sense of the word than he has known before. Almost certainly, he be-comes both a witness who attracts and a sign that is contradicted. He finds his journey both lonely and exhilarating. Strangely enough, as he progresses into the unknown land of faith, his humanity opens up and his intelligence becomes more creative than ever and his senses partake somehow in celebrating new discoveries. Such a person is anything but dull; he is the salt of the earth--with a tang. Summing It Up To sum it all up: a human perso.n can live on different levels. His life may revolve around the impacts that his senses communicate, or his life be an expression of the creativity of human intelligence, or his life may be the sharing of God's life and of His universe in faith. To speak about levels, of course, is to use a metaphor to express somehow the complexity of our nature, about which there can be no doubt. These levels blend into each other, and a thoughtful person graced by God should progress from the more external to the more .internal, from human desires to divine in-vitations. There is a dynamism in our being that attempts to bring it con-tinuously to greater depths. 1038 / Review ]or Religious, Volume 33, 1974/5 The right question about the formation of contemplatives can be formu-lated now; it is: How can a person be helped to progress into the universe of faith; how can his attention be directed to the unknown land that God's revelation opens up, and how can he be attracted into desiring an adven-ture? In particular, the question should be put: How can a person be helped during the specific crisis of transition from the world of human measures into the unmeasurable universe of God? To this question, we shall return when we speak of the process and pro-gram of formation. Before doing so, we must reflect on action that springs from contemplation. Who Is a Person of Action? A contemplative person is the one who experiences the Lord's presence and power in his innermost being, a close interpersonal relationship. Is it a closed relationship as well? Or, is it open so as to" inspire action? At any rate, who is a person of action? Two Misconceptions To clear our mind for a fruitful inquiry, let us exorcise it from two mis-conceptions. One conceives human action as something added to a person from the outside in much the same way as an external object can be pegged onto a tree. Such an aberration, of course, does not make any sense. Human action proceeds from the depths of a person, as the fruit is produced from the inner potentials of a tree. As there is an organic, sequential unity between the tree and the fruit, so there is a dynamic and harmonious unity between the inner riches of a man and his actions. They cannot be considered separately, even if mentally we draw a distinction between cause and effect. Another mistake is to think that actions to be significant ought to be s.pectacular. °They must initiate a new movement, or they must make a dra-matic impact on thousands. Not so! Significant action can evolve around humbler objects, as the actions of a Christian mother who takes care of her family, or the actions of a monk who with sudden inspiration or enduring patience creates a new melody to praise the Lord. By action, we mean all kinds of creative activity that somehow enriches this universe. Action Is an Enrichment o[ the Universe Now that these understandings are out of the way, we can return to our question: Who is a person of action? He is the one who brings fruit that can be seen by his fellow men and enriches them. The quality of the action depends on the potentials of the person who produces it; and the state of his mind, of his heart will be projected into his actions. An action is first born when our intelligence discovers a possibility for enriching this universe. It ought to be a real possibility in the sense that The Formation o] Contemplatives in Action / 1039 the action once taken will blend into a broader plan that is already un-folding outside us. Therefore, no one can be sensibly active unless he can direct his attention to all relevant facts around him, unless he can grasp an intelligent pattern behind them; moreover, he must have strength and energy to transform a possibility into reality. Action is indeed an act of creation. Through it, man somehow tran-scends himself, produces something new, similar to his internal x;ision and desire. When active, man becomes more like God, his creator; after all, he was made to the image of God. Not only is there nothing wrong with action; there would be something missing in a man who is not active--the image of God our creator would not be complete. It follows also that due to the complexity of our nature our actions may originate at different levels; the quality of action will reflect the quality of its source. Levels o] Action An action may originate in what is communicated through the senses without the benefit of intelligent reflection and judgment and without the enlightening influence of faith. It can be a mere emotional response, or it can be a way of doing what the others are doing; in such a case, a man operates in a poor way. What is best in his humanity does not participate in the action. The external act is. marked by its shallow origin; it does not create "a new harmony in the world, it merely add's to the universal noise. At best, the.person beats the drum with the others. An action may proceed from intelligent insight and reasonable judg-ment. Such action is certainly worthy of man, although it may not reflect the wisdom of God that is scandal to the Jews and sheer stupidity to the pagans. Some fields of human activity requir~ this type of action, such as going back and forth in space. After all, the laws of space are proportionate to our intelligence, and consequently, a proper field for reasonable opera-tions. But such action is not enough to build the reign of Christ. The deepest source of action in a Christian is in his contemplation, in his awareness of the Lord's presence and power. When action comes from such depths, it must pass through the screening of critical intelligence; it must also reflect the humanity of our senses: nonetheless, it is born from grace. It comes from God, it builds the kingdom. The Liberation o[ Action As in the case of contemplation, there is a problem of transition into the universe of faith to which Christian actions ultimately must ~be adjusted. Since it does not provoke an immediate reaction on the level of the senses, since it does not prompt ~n immediate intelligent response, our action itself can appear as a journey into the vast immensity of the unknown; all the problems of the paradox we described for contemplation are manifest in 1040 / Review ]or Religious, Volume 33, 1974/5 this field too. Also, the process of liberation must take place in a similar way. Our action must proceed from an increasingly deeper source. A Christian person of action, then, is the one who received God's grace in his whole being and in whom grace brought fruit for the enrichment of the world around him. There is integrity in such a person because his beliefs are followed by good deeds, and those deeds do not spring from an emotional reaction, not even from mere human reasoning, but from a depth which is scrutinized by the Spirit of God. Such a person has a unity in his being; he is whole, he is made of one piece; in his acts of creative action, he mani-fests the image of the Creator. All the elements are together now to answer the question: Who is an integrated person? Who Is an Integrated Person? An integrated Christian person is the one who has developed his poten-tials fully, and thus he became whole. He lives his life with all the intensity his resources allow. He experiences God's presence and power in his inner-most being, and he builds the kingdom of God through external action. In a small scale, he revives something of the mystery of the Incarnation. He is in this world, and he is attentive to all that happens around him. He brings his intelligence to bear on all facts and events. Through his in-sights, he penetrates deeper than the apparent truth. He is liberated enough to see new possibilities, and, once he has decided on a course of action, he is
Issue 25.5 of the Review for Religious, 1966. ; Mal~ Religious in Past and Present by Maurice A. ROche, C.M. 749 Updating the Cloister by Sister Teresa Margaret, O.C:D. 770 ' Directed vs. Preached.Retreats by Ladislas M. Ors,2, S.J. 781 The Religious Teacher by Sister M. Fredericus, O.P. 797 The Woman Religious and Leadership by William J. Kelly, S.J. 814 Retreat: Dialogue or Silence? by Ambrose de Groot, O.F.M.Cap. 828 A Pastoral Theology Program by Gerald G. Daily, S.J. 836 The Eucharist as Symbolic Reality by J. P. de Jong 853 Retreat or Community Experience by George A. Aschenbrenner, S.J. 860 The Problem of Vitality by John Carmody, S.J. 867 D, irection and the Spiritual Exercises by Daniel J. Shine, S.J. 888 Poems 897 Survey of Roman Documents 899 Views, News, Previews 906 Questions and Answers 909 Book Reviews 925 VOLUM~ 25 NUMBER 5 September 1966 Notice to Subscribers Because of constantly increasing costs, REVIEW FOR RELK;IOUS finds it necessary to increase the cost of its individual issues as well as of its sub-scriptions. The new rates, effective in 1967, will be the following: (l) Individual issues of the REVIEW will cost one dollar; this price will apply not only to all issues beginning with 1967 but also to all previously published issues. (2) Subscriptions in the United. States, Canada, and Mexico will cost $5.00 per year; $9.00 for two years. (3) Subscriptions to other countries will cost ~;5.50 per year; ~;10.00 for two years. (4) All the above prices are in terms of U.S.A. dollars; accordingly all payments must be made in U.S.A. funds. These prices will affect all individual issues sold on or after January 1, 1967. The new subscription prices will be applicable to all subscriptions-- new and renewed---beginning with the January, 1967, issue of the REVIEW. MAURICE A. ROCHE; C.M. The Male Religious in Past and Present What is the perfect Christian life? Can it be lived? If so, how? Does it entail the transformation of all human society? Can in-dividuals be immersed in a prevailingly or partially un-Christian society without compromising their principles and be fully Christian? To be fully Christian, is it necessary to withdraw from society? If so, must one live alone, or must those intent on the complete Christian life seek it in.community with othersP These and similar questions have been asked by zeal-ous Christians and by the Church herself since the time of Christ. According to the circumstances of time and place, the answer of the Church has varied. This article will treat in summary form the major manifestations of the "perfect life" as .they have appeared in the Western part of the Catholic Church during the past nineteen hundred years. As with most 'institutions in the Church, both the idea and practice of: the religious life developed rather slowly. Some of the elements of the religious life, for example, common purse, existed among the disciples even during the lifetime of Christ.2 Shortly after Pentecost at least some of the disciples gave all their possessions to the p0or.s In the First Epistle to the Corinthians (written about the year 57), St. Paul talks about the concern of a Christian father for his virgin daughter;4 presumably the motive for her virginity was a religious one. ÷ During ,the first two centuries, the life of perfection was lived within the family circle; domestic asceticism + was the rule. Given the small number of Christians in a pagan society, no othel- solution seemed feasible. Such persdns engaged in ordinary employments; each local church usuall~ had a number of these "continentes" ; ampton, 1 Kenneth S. Latourette, .4 History ol Christianity (New York: vania 18967. H~rper ~nd Row, 1953), p. 221. =Jn 13529. VOLUME 25, 1966 ' 1 Cor 7:36-8. 749 Father Maurice A. Roche, C.M., is a faculty member of Mary Immaculate Seminary; North- Pennsyl- + ÷ ÷ M. A. Roche, .M. REVIEW FOR RELIGIOUS 750 and "virgines." They formed a sort of spiritual aristoc-racy and occupied special places in the church. These primitive ascetics differed in many respects from the later religious: no special ceremony marked their entrance into the ascetical life; they wore no distinctive clothing; they did not live in community (though they might fre-quently assemble for mutual encouragement); they did not abstain from ordinary employment; they did not devote themselves as a matter of course or in .any special way to the corporal works of mercy. This mode of striv-ing for perfection has never died out in the Church; every parish still has its group of unmarried women who work for a living and are exceptional for their piety. About the middle of the third century there arose in Egypt the institution of monasticism. Authors have ad-vanced various reasons to explain its development in this place at this time. (a) Pagan Egypt had a strain of .mysticism in it. (It was in Alexandria that Ammonius Saccas [d. 245] had founded Neoplatonism.) Thus the Egyptian people were not entirely unprelSared for this mode of life which purported to lead to mystical union with God. (b) The desert wastes of Egypt made it easy to find solitude. Food and water were a constant problem of course, but the hot dry climate simplified the matter of clothing, shelter; and so forth. (c) The Decian persecution (249-251) was particularly thorough in Egypt and the desert offered a safe refuge. Some, driven out of the cities by the persecutors, sought refuge in the wilderness, liked the solitude, and remained there. Each of the above statements is true, and probably each contributed in some way to the growth of monasti-cism. They seem, however, to be occasions rather than causes. The basic cause for going to and remaining in the desert was the desire to live completely for God, a desire that was difficult of fulfillment in the still pagan atmosphere of the cities. Some ascetics had previously attempted to live in seclusion on the outskirts of the in-habited areas; this halfway measure proved in the main unworkable, and so the more zealous among them aban-doned the dwelling of men completely. Traditionally, the first hermit was St. Paul of Thebes (228-340) who fled to a remote mountain during the Decian persecution. St. Antony (250-356) was for a time a solitary hermit, but eventually a group of disciples gathered about him. Basically, these men were still her-mits, each living in his own ceil, giving hihaself to pri-vate prayer, reading, and manual work. Occasional dis-courses by St. Antony (and perhaps Mass) were the only occasions on which silence was broken. St. Antony was at heart a hermit, yet the needs of the Church twice called him to the active life. In 311 he left his retreat in order to encourage the victims of the persecution of Maximin, and about 338 he quitted his solitude in order to confer with St. Athanasius on means to defeat the Arian heresy. Between these two dates the desert had flowered: in the ),ear 325 the Nitrian Desert alone counted some five thousand men dedicated to God. Five years before this, another manifestation of the perfect life had appeared in Egypt: cenobitism, of which St. Pachomius (d. 348) is considered the initiator. His followers were not solitary hermits, nor were they inde-pendent hermits joined together by an accident of loca-tion; rather, they lived in common in subjection to ~he rule of the superior or abbot. Unlike some solitaries who neglected the sacraments, the Pachomian monks took part in Mass twice weekly, at one of which celebrations they communicated. The Pachomian rule tended to moderate some of the corporal austerities of the hermits, but it was withal quite severe. St. Pachomius was, it seems, the first to draw up a rule for monks. The great codifier of Eastern monasticism was not 'he, however, but St. Basil the Great (329-379). To his personal sanctity and firsthand experience with the dangers and advantages of monasticism, he added familiarity with the~ problems of rule, the grace of the episcopal office, a good education, and a keen intellect. His rule became the norm for Eastern monasticism, and in its broad lines at least is still followed today. More to our purpose, however, St. Basil's rule had an effect on the rule drawn up by St. Benedict in the sixth century. Before leaving the East completely, reference should be made at least in passing to the pillar saints, of whom the most famous was St. Simeon Stylites (d. 459). This singular expression of the perfect life had a brilliant but short-lived existence. Up until this time, monasticism had not developed much in the West. For the most part an importation from the East, it was, like much Eastern food, too highly seasoned for. the Western man: it did not suit Western climate, Western mentality, or Western man. Mention Should be made, however, of those who were more or less successful in forming monasteries after the Eastern fash-ion: Saints Hilary (315-367), Martin (c. 315-c. 399), Am-brose (339-397), Jerome (c. 347-419 or 420), Honoratus (c~ 350-430); and John Cassian (c. 360-c. 430).5 St. Augus-tine of ~Hippo (354-430) lived a common life with his clergy, but these were (to use a later terminology) can-ons regular rather than monks. ,~ Cassian is not usually recognized as a saint; this is probably a re-sult of his views in what has come to be known as the semi-Pelagian controversy. ÷ ÷ ÷ The Male Religious VOLUME 25, 1966 ÷ ÷ ÷ M~ A. Roche,~ C.M. REVIEW FOR RELIGIOUS 752 By the end of the fifth century, monasticism, already firmly established in the East, had begun to sink roots in the West, although its exact form had not yet been definitively established. Over the years monasticism would undergo many changes in the West; "but in its various ramifications it was to be the main channel through which new bursts of life were to find expression in the various churches which conserved' the traditions of the Catholic Church of the Roman Empire," ~ The institution had already been in existence over two hun-dred years by the time St. Benedict of Nursia (480-550) was born; the number of monasteries varied greatly from place to place at this date in the Ctiristian West, but the institution as such had gained ac.ceptance in the minds of men. The work of St. Benedict was not pre-cisely to introduce a completely new organism into the Western Church; it was more to reform and adapt an existing institution so that it might be viable and useful in his time and place. In drawing up his rule, St. Bene-dict apparently took the rule of St. Basil as a model, though he did not imitate it slavishly; rather, he modi-fied it in order to suit the needs of himself and of his followers. The judgment of Latourette on St. Benedict's rule is worth noting: ~ The rule of Benedict became standard in the West, probably because of i~s intrinsic worth. Pope Gregory the Great did much to give it popularity. It was taken to Britain by missionaries sent by Gregory from: Rome . In the seventh century it began to gain in Gaul. Charlemagne admired it and furthered its adop-tion. By the latter part,of the eighth century it was generally ac, cepted. No central organization existed for its enforcement and to bring uniformity. Each monastery was independent of ~very other." Modifications might and often were made in the rule by individual houses. Yet it became the model from which many other rules stemmed. In an age of disorder the Benedictine monasteries were centres of quiet and orderly livfng, communities where prayer, work, and study were the custom, and that in a society where prayer was ignored or was regarded as magic to be practised for selfish ends, where work was despised as servile, where even princes were .illiterate, where war was chronic. ,.Like other monastic establishments, Benedictine foun~lations tended' to decline from the high ideals setby the rule. Many were heavily endowed and in numbers of them life became easy and at times sCa'ndalous. When awakenings occurred, they often took the form of a re-turn to the rule or its modification in t.he direction of greater austerity. Even when the rule was strictly observed, the mon-astertes were self-centered and were not concerned with the sal-vation of the so~:iety about them, except to draw individuals from it into their fellowship.' Hdwever., the missionaries of the e Latourette, History o[ Christianity, p. 233. ' As it stands, this sentence is far too sweeping. The monks at this time (outside of mission lands) did not engage in parochial wo~'k; but the monastic priests did not refuse their ministration to those lay Western Church were predominantly monks. It was chiefly through them, although often at the initiative and under the protection of lay princes, that the faith was carried beyond its existing frontiers. Later, moreover, monks of the Benedictine rule became prominent in the general life of the Church and of the community as a whole,s The life [in the monastery] was orderly but was not unduly severe and was probably more comfortable than was that of the great masses of the population. Clothing and meals were simple but adequate, and special provision was made for the ill, the aged, the very young, and those doing heavy manual labour. There was to be fasting at regular times, but this was not the kind practised by the extreme ascetics . Much weight was given to humility. Provision was made for various degrees of discipline, from private admonition to physical punishment, ex-communication, and as a final resort, expulsion. The entire round of twenty-four hours was provided for, with eight services, one every three hours, and with .periods for sleep, including a rest early in the afternoon, for eating, and for labour . Silence was encouraged and was the rule at meals and after compline. . Stress was placed on worship b.y the entire community and directions were given for the services. There was a place for priests, for they were needed to say mass, but they were to obey the rule as fully as the lay monks. The rule was wisely designed for a group of men of various ages living together in worship and in work for the cultivation of the full Christian life as it was con-ceived by the monk? The spirit of the rule is perhaps best summed up by its author in the prologue when he wrote: Therefore we must establish a school of the Lord's service, in founding which we hope to ordain nothing that is harsh or burdensome?° Dorn David Knowles writes: ¯. if the Rule holds within it so much of th~ wisdom and ex-perience of the past, its anticipation of the needs of the future is even more striking. The ancient world, with its city life, its great seats of culture, its graded society and its wide and rapid means of communication, was rapidly disappearing. In the new world that was coming into being, the estate, the village, the district were the units; Europe, from being a single complex organism was becoming an aggregate of cells, bound to one an-other by the loosest of ties. St. Benedict lived in a society where the scope and opportunities of education, secular and theologi-cal, were yearly narrowing, and in which the numbers of the people who sought it. The monks also wrote works for the edification of the faithful and furthered the development of theology¯ Moreover, their example of selfless devotion to God had a salutary impact even on those who did not become monks themselves¯ Finally, an important part of the religious life was prayer for the benefactors, for the local clergy, for the civil government, for the conversion of pagans, and so forth. Even the most cloistered monk was solicitous for the salvation of the society about him. s Latourette, History o] Christianity, pp. 335-6. 9 Ibid¯, pp. 33,1-5. l° Justin McCann, "The Rule of St. Benedict," cited in Colman Barry, Readings in Church History, v. 1 (~Vestminster: Newman, 1960), p. 168. 4- 4- 4- The Male Religious VOLUME 25, 1966 4" M, ,4. REVIEW FOR RELIGIOUS educated were yearly lessening; a socie(y in.which the family, the farm;the estate was strong--a society continually threatened with extinction., by invasion, or (with) chaos, and which therefore needed above all some clear, simple, basic principles to which it might hold and rally . This suitability to the needs of the time was met at every level of life, by the monastery of the Kule . Only in the early centuries or backward countries of medieval times could such a community continue to be a norm, and it did not, in fact, long endure in its original com-prehensiveness . A full acknowledgment of the unique ex-cellence of the Ruie does not imply that it had no limitations. Such are inevitable in every code that bears the stamp of time and place . ~ Benedictinism was not without rivals in the West. There were the Eastern-type monasteries founded before the time of St. Benedict, most if not all of which were within the then existing boundaries of the Roman Em-pire. 12 Of more importance and more influence were the Celtic monasteries initiated both before and after the lifetime of the saint of Nursia. For the most part these monasteries were located in regions that had never been or were not at the time of foundation within the. con-fines of the Empire. This Celtic monasticism was il-lumined by a galaxy of brilliant saints like Columkil (521-597) and Columban (540-615), the latter of whom composed the rule that bears his name. Much shorter than the Benedictine rule, the Columban rule Was Orien-tal in spirit. (This is not so strange as it may at first appear: St. Patrick had been formed to the religious life in the Eastern-type Abbey of Lerins founded by St. Honoratus about 400 A.D. and the influence of, the East had remained strong among the Celtic Christians.) The Celtic rule was very severe: hours of prayer and of work were multiplied; discipline was strict, with corporal pun-ishment meted out even for slight faults,' Columban monks went to England and to the continent in great numbers and started monasteries--such as Ltixeuil, Bob-bio, and Saint Ga!l--which were of great importance in the Middle Ages. The C61umban rule produced spiritual giants; but conversely, it was made only for spiritual giants, not for ordinary men. By what seems to us a strange quirk, this very strict rule allowed great freedom ~Dom David Knowles, The Monastic Order in England (2nd ed~; Cambridge: Cambridge University, 1963), pp. 9-11. = No one rule predominated here. Rufinus had translated and abridged the rule of St. Basil; St. Jerome had put the rule of St. Pachomius 'into Latin. Some in the West drew up new rtiles: St. Honoratus of Lerins gave out certain constitutions which are no longer extant; we do, however, possess the Regula ad monachos and the Regula ad virgines of St. Caesarius of Aries (469-542) and also rules by Aurelianus, bishop of Aries from 546 to 551. See P. de Labriolle et al., "De la mort de Th~odose h l'fiiection de Gr~goire le Grand," v. 4 of Histoire de l'Eglise, ed. by Fliche and Martin (Paris: Bloud and Gay, 1948), p. 592. of travel, and this sometimes led to disorder. For a while both the Benedictine and Columban rules existed over large portions of Western Europe; but eventually the Celtic Rule was forced to yield: in England at the Synod of Whitby in 664, in the Frankish Empire at the Synod of Autun in 670. Only in Ireland.did the Celtic Rule manage to endure. Even there it was eventually replaced, though by the stricter Cistercian Rule rather than by the Benedictine Rule strictly so-called. Even in defeat the austere:Irish monks won half a victory. , The character of Western monasticism, influenced.to some degree by St. Columban, was affected even more by the saint'g Italian contemporary, Pope St. Gregory I (540-604). About the year 575, he converted his parental home on the Caelian Hill into a monastery (St. An-drew, s), and there lived as a simple monk until chosen abbot in 585. The, regime at St. Andrew's was Benedic-tine in spirit; perhaps it even followed the Rule of St. Benedict explicitly. At any rate, St. Gregory was himself formed according to the Benedictine ideal. Chosen as bishop of Rome in 590, six or seven years later he sent St. Augustine and other monks from St. Andrew's to evangelize" the Angles, Saxons, and Jutes in present-day England. His use of monks as missionaries undoubtedly effected a notable change in the Character of Western monasticism. Up until his time, Benedictinism had been basically a lay movement. In the mission lands, clergy were needed; and so most of the missionary monks re-ceived ordination. By the end of the Carolingian era, the great majority of monks were priests. Besides con-tributing to the clericalization of the monasteries, the missionary movement also fostered an activist strain in Western monasticism. From time to time this tendency would become prominent in the West; it is the more noticeable because such external work is much less en-couraged in Eastern monasticism. As the number of clerical monks increased, manual labor was relegated to servants, and the liturgy was lengthened. In 817 St. Benedict of Aniane attempted a monastic confederation, but feudal disorders hindered his work. The last half of the ninth and the first half of the tenth centuries were periods of great disorder in the civil and religious fields. Civil wars; invasions by Northmen, Muslim, Magyars; lay patronage; and so forth contributed to the breakdown of civil government, to the physical destruction of numerous monasteries, and to the relaxing of morals, both within and without the monasteries. In the second half of the tenth century, a great re-awakening occurred in the Western Church. Of major importance was the reform of Cluny, initiated by. its ÷ ÷ ÷ The Mal.e,~Re.ligious VOLUME 25~ 1966 M. A. Roche, C.M. REVIEW FOR RELIGIOUS first abbot, St. Berno (850-927) in 910 and continued for some two and one half centuries by a series of outstand-ing and long-lived successors. An important innovation in the Cluniac reform was its centralizing tendency. Dur-ing the years after 910, many monasteries placed them-selves under the aegis of Cluny. The Cluniac regulations as eventually in force under St. Odilo (abbot from 994 to 1049) suppressed the title of abbot for heads of sub-ordinate houses; in charge of these lesser foundations were priors, subjected to the sole rule of the abbot of Cluny. By the beginning of the twelfth century, the num-ber of subordinate houses had risen to three hundred, the number of monks to ten thousand. Next to Rome, Cluny was regarded as the ecclesiastical center of Europe. Equally important to the monastic renewal was a movement, largely successful, to free the monasteries from the control of local lay lords and diocesan bishops. This question of exemption is a very involved affair, but it seems good to present a summary of the chief develop-ments in order that we may view with objectivity the events of the tenth and later centuries.13 The early monks, usually far removed from the cities (and from the bishops resident there), tended to develop independently of the hierarchy. The cenobitic life, more-over, demands a certain independence for the superior, or else he is superior in name only and powerless to lead his monks. Hence a certain tension developed between the legitimate abbatial desire for independence, and the likewise legitimate episcopal concern lest diocesan dis-cipline be subverted. The oldest extant conciliar legislation regarding monks and domestic ascetics goes back to the fourth century. The Council of Gangra in Paphlagonia (c. 340- 350) issued a series of anathemas against false ascetics; a council at Saragossa (380) speaks of the cleric who be-came a monk out of a spirit of pride and makes provi-sion for religious profession and veiling of virgins.14 Im-portant here is the fourth canon of the Council of Chalcedon (451): Those who lead a true and sincere monastic life ought to en-joy due honor. Since, however, there are some who, using the monastic state as a pretext, disturb the churches and the affairs of state, roam about aimlessly in the cities, and even undertake to establish monasteries for themselves, it is decided that no one shall build or found a monastery or a house of prayer without the consent of the bishop of the city. It is de.cided furthermore that all monks in every city and country place shall be subject to 13 The following remarks on exemption are taken for the most part from E. Fogliasso, "Exemption des religieux," Dictionnaire de droit canonique, v. 5, col. 646-51. 1, Hefele-Leclercq, Histoire des Conciles, v. 1.2 (Paris: 1907), pp. 1029-45; 986-7. the bishop, that they love silence and attend only to fasting and prayer, remaining in the places in which they renounced the world; that they shall not leave their monasteries and burden themselves either with ecclesiastical or worldly affairs or take part in them unless they are commissioned to do so for some necessary purpose by the bishop of the city; that no slave shall be received into the monasteries and become a monk without the consent of his master. Whosoever transgresses this decision of ours shall be excommunicated . ~ Though the text seems to subject the monks without any restriction to the local bishop, E. Fogliasso comes to a different conclusion. In his opinion, the council merely stated the general principle that monks are sub-ject to the bishop but did nothing to revoke the various customs which in practice limited episcopal control, The council did not annul the authority of abbots, nor did it reserve to the bishop the choice of the abbot, nor did it regulate the administrative relations between monastery and diocese; all of these continued in the same way as beforehand. In short, .relations between bishop and monks were not yet precisely regulated. The Council of Chalcedon had dealt chiefly with problems of the East rather than of the West, and there were comparatively few Western bishops in attendance. Hence the canons did not impress the Western bishops with their urgency; just four years after Chalcedon a council was held in Aries which, among other concerns, regulated the relations of bishop and monks. Without saying so in so many words, the council in effect held that the bishop was to regulate the external activities of the monks, while the monks were independent of the bishop in their internal affairs. This division of control (which later became normative in the West) was not ac-cepted everywhere immediately. Some particular coun-cils, especially the African, gave to the monks a very great liberty; other councils subjected the monks more strictly to the bishop. With St.: Gregory I, the concept of the regimen inter-num became more precise. St. Gregory desired that the internal independence of the monasteries be preserved, particularly in the choice of the abbot and in temporal administration. A short time later, in 628 to be exact, Pope Honorius I (625-638) went much further: he re-moved the monastery of Bobbio (founded near Milan in 613 by the wandering Celt St. Columban) completely from the jurisdiction of the local ordinary. Monasteries in Benevento (714 and 741) and Fulda (751) were granted exemptio.n by the Apostolic See in the next century. About this time, another current of events was leading a~ H. H. Schroeder, Disciplinary Decrees o] the General Councils (St. Louis: Herder, 1937), p. 92. -I. ÷ ÷ The Male Religious VOLUME 25, 1966 757 ÷ + + to or at least facilitating exemption from the bishop: the so-called "gift to St. Peter." 16 Pious laics would found a monastery and then give it to St. Peter, repre~ sented by his vicar in Rome. The prestige of the Apostle and of his vicar were so great, it was hoped, that no king, bishop, or lesser person would dare seize the foundation for his own ends. A few examples of this occur in Italy in the eighth century; in the ninth cen-tury, the custom crossed over the Alps.17 In this period, too, certain lay persons were persuaded to abandon the dominium that they had acquired over religious houses. In virtue of this and in virtue of the above mentioned donation to St. Peter, many monasteries succeeded in avoiding or in freeing themselves from lay control. This independence from local lay control must have also en-couraged the monks to seek exemption from the reli-gious control of the local ordinary. After this long digression to obtain the background, we return to Cluny; at its foundation in 910 it was do-nated to St. Peter; a few years later (912) it was given exemption from episcopal authority by Pope Anastasius III. This exemption it communicated to all the monas-teries subject to it, in virtue of a special papal concession given in order that the reform work of Cluny might be furthered. Toward the end of the tenth century, the question of exemption became more difficult. Many monks felt that the local bishop was not respecting their rights: he would demand the fulfillment of unjust and unreason-able conditions before he would perform the services for which only he had the power and jurisdiction. The bishops on the other hand claimed that the monks were exceeding their rights and privileges: disparaging the prelates, absolving from censures when they had no au-thority to do so, and so forth. In the pontificate of Pope Gregory V (996-999), exemptions multiplied both in number and in extension. Cluny was the beneficiary of further privileges: no one, not even the local ordinary, could enter the monastery to ordain without the permis-sion of the abbot, and the abbot could invite any bishop to ordain his men without even consulting the ordinary of the place. As a result of these and similar privileges, the great abbeys succeeded from the beginning of the eleventh century in freeing themselves completely from the authority of the diocesan bishop. This exemption soon characterized all the monastic orders. ¯ M. A. Roche~ REVIEW FOR RELIGIOUS 10 Emile Amann, "L'Eglise au pouvoir des laics," in v. 7 of Fliche- Martin's Histoire de l'Eglise (Paris: Bloud and Gay, 1948), pp. 343-64. 1~ It should be noted that this donation referred to the temporalities of the abbey; it had nothing to do with withdrawing the monastery from the spiritual jurisdiction of the local ordinary. Other centrally organized Benedictine groups came into existence after Cluny: the Camaldolese founded about 1015 by St. Romuald (950-1027); the Vallombro-sians begun about 1038 by St. John Gualbert (958- 1073). Distinct from these were the more eremitical Carthusians initiated about 1084 by St. Bruno (1030- 1101); to them Innocent XI in 1688 gave the supreme compliment: "Cartusa nnmqnam reformata, quia num-quam deformata." In the twelfth century, the leadership in vigorous, creative monastic life passed from Cluny to Citeaux, established in 1098 by St. Robert (1029-1111). The dis-tinctive features of this new Benedictine movement in-cluded: (a) white rather than black habits; (b) a strong insistence on the observance of poverty; (c) the establishment of monasteries far from the haunts of men; (d) a lessening of liturgical prayer and an increase of private prayer; and (e) a provision for uniting all the houses together into an integrated order, the first of its kind and precur-sor of many others. The houses of the older Cluniac reform were theo-retically under the control of the motherhouse, but they soon became too numerous for one abbot to rule. In the Cistercian system each monastery retained a large degree of autonomy, but there were also certain unify-ing factors. Identical service books were provided for all houses; each abbey was visited annually by the abbot of Citeaux or by the abbot of one of the four other oldest foundations (La Ferte, Pontigny, Clairvaux,18 Mori-mond); every year all the abbots assembled at Citeaux in a general chapter in order to maintain unity and mu-tual charity and to take such legislative and disciplinary actions as might be necessary. The Cistercians are usu-ally credited with the introduction (or better, reintro-duction) of laymen into the monastery. In Cluny and its dependent houses, all monks were clerics and took part in choir; manual labor was done by serfs. The Cister-cians admitted to tI~e habit such as were nnwilling or unable to become choir monks. These non-choral reli-gious were called "conversi" or lay brothers; they did the manual work of the monastery and were complete though subordinate members of the monastic family. Though Citeaux at first refused exemption from episcopal authority, it later accepted that privilege. As with Cluny, the primitive fervor of the Cistercians is Clairvaux was made famous by its abbot St. Bernard (1090-1153), the most influential ecclesiastic of his time. The Male Religious VOLUME 25, 1966 759 4. 4. 4. M. ~. Roche, .M. REVIEW FOR RELIGIOUS '760 gradually waned. The downfall of the order has been attributed to internal disorder around the beginning (1378) of the Great,Western .Schism; self-willed abbots abused local autonomy, capitulated to national differ-ences, and allowed frequent exceptions to the rule. Learning came into prominence, flesh meat was allowed, wealth .and pomp entered in. Efforts to restore pristine observance broke dowm with the cessation of general chapters in 1411 during the Great Western Schism. The order later split into congregations more or less dis-tinct. ; Thus far this article has limited itself to the monastic life. It should be noted that the influence of the monastic life upon the non-religious clergy has been profound. It is perhaps not too much to say that clerical celibacy be-came morally necessary in the West in order to main-tain the prestige of the parochial clergy against odious comparison with monks. The more zealous ~ among the non-monastic clergy have always been eager to borrow such elements of religious observance as would be com-patible with their duties. It may be that the direct in-fluence of the Cluniac reform upon the secular clergy has been exaggerated; but undoubtedly the spiritual success, of Cluny suggested the advantage of cooperative effort in promoting one's individual holiness and~ in furthering reform on a broader scale. Up until the time of Gregory the Great, it will be recalled, monasticism was chiefly ~a lay movement; few clerics were involved. The only place in which there was a number of clerics was in the city, for only the city needed the services of more than a few ministers. Those clerics who lived together in a city under a rule (usually with their bishop at the head) were' not known as monks; later they would be known as canons regular. The credit for organizing the first body of ministers in the common life is usually given to St. Eu~ebius of Vercelli (d. c. 370), though the influence of St. Augustine (354- 430) in this field was much more profound. At the time of the barbarian invasions, the canonical life as well as many other Christian practices suffered greatly; in fact the next great man whose name is strongly associated with the canonical life is St. Chrodegang of Metz (700- 786), who is considered the proximate founder of the canonical life in the Teutonic West.19 His ideal was to lOThe canons were distinguished from the monks by their es-sentially pastoral orientation, The canon was basically a member of the pastoral clergy who followed a rule and lived in common with others of like mind in order to sanctify himself and to make.his work mo~e effective. The monk, on the other hand, became a monk not in order to minister but in order to seek God; if he later became a priest and did work among the people, this was not an essential part of his vocation as a monk. combine the apostolate to the laity with the practice of monastic asceticism; he therefore adapted the rule of St. Benedict to the life of the parochial clergy, prescrib-ing a common dwelling, common table, and common dormitory. Chanting of the Divine Office was to take place at fixed hours. It is uncertain why these men were called "canons." Perhaps it was because their names were inscribed on a "canon", that is, on a list; or maybe because they re-citedthe horae canonicae; maybe because they lived ac-cording to a canon or rule. Their institute was especially (and perhaps uniquely) suited to churches where many priests were attached. Though the institution of canons did considerable good for'a while, it had within itself a cancer which would destroy it: the absence of a rule of poverty. Archbishop Gunther of Cologne about the middle of the ninth century authorized his canons to use and administer the ecclesiastical revenues at will, and very soon the common life ended for those canons. Other groups of canons followed the example of Co-logne, and by the end of the ninth century there were few canons still living the common life. Those canons who lived in private dwellings but still were attached to the cathedral or collegiate churches came to be known as secular canons (which is almost a contradiction in terms); those canons who continued to live the common life were known as regular canons (which is almost redundant). In the eleventh and twelfth centuries there occurred a great revival among the canons, as elsewhere in the Church; in many secu-larized cathedral and collegiate chapters, canonici saecu-lares began to live the common life again and thus be-came canonici regulares2°. The best known group of canons regular are the Premonstratensians~ founded about 1120 by St. Norbert (1080-1134). They remained subject to the local bishop, rejecting all exemption un-til the fifteenth century. A second group is the Canons Regular of St. Victor, formed in 1108 by William of Champeaux (1071-1121). There were in addition many loosely knit bodies of Canons Regular of Saint Augustine, usually of diocesan proportions; they numbered some four hundred housesby the sixteenth century.21 The age of the Crusades produced the next species of religious observance: the military orders, which com-bined practices of the monastic life (including the three vows) with the chivalry of knighthood. The government ~o Karl Bihhneyer, Church History, trans. Victor E. Mills, v. 2 (Westminster: Newman, 1963), p. 222. ~The Canons Regular of St. Augustine are to be distinguished from the Hermits of St. Augustine later fused by papal authority into the Augustinian Friars. 4. 4. 4- The Male Religious VOLUME 25, ~966 761 ÷ ÷ ÷ M. A. Roche, C.M. REVIEW FOR RELIGIOUS 762 of these military orders was,, as may be expected, strongly centralized; only the general chapter could limit the power.0f the grand master. The Knights of St. John or Hospitalers were organized around a hospital in Jeru-salem by a knight named Gerard (d. c. 1120). Succes-sively removed to Rhodes and Malta, they still survive. The Knights Templar were formed at Jerusalem in II19 ,by Hugh of Payens and seven other French knights. Like the Knights of St. John, they defended the Holy Land with courage; they were, however, sup-pressed by Pope Clement V in 1312. The Knights of St. Mary were instituted at Acre around 1198; eventually they became preponderantly German (whence the name Teutonic Knights), and moved their field of operations to the Baltic. In 1525 the grand master Albert of Brandenburg secularized the order's holdings, erected them into the hereditary Duchy of Prussia, and. became a Lutheran. Even though a Protestant as well as a Catho-lic branch of the order survived, for all practical pur-poses the order was dead. Other knightly orders existed ~n the Iberian peninsula. These military orders had a relatively brief existence; of far greater importance to the history of the Church are the mendicant orders which next appeared: The emergence of the me0dicant orders was associated with the growth of cities in Western Europe. By the thirteenth cen-tury, that part of the world was beginning to move out of the almost exclusively agricultural economy which had followed the decline of the Roman Empire and the disappearance of the urban civilization that had characterized that realm. Cities were once more appearing. It was to deepening the religious life of the populace of the cities and towns that the friars devoted much of their energy. Most of the monasteries had chosen solitude and centers remote from the contaminfiting influences of the world. In contrast, the mendicant orders sought the places where men congregated and endeavoured to bring the Gospel to them there. The older monasteries were associated with a prevailing rural and feudal ,milieu. The mendicant orders flourished in the rapidly growing urban populations,m The mendicants are usually listed as four: the Car-melites whose foundations were laid in 1156; the Franciscans begun by St. Francis of Assisi (1181 or 1182- 1226) and given tentative approval in 1210; the Order of Preachers instituted by St. Dominic (I170-1221) and approved in 1216; the Augustinians, amalgamated and formed as an order only in 1256.28 Sometimes the list of mendicants is expanded in order to include the Ser-vites: established in 1223 by seven youths from aristo-cratic Florentine families, the group was constituted an = Latourette, History of Christianity, p. 428. = The order formed in 1256 was composed of preexisting congre-gations, one of which had been founded by St. William about 1156. order in 1240, although final approval did not come un-til 1304. The largest of the mendicant groups owes its origin to St. Francis of Assisi. He wrote a rule for his followers in 1221, and a second one in 1223. After his death, the friars (First Order) split, chiefly on the question of pov-erty, into the Observants and Conventuals. The Second Order developed from the little group of women headed by St. Clare. The Third Order, established in.1221 under the name of the Brothers and Sitters of Penance, de-veloped into the Third Order Secular '(persons living in the world), the Third Order Regular, and numerous other tertiary organizations basing themselves on the Franciscan rule. The friars of the various orders quickly spread and rapidly attracted large numbers of members. Perhaps this Was due to the fact that they combined in an obvi-ous way the love of God (as' did the monks) with service to others. This growth b~ought the mendicants into re-peated conflicts with the secular ~lergy. The friars were by the nature of their institute destined to go°and to minister to the people everywhere. To do this, they needed exemption from the diocesan bishops, exemp-tion that was not local (as in a monastery), but personal. This exemption the popes gladly gave, for they saw 'in the friars a most powerful aid in the work of reform. During the fourteenth century, the Brothers of the Common Life, a congregation of laymen without vows under the leadership of Gerard de Groote (1340-1384) did much to revitalize education. They attempted to combine a thorough Catholic training with the new classical curriculum. Despite their work and despite the presence of some religious saints, the fourteenth~ century was in general one of decline among monks, canons, and mendicants. In the years around 1350, the Black Death took a heavy toll among the more zealous; While in some lands religious life recovered, in many places the de-terioration in discipline and morals seems to have been especially marked in the latter part of the fourteenth and in the fifteenth centuries. Besides the Brothers of the Common Life, only a few small religious groups were founded. There were nevertheless some attempts at re-form among the Franciscan groups and among the Dominicans. The Augustinian friars experienced a re-form in certain countries; it was to an Observant friary that Martin Luther would apply. The Carmelites un-derwent a reform movement in Italy about 1413, but this gradually spent itself. In general, these pre-Triden-tine reforms lacked thoroughness and permanency. At the time of the Reformation, consequently, many religious houses were in a low spiritual state and their ÷ ÷ The Male Religious VOLUME 25, 196~ 763 + + + M. A. Roche, C.M. REWEW FOR .~ELm~OUS 764 members were unprepared to meet the attractions of Protestantism. The list of those who embraced the new religion included many priests and nuns. Reform came, though somewhat late, to the older or-ders. The Dominicans, less in need of moral than in-tellectual renewal, were given impetus in the latter field by Cardinal Cajetan (1469-1534). The Franciscans were again reorganized (in 1517) into Conventuals and Ob-servants; a later offshoot of the latter group is the Capuchins. The Augustinians were reformed by their general, Giles of Viterbo (d. 1532). The work of renewal undertaken on behalf of the Carmelites by St. John of the Cross (1542-1591) and St. Teresa (1515-1582) re-sulted in the separation of the new Discalced Carmelites from what came to be called the Calced Carmelites. Re-form was also undertaken with more or less success by the Benedictines,~4 Camaldolese,~5 Ciste~'cians,2~ Canons P,.egular,"-'7 and other groups. Before the opening of the Council of Trent (1545- 1563), the reform movement in the Church had pro-duced a number of new institutes. Prominent among these are the clerks regularY8 Included in this group are the Theatines founded in 1516 by St. Cajetan of Thiene (1480-1547); the Barnabites initiated in 1532 by St. An-thony Zaccaria (1502-1539); and the Somaschi begun in 1532 by St. Jerome Aemilian (1481-1537). The most important of these pre-Tridentine founda-tions was the Society of Jesus begun in 1540 by St. Ig-natius of Loyola (1496-1556). The Society had many unique qualities, so that some feel that it should be classified not as an order of clerks regular but in a sepa-rate classification.-~9 Among the distinctive features of the Jesuits were: (a) a two-year novitiate; (b) the deferral of profession for ten, fifteen, or more years after the novitiate; .-4 A reformed cmlgregation of Benedictines that received papal ap-proval in 1604; an offshoot of this reform is the later Congregation of St. Maur. = Paolo Giustiniani (1475-1528) worked to restore the primitive spirit of the Camaldolese. -~ A reformed group of Cistercians (the Feuillants) arose in France under the leadership of Jean de la Barri~re (1544-1600). In 1662 Ar-mand de Ranc~ (d. 1700) initiated the reform of La Trappe. -~ Peter Fourier (1565-1640) worked to renew the canons regular in Lo~:raine. ~ The clerks regular are distinguished from (a) canons regular, in that the clerks do not have Office in choir in order to have more time for the ministry; (b) monks, in that they are pastorally oriented; (c) mendicants, in that they do not subsist from alms and do not recite the choral Office; and (d) secular priests, in that that they live a com-mon life with vows. -~ Ricardo Garcia Villoslada, Historia de la lglesia Cat61ica, v. 3 (Madrid: 1960), p. 827. (c) the division into the professed of the four vows (a minority who take solemn vows); and the ordinary members, coadjutors spiritual (priests) and coadjutors temporal (lay brothers); (d) the great power of the superior general; (e) a fourth vow of obedience to the Roman Pontiff; and (f) the elimination of the choral Office. The members of the Company wore no garb other than the ordinary dress of secular clerics; made much of study; and engaged in works of education, mission; and controversy. They were ch.iefly responsible for halting the further spread of the Reformation; indeed, they often succeeded in winning back regions that had fallen to Protestantism. Especially noteworthy .were their works in the foreign missions. After much delay, the Council of Trent finally opened in 1545. Besides the many other pressing problems, the Council fathers interested themselves also in the ques-tion of religious orders. By this time exemption had grown so universal that it created administrative chaos in the Church. The council decided what the local or-dinary could do in regard to regulars jure ordinario, jure delegato and utroque simul jure. Thus, for exam-pie, a bishop was empowered to punish regulars for crimes committed outside the house, if his superiors failed to act, and so forth, In general, Trent preserved the internal autonomy of religious, but subjected them to the authority of the local ordinary in all ministry to the bishop's people and in all things looking to the common good of the Church. After the Council of Trent, a new type of clerical life became exceedingly popular: that of secular priests liv-ing in common but not bound by vows.s° One of the earliest of these groups was the Oratory founded in 1564 by St. Philip Neri (1515-1595). The members of the ora-tory lived together without vows, retained their own property, and provided for their own needs except for lodging. The superior was more a chairman than a ruler, since no public act could be decided without the approbation of a majority of the members. Each house was independent, although the personal influence of St. Philip was very great. In France, Pierre Cardinal de B~rulle (1575-1629) organized a French oratory on the principles of St. Philip, though the independence of each house was re- ~o These priests resemble the canons of the time of St. Chrodegang in that they are priests living in common without vows. The canons of St. Chrodegang were almost all in the parochial ministry; the newer groups, on the other hand, engage in a great variety of works: parishes, schools, seminaries, domestic missions, foreign missions, and so forth. + + + The Male Religious VOLUME 25, 1966 765 ÷ ÷ ÷ M. A. Roche, .M. REVIEW FOR RELIGIOUS 766 placed by a type of federation. Similar groups were the Oblates of St. Ambrose initiated in 1578 in Milan by St. Charles Borromeo (1538-1584); the Doctrinaires begun in 1592 by Caesar de Bus (1544-1607); the Lazarists or Vincentians" founded in 1625 by St. Vincent de Paul (1581-1660); the Sulpicians begun in 1642 by Jean- Jacques Olier (1608-1657); the Eudists formed in 1643 by St. Jean Eudes (1601-1680); the Paris Foreign Mis-sion Society organized in 1660 at Paris by Pope Alex-ander VII (1599-1667). After the Council of Trent there also arose new com-munities of religious who differed from the newer com-munities of secular priests in that they took the usual three vows of religion, and from the older orders in that these vows were not solemn but simple.The great ma-jority of post-Tridentine religious groups are of this type. Among them are the Camillans organized in 1584 by St. Camilhls de Lellis (1550-1614); the Passionists begun in 1737 by St. Paul of the Cross (1694--1775); the Redemptorists started by St. Alphonsus Ligouri (1696- 1787); the Company of Mary initiated by St. Louis Marie de Montfort (1673-1716). The above congregations were composed chietly of priests; St. John Baptist de la Salle (1651-1719) organized abont the year 1684 a congrega-tion of non-clerics, the Brothers of the Christian Schools. Despite these new foundations and despite the re-newal of the older orders, the religious life began to decay ;~gain during the second half of the eighteenth cen-tury. Gallicanism, Josephism, Jansenism, and subservi-ence to the king seriously weakened Catholic life in gen-eral and reached even into religion. The suppression of the .Jesuits by Pope Clement XIV in 1773 temporarily removed the Society from the scene; the French Revolu-tion and the Napoleonic era dealt harshly with com-munity life in what remained of Catholic Europe. The one other area of ltourishing religious observance, Span-ish America, lost most of its monasteries and convents during the wars for independence and the subsequent years of turmoil. In 1815, then, the religious life among clerics had to ;i large degree disappeared; but the nineteenth century witnessed an extraordinary revival. The Society of Jesus (granted some sort of recognition in 1801) was restored to the whole world in 1814. The Benedictines--their houses reduced to about thirty--took on new life. Not the least of their contributions was the impetus given to liturgical study and liturgical worship by Dora Gu~r-anger. The Cistercians reopened many old monasteries and made new foundations. The Dominicans acquired fresh vigor--the name of Lacordaire. is important here-- and qnickly accepted the invitation of Leo XIII to re- vive the philosophy of St. Thomas Aquinas. The Fran-ciscans were again reorganized in 1897. Numerous new institutes of clerics arose, almost all (if not all) congregations with simple vows. St. ,John Bosco (1815-1888) begafi the Salesians; Blessed Peter Julian Eyniard (1811-1868) started the Priests of the Blessed Sacrament. The Congregation of the Immacu-late Heart of Mary (1841) of Venerable Frances Lieber-mann merged with the Fathers of the Holy Ghost in 1848; William Chaminade initiated the Marianists around 1815 or 1816; in 1816 Eugene de Mazenod founded the Oblates of Mary Immaculate; in the same year Jean Claude Marie Colin (1790-1875) began the Marists. Blessed Vincent Palotti (1798-1850) about 1835 formed the Pious Society of the Missions, soon called after him the Pallotine Fathers; two existing groups united in France in 1842 to form the Congregation of Holy Cross. In 1898 the Anglican Father Paul Francis established the Society of the Atonement; in 1908 he and most of his followers were received into the Church. Several new congregations of religious clerics with simple vows were initiated solely or primarily for work on the foreign missions. Among these are the Congrega-tion of the Immaculate Heart of Mary begun in 1863 by Theophile Verbiest in Belgium; the Society of the Di-vine Word inaugurated in 1875 by Arnold Janssen; the Mill Hill Fathers, started in England in 1866 by Her-bert Cardinal Vaughan. In addition to the above religious congregations, sev-eral societies were formed for priests living in commu-nity without vows: the Precious Blood Fathers started in 1815 by Gaspar del Bufalo; the Paulists formed by Isaac Hecker (1819-1888); the Maryknoll Fathers established in 1911 by James Walsh and Thomas Price; the Joseph-ite Fathers inaugurated in 1893; the White Fathers be-gun by Charles Cardinal Lavigerie in Algiers in 1868. As this paper draws to a close, perhaps it will be help-ful to give a panoramic view of the religious life as we have it today in the western Church. The modern canoni-cal organization of the religious life is divided into the orders (in which solemn vows are pronounced) and con-gregations (in which simple vows are taken). Included among the orders (in their order of precedence) are: (a) canons regular, for example, the Canons Regular of St. Augustine at St. Maurice, Switzerland; (b) monks, such as Benedictines, Cistercians, and so forth; and (c) other regulars, such as mendicants (Franciscans, Dominicans, and so forth) and clerks regular (Barnabites, Jesuits, and so forth). ÷ ÷ ÷ The Male Religious VOLUME 25, 1966 767 + + M. A. Roche, C.M. REVIEW FOR RELIGIOUS 768 Among the congregations aye the Passionists, Redemp-torists, Salesians, and most of the newer groups. Somewhat like the congregations are the societies of secular priests living in common without vows: Sulpi-cians, Vincentians, Maryknoll, Paulists, and so forth. It seems fitting here to add a word about secular in-stitutes. They are societies, whether clerical or lay, whose members profess the evangelical counsels in the world in order to attain Christian perfection and to ex-ercise a full apostolate. Though these institutes are still in the embryonic stage, they show much promise [or the future. A treatment of these, is beyond the scope of this article, but it is interesting to note that they are somewhat akin to (though better organized than) the groups of domestic ascetics of the first century. The wheel has returned to its starting place. At the end of this article, it seems appropriate to list some conclusions that may be drawn from a study of the historical aspect of religious life.al (1) The practice of the evangelical counsels with or without vows has always been esteemed in the Church; moreover, it has a necessary.role to play. (2) As a general rule, religious orders increase in power between general councils as a result of papal grant. During general councils, religious usually lose power as a result of episcopal action. (3) A good criterion for the vitality of the Church in any period or in any area is the vitality of the religious (and especially of the monastic) observance. (4) Every approved form of religious life gives wit-ness to a special attribu'te of God or to a special truth that needs emphasis. The monk, for example, witnesses to the absolute primacy of the supernatural; the Domini-can to the wisdom of God; the Franciscan to the neces-sity of detachment and to the joy of the Christian life; the Mayknoller to God's universal salvific will, and so forth. In addition to this basic emphasis, most religious engage in work for the people. At times it may seem that a par-ticular form of religious life is today not the most efficient type for external work; perhaps, for example, the choral Office or prescribed manual labor or the vow of poverty may hinder to some degree the work of the ministry. This does not mean, however, that a seemingly less efficient group should be allowed to die; nor that it ought to change its nature radically. Every religious group still serves a most useful purpose in the Church by witnessing to its basic orientations. In the case o[ those who vow = Some of these points were made by Pope Paul VI in his allocu-tion, Magno gaudio, of May 23, 1964, treating of the religious life; an English translation of the allocution can be found in REVIEW FOR RELIC~OUS, V. 23 (1964), pp. 698-704. poverty, for example, their profession of detachment is of great value to the Church and ought not to be aban-doned lightly. (5) As a corollary to the foregoing, it can be said that religious orders and congregations ought to adhere as closely as possible to the spirit given them by their founders, for only then can they give the witness for which they were created. A further corollary is that there is need for a periodic examination of conscience by every order and congregation to see whether it has really kept its original orientation. (6) The history of religious life is not necessarily an e~colution from a less perfect to a more perfect form. A particular form appears because changed conditions have called for a new mode of religious observance. Thus the monastery (and it alone) was ideal in the agrarian society of the early Middle Ages; there was in fact little call for wandering friars. The reurbanization of Europe in the eleventh and twelfth centuries did not necessitate the abandonment of monasticism; but it did call for another expression of the religious life, and the friars appeared. (7) As a corollary of this, it is quite possible that mod-ern times demand new types of religious life, types which up till now have not been tried. It is also quite possible that these new forms will have a difficult birth, that some attempts will be premature and abortive. Only time will tell. In the past, certain representatives of es-tablished forms of the religious life have with the best of intentions attempted to thwart men seeking to estab-lish newer forms of religious observance. It would be a tragedy if today we repeat these errors of the past. It would be far better if the established orders, congrega- ¯ tions, and societies would assist these new attempts with their counsel, encouragement, and prayer. Love of one's own institute ought not to blind a man to the fact that there are other ways of serving God. We know that God is wonderful in His saints; He is also wonderful in the variety and holiness of religious life. The Male Religious VOLUME 25, 1966 769 SISTER TERESA MARGARET, O.C.D. Updating the Cloister ÷ ÷ ÷ Sister Teresa Margaret, O.C~D,, writes from the Carmelite Mona-stery; Bridell, (~ar-digan; Wales. REVIEW FOR RELIGIOUS We have reached a turning point in history, it would seem, when the world is taking a new path and when, in the words of the late Cardinal Suhard, "the greatest mis-take the Christians of the twentieth century could make would be to let the world develop and unify itself with-out them." In saying this, the cardinal was urging the Church to emerge from her closed circle and become immersed in the activity of the world. But his words apply no less to the necessity of the religious "emergence" by shedding the inhibitions and barnacles of centuries. Adaptation and Renewal. Cardinal Suenens and other notable writers on the subject of religious reform have confined their suggestions and criticisms, to the active apostolate, specifically excluding the enclosed orders of ~women from their remarks. This has been interpreted in many cloisters as indicating that in our case no updat-ing was necessary, either because our customs and the externals of our life were "changeless" (which, in effect, merely means that they have not changed since the sixteenth century), or because they are so perfect in themselves that they stand in no need of renewal-- which sounds like the stock formulation of Pharisa-ism. Glosses traditionally applied to the monastic life as an anticipation of heaven or a continuation of the Gospels should be taken for what they are--metaphors --and not lead cloistered religious to believe that they form a privileged elite of humanity, a class of Christian different from and superior to all others. Everything human changes with time except human nature itself; and in a world subject to continuous alteration; it would indeed be a rare individual or community that stood in no need of renovation. Any lingering doubts on this score should be dispelled by the Decree on the Adaptation and Renewal of the Religious Life promulgated by Paul VI on October 28, 1965: The adaptation and renewal of the religious life includes both the constant return to the sources of all Christian life and to the original spirit of the institutes and their adaptation to the changed conditions of our time. [but] even the best adjust-ments made in accordance with the needs of our age will be in-effectual unless they are animated by a renewal of spirit . Therefore let constitutions, directories, customs books, books of prayer and ceremonies and such like be suitably re-edited and, obsolete laws being suppressed, be adapted to the decrees of this sacred synod . Papal cloister should be maintained in the case of nuns engaged exclusively in the contemplative life. However, it must be adjusted to conditions of time and place and obsolete wactices suppressed? External Reforms 1. Enclosure. A recently published symposium entitled Religious Orders in the Modern World2 contains as the last and longest contribution a survey of practical aspects of renewal made by the Bishop of Arras, Mgr. Gerard Huyghe, a couple of years ago. Bishop Huyghe does not limit himself to criticisms of outmoded customs, and dress that hamper the exercise of the active apostolate but turns his searchlight also upon the cloister. Present forms of enclosure, he rightly says, are a legacy from' the Middle Ages, grilles, curtains, and turns being, "doubtless a survival from the long period of Moslem domination over the Iberian peninsula," a weight of custom that is purposeless and ridiculous in this age. Certainly it is advisable for [cloistered] nuns to live entirely apart from the world--partly for protection against the noise of the world, and as a defense against the temptation to go out too much; but mainly as an unequivocal sign that they have chosen to offer their services gratuitously to praise God in the Church's name. But all external signs of such enclosure should be ruth-lessly eliminated, and the law on enclosure for nuns should be brought into harmony with the law on monks' enclosure, which is much more humane and has more respect for the dignity of the person . Canonical penalties like excommunication should be abolished, because they are a threat to none but the scrup-ulous; 8 I would like to make it clear at the outset that in relegating grilles and prison bars to the category of "obsolete practices" which the decree recommends should be "suppressed," I am in no way championing claustral emancipation in the sense of more contact with the secular world, or any mitigation of the monastic need for withdrawal and rules of silence and solitude. But it is a poor form o~ "aloneness with God" that can be enforced only under lock and key. If one has not already erected a cloister of the heart, no multiplying of bolts and veils will provide the necessary withdrawal, which is something essentially interior. No, my reasons ~ Decree on Adaptation and Renewal of Religious Life, nos. 2, 3, 16. -" Geoffrey Chapman (ed.), Religious Orders in the Modern World (London: 1965). ~ Ibid., p. 156. Updating the Cloister VOLUME 25, 1966 771 + Sister Teresa Margaret REVIEW FOR RELIGIOUS for assuming the grille to be obsolete are all strictly utilitarian. It hinders vocations, creating antagonism and an entirely false and unhealthy conception of the con-templative life in the modern generation; it causes un-told and unnecessary suffering for parents; and it serves no useful purpose. If I wanted to get out of this cloister tomorrow, I could achieve it with the greatest of ease and without any need to make a dramatic nocturnal escape over the wall. It is anti-feminist discrimination that presumes no woman may be trusted except under lock and key and constant supervision, else why are regulations for enclosed men so different? It is shocking that in this day and age some monasteries of women actu-ally continue the most reprehensible practice of sending "companions" to the parlor so that a sister may not speak to a friend or relative except in the presence of a monitor. If she cannot be trusted in the parlor, then by all means keep her out of it; but do not send her with a hidden vigilante. Again, why may a nun not embrace her mother, or sit with her in the parlor in the normal way, as any monk does when his parents visit him? Why may a monk offer Mass in the public sanctuary of an enclosed convent while the nuns must "participate" from the other side of a grille? These are all matters of discrimination and serve no usefizl or sensible purpose except that since time imme-morial women and children were expected to show so little discretion that they must be confined to the nursery under the watchfi~l eye of a governess. Bishop Huyghe says: A final reason for abolishing some of the externals of the nuns' enclosure is connected with the present needs of the Christian people in liturgical matters. As a nun says: "Priests and sacred ministers are allowed to enter the enclosure to bury the dead (Inter coetera, n. 27). Why should they not also do so for the processions on the Rogation Days and Palm Sunday? It becomes increasingly difficult for us to see why the priest should be left 'marking time' on one side of the grille, while the nuns go off to perform their own little ceremony on the other. Why should a function like the Easter Vigil be cut in two by a grille? Moreover, I do not see why there should be a grille separating the nuns from the altar. Would it not be more reason-able if the priest came in to say Mass and went out as soon as the sacrifice was over?" ' We have been told by the highest authority that cl6istered nuns are not to remain aloof from litur-gical participation by silence, darkened choirs, or veiled faces, but to join in with celebrant and congre-gation in dialogue Masses, hymns, Benediction, Bible vigils, and such services. But present claustral regulations do not facilitate participation, tending to isolate the nuns' choir from the action in the sanctuary and chapel beyond the grille, both physically and psychologically. Ibid., p. 156-7. 2.Habits. Any suggestion to modify nuns' habits meets ~with varying reactions; and, in fact, little practical lead has been given in the matter, although in recent years there has been considerable reduction of the bulk, both in material and unnecessary layers of garment. But the habits still look voluminous, unhygienic, and incon-venient. And they are. Nowadays few would agree that this is an acceptable or reasonable form of penance, for wearing heavy clothes fatigues one unnecessarily and reduces efficiency and working capacity. Is there any reason why habits should not be shorter and lighter so that wasted energy could be redirected into more pro-ductive activities than mere physical exhaustion? Nor can I see much force in the argument that, were habits not at least ankle-length, Poor Clares and Discalced Carmelites who do not wear shoes, would look most inelegant. Granted they would. But why not adopt normal twentieth century footgear as the more sensible alternative? The Council fathers in their decree stress that the religious habit is an outward mark of con-secration to God and therefore "should be simple and modest, poor and at the same time.becoming. In addition it must meet the requirements of health and be suited to circumstances of time and place., the habits of both men and women ~religious which do not conform to these norms must be changed," ~ and that, one imagines, would include the habits of most enclosed orders, male and female, Can one think of anything less practicable than the white habits of Cistercians, Carthusians, and Dominicans? And' th~ fact that brown or black merely do not show th~ dirt is 'little recommendation'. In the interest of simplicity, I fail to see why we can-not have a common habit for all religious. For the various, congregations, teachers, nurses, catechists, social workers, could not each group, rather than each congre-gation, wear a common "religious" dress for inside their convents/and another suitable costume (with, perhaps, a distinguishing badge) for external work? And could' not all cloistered nuns and monks have a common habit, combining the best and most servicei~ble features of all? The cloistered religious could retain veil and scapular (in a modified form), which would clearly differentiate them from their apostolic sisters. Thus a nun would be easily identified on sight without this perennial hunt for a different style to mark off the var-ious orders which has led to such exaggerated headgear in the recent past, when latecomers in the field found that all moderate, styles for coifs had already been snapped up. The badge of the order or congregation would distinguish one's identity and form of work. ~ Decree on Adal~tation and Renewal oI Religious Life, n. 17. + + ÷ Updating the Cloister VOLUME 25, 1966 773 ÷ 4. ÷ Sister Teresa Margaret REVIEW FOR RELIGIOUS 3. Legislation. Another point that needs urgent re-vision is the framing of our laws, which is at present done exclusively by men who, however learned and holy, simply do not understand women's domestic prob-lems. Thus, no sooner are new regulations issued than it is necessary to apply for dispensations and indults be-cause of local conditions; and it seems an anomalous rule that can be maintained only by constant dispensations. Why [asks Mgr. Huyghe] should [women] not be allowed to share in the work of reformation themselves, as they are the principal persons to be affected by it? It is not fitting that the rules for contemplative houses of women should be made ex-clusively by men, even if these men belong to the same Order as the nuns? Principles of Renewal The above matters are all more or less self-evident, but merely "keeping abreast of the times" or "adapting ourselves to the modern world" is not enough. However, the impressive bulk of bibliography about religious life, theory and practice, theology and pastoral application, does not on the whole contain a great deal of fun-damental thinking or real help. No order or congre-gation can effectively undertake reform or renewal with-out a very clear grasp of the principles that are its underpinning. Too often the accidental has been allowed to shift to main focus so that the means take precedence over the end, customs which have no longer any relevance become canonized and then fossilized until some religious seem to fear that their removal will topple the whole structure of religious life. But surely it is built on a sounder foundation than that. Nor will renewal be effected by adding new gimmicks; merely because they are modern, brightly packaged and labor-saving, they are no more going to effect the necessary aggiornamento of themselves, than those sixteenth century ones they are replacing. There is no such thing as push button renewal. In his speech to the Council fathers proclaiming a jubilee to mark the close of Vatican II, Pope Paul said: We ought not to pay attention to these reforms, however necessary they are, at the expense of those moral and spiritual reforms which can make us more like our Divine Master and better equipped for the duties of our vocation. To this we should attend principally: to our effective sanctification and to realizing our capacities for spreading the Gospel message among the men of our time7 Superiority-complex. Caste spirit is strong in human Chapman, Religious Orders, p. 162. Quoted in the Tablet, Nov. 27, 1965. nature, and religious are human beings. Of course, the religious is not .seeking personal aggrandizement; but she knows that the order she has entered is undoubtedly the most perfect form Of life in the Church. Cardinal Costantini wrote: Take religious individually and you will find them of the highest calibre: broadminded, genuinely devout and often excellent theologians. As individuals they are faithful to the vows., humble.Yet taken together, in the Congregation, the sun1 of these virtues undergoes a change. The members' natural instincts for glory, power and wealth are transferred to the Congregation. The members themselves are humble; but no one must touch d~eir Congregation, its honor or its prestige. The members are poor individually, but do not ask that their Congregation should be poor . s Obvious examples of this have been the blatant an-nexation of saints to which many orders have no legitimate claim and even the fabrication of "saints" who have never existed; the astounding .n~ture of some supposed "relics" that have been exposed and venerated m Europe and the Middle East; and in our own day, the fervor with which, in the face of liturgical renewal, so many orders cling to their own rites and liturgies. Any reform immediately meets with requests from some reli-gious congregation for a dispensation, since a "venerable tradition" in their institute has always celebrated such-and- such a feast as a double of the first class or with a privileged octave, and despite the fact that the Sacred Congregation has issued a uniform ruling for the universal Church, their first instinct is to preserve intact their own beloved rubric. Can religious wonder if at times the laity regard them as being outside the main stream of °the Church's life when they deliberately seek special donditions for no really good reason (except hidebound custom), thus putting themselves into a special category? Religious life is a special consecration to God indeed; but it is a sharing of the life of the Church. Wholehearted participation in that life is essential for any really effective renewal in religious life. To seek anything else wot~Id be no less unfruitful than cutting ourselves off from the sacraments, as death-dealin~ as .closing off a main artery. Reform Is Not Revolt. There are many cloistered nuns who harbor an unexpressed fear that to plunge into the main stream would be synonymous with a loss of monastic 'status, the first step on the downgrade to secularism. Take away the grilles, open the cloister win-dows, let in some fresh air, and who knows what kind of virus and restlessness will find its way in with it. Could this be the thin end of the wedge that will eventually send s Chaptnan, Religious Orders, p. 142. 4- Updating the Cloister VOLUME 25, 1966 775 + ÷ ÷ Sister Teresa Margaret REVIEW FOR RELIGIOUS us out into the world to assist in the active, apostolate~ The fathers of the Council have no such scruples: Communities which are entirely dedicated to contemplation, so that their members in solitude and silence,, with constant prayer and penance willingly undertaken, occupy themselves with God alone, retain at all times, no matter how pressing the needs of'the active apostolate may be, an honorabl~ place in the Mystical Body of Christ, whose "members do not all have the same function" (Rom 12:4) . Nevertheless their manner of living should be revised according to the principles and cri-teria of adaptation and renewal mentioned above. However their withdrawal from the world and the exercises proper to the contemplative life should be preserved with the utmost care. [Italics mine]? Nor can adaptation to the twentieth century be interpreted merely as a movement "back to the founders," if by that we mean a literal interpretation of what was laid down and practiced by our founders in the sixteenth, twelfth, or sixth centuries. Yet one hears astounding reports of communities where oil lamps, are still used and bathing is prohibited because the founder had specific remarks to make on such matters. Even more absurd are the accounts of importation, at exorbitant costs, of a particular type of pottery which the founder legislated for refectory use and which can now only be obtained at great expense abroad, handmade and fired, in the precise shade and shape used by the first monastery of the order. Common sense and genuine poverty.demand that we use wl~at is the cheapest and commonest' ware today, as such pottery (now a luxury ware, the art dealer's province) was in the time of the founder. Archaeologism is one of the pitfalls that beset any movement back to the past. Return to Sources. How, then, should we implement the "constant return to the sources of all Christian life and the original spirit of our institutes,'~' as the decree puts it? We cannot return to the conditions, social~ cultural economic, and religious, that prevailed then and which shaped the founders' minds and spirituality, dictating the norms of their institutes. Religious orders no less than civilizations and nations are living entities, subject to growth, change, evolution; and in all live organisms change is an indispensable condition. Only a mummified body does not alter, for even a corpse decays. The original institute cannot be regarded as a finished work, coming down from heaven like the New Je.rusalem, perfect in every detail, which subsequent generations ne~ed only maintain in that condition, occasionally scraping off time's corrosion to restore it to its :pristine glory. Rather it is the mustard seed which grows into a Decree on Adaptation and Renewal o[ Religious LiIe, n. 7. plant, then a huge tree in which the birds of the air shel-ter. The holy rule leaves its mark on all.the members of the order, but no less do they leave their mark on the holy rule, sometimes for better, sometimes for worse. I fancy that St. Teresa of Avila would make one of her characteristic "God preserve me from." exclamations were she to find her daughters today clinging like limpets to some outmoded custom that was a normal social acceptance four centuries ago. St. Teresa herself was as strong a champion of flexibility as St. Ignatius was of mobility; and neither of them would have wished their sons and daughters to imprison themselves in the narrow groove of formalism which precludes either. As a concrete example: St. Teresa swept away much of the protocol both of speech and elaborate ceremony surrounding social life in her day, which was meticu-lously observed in religious houses, her attempt being to "return to sources," that is, of the gospel. The result was that her ceremonial and customs book were extremely simple for the times; and if today some of the prescribed c.urtsies, inclinations, and forms of address seem to us excessive that is only because such tokens of personal reverence to teachers and parents have entirely disap-peared from the modern scene. To drop them betokens no disrespect; they are simply archaic. Again, St. Teresa ruthlessly swept away the elaborate clothing, the yards of material, trains, rings, pectoral crosses, croziers, and all the episcopal insignia that abbesses had gradually acquired through the Middle Ages. She laid down unequivocally that habits and cloaks and all garments were to be as spare as decency allowed, so that only the minimum of material and work might be expended on clothing. In St. Teresa's day the Carmelite habit as she reconstituted it was simple to the point of skimpiness. It is not today, but that is because a yard of material now suffices to clothe our modern contemporaries. Even St. Teresa would not wish her daughters to get about in a cotton shift; but in a period when it is ho longer considered immodest for girls to go bareheaded, stockingless, and with bare arms, she might not consider that the Carmelite habit was any longer "as spare as possible." Another interpretation of "returning to the founders" has been that superiors should translate the founder's intentions and principles into present day norms and conditions, bringing the institute into line with them by striving to do what the founder would do here and now in this situation, did she live today instead of in a previous age. But this is not really possible, unless the superior is to become herself a founder or at least a reformer. The superior today has inherited not only the time-honored ÷ ÷ ÷ Updating ,the Cloister VOLUME 25, 1966 + + + Sister Teresa Margare¢ REVIEW FOR RELIGIOUS traditions, but a way of life that has been approved by the Church for centuries. What she must do is take the situa-tion ~as it exists and work on and with that, for in the first clause of the above quotation, the conciliar decree provides th~ solution to this question: ". constant re-turn to the sources of all Christian life." No founder, however holy, however inspired, is the source of all Christian life. Christ alone is that, and the return to the sources envisaged by the decree can mean only one thing: renewal in the spirit of the gospel according to the par-ticular forms of life framed by the founder for this insti-tute and sanctioned by the Church. When on a Sunday afternoon I look out of my window ~nd see a row of schoolgirls pass, dressed all in black, wearing ridicu-lous berets and led by a sour-faced nun, also in black, I cannot help wondering. Is that really what the Church should look like, what Christianity should look like? Is that the only ex-ample we can give the faithful and the rest of the world? Is that negative attitude 'to the simplest and most elementary values of life the necessary premise of a life consecrated to God? ~o Starting Point: The End. The end of thereligious life is no different from that of ever~ Christian life: the attainment of perfect charity towards God and men. All Christians are called to perfection, to love God and their neighbor with their whole heart an'd mind and strength; and this is exactly what perfection means, this is the essential end Of the Christian life, whether one is a religious or not. The perfect love of God" and men to which each is called in a particular state of life and consonant with his own gifts and graces, is an obligation laid on all: "Ydu therefore .are to be perfect, even as your heavenly Father is perfect" (Mt 5:48). But the talents we have received differ; and "the administrator must be content with his administration, the teacher with his work of teaching, the preacher with his preaching. Each must perform his own task well; giving alms with generosity, exercising authority with anx-ious care, or doing works of mercy smilingly" (Rom 12:7-8). There are in the Church orders whose purpose is to promote the prayer life of their members, as there are congregations constituted for the performance of char-itable and apostolic works. Each and every form of life and work of mercy, spiritual, corporal or material, contributes to the building up of the Church. "The eye cannot say to the hand, I do not need~thy help; nor again 10 Bernard Besret, S.O.Cist., in Chapman,.Religious Orders, p. 121. The questions of the ends of religious life and return to Gospel sources for principles of renewal are discussed at length in two outstanding egsays by Fr~ Besret in this book. They should be read by all religious interested ih these matters. the head to the feet, I have no need of you" (1 Cor 12:21). The hand, however efficient, is simply incapable of performing the fnnction of the eye, or vice versa, so it is futile to argue whether cloistered nuns should go out and work in soup kitchens or nursing sisters incarcerate themselves in monasteries. But it is well not to lose sight of the fact that the classifications of ',active" and "con-templative" lives are a comparatively modern inno-vation. In the monastic tradition and the writing of the fathers, the terms "active" and "contemplative" do not represent two separate and mutually exclusive states' of life deriving their distinctive character from the work engaged in; they were rather two stages of the same spiritual growth: asceticism or the practice of the virtues (active life); and union with God, knowledge and ex-perience of His love (contemplative life) was the goal. for which the active asdeticism was but a preparation and training. This remains substantially true today. There is no teacher, preacher, missionary, or nurse who is so committed to non-stop activity as to have no time f6r prayer; any more than there is any such creature as a "pure contemplative" so emancipated from the mate-rial needs of this life and the demands of charity as never to engage in some form or degree of activity. I doubt whether any modern exegete would try to defend the overworked interpretation of Luke 10:38-42 as a contrast made by Christ between the apostolate (Martha) and the life of prayer (Mary), let alone that He preferred the second. In fact, many i'ecent works of exegesis have demonstrated clearly that he was in no way pointing to different canonical forms of religious life as we know them, but which were neither born nor thought of during His lifetime. Every active missionary since St. Paul understands the need of a vital life of prayer if his apostolate is to succeed; and it is only in this sense that the Church stresses the value of the contemplative life, for unless they called down "an abundant rain of divine graces to make this harvest fertile, the workers ~f the Gospel would reap less fruit." 11 The Church, in proclaiming St. Teresa of Lisieux co-patroness of the missions with St. Francis Xavier, has underlined the mutual assistance of the interior life and apostolate for souls, not only in the missions but in every sphere of activity. St. Teresa and St. Francis Xavier are eminent representatives of the Gospel commandment of love, which is twofold: God and our neighbor. Not that one does the work and the other the praying; such an apportionment is never possible. St. Francis Xavier would not have been the perfect, or even a good, mission-n Pius XI, Umbratilem. + + updating the Cloister VOLUME 25, 1966 779 ary without a deep interior life; nor would St. Teresa have perfectly fulfilled her contemplative vocation unless her love and zeal for souls was overflowing the narrow horizons of her own cloister and embracing the whole world, preparing the ground for future evangelization. But it was fitting that two outstanding patrons should jointly watch over both parts of the commandment. Practical forms of renewal are urgent and necessary; but it must never be forgotten that the principle "First things first" applies here as elsewhere. Unless "they are animated by a renewal of spirit" says the decree, "even the best adjustments made in accordance with the needs of our age will be ineffectual . This must take precedence over even the active ministry." 1.o To attempt anything else is not repairing the foundations; it is merely plastering over cracks. Decree on Adaotation and Renewal of Religious Life, n. 2. 4. 4. Sister Teresa Margaret REVIEW FOR RELIGIOUS 78O LADISLAS M. ~SRSY, S.J. Directed Re reats vs. Preached Retreats With the expansion and renewal of the retreat move-merit there is an increasing interest in the so called di-rected retreats as distinct from the tradkionally well known preached retreats. Priests who give retreats re-ceive inquiries frequently from persons and communities about the desirability or feasibility of a directed re-treat. The inquiries are in many cases followed by invi-tations to help make one. Moreover, there are retreat masters who insist that all retreats should conform to this apparently new pattern that consists more in direc-tion given personally to each of the retreatants than in talks or conferences given to a community. This movement of directed retreats has existed long enough and made enough progress to permit the assess-ing of its value and its suitability for the needs of vari-ous persons and communities. In this article my intention is precisely to attempt this evaluation; and I shall do it through three steps. First, I shall try to present the method of directed retreats; then I shall recall briefly the way in which preached retreats are given; an.d fi-nally I shall attempt to draw up a balance of advantages and disadvantages that may flow from the application of the two different methods. Directed Retreats A retreat is usually called a directed one when the emphasis is not put on talks and conferences given to a community but on personal prayer under the guidance of the retreat master. Talks to the community are not fully excluded, but they are reduced to a minimum: one or two rather short conferences a day. Even these few conferences would be marked by a certain simplicity and clarity so that the minds of the retreatants might not be overcrowded with ideas, or their nerves over-whelmed with holy but unruly emotions. It would be ÷ ÷ Ladislas M. Orsy, s.J., is professor of canon law at the Catholic Univer-sity; Washington, D.C. 2O017. VOLUME 25, 1966 expected that each one of the persons in retreat will be in close contact with the director and will keep him in-formed about his progress in prayer, about the inner world of his conscience where the grace of God meets his human nature. The retreat master in his turn would help him to discern the inspirations of the Holy Spirit from other movements in his soul and to obey the will of God thus manifested. One can see that the emphasis is on personal activity. Or, more correctly, on a right type of passivity which is the fertile soil for activity. This passivity makes a person able to receive the grace of God, to become aware of the life of God in himself.1 It has a hidden dynamism and very soon it blossoms out into personal activity. One is reminded of the evangelical parable: when the good seed takes root in receptive soil it will finally grow into a large tree. If this is the essence of a directed retreat, the inade-quacy of the term directed comes to the fore. There is really no question of a continuous direction. The retreat master's office is to convey some basic elements of the gospel to the retreatant, letting him penetrate its depth with the light of grace and reason. The work of the director consists more in reviewing and somewhat con-trolling the internal life of his disciple, more in watching over his progress than in giving him direction in the ordinary full sense of the term. The example of John the Baptist is a good illustration of the office of the director: he pointed out the Messiah to the disciples, sent them to Christ, and then withdrew since his mis-sion was accomplished. The retreat master presents the image of Christ to the person under his care, sends him to Christ, then leaves him alone with the Redeemer. It is this meeting that brings into motion the whole internal world of the retreatant. He will experience the attraction of grace that calls him to follow Christ. He + + + L. M. Orsy, S.]. REVIEW FOR RELIGIOUS 782 a The genuine Ignatian method of prayer is really a incthod to build up a disposition in the mind and the heart of the retreatant to receive the grace of simple prayer. The Saint never intended to impose a rigid logical pattern on those who are seeking the grace of God, but he tried to help them to detach themselves from the visible world in order to enter into God's invisible mystery. All the preludes and points in a meditation serve to tune up, to warm up the person to the communications or consolations of the Holy Spirit. Once God's grace is somehow experienced, the method has fulfilled its purpose and the person in prayer should enjoy the freedom of the children of God. No formal meditation in the world could give him so much as the Holy Spirit working in him. Paradoxically, the purpose of the Ig-natian meditation is to help a person to abandon meditation and to take up a simpler form of prayer. St. Ignatius does not seem to think that this development should take a long time. He certainly assumes that some transformation will take place in a well
Issue 7.2 of the Review for Religious, 1948. ; A. M~ D. G. Review for Religious MARCH 15, 1948 Devotion . - . o Matthew Germ;ng Mor~,Abouf Maturity . Gerald Kelly Thank~glvlng after Holy Communion ¯ ¯ Clarence McAuliffe Gifts to Relicjious-qll . Adam C. Ellis Thou'cjhts on Obed;ence. ~ edwerd J. g,rney ~ Purity of Intention . C.A. Herbst Invitation to Praise . Richerd L. Rooney ,Books Reviewed Ouesti~ns Answered VOLU~E VII, RI::::VIi W FOR RI::LIGIOUS ¯ VOLUME VII MARCH, 1948 NUMBER 2 CONTENTS DEVOTION--~Matthew Germing, S.J . 57 CONCERNING COMMUNICATIONS . 62 ~MORE ABOUT MATURITY-~Gerald Kelly, S.J. .¯. . .63 THE CHRISTIAN ADULT . THANKSGIVING AFTER HOLY COMMUNION-- " Clarence McAuliffe, S.J . 73 ~. GIFTS',~Tb RELIGIOUS III. PERSONAL VEI~SU8 COMMUNITY PROPERTY--Adam C, Ellis. S.J. 79 THOUGHTS ON OBEDIENCE--Edward J. Carney. O.S.F.S .8.7 'BOOKS AND BOOKLETS . ~. ¯ ¯ ¯ 90 PUI~ITY OF INTENTION--C. A. Herbst, S.J . 91 INVITATIQN TO PRAISE--Richard L. Rooney, S.J .95 OUR CONTRIBUTORS . " . 97 QUESTIONS AND ANSWERS-- 7. Second Year Novices Doing Work of Professed . 98 8. Postulancy not Interrupted by A'bsence . : ¯ . ¯ '98 9. Novices Perform Penance in Refectory . 99 10. Indulgences for Sign of Cross with Holy Water . 99 I 1. Informing Bishop before Renewal of Vows . 99 12. Passive Voice in Provincial Chapter . 100 13. Plenary Indulgence on Each Bead of R~.osary . I00 14. Instruments of Penance . 100 15. Absence from Novitiate. during~Sumraer . . . " . I01 16. Retreat betore Final Vows . ~. ¯ 101 ~BOOK REVIEWS-- The Way of Perfection: For Thee Alone; The Christ of Catholicism; From Holy Communion to the Blessed Trinity; The Love of God and the Cross of Jesus; Papal Legate at the Council of Trent: Schoolof the Lord's Service: Maryknoll Spiritual Directory .102 " BOOK NOTICES . '107 FOR YOUR INFORMATION-- Vacations for Sisters; Flour ~or Altar Breads; For Vacation Schools; Summer Sessions . 111 REVIEW FOR RELIGIO~JS, March, 1948. Vol. ,VII, No. 2. Published bi-monthly: January,March, May,July, September, and November at the College Press, 606 Harrison Street, Topel~a. Kansas, by St. Mary's College, St.'Marys, Ka~nsas, with.ecclesiastical approbation. Entered as second class matter ~January 15, 1942, at the Post Office, Topeka, Kansas, under the act of March 3 1879. Editorial Board: Adam C. Ellis. S.3., G. Augustine Ellard, S.J., Gerald Kelly; S.2. Editorial Secretary: Alfred F. Schneider, S.3. Copyright, 1948, by Adam C. Ellis. Permission is hereby granted for quotations of reasonable length, provided due credit be given this review and the author. , Subscription price: 2 dollars a year. Printed in U. S. A, Before writ;rig to us, please consult not;co on Inside back cover. - .) -Devotion ¯ . Matthew Germing, S.J. ACAREFUL READER of The ~lmitation of Christ ~vill "ret~em-bet the saying of its author, '.'I would rather feel cgmpunction similart shtaatne mkennotw in ictosn dneecfitinointi "owni.t"h ,Ith me sauyb jbeect p~ethramt iftotremds ttoh e".m tiitklee a of. this paper-: I would rather have devotion than be able to explain its meaning or kno~.its definition. I will qubte.adefinition from Father. T. Lincoln .Bouscaren~s book, Principles of the I~eligious Life (p. 36), which reads as follows: ".Devotion is nothing else th~'n the readiness.of the will to s~et to work at whatever is-for the honor and service of God." This is the theological definition and, allowing for some verbal differences, may be r~garded as .~tandard among modern theologians. It harmonizes well, ~to~o, with the etymology of. the word devotion. F~r de~'otion means being devoted, and devotednesi to God means about the same thing as readiness of ~vill to do what-ever is for-the honor and service of God. D~votion therefore in the service of God is readiness to do what God requires of us and what we know. is pleasing to Him. It is not enthusiasm, nor pious sentiments, nor a. showy manner of prayer or piety in or out of church. Rather, it is promptness and fidelity' and alacrity and generosity and hearty good will in serving God. It is an evey-ready disposition to observe God's commandments and pre-cepts, to embrace and do whatever we know will~be pleasing ~o our Father in heaven, whether He encourages us with the sweetness of His grace or leaves us.in aridity. This is substantial QL essential devotion. It resides~ essentially in the will, not in the affections merely. When it comes to be the pre'~ailing° state of mind of a per_- son, it is called ~:ervor of spiriItt-. s"p r~in "g s" from charity, ai~d in turn nourishes chamy. Ammated by this spirit, the soul bught to remain permanently devoted to God, consekrated to Hi~ honor and inte~ests, ever on the alert to take'up and carry out what her state of life or her superior tec~uires. Devotion springs from the love of God. In the words of St. Francis de Sales, a great authority on this subject: True living devotion stipposes the love o~ God: nay rathei it is nothing else than a true love ofGod, yei not any kind 0f love; for in so far as divine love 57 MATTHEW GERMING beautifies our soul and makes us pldasing toHis divine Majesty, it is called grace; in so far as it gives us strength to do good,, it is called charity: but when it reaches such a degree of perfection that it enables us not only to do good~, but to do it careffilly, frequently, and readily, then it is called devotion . Since" devotibn consists in an excelling degree of charity, it not only makes us ready and active add diligent in observing all commandments of God, but it also prompts us to do readily and heartily as many good works as we can, though they be not commanded but only counseled or inspired,z Under normal circumstances substantial devotion is often accom-panied by some measure of peace and joy and alacri_ty, even sensible pleasure and sweetness. This sensible sweetness has been given the name of accidental devotion; accidental, because it is no necessary par/ of substantial devotion, though it may and often does serve a very useful purpose. When the joy and pleasure affect the will only, they are purely spiritu.al and are styled accidental spiritual devotion, the affections having no part in them. But when the pleasure is sen-sibly felt in the affections of our sensitive nature, then we have what is properly called sensible devotion. The genuineness of sensible devotion must be judged by its fruits, not by feelings. Substantial devotion, as was said above, consists in" an ever-ready disposition °to observe God's commandments and precepts under all circumstances. If your sensible devotion strengthens you in this disposition, if it makes you more devoted to God, to duty, to rule, more humble and obedient, more considerate, and patient, more kind and helpful and forgiving, more ready to make sacrifices, and in all things more unselfish, then the probability is that your sensible devotion is genuine and from God. It would be a big mistake, however, to imagine that therefore you have attained a notable degree of virtue; it is possible that God wishes to encourage the good will you mani-fest in what is in reality a feeble beginning. What is needed on our part in such circumstances is gratitude and a keen sense of our unworthiness and" helplessness.2 It is a commendable thing to pray for devotion, substantial devotion most of.all. The founder of-at least one religious order wrote into the constitutions of his order the following rule: "All must apply themselves earnestly to the attainment of devotion according to tile measure of God's grace imparted to the'm)' And 1St. Francis de Sales. Introduction to the Devout Life, Chap. 1. $St. Ignatius' "Rules for the Discernment of Spirits" may furnish useful reading in connection with sensible devotion. Father Rickaby gives the text with a few notes in The Spiritual Exercises of St. Ignatius, Spanish and English, with Commentary, p. 143: 58 Maccho 1948 " DEVOTION the Church ha~. officially condemned the opinion that it is wrong .to desire and strive after sensible devotion. AS a matter of fact, sensible devotion is a gift of God and sometimes a help that we need in order to keep us from. falling into sin by reason of our natural weakness. Hence one may. well pray for it and, ,by the practi~ce of mortification and purity of conscience, dispose oneself to deserve it. Father de Ravignan, the celebrated preache~ of Notre Dame, Paris, wrote: _ We often complain that we have no attraction for prayer and spiritual¯ things. Certainly, if one thing is needful, it is this attraction, this taste, this unction in holy things. For if that is wanting, many other things will be wanting besides:, for what one does unwillingly, against the grain, one does badly, or at any rate, the task is a painful one. and codrage often fails for its accomplishment . If there is o~ie thing necessary, for our existence [ou~ supernatural life is meant], one treasure which we are bound to desire and to use every effort to attain, that thing is devo-tion . Without a doubt we must not serve God solely for our own consolation and for our own personal satisfaction. That wbuld be egoism. We must put the accomplishment of God's will. His glory, and His kingdom in the first place: but also. by reason of our infirmities and our weakness and in'order the.better to esfab-lish His kingdom in our hearts, we, must be filled,, not now and then. but always and forever with the love and sweetness and unction of a holy devotion.a This love and relish of spiritual thi.ngs, this sweetness and unction of a h01y devotion form an element that is beyond .the attainment of our unaided¯efforts. It must come from the Holy Ghost and His gifts, especially the gifts of wisdom, and kriowledge,_a~nd godliness (also called piety). We must implore Him in the ipirit of humilit.y and with a contrite heart, conscious of out.unworthiness and helpess, ness, but at the same time fully- confident tha,t our peti.- tion will be granted. Our Lord Himself has assured us of this in a very formal and emphatic way in a well-known passage of the Gos-pel of St. Luke about the importdnate bat successful beggar (Luke 11:8-13).It is supposed that the things we ask for will be for our spiritual good. Should God. foresee that they will prove harmful, He will refuse our specific request and answer our prayer by giving us something better instead. The Church bids us pray. "Come, Holy Ghost, fill the hearts of Thy faithful and kindle in them the fire of Thy love." Yes. each of us ought to pray in all simplicity and sincerity :, Come, Holy Spirit. ' fill my heart and mind and my will with holy thoughts and desires, with" thoughts of God and how to serve Him with more care and exactness and fidelity, with deep-felt reverence and holy fear. Teach me. O Holy Ghost, how to pray, how best to-please God by my tho.ughts, my words, my actions: enlighten me with Thy grace., showing me how to become truly humble, 8Conferences on the Spiritual Life, pp. 32, 34. 59 MXTTHEW GERMING Reoiew for Religious ufiselfish and charitable i m~a_ke me see and. recognize what is worldly in me and grant me the strength to cast it from me 'and despise it, , " 'Send forth Thy Spirit,' 0 Godma twofold spirit, the love of - God and the holy fear;of God:" In one 6f his spiritual works Father Rickaby writes: "Never since the first preaching of Christianity have the judgments of God been less thought of and less dreaded .than they are at this .day/'4 He assigns'two possible reasons: (a) increased sensitiveness to suffering, which causes men to resenL se.ve~re .punish- .ments; (b) naturalistic views of life, which have robbed multitudes of their faith or at least blunted their sense 6fthe supernatural. ~ Ai a consequence they have come to regard thet~ri~ths:of" religidn with a giddy lightheartedness, the cure for which is fear~.0f God and dread -of His anger. We would prescribe the same r~medy.--fear of God~ind dread of His anger for those Catholics who aie infected with the naturahsm and secularism that have been flooding the earth since the late war. Again, we pray, saying, " 'Se~nd foith Thy Spirit,' O God, andleave us not to our natural desires, to the promptings Of the natural man within us." ~he natural man is seldom entirely and thoroughly supernaturalized even in the cloister and the sanctuary, much less so in the world at large; and gradually he comes to be the source of e~ery kind of worldliness. Now worldliness is a great enemy of devotion. For devotion implies dedication of oneself to God and the cause of God; dedication to God in ti~rn implies determination, it implies taking life seriously, it implies earnestness and perseverance in.serving "the person and the cause that "are the object of our devotion and con-secration. Worldliness, .on the contrary, gets a man interested -, and soon inordinately interested--in the attractions, the gains and lo~sses, the 1~leashres and efijoYmdnts of'~ the" visible World. Of this ~visible scefie the beloved, disciple said: "Do not bestow your 10re on the world and what the world has to bffer. What does the ¯ world offe~? Only gratification of corrupt fiature, gratification of the eye, the empty pomp of livin~ . . The world and its gratifica-tions pass away; the man who does God's will outlives them for-ever." (I 2ohn 2:15-17.) Such"is worldliness and the worldly spirit, "gratification of cor-rupt nature," the antithesis of devotion. Devotion draws men God-ward; worldlines_s draws them down to earth and keeps them there. This is the reason why it is responsible for not a few defections from ~p. dr., p. 230. March, 1948 DEVOTION r~ligion and from the faith. St. Paul,had experience of a typical case. Writing to Timothy, he says: "Demas has deserted me, lpving this w6rld" (2 Tim. 4:9). In his letter to Philemon (vs. 24) the Apostle had referred to Demas as one of his fellow workers: here h~ records his defection from the apostolic vocation, possibly also frbm the faith. How terse, how precise the statement! "Demas has deserted me, loving this world." It is. the story of many another defection from the religious life of persons with whom the drawing power of this world proves stronger than devotion to Christ. For-tunately ihere is also a more encouraging side. If.there is any class of peopleto which devotion is-of particular interest, it is religious. Why-so? Beacuse it was devotion to God or to Christ our Lord--they come to the same ~--that prompted them to become religious. There was a time when all who at,present are ~eligious became gradually convinced that our Savior was inviting them to leave home and father and mother, to part with all they posses~sed, to renounce all merely human love, and to bestow their whole love on Jesus Christ. It was devotion that made them accept His invitation. And again, it was devotion that urged them on to make their religious profession, an act which, next to martyrdom, is the highest expression of devotion possible to man. The thousands upon thousands of/eligious in this country, both men and womeh, are each and all so many living examples of what devotion is actually accomplishing, first, for the eternal salvation and holinessof these chosen souls themselves, and then for the spiritual and tempot?al welfare of millions of people for whom they are spending them-selves. Religious are on a footing of equality with pegple who.°are not religious in regard to ,the observance of the commandments of God and the laws of the Church. They ought to be, and I believe they are, exemplary in their observance. Besides, they are bound to observe their vows and the rules of the order of which they are.mem-be, rs. By fidelity to these several obligations they fulfill, the duty that rests upon al! religious of striving for Christian perfection: " The matter of striving after perfection is some,thing that-cannot be acomplished in a week, or a month, or even a year. It is a life that demands close attention for years; and the religious must realize that it is part of human weakness to grow remiss in spiritual exet-rises that are "of daily occurrence. Frequent repetition may beget negligence; repeated negligences are apt to beget a hasty and purely 61 k CONCERNING CO)MMUNICATIONS me~hanical'way of doing ,thing,~. "Haste is th~ ruin of devotion," is the expression of St. Francis de Sales, who evidently uses devotion here in the sense of reverence and iecollection in prayer. This usage i,,: not so rare. " The Bishop of Geneva said this over 300 years ago, but ~he ~ruth 6f his saying is confirmed for our streamlined fige by no 'less an authority than Bishop Hedley, O.S.B., who adds on his own acount: "This (hast~) if persisted in, is certainly nothing less th~in mockery of God" (A Retreat, p. 270): Again St. Francis,de Sal~s says, "Believe me, only one Our Father, said with feeling and affection, is of infinitely more Worth and value than ever so great a number run o~er in haste" (Introduction to tl~e Deuout Life, Part II, Chap. I). "Show me how you say your Hail Mary," said a great Saint, "'and I will tell you how you love God." In some of the above q~o~ tations there is question of pri~ying with devotion. Devotion can be truly said to hold one to reverence and carefulness in prayer and. also, to perseverance in,one's lifelong striving for perfection. CONCERNING COMMUNICATIONS Some letters on the Subject of vacations for Sisters reached us too late for pub-lication. They will be published later. We encourage communications on this and other ~opics. New subscribers who wish to familiarize themselves with the dis-cussion on vhcatigns will find it helpful to read page 11 1 of the present number, as well as the back numbers of the REVIEW there referred to. 'To facilitate our work and to avoid confusion, we request that orrespondents observe thi~ following suggestions: 1. If you w~int your letter published, address the envelope to: . Cornmunicat;ons Department Revlew for Rel;glous St. Mary's College Sf. Marys, Kansas 2. If at allpossible, type th'e letter, double-spaced. 3. Make the letter as brief as you reasonably can, Without however sacrificing ideas for the sake of brevity. '~. sign your name and address at the end of'the letter. If, however, you do not wish your name and addres~ published, add a postscript to that effect. In the past we hard published some letters that were not signed, and we may do so again in the future. However, we cannot guarantee that unsigned letters will receive the~ same consideration as those that are signed.raTHE EDITORS. 62.' More Abou!: Ma!:urlty 'Gerald Kelly, S.3. A PREVIOUS ARTICLE contained a general description of ~'emotional maturity and a somewhat detailed discussion of one of its characteristics,x The present article will briefly sketch the other characteristics with special emphasis on points that .seem of most value to religio.us. Unselfishness Ascetical writers say much about the need and b~auty of unselfish-ness in theirtreatises about the supernatural 'virtue of charity. Psy-chologists lay anequal "emphasis on the need of unselfishness for, leading an adult life. By unselfishndss the. psychologists mean thoughtfulness of others, the ability to gioe in contradist.inction to .the childish tendency to receioe. They show how men fail in busi-ness, in professional life, in social life,, and ~bove all iri marriage because they think only of themselves andJseek only their own'gain withoUt regard for the feelings and desires of:others. They demand as a minimum for succdssful.adult life what may be called in com-mon parlance a "fifty-fifty" spirit, a.willingness to go halfway and to give. as much as one takes. The mention o'f this "fifty-fifty" spirit reminds me of a very impressi~;~ remark made by a young Catholic layman at a discussion on marriage. Most of the participants in the discussion were unmarried collegians. They had almost concluded that for a suc-cessful marriage the husband and wife should both be willing to go halfway and to share burdens equally, when this young man, who had been blessedly married for several years, startled them with these. words: I have heard and read a lot about this "fifty,fifty" recipe for a happy marriage: but my wife and I ate convinced that this isn't en6ugh. [f each is willing to go only halfway, you simply come to a dead stop. .We have found that each must be willing to go more than h.alfway. Let's call it a "seventy-five-seventy-five" basis: that gives fifty percent extra to run the house on. The ideal constantly proposed to religious certainly goes beyond the psychologist's minimum standard for maturity; yet even this minimum standard is,not infrequently higher than our actual prac- ~See Volume VII, pp. 3-9. 63 GERALD KELLY Reoieto /or Religious tice, Selfishness is a form of childishness that is not easily lald aside. It can-:'d~sgmse ~tself~m.om~ny ,f6rms and actually appear as various ~irt~ues.? for examPle, as the necessary care of health, as the protection Of o n 'e s rlghts, as kindness to a friend, "and so forth. ¯ It can change .colors like the chameleon; it can wedge into the holiest of exercises. : Even__p.sych0~logists who know little of the: ideals of the-rehg~.o.us life could pr0b~bly gi~e us a very searching and illuminating ~xamination on our unselfishness or the lack of it. They'have the distressing f~tculty of avoiding generalities and' getting down tO" pertinent particulars. For instance, if a psychologist were allowed to. invade the privacy of our examination of conscience and to question us, he would very likely include such details as these: - Do you take.the best food at table or do you leave it for others? Do you try to get the newspaper first. (if there is a newspaper) or give others this chance? Do you' monopolize, conversation or show an interest in what others have to say?_ Do you make it a point to note what pleases others, and are you willing to do .that even at the expense of your own'whims? .- Those are .samples'of~the little things that show who is'and who is not selfish. It is interesting to note that our rules or customs usually include ~ such points: and for this~reason we have probably come to think of them only in terms of religious perfection. It is enlightening, ~and perhaps humiliating, to learn that even a material-istic psychologist would examine us on those very points, not to determine whether we~are saintly religious, but merely to discover if we are" really grown up. In Testing the Spirit,~ Father Felix Duffey, C.S.C'., rightly" insists on the need of a wholehearted spirit of self;sacrifice in the religious life." The life begins with self-obla~ion,'and its true ,peace i~ had only.by those who continue.in this spirit. In my first article on the subject of emotional maturity, I referred to religious who show a marked indecision about their vocation b~cause they seem never to have actually made their decision on the one sound principle,, namely, the will of God. Perhaps one reason for this indecision is that such p~ople are not really seeking God but self. . While I was teaching a group of Sisters ,in summer school, we ~Published by- Herder, St. Louis, 1947. See p. 31 for Father Duffey's remarks on self-sacrifice. The-second part of this book (pp, 25-98) contains a number of questions designed to help a vocational counselor to judge the emotional qualifica-tions of a candidate for th~ religious life. 64 March, 19~8 MORE ABOUT MATURITY-discussed ~ome~of th~ characteristics of emotional,maturlty. The class agreed tlfi;it in° actual life some of, the marks of the truly unselfish persofi would be the ~following: a tolerant attitude, cburtesy~ tact, a ready spirit of c~o-operation, consideration for the feelings and moods of others . One'thing th]t all of us ~hould keep 'in .mind is~this: a religious gives up the normal don~olations of family life. Yet it is doubtful if anyone can entirely divest, himself of the fundamental craving for love"and attention. ~ Some people d,o this exteriorly; but usually they suffer mu~h"° i'nteri6rly '6ver' it~ or the repression does some damage to thei~ personality. Part of the supreme art of living the religious life is to show to others thd kindness and sympathy for which they naturally" crave without letting one'i chari~y degenerate into sensuous or particular friendships. ~Each religious cgmmunity, is a family, and the members should be bound .together by an affection i~hat~is familial." The unselfish person realizes this and is warm and ap~r6achable without being soft and sentimental. Commur~it~ Responsibilit~ In speaking of unselfishness, I was thinking primarily in terms of thoughtfulness of others as individuals. This is a beautiful char- ~acter trait, but it is not enough for maturity. .The mature person must also.be "group conscious," that is, alive to his responsibility to promote the common good. This subject offers religious a vast field° for personal examination: for our lives are of necessity cornrnunit~ lives, and t'he success or failure of the whole venture depends on the co-operation,0°f each individual. No one can do it all; anyone can spoil it all--at least~in some sense. ~How can we test ourselves with regard to this sense of personal responsibility in commgn enterprises? The psychologist, I believe, would examine us on all the community aspects of our lives. He would very likely ask aboht such small points as this: Do you turn off radiators and lights when they are not needed? And he would put questions of greater moment such as: Do you help to keep certain privileges like .the radio, movies, victrola, and so forth, by not abusing them?" And he would want to know especially about your pfiblic conduct, for example: Do you speak well of your commun-" ity? Do you act always in such a way that you give no one gro.unds for thinking ill of your community, your institute, the religious life,~ the whole Churcli? 65 GERALD KELLY Reoiew ~or Religious Tha~ would be a general formula for the psychologists' quds-tions: the little things, the things of greater moment, the things of tremendous.import. Into this general scheme he would insert many other questions besides those I mentioned--for instance: Do you observe library rules so that all have a chance to read the booksL Do y6u enter into .special community projects, lik~L helping the mis-sions? When you play games, are you content to work for the team or do you want the spotlight even at tl~e expense of the team? Very likely we could list pages of pertinent questions, but there. is no need of doing that here. Each one who" wishes to examine him-self. on this aspect of maturity can forniulate his own questions. The essential point behind all such questions is to determine if .the reli-gious realizes that he is a part of a community and that all the inter-ests of that community are his interests. He work~ with the com-munity at home; he represents the community to outsiders. His lack of co-operation at home can spoil the harmony of common life and dull the effectiveness' of the community as an apostolic instrument: his disloyalty or bad example before outsiders can literally bring about a spiritual catastrophe. While I am on this subject I may as well refer to another article previously published in the REVIEW. Writing about the "'Qualities of a Good Moral Guide" (V, pp. 287-88), I described a sort of professional loyalty that should characterize all counselors. The example cited was that of,a priest who might have to correct the erroneous conscience of a child. The priest might find that the error arose from wrong advice by the child's rfibther or teacher: but in correcting the error he should try as.much as possible not to under-mine the child's confidence in his mother or teacher.It is a delicate. problem, but it can be solved by one who is conscious of the fact that all the child's counselors must work togethe~r: Many such deli-cate problems occur in our lives. For example, a teacher may make a mistal~e, and the case m~y be referred td the principal. The prin-cipal must do justice to the. students; but if at all possible both principal and teacher should act in such*a way that the proper rela- .tionship between teacher and class is not. harmed. This is not merely to save the personal feelings of the tea_cher~ but principally for the good of ihe class and of the entire school. Superiors can do much to foster the sense of community respon-sibility in their subjects, especially by keeping them well-informed about community affairs and projects. Some superiors seem to think 66 March, 1948 MORE ABOUT MATURITY that they are the "official worriers" for the, community: and they tell their communities little or nothing about business plans and such things. Everything is a solemn secret, even the name of the next retreat director. It is true, of course, that some things must be kept secret;-but exaggerated secretiveness is hardly calculated to foster a personal community interest in the. individual memberWs.hen treated as children, they are quite apt to react as children. Temperate Emotional Reactions Emotions are a part of human life. Granted an appropriate stimulus, there ought to be some spontaneous emotional reaction: for instance, the sight of sorrow should provoke sympathy, the' per-ception of kindness should prompt gratitude, the perception of imminent danger should stimulate fear, and so forth. Such reactions_ are normal. Some men seem to have such dominating control over tl~eir emotions that they either do not react to normal stimuli or they repress the reaction so swiftly that it is perceptible to none save them-selves. This is not necessarily virtue, not necessarily true maturity: on the" contrary, it may be quite inhuman. The "poker face" is neither a psychological nor an ascetical ideal. Our Lord certainly showed emotional reactions fear, pity, joy, .and so forth--although ~ He was capable, if He so wished, of repressing even the slightest reaction. True maturity, therefore, consists in responding properly and temperately to emotional stimuli. To show no emotion is ii~human: to react with u'ndue vehemence is immature. Calm anger may be justified both morally and psychologically: a wild outburst is never the proper reaction. Hearty laughter may be the adult, reaction to a humorous situation or anecdote, but hysterical giggling and ,wild guffaws are signs of immaturity. Both adult and child may feel fear: and both may and should run away from danger when there is no reason for facing it. But ,when duty calls, the true adult will control his fear and face the danger, Psychologically, the specific difference b,et, ween adult and chi, ldish emotional reactions lies in control. The adult reaction is held to moderation: the childish res.ponse is an explosive outburst. The ¯ ,_ problem 'of maturity is to acquire such control of the emotions that undesirable ones are eliminated or calmly repressed as much as pos-sible and desirable ones are used with moderation. For .example, although the kind of love that leads to marriage is good in itself, it is 67 GERALD KELLY Reoieto /. or Religious undesirable for religious; hence situations that would fost.er., it should be quietly avoided. On the other h~nd, a tender love of God, pro-vided" it has real spiritual substance, is desirable and is to" be culti.; rated. And so it is,with many other emotions: sorrow for sin,, sympathy with Our Eord, affection for our friends all such things can help greatly in the religious life; and the mature attitude towards them should be ofie of reasonable use. ~ "¯ As I suggested in the previous article, it would be easyto.cull the. psychological literature for questions to bring Out the negative side; and this is particularly true of emotional control. F0.r example., here are so~e offthe negatives: Do you easily b~come fretful?. Are you impatient to carry out your impulses? Do you expl6"de over a tiny offence? Are you~ a victim of moods~--up today and down tomor~ row? Do you nurse injured feelings for a 10ng time?" Are you i:lis"2 turbed frequent.ly by haunting fears? Do you indulge, in terrific w~eping spells?_ Do, you "sulk in your tent"? Do you .look u~6n yourself as a-martyr; or'th~ victim of misunderstanding and injfis~ rice? Do you easily" gro~r hilarious? ' ' ° The purpose of thes~ ~and similar'questions is clear. If reactions such as those just mentioned are characteristic of a person, he is immature. Or/ the other hand, if he.usiaally manifests poise, if he readily adjusts himself interiorly to emotionally stimulating situa-tions he.is an adult. ¯ We can conclude this section ;by quoting the description-of adult e~notioiaal control given by Father P, aphael McCarthy, S.J., in Sat:eguarding Mental Health: The management of one's emotions demands various kinds of repressions. ~It means that a man responds with the emotion that is justified bythe circumstances: he does not allow himself to become passionate over minor provocations and he ceases to be excited when the cause of his emotion is passed. Self-government implies, aiso, that a man can moderate his affective reactions; be'can make partial responses, so that he can feel fear without being thrown into panic, he 'is not swept into a towering rage by trifling oppositions, nor does he bellow when his hat is blown off by the wind. He can, moreover, check the physical expression of l~is emotion so that he does not strike out like an imbecile whetl he is angered,¯ or dash ¯ away like a terrified child when he is frightened,s "~ Attitude on Sex There is, at least in many instances, a rather close connection between one's generhl emotional control ' and one's attitude on sex. aPublished by Bruce, Milwaukee, 1937. See p. 287 for the text quoted here. ~he book gives a.clea.r pbrtrait of the ordinary emotional difficulties and helpful sug-gestions for controlling emotions. 68 March, 1948 MORE ABOUT MATURIT'/ Thi~, will be clear, I think, if.we consider briefly what shoulci be the mature attitude on sex. The adult" should be well-informed abbut the purpose of sex and the meatiirig of chastity. Not that he needs to kno~v everything about'sex; for 'there are some aspects of sex that are definitely patho-logical ahd~ that need be known only by exper~ts. But an adult sh6uld know the-normal phenomena pertaining to the psychology and physiology of sex, and. the moral and ascetical principles that apply to the sexual sphere. Without such correct knowledge he is apt to experience the adolescent's embarrassment in the presence of others, as well as a curiosity that easily becomes°morbid. Moreover, ~with-out such knowledge, he is unable to make ;i correct estimate of his own reactions to persons and situations, and this may lead to regret-table imprudences, to extreme sensitivity, and to scrupulosity. He comes to fear sin everywhere because he really does not know what-sin is; and he. cannot cope quietly ~with temptation because he does not know clearly, what is expected of him. Ignorance and anxiety, in a matter so fundamental and important as sex are aln~ost certain.to have an unwholesome effect on one's personality and to hinder the full development of the other characteristics of maturity. Protiting bg Criticism "Are you sincerely grateful to those who point out your faults to you?" I was more than a little startled when I read that ques-tion in a maturity test drawn up by a man who. I feel sure, has little br no .appreciation of Catholic asceticism. He was thinking 0nly in terms of sound psychology; yet he included in his test a equality which we are apt to look for only in the saints. Let us consider this in terms of our own experience in the reli-gious life. Spiritual directors often, tell religious that they should be patient when others point out theii faults: in fact, it is.generally said that religious should be willin'g to have their faults pointed out by others. And at times the directors do speak of gratitude; .but my. impression is that, when there is question of religious of only ordi-nary virtue, the directors tell them to be grateful to. God. They scarcely dare to counsel gratitude to the critic; rather, they seem con-tent with hoping that criticism will not be the occasion of angry out~ ~bursts or of long-continued grudges. But the psychologist unhesb tatingly demands gratitude to the critic; the psychologist dares to enter where the spiritual director fears to tread. 69 GERALD KELLY Review for Religioffs Perhaps I have underestimated the v, irtue of religious and have made the picture too black. Yet, if superiors, spiritual directors, and critics could all pool their experiences and thus determine the ave.rage reaction of religious'when corrected, I wonder what the result would be.Would it be that correction is the cause of an angry outburst? or of sullen silence? or of tears over the "evident injustice"? or of a defiant mind-your-own-business attitude? Would.it be that cor-zection is generally answered with a "Why-don't-you-say-something-to- the-other-fellow?"' Or wouM it be that correction is usually ~eceived with quiet resignation? or with depressed spirits but an hofiest attempt to be grateful' to God "for the humiliation"? 0r.with a certain eagerness to know the truth and. with gratitude towards the one who had the courage to point it out? Some moral theologians use an expression that is in remarkable agreement with the question put by the psychologist~ They refer to fraternal correction as a "spiritual almsgiving." The implication, of course, is that the critic is doing one a favor and is' deserving of thanks. And obviously, anyone who realizes that it is-'really good ,~or hi}n to know his faults, should ~0e grateful to the person who helps him in this regard. Hence, it seems that what the psychologists call maturity in this matter, is actually the ability to appreciate true values; one realizes the utility of knowing one's own faults and the - difficulty usually experienced by.those-who have to point them out. Are we therefore childish when we resent criticism? It seems that usu~illy we are; yet there are some special factors that may make ~i difference: For instance, osome offer criticism in an offensive man-net; others offer it through spite and without sincerity. And of -course there are those people who hgve so cultivated the art of fault-finding that they" see faults where there are none. Even in cases like these' the adult should receive criticism With composure; but there seems to be little need for~g.ratitude. While I am on the subject of profiting by criticism, I might men-tion that an adul.t, even when grateful.to his critic, should receive the criticism intelligently. Whether it be a criticism of one's character, of one's writings, or of anything else, it should be weighed carefully before.it is followed. Facin~t Reality] Reality is life, the whole of life; but wtien psychologists speak of facing reality they seem to think particularly in terms of one's 70 MORE ABOUT MATURITY capacity for attempting what is difficult and for adjusting oneself to painful situations. Speaking of men who shrink from realit~ or are broken by reality, they give such examples" as these: patients who love the hospital because it affords them loving attention and dependence and shelters them from the burdens of work and respon-sibility: men who go along ,nicely in a subordinate position but break when they receive a promotion: men who can live a quiet life but break when they must be active: men who thrive on activity but cannot stand the monotony of a quiet life: men who overindulge in recreation; men who avoid the realities of life by taking to alcohol: the wife who runs to her mother at the first sign of trouble "or responsibility in marriage. Little test questions sometimes used to determine whether one has the adult ability to face reality might run somewhat like this: When you are given a job that you are afraid of or dislike, do you try to get out of it either openly or by excuses that you know are not valid? Do you get upset or go to pieces when faced with a new situa-tion that will force you out of a rut? Are you given to day- . dreaming? When you fail, do you justify yourself by.a lame excuse or do you admit the failure and try again? DQ you find that you are. wasting more and more time, finding many useless things to do, before you settle down to the real work of the day? Do you dread responsibility and try to evade it? Do you neglect the present by thinking and talking in terms of your glorious past or by boasting of your glorious future? For us religious, reality is to a great extent the duty of the moment. Disagreeable or not, that duty is God's will--and that is the supreme test of reality. Yet we do have an amazing power of dodging, consciously or unconsciously, the disagreeable tasks.- One religious neglects his studies to engage, as he says, in "works of the apostolate." Another accomplishes the same result with equal ingenuity by deciding that "he has no head for books," but he can fit himself for his future work by playing games, making gadge~ts, and so forth. And grill another shirks the mondtony of prayer and study with the consoling observation that he was "cut out for the active life." Failur~'and disappointment are among the hard realities of life. The adult is expected to face them with composure when they threaten hnd to adjust himself quietly to them when their occur. Yet is it not true that all too many religious have been broken and soured 71 MORE ABOUT MATURITY by shch things? Do we not see, at least occasionally, a rdligious still-. .~comparatively young, yet useless for further work in the cause~of Christ because he has been denied the fulfillment of some ambition? Here ]s'a problem that I believe is not uncommon among us. As we move on fhrough our years of training we note a great de~ire for accomplistiment, yet on the other hand a great fear to undertake the very things we so much desire. We feel a dread of responsibility, which~, if fostered, can ruin our whole lives. I know of one sound defense against th~is: namely, to make up one's mind to try anything that is assigned by superiors and, never to try to avoid it unless there is some really good, reason for asking the superior to reconsider the matter. A religious who begins .to yield to such fears may soon find that his self-c6nfide~ce is utterly destroyed. We can conclude this point by refe~rring for a moment to_the life of Out'Lord. From the first moment of His life He was conscious of t.wo tremendous future events: "the.Cross and the Resurrection; and the actual HYing of His life--as far as the records show-- pre~ents a simil~r pattern: failure and success, pain and~joy, the bittei and the sweet. In His life too were the security of obeying andthe responsibility' of commanding, the doing bf~little things and the 9complishing of great things, the quiet hidden life and the bustling active life. It i~ a complex pattern; yet through.it all runs a won-drously simplifying'theme it was all His Father's will. The~ .same pattern runs through our lives, and the best tonic for fear and dis-appointment is the abiding .consciousness of God's loving provi-dence. One who has this consciousness, who is able to see the hand of God and the plan of God in all the events of his life, is scarcely in danger of becoming emotionally unstable; he is admirably mature. THE CHRISTIAN ADULT Hence the t~ue Christian, product of Christian education, is the supernatural man who thinks; judges and acts constantly and .consistently in accordance with right reason illumined by the supernatural light of the example and teaching of Christ: in other words, to use the current term, the true and finished man of character. ---PIUS XI, Christian Educat{on of Y~uth 72 Thanksgiving Afi: .r Holy Communion Clarence McAuliffe,: S.J. THE decree, Sacra tridentina synodus, issued by'the Congregation ofthe Council on December 20; 1905, and approved by Plus X, promulgated frequent and even daily Communion. Among the c6nditions for daily Communion the decree includes a "careful preparation" (sedula pr'aeparado) for the Sacrament and a "fitting thanksgiving" (congrua gratiarura actio). Nothing more specific can be found in this decree. No definite time for the con-tinuance of thanksgiving is mentioned. No precise manner of " making thanksgiving is recommended. The decree simply, states that thanksgiving should be "fitting" or "suitable" or "appropriate."_ ~ -~With regard to tim(-extension, .however~ we know that a thanks-giving is "fitting" when it continues as'long as Christ remains present within us. I6deed, thanksgiving may be aptly'described as a reverent attention paid to Our Lord during ~heTtime that He abides within a person after the reception of Holy Communion. In other words, thanksgiving shouId continue until the sacred species are corrupted, for with their corruption the Savior ceases to be present. Since this time ~nn0t be determined with mathcmatlcal precision and will vary with different persons according to their health and other conditions, catechisms and theologians have laid it down as a practical norm that thanksgiving should be made for about a quarter of an hour.In practice, therefore, one who devotes about fifteen mihutes to thanks= giving is carrying out the spirit of the papal decree. It is an objective fact that priests and religious in general do make a quarter of an hour of thanksgiving after ,Holy Communion. It is possible, however, ~hat all may not be aware of certain dogmatic reasons why thanksgiving shofild continue for this .length of time. Once informe.d of these reasons they may be prompted to make their thanksgiving with greater devotion. T.hey will also be able to trans-mit these theological principles to others and thus to counteract the widespread neglect of adequate thanksgiving so noticeable among lay Catholics today. The first reason for making a thanksgiving of about fifteen min- 73 CLARENCE McAULIFFE Review for,Religious utes springs from our faith in the Real Presence and may be calle~l a reason of courtesy or propriety. If a bishop visits a convent, he receives not only a warm welcome, but also assiduous attention as long as he chooses to remain. All the Sisters meet him. As many as possible remain in his presence. He is'the focal point of the eyes and ears of all He may not have any favor to bestow, but he receives the same marks of respect anyhow. His dignity as a successor of the twelve"apostles demands courteous consideration and his visit to the convent is itself a benefit. Politeness, attention, Utmost hospitality are marks of appreciation for this benefit. Their omission would be a discourtesy. The application of this example to Holy Communion is obvious. In Holy Communion we receive Christ Himself. He comes to visit us. He is present in His entirety with His divine nature and His human nature, both beady and soul. He is identically the same Christ as He is at this very moment in heaven. He remains within Us until the sacred species are corrupted. He merits the same attention that we would infallibly bestow upon Him were He to knock upon our door with the sacramental veils removed and His own lineaments manifested to us. Hence mere civility should urge the recipient of Holy Communion to make a suitable thanksgiving. To fail in this is thoughtlessly to ignore Christ. ' But other dogmatic reasons should prompt communicants to make the recommended thanksgiving. All the sacraments confer sanctifying grace automatically, but it is quite probable that Holy Communion has in Itself the power to impart more sanctifying grace than any other sacrament. Let us suppose, for instance, that one person is about to receive confirmation: another, Holy Communion. ~Both persons have exactly the same amount of sanctifying grace and both have the same proximate preparation. In this case, it is quite probal~le that the communicant receives more sanctifying grace automatically than the person confirmed. - This is the more remark-able. when we reflect that confirmation can never be received again during an entire lifetime: whereas Holy Communion may be received every.day. The same is frue even of the sacrahaent of orders as com-ps/ red with Holy Communion. Ineffable, indeed, are the powers to consecrate, to offer the Mass, and to forgive sins, powers that are conferred upon the priest by the sacrament of orders. Nevertheless, it is quite likely that even this sacram'ent, despite the exalted dignity it bestows'and despite the fact that it, too, can never be received a 74 Marcl~, 1948 THANi
Issue 3.3 of the Review for Religious, 1944. ; MAY 15, 19,44 ~Voi~UME,.III Ri VI, I W' FOR :i I LIGIO,,US .VoLuMEIII :" MAY 15, 1944 ~ NUMBER3 ° ONTENTS GOOD CONFESSIONS AND BETTI~R CONFESSIONS--r ~ 'Gerald Kelly, S.J.' ; . 145 THE-QUEgTION OF VOTING Edwin F. Healy, SIJ . 158 CONCERNING BOOKLETS . . . . . THE CARE OF SICK RELIGIOUS Adam C. Ellis. S.3 . " 1"67 WE SALUTE THEE. MARY'. MOTHER OF GODT William B. Fah~rty, S.3. " ' .,'175 WHO IS THIS RODRIGUEZ? Augustin~e Klaas, S.J. " " 181~ ,TWO HYMNS TO ~MARY" -F~ran¢is N. Korth.-S.J . . 1.92 COMMUNICATIONS .(On Retreats and Vocations) . : 198 BOOK REVIEWS~ (Edited by Clement DeMuth S.3.)-- The Man"from Rocca Sicca: Subdeaconship~ Masyk.noll Mission Let~ .tars: Cardinal Mercier's Conferences: Venerable Vincent Pallotti: "Con- " , ,else Catholic' Dictionary: Lourdes Interpreted by the Salve-Re~ina; Teaching Confraternity Classes: Publlc,Speaking . ! . . ~ ¯ . 204 DECISIONS OF THE HOLY SEE OF INTEREST TO" RELIGIOU~ ~210~ BOOKS -RECEIVED . 2110 QUESTIONS AND ANSWERS 2-1. Redecorating Stations of the Cross . x . '.;. ~ . . . : 212 22. Visit Required for Gfiining Indulgence . 23. Use of Standard Time for Eucharistic Fast . 213 "L24. Voting in Chapter Elections . 214' ' 25. ,Co~frat~rnity of Pil~rim~ " " 2"15 26. Religious Attending Motion Pictures ~. . . : . ". 215 bUR CONTRIBUTORS " ' " . '. ' REVIEW FOR RELIGIOUS, May, 1944: Vol. III, No. 3. PubliShed bbmon~hly: January. March, May, July, September; and November at the,~College, Press. _606 Harrison~Street, Topeka, .Kansas, by St. Mary's College, St. MarTs, Kansas, with' ecclesiastical approbation. E~tered as second class matter January 15, q9~2, at the Post Office, Topeka, Kansas, under'the act of March 3, 1879. Editorial Board: Adam C. Ellis, S.J., G. Augustine~,Ellard, S.J., ~erald Kellyl S~.3,.~ Copyright, 1944, by Adam C. Ellis. Permission is hereby granted for quotations .6f reasonable length, provided due ~:redit be given this review and the author. Subscription price: 2 dollars a year. Printed in U. S.A Before writing to us, please consult notice on ins;de back cover. ood Con essions and Bet: :er Cont:essions Gerald Kelly, S.J. ~'~ELIGIOUS not infrequently exp.eo~ience a vague sense |'r~ of dissatisfaction with their conKssions. They must confess .weekly, generally at a certain time, even though they are not in the mood. At times they must make a rather hasty immediate preparation for confession. Their sins are usually "small sins"; in fact, it is often difficult to fodus on any really, definite sins to confess.A certdin 0 amount of routine seems unavoidable; yet routine confes-sions are strongly condemned by many spiritual writers. Finally, most religious have read or heard of the many advantages of frequent devotional confession, and the~. want to reap some of these fruits ~:or themselves. Yet, despite their holy desires, they sometimes fail to see any good effects of their confessions; they are even inclined to wonder if their confessions are not entirely fruitless. Very likely there is no absolute remedy for a sense of dissatisfaction in those who are striving for perfection. Some dissatisfaction is natural, even helpful. But this holy sense of dissatisfaction is different from discourag.ement, worry, or a vague feeling of uneasiness. As much as pos-sible, the dissatisfaction should be clearly defined, because only then can it be used constructively as a stepping stone to the attainment .of one's ideals. My purpose in the present article is to propose a few rules that may help religious to clafif.y any dissatisfaction they may feel with their confessions ~nd to give some defi-nite direction to their efforts for self-improvement. The" rules enunciate nothing new. No doubt most religious- 145 GERALD KELLY ,. Review for Religious know them well; yet I believe that some fail to apply them and that the results of not applying them .are a waste of effort, a lack Of perfect peace of mind, and sometimes dis-couragement. If all religious, from the novitiate onward, would observe these rules faithfully, they would be'much more satisfied, with their confessions and would reap many definite advantage~ from them. Four Rules In formulating these rules, and in commenting on them, I am limiting the subject to the devotional confession, as this is the type of confession that. religious most frequently make. Keeping this in mind--namely, that we are speaking only of the devotional confession--we can state the rules as follows: Rule I: Be sure to confess, at least ;n a 9eneral way, some real, subjective s;n that you have cerfainly comm;Hed. Rule 2: Have genu;ne, supernatural con÷r;÷;on, a÷ least ;mperfecf, for some s;n ;nclucled ;n your confess;on. Rule 3: Be willincj to accept and to perform anyjustly ;reposed penance. Rule 4: Try to sanctify yourself ÷hroucjh confess;on by cult;vaf;ng a more e~fecfive purpose of amendment. It may be well to call attention immediately to the decided, difference between the first three rifles andthe fourth rule. The first three express minimum essentials; the fourth .expresses an ideal. A penitent who observes the first three rules makes a good.confession; a penitent who keeps not only the first three, but also the fourth, makes a better confession. This is an important distinction. Our. ideal, of course, is to make the better confession; but there is a great deal of consolation and peace of mind in knowing that our confessions are good, even though they could be better. A good confession o~ devotion always produces some grace in the soul. 146 May, 1944 GOOD'CONFESSIONS AND BETTER CON~ESSIONS A GOOD. CONFESSION It would be a wise policy .fob every religious to have a two-fold aim in making hisconfessions: first, to make a 9ood confession by fulfilling all minimum essentials; and °secondly, to make his confession even better by the use of some practicable plan for applying the fourth rule. In keeping with this two-fold aim, I am dividing the remain-der of this article into two parts, which treat respectively of a 9ood confession and a betterconfession. Confession of Sins On the part of the penil~ent, three things are requirgd for the reception of the Sacrament of Penance; confession of sins, contrition, and satisfaction. The first of our rules enunciates the minimum essentials for thd first of these acts. It is certainly not difficult for anyone to fulfill this rule in a d~votional confession. It is sufficient to confess any or all of the venial sins comm.iyted since, the last con-fession, or any mortal sin or venial sin of one's past life: A penitent can even fulfill this rule by alv~ays confessing the same sin from his past life: for example, he once culpably missed Ma~s on Sunday, and since, then, in his devotional confessions, he never mentions anything specifically but that one sin. "There's nothing special since my. last confes-. sion, Father,-" he says week aftgr week,. "but in my past life I once missed Mass through my own fault." Finally, the penitent does not have to do even as much as that in a devo-tional ~onfession. It dan b~ sufficient if he simply includes his sins in a general way: for example: "There's nothing special since my last confession, but I want to include all the sins of my life." ,The repetition, week after week, of the same sin of the past life, without confessing any new matter, is not, of course, the ideal. Nor is it the ideal to make a merely gen- 147 GERALD KELLY Review for Religious~ eral accusation. Yet such accuations are, strictly speaking, sufficient in a devotional confession, provided the.penitent has the requisite contrition--as will be explained in the comments on-the second rule.1 I have referred to such accusations, not to encourage their use, but simply to indi-care how easy it.is to live up to the demands of the first rule. Despite the fact that it is comparatively easy to.observe the first rule, it is also possible for well-meaning penitents-- even religious--to violate it and to make unintentionally fruitless~ confessions. Perhaps a few sample confessions-- entirely fictitious, of course--will serve to illustrate what I- mean. A religious is preparing for confession. To him, as he examines his conscience, the past week looks.biack enough. On Sunday, when he,assisted at Mass he had certainly done everything that the Church requires for the complete ful-fillment of the obligation. Yet he had been no seraph at Mass; he could surely have assisted more.devoutly. On Monday, he had felt a strong inspiration of grace to pass up the butter at one meal: and on Tuesday he had felt an equally strong inspiration to spend a half-h0ur of his free time before the Blessed Sacrament. He had neglected both these divine:"invitations. Finally, despite the fact-that his rule ordered that all. should make their beds before the morning meditation, he had three times ~put off this dis-tasteful action until after breakfast. Of course, 1~is insti-tute states explicitly that merely disciplinary °rules, not involving the vows, do not bind under pain of sin; liuf 1The unnecessary use of the merely generic accusation, without mentioning anything in particular (e.g. "There's nothing special since my last confession,. Father; but I want to include in this confession all the sins of my life"), is particularly to be dis-couraged. By reason of a more or less general custom iri the Church, penitents who make devotional confessions are expected to mention some particular kind of sin, either from their past life or conimitted since their last confession. ~For the benefit of students of theology who might read this article, let me say that in speaking of the confession of devotion I use the words "fruitless" and "invalid" indiscriminately. The valid devotional confession must, I believe, be fruitful. 148 Ma~l, 1944 GOOD CONFESSIONS AND BETTER CONFESSIONS this, he tells himself, is no excuse for him. He enters the confessional and accuses himself as follows: "Since my last confession I was negligent in my prayers; I was ungrateful to God; and I was disobedient. That's all I can remember, Father." Another religious] in preparing for confession, note~ that he has often felt strong resentment against someone who had offended him; that he has 10ad many distractions during meditation; and that 6n one occasion he made a re-mark that hurt someone's feelings. He might note also that the feelings and distractions were not voluntary find that the offending remark was unintentional; yet these excuses do not occur to him. He confesses as follows: "Since my l'ast confession I was uncharitable in thought and speech and was distracted in my prayers. That'll be all, Father." A third religious has had a really trying time of it since his last confession. He has been literally besieged by a strong temptation to impurity of thought; in fact, the temptation has been so strong that he really does not know how he stands before God. He decides to go to confession "just~to be safe." In confession he says: '.'I had a very strong temptation against purity, and I want to accuse my-self in ~o far as I am guilty before God. Th~re's r~othing else bothering me, Father." I have chosen these three fictitious confessions because ."they illustrate defects which, thot~gh very likely uncom-mon, could make a.confession unintentionally fruitless. In the first confession, only imperfections,, not real sins, were confessed. In th~ second confession,, the things mentioned might have been sins, but there was no subjectioe guilt; the uncharitable feelings and distracting thoughts were invol-untary, the offending remark was unintentional. In the third confession there was no certain matter: the penitent may have been guilty of mortal or venial sin, but he may 1,49 GERALD KELLY Review for Religious have committed no sin.at all. All of these confessions are at least probably defective. Yet all could be saved from fruitlessness by the intelligent use of a concluding accusation such as "I include in this confession all the sins of my life"; "I want to include all the sins of my past life"; "For these, and fdr all the sins of my life, especially for . . ., I ask pardon from almighty. God and penance and absolution from you, Father." It is true that accusations like these can become purely mechani-cal and practically meaningless, yet they are infinitely bet-ter than such conclusions as: "That's all I remember"-- which adds nothihg to the confession.; "That'll be all,"-- which sounds like a person burring groceries ; -and so forth. It is hardly advisable to force religious to make subtle dis-tinctions between imperfections and venial sins; but it surely is advisable for all penitents who habi'tu'ally commit only small sins to have some concluding accusation which covers up a.possible insufficiency of matter in their con-fessions. " As I said, these confessions are purely fictitious. If they occurred in real life, a confessor would generally note the.deficiency and ask a question or two that would save the confessions from invalidity. Yet this might not always be ,the case; and penitents should be tiained to make goo.d confesiions independently of questions by the confessor. Contrition The second rule givei the minimum essential for con-trition in the devdtional confession. Here again, it is important to distinguish between the ideal and the essential. Of all the acts of the ,penitent, contrition is the most important; and everyone's ideal should be to have a pro-- found and effective contrition. Yet the confession can be good, even though contrition be far from the ideal. The 150 May, 1944 GOOD CONFESSIONS AND BETTER CONFESSIONS ideal, even in a devotional confession, is perfect contrition; yet imperfect suffices. The ideal is that the contrition extend to all.sins confessed: yet it~ is sufficient if the contri-tion applies to any sin included in the confession.8 The ideal is that contrition be deeply moving, like Magdalen's; yet it is sufficient if the contrition be as unemotional as paying the rent. Important though it is, it is not extremely difficult, to haye sufficient contrition for a fruitful devotional confes-sion. A penitent who has once committed a mortal sin, has repented of it, and now includes that sin in his confes-sion, either by mentioning it by name or by including it in a. general accusation, may take it for granted that he has sufficient contrition if he continues in his good resolve to avoid all mortal sin. A penitent who has committed a delil~erate venial sin in the past and who now includes that sin in his confession, either specifically, or at least in his gen- . eral accusation, ha~ sufficient contrition if he renews his good resolve to avoid that sin in future. Even a .penitent who includes only the "smaller" venial.sins in his confes-sionmthe semi-deliberate sins, as they are sometimes called--has sufficient contrition, if he is sincerely resolved to try to do better in some way, for example by eliminating one kind of sin or a certain class of sins, or even by reducing the: number of his small sins. We generally speak of contrition for sin as if it were one simple act. In reality it seems to involve a rather com-plicated process. It would not be worth our while, in a, aWhen I say that it-is sufficient if the contrition applies to only one of the gins confessed, I mean that this is enough for the absolution and the reception of grace through the sacrament. This does not mean that all the other venial sins are for-given. Sins for which there is no repentance at all ar~ not forgiven either in con-fession or outside of confession. For example, a penitent who has committed two venial sins, has true sorrow for one, but no iorrow for the other, would receive grace through the sacrament but not forgiveness for the one unrepented sin. His confession would be fruitful, but it could be more fruitful. 151 GERALD KELLY Reoietu for Religious pratti.c.al article of this nature, to go deeply into this proc-essl " But it may be useful to indicate here that, in making aft. act of contrition, a penitent should pay particular atten-tibn to two dements of the psychological process: namely, to motivation .and to purpose, of amendment. If these two elements are present, one may safely assume that an act of contrition is good; if either one is 1~icking, there is no real cogtntion. ¯ Motivation is not contrition, but it. is a necessary pre-lude td it. The sinner must realize the evil of his acts before he can truly repent Of them. And he must see this evil ~hrough the eyes of faith if his contrition, whether in or out of confession, is to be supernatural and effective. As we know, faith supplies us with a variety of motives f0r.repen~ance, some more perfect than others. It shows Us sin as contrary to the will of God and therefore some-thingagainst God's infinite holiness and goodness; it shows Us: the Son of God suffering on the Cross for our sins; it reveals sin as ingratitude to God~ o.ur.supreme.benefactor; it tells us of theo richness of heaven, of the terrible fate of hell, of the punishmen.ts of pu.rgatory, and of the temporal purlishments for sin in this life. All penitents shOuld keep in mind that the motive for their contrition should be applicable to the sins for which they wish to be sorry. In particular, it is necessary for those who Want to make an act of contrition for venial sins to remember that not all motives that apply to mortal sins are applic~ible to venial sins. Despite the fact that many books speak of venial sins in the most thunderofis terms, venial sin js not mbr~al sin. Mortal sin destroys the likeness of God in the soul; venial sin dods nbtt Mortal sin breaks the l~0nd.gf friendship between the soul and God; venial sin does not. Mortal sin is deserving of hell; venial sin.is not. In recalling these differences I am not trying to 'belittle Ma~l, 1944 GOOD CONFESSIO~IS AND BETTER CONFESSIONS venial sin. I simply insist on the necessity 9f seeing such sins in their true perspective in order to elicit a genuine act of contrition for them. It is only by stretching words far beyond their obvious connotation that one can make an act of contrition for venial sin "because of the fear of hell." This motive is applicable only in a roundabout way: for example, because venial sins may lead to mortal sin,. which is deserving of hell. On the other hand, there are many motives which do apply directly to v~nial sir/s, even to thd smallest of them. Venial sins are contrary to God's holy will; they defeat His wise plans for our sanctification and for our attainment of a certain degree of heavenly glory; they manifest a failure to appreciate His gifts; they are a shabby return fdr what our Lord did for us; they are deserving of some punishment in this life or in purgatory. It would be well for those who make devotional confes-sions to meditate occasionally, especially during the time of retreat, on motives such as these so that they can briefly and intelligently recall appropriate motives when preparing for confession. From the point of view of motivation, therefore, it is perhaps easier to make an act of contrition for mortal sin than it is for venial sin. At least it is easier to see the evil of mortal sin. As for the purpose of amendment, less is required for venial sins than for mortal sin. No matter what mortal sins a penitent has committed, he has not sufficient contrition unless his purpose of amendment extends to all mortal sins. He must will to avoid all mo]:tal sins in the future. Thus, the ordinary definition of a purpose of amendment as "a firm purpose to sin no more" applies quite literally to mor-tal sins. But this does not seem to be strictly necessary with regard tovenial sins. In facL.with regard to all the smaller sins. taken together, it is hardly possible. Rather, in the 153 GERALD KELLY Review for Religious case of sorrow for venial sins, the essential thing is the sincere will to do better. This distinction between mortal and venial sins, with respect to purpose of amendment, is based on the ft~nda-mental difference between these two kinds of sin. Mortal sin, of its nature, implies a rejection of God's friendship; hence one cannot will to gain or continue in God's friend-ship unless he intends to try to avoid all mortal sin, with-out exception. But one who commits only venial sins is already a friend of God; and this friendship admits of many degrees and of continuous growth. There is no con-tradiction in willing to a~coid some venial sins, but not others, or in willing to reduce the total number of one's venial sins, without proposing to avoid venial sin entirely. _ Satisfaction The third rule enunciates' the minimum essential for the third act of the penitent--satisfaction. I stated this rule ¯ merely for the sake of~omplete.ne~s. The rule itself hardly requires comment or explanation, except perhaps to remark --what is probably obvious--that there is a difference between willingness to accept a penance and the actual per- ' formance of the penance. The willingness is required for the validity of the confession; without this disposition a confession would not be good. But the actual perform-ance of the penance does not pertain to the essence of the Sacrament but only to the integrity of it. A BETTER CONFESSION The first three rules, as I said, express the minimum essentials of a fruitful confession. All who make a devo-tional confession, even religious, should make it their first aim t6 keep those rules. But religious, in particular, should not be content with that. Their aim should be to ,make 154 May, 1944 '" GOOD" CONFESSIONS AND BETTER CONFESSIONS their confessions better, especially througl'i the observance of the fourth rule. ¯ Books and articles on confession offer many suggestions for improving our confessions. I .should like to suggest ¯ here merely one workal~le plan for.using confession as an instrument 6f self-improvement; and I think I can accom-plish my purpose better by an example .than by a long dis-cussion. A religious is. making his annual retreat. In surveying the past year he notices that he has committed many small sins. He.wants to correct th~se, and in particular he wants ¯ to correct two habitual~.faults: uncharitable -speech and small sins against poverty. He, determines:what mearis.he willtake to'avoidthese fatilts, and he makes his resolutions accordingly. When his program:is .all prepared, he sud: denly re.alizes,- with a.twing~ of conscience, that he has made :such resolutions in previous refreats and that in a very sh6rt ¯ time they were either badly mutilated or completely ignored. He knows that during the retiea~ hehada sincere.purpose ¯ of amendment; what helacked was something .to sustain that purpose of amendment thiough the year .follow~i.ng the retreat. . Confronted with the vexing problem of an unsustained pubpose of amendment, thereligious decides to solve it.by effecting a union betweenhis retreat .resolutions and.his weekly confeshions Of the coming year; : :.: ¯ .'. The retreat ends; the daysgo by till it is time for.the weekly confession." . In examining his conscience, the rdi-gious looks first .to ~his retreat resolutions. He has kept them this week. He thanks God for this, renews his good resolutibn and, having finished his examination of con-science, he confesses as follows" "Since my last confession ¯ have ' I accuse myself of these and ot: all the other sins of my life, especially uncharitable speech and sins 155 GERALD K~LLY Reoiew for Religio~e against poverty." Another week goes by, with the same results. The "examination of conscience and the accusation of the two special kinds of sin are made in.the same way. In the third week, there is a weakening. Before confession the religious recalls the motives for avoiding these sins, asks pardon for his falls, and renews his good resolution. In confession he accuses himself as follows: "Since my last confession I was uncharitable in speech twice and committed one small sin against poverty. In my annual retreat I determined to cor-rect these faults, and I want to ask pardon for them now and to renew my purpose of amendment. I include in this confession all the sins of my life." Enough for the example. In giving it I do not mean ¯ that evdrything must be taken literally. Ten penitents might follow the same general plan, yet use ten slightly differing methods in applying it. The important thing is the general plannthe linking of the retreat resolutions .with the subsequent confessions. The plan that I have suggested may not-be suitable to all; but, in the absence of a better . one, it is worth trying. It offers definite help along the lines 'of motivation and of concentrated effort at amendment of faults. Retreat is a time of great grace; seldom Will our motivation be nobler .or.more clearly perceived. Any plan which wili continually recall that motivation must be profitable. And I think it is a truismthat in the spiritual life, whether on the nega-tive ok the positive side, there must be some concentration of effort. We cannot rid ourselves of all faults at once;. we cannot acquire all virtues at once. I iealize that this plan involves "monotony"; but I do, not know of any plan for spiritual progress that'does not involve some "monotony." If more variety is really .required, the objectives can b'e changed occasionally, for ¯ 156 " Ma~l, 1944 GOOD CONFESSIONS AND BETTER COlqFESSIOBIS instance, from monthly recollection to monthly recollec-tion: but I think it is important .that we should never get away entirely from our retreat program unless we are faced with entirely new difficulties that demand our undivided attention. Some may object that the plan is too "negative." To this I can answer only that confession.is sfipposed to deal with the "negative" side of our lives and that I have not proposed this plan as a complete enunciation of our spir-itual ideals. And I might add that, if used perseveringly, the plan is very positive in its results. It makes for a great increase of grace through the Sacrament, for increasing purity of conscience, and, incidentally, for helpful spiritual direction by the confessor. MARIAN LIBRARY Some time ago plans were formulated for the organization of a Marian Library at the University of Dayton. The purpose of the project is to collect all known books on the Blessed Virgin, thus honoring Mary, Patroness of the United States, and establishing a center of research on Marlology in this country. If~ you wish to help in the project or wish further information concerning it, write to: Father Law-fence Monheim, S.M., Director, Marian Library', University of Dayton, Dayton 9, Ohio. BROTHER RICHARD PAMPURI Brother Richard Pampuri was a physician and surgeon, a member of the Hos-pitaller Order of St. John of God, who died in 1930, at the early age of thirty-two. The Brothers of St. John of God now publish a small pamphlet containing a sketch of Brother Pampuri's life and some vocational information about their order. For further information apply to: Rev. Brother Master of Novices, Brothers of St. John. of God, 2445 South Western Avenue, Los. Angeles 7, California. PLEASE~Somo subscribers have not yet sent us their Postal Zone numbers. If yours is not on the wrapper of your copy, will you please send it? ,. 157 The Question ot: V0t:ing Edwin F. Healy, S.J. 44| N WHAT ways may a citizen help in maintaining .a genuine democracy?" asks a Civics' Catechism; and, in the answer, first place is given to "voting at elec-tions." The reason for thus stressing the .importance of voting is ~asily understood when one realizes that the bal-lot can fashion the whole superstructure of our govern-ment. The justice of our laws and the effective and impa.rtial administering of them depend upon those who elect to office our legislators and our administrators. Responsibility for the quality of our government thus lies, to a large extent, in the hands 0f our "voters. The citizens of a nation have the obligation of pro-. m0ting the general welfare of their country. This obliga- ¯ tion is one ot? legal justice. BU( what exactly is legal jus-tice? Legal justice is a virtue which inclines citizens to render to their community what is its due. Men are intended by nature, not to live as hermits, but 'to dwell ' togetl~er in groups or communities. Living in groups, they enjoy many benefits. They are thus aided in developing themselves spiritually and intellectually. ~ They thus par-ticipate in the joys of varied companionship. They feel the protective strength of large numbers bound together for a common purpose. They Share in the improvements made possible by the industry and ingenuity of their associates. They have access to~ commddities, forms of XFather Healy wrote this article at our request. It seemed to us that ~uch an article. might be necessary, or at least very useful, at this time. During election year teach-ers are frequently asked questions about the duty of voting, and religious themsel~,es face the personal problem of judging the utility of their voting and their duty to do so. We believe that in some places ecclesiastical superiors" give specific instructions concerning the fulfillment of this duty. In the absence of such particular guidance, religious should find Father Healy's general explanation helpful.reED. 158 THt~ QUESTION OF VOTING entertainment, facilities for travel, and so forth, whic.h would be undreamed of if all were recluses. All this is just as nature intended it. Human society, then," is a natural institution and it,has certain claims on the members of the community. As Pope Leo-XIII wrote in his encyclical Christian Democracg, ".No one lives in a community only for his personal advantage. He lives for the common good as well." A country, a State, or a city, has the right to ¯ deman'd of its citizens whatever is, necessary to promote the general welfare. A citizen, therefore, must fulfill the duties which correspond vcith these rights of the community. The virtue which inclines citizens to live up to these obligations is calle~d legal justice. Legal justice, for example, prompts one to defend.his country, even though this involves facing the devastating gun-fire of the enemy. Legal justice dis-poses citizens to observe the just laws of their State, to con-tribute a fair. share to the.financial support Of the govern-ment. It is legal justice, too, which imposes on citizens the duty of p.romoting the common good by means of intel-ligent voting. The common welfare is greatly furthered by the con-scientious use of the ballot. Member.s. of a community.,' then, should reflect upon the vital importance of exerc!sing this power that is given them by virtue of their citizenship. Intelligent, competent, honest leade~rs are needed by our country. This fact is brought home to us when we realize that our public officials manage, not only political affairs, but matters which may intimately affect the religious activi- " ties, the educational system, and the whole social and indus-. trial life of a city, or State, dr country. A communistic governor or president, for example, could accomplish much towards u~dermining our democracy. A militantly bigoted mayor could do much harm to the Church. Judges who 159 EDWIN F. HEAL¥ are guided by a false philosophy will injure the community in which they live~ One can, therefore, readily understand how much is involved in the selection of those who conduct the public business of our country. It is regrettable that, in spite of its importance, not all who are entitled to the ballot exercise this privilege. It has been estimated that as many as one half ofthose who were .eligible to vote have absented themselves from the polls in some election§ of the past. This was true ev.en in impor- .tant presidential elections. In elections of less general inter-est it has happened that only about one-fourth of the elig-~ ible voters appeared at the polls. Moreover, in primary elections, which select the candidates for o~ce, this apathy in public affairs is often far more pronounced. Such indif-ference ¯ to matters which concern the common welfare encourages corruption in our government. Many of those emp~owered to vote fail to do so because of laziness, or because of some slight inconvenience Which is involved in their particular case~ It requires fair weather to lure some citizens to the polls. Others refuse to vote because they are dissatisfied with the choice of candidates offered by our political parties. Others, again, feel the futility of trying to-defeat one who' is supported by a powerful, well-organized political machine. Often enough citizens excuse themselves from their duty of ~roting on the assumption ¯ that their single ballot will make little difference in the final o results. Although it is possible that one vote may change :the outcome of an election, one must admit that this is highly improbable. Let us suppose, however, that thou-sands of uprightcitizens were to excuie themselves from voting on the plea that "My vote won't matter".--cou,ld not the resulting loss to the desirable candidate easily bring about his defeat? This point should be remembered-by those who honestly desire to fulfill-their civic duty.¯ At 160 May, 1944 TNE QUESTION OF VOTING times, moreover; one is inclined to forget that his failure to east a vote will, in many cases, be equivalent to casting a Vote in favor of a candidate who will harm the public welfare. Althougl~ the common good can be advanced so much by the honest voting of the members of the community, there are a great many cases ~where the choice made at the polls is not dictated by conscience. Not a few of our citi-zens, it is said, sell their votes to the highest bidder. Besides this, there are no doubt many thousands who write their ballots according to the instructions which they have received from some ward boss who has befriended them in one manner or another. A.petty politician obtains votes for his candidate in various ways. He procures jobs on the city payroll for certain ones who will be able to influence the opinion of many acquaintances. He protects Others who are running a business which is forbidden by the law. He "arranges" matters with a friendly judge for thosewho have been arrested for violating minor city ordinances. At election time a dollar here and .a few dollars there buy va!u-able votes. Vo~es which are delivered to the ward boss because of a favor .received do not represent the genuine preference of the v6ters for the candidates selected. They represent merely the preference 6f a single individual, namely, that of the petty politician who has gained control over these votes. Frequently enough the ward boss is quite dishonest. Biibery, lying, injustice are common tools by which he "gets results."~ He has but one choice in any election' and that choice is the candidate that has 'been selected by his political party. Be that candidate good or bad, the ward boss will support him by every means available. We can re.adi!y understand, therefore, that the ward boss's choice may turn out to be one which will be quite injurious to the ¯ ¯ 161 EDWIN F. I-ii~gi.~ :" '/tevie~o ¢or. i~et.,'gio,,s~ go~d of the community. If we recall to. mind the thou-sand~ of those whose purchased votes are merely the rubber-stamped selection of some w~lrd boss, we shall realize what an unfair advantage an unscrupulous candidate may have over one who is honest. Thousands of voters, it appears, are influenced at the polls by one c0nsideration:."What immediate advantage will this'person's election, bring to me?" They seem never to give thought to the effect which the candidate's victory may have on the State or country as a whole. They focus. their attention on some petty benefit which they them-selves will receive. Ordinarily the major consideration for them i~ the question of jobs. Many of those who are employed by the ~idministration which is in power vote for that administration's candidate as insurance against the. iossof their.jobs. They realize that, if the candidate of another p~rty is elected, in all probability he will replace then~ with those who have proved their political allegiance .to him. Th~ere is; of course, no fault to be foun~l with men anal' wom~n-Who endeavor to protect themselves against the loss of their jobs, but it should be evident that .such Pr0.tectiOia .mustnot betheir primary consideration. It should not inteifere Wi~h the fulfilment of.~ their duty .to p.".r0mote thi~: ~0mmon good: Hence;" if.:a 'certain candidate is unfit .for o~ce, he sh0uld: not be. Voted for, no~ matter what patter loyalty might dictate. . " -~ . ¯ . :- . An0~her"~ype 6f citizeri~ ~hat concerns. .us- :in this queso: tion is the one who a~cepts his duty of voting very lightly. Hema~r be an Upright and an intelligent'pe.rson. He may .be irreproachably honest in all his de.alings.with his neigh-boi. He may be a generous contributor to charitable insti-tutioiii. But he fails to do his sha~e in the task of electing competent public officers. With men 0f this type, there is .no pretence ~t making a serious effort to !~arn the qUalifi- 162 Ma~t, ~19 4 4 THE QUESTION*OF.~ VOTING cations:of the candidates listed on the.ballot. They kno~" little of the good qualities or of the bad ones of those: who are running for office. They may .base their opinion of the candidate on such superficial points as that of a winning personality, a magic voice, social standing, the nationality ~ of his parents, and so forth. They form snap judgmentSOf the candidate's ability and do not b~ther, to investigate the soundness of their conclusions. They accept a party plat-form at the value given it by its defenders'and refuse ~to read the arguments of its opponents. " When one recalls, then, the large number of those who are guided in voting by unfair influences and by superficial considerations, the importance of the honest, educated, conscientious voter becomes apparent. " Consequently, it.:is not too much tO expect that especially th6se whoare ¯ blessed with sound 'Christian. training and with at:,least average intellectual gifts employ these benefits' at election time to promote the common good. They should ex~rcise 'all the influence in their power to protect the less fortunate, who are being.exploited by unsciupulous political .bosses. From what has beenexplained above,-it is' deaf,.then, that ci(i'zens~ are obliged :in conscience to, fulfill ~the"du'ty 6f voting. Is this 6bligation a serious one? .Yes, it is, ff0n~e.'-s vote will probably defeata candidate for.office who -would bring? graveharm :to the. comi-fi:unity. A very indompetent. person~ for example,. or-one who'is strongly anti-religio~s~ wouldbe such a candidate. Ordinarily,,however, in this country,' this condition is not verified, .and so the duty to vote is, not grave. Moreover, there is no obligation at :all - ¯ , to vote: (a). if I am certain that my vote would have no effect on the final results of the election; or (b) if ~¢6ting -. would prove seriously'inconvenient or gravely injurious to me. Hence, ,if I were quite sick, and going to the polls would increase my illness, I should be excused from the 163 EDWIN F. HEALY . " Review f.or Religiou~ duty of voting. Even though one's vote would clearly riot affect the course of an election, nevertheless, it is preferable that one go to the polls anyway, in order to give to others the g6od example of taking interest in civic affairs. This, of'course, applies, particularly to persons of authority, whose actions are a guide to many. Besides, my vote is not altogether useless, even if my candidate has no chance of winn';ng the offce, for his. prestige will be increased by each additional vote which he receives. With reference to the duty ofv0ting it should be noted that one' is obliged to vote bonestl~l, that is, he must be guided in his choice of candidate by his genuine desire tO furthe~ the common, welfare. He must select the candidate wh~ is bes~ fitted for the office. The one voted for must l~e qualified to carry .out the requirements of the position sought. It may be that a man is morally blameless, but if he 'is inefficient, inexperienced, dr poorly gifted intellec-tually; his election .would. not be to the best interests of the community. Moreover, one must vote intelligently. He must make sure that he does not waste his vote. A vote is wasted if the ballot is not marked in accordance with the directions given, because such a ballot will be discarded without being counted. An erasure, or blots, or blurs, or -some sign that may be interpreted as a distinguishing, re.ark, . can invalidate the ballot. Writing in ink, instead of pen-cil, marking an "X" outside the prescri.bed box or circle, voting for several candidates for an office when only one may be selected--these are some of the ways in which one can waste his ballot. Not infrequently it happens that the shortcomings of a candidate for some public office are reviewed in detail in newspapers and magazines. The charges made-against candidates by a news organ of an opposing political party are at times very damaging. What is to be said of the moral- 164 Ma~ , 1944 THE QUESTION OF VOTING ity of the practice of exposing the faults and errors of one who is running for a public office~ To call attention to the mistakes and misdeeds ofthe candidates can be a service to the community. The men and women who are seeking publicoffice are thus revealed in their true light, and so the voters are able to judge whether or not the election of such candidates would prove to .be injurious to the common welfare. It is, of course, forbidden to exaggerate a candi-date's deficiencies or to make slanderous statements about him.However, it is altogether licit to mention certain facts in his life: faults, past crimes, evidences of favoritism, dangerous tendencies, examples of inefficiency, ignorance, bigotry, dishonesty, and so forth, when these are of a pub-lic nature. Even hidden crimes or defects may be pub-lished, if these render the candidate unfit for such an office. The reason is dear. Candidates give up their right to keep secret what the common good requires to be known about them. Moreover, those who hold public positions can be said tacitly to consent to the open scrutiny .of their official acts. They are, after all, but the agents of their constitu-ents; hence those whom they represent have the right to demand an acc6unt of their official conduct. The realiza-tion that their actions will thus be analyzed in newspaper and magazine may perhaps exercise a restraining influence against violations of duty. Since, then, writers are allowed. publicly to review the faults and misdeeds of candidates for office, such articles of theirs may be' read without scruple. Not many years ago a certain socialist urged that all nuns be deprived of the right to vote. The argument adduced to justify this recommendation was, we believe, that such women have no interest in civic affairs. In reply to this suggestion it should be made clear that religious men and women, as a rule, have very much at heart the common welfare. Moreover, their interest is not merely an aca- 165 EDWIN F. HEALY demic one, for by their daily lives of prayer and sacrifice and good example they greatly benefit the community in which they live. Because they love their country and ever seek its best interests, they are eager to have only candidates of ability and integrity elected to office. They cast their votes in accord with the dictates of their conscience. Who would deny that their choice at the polls is as carefully considered and as intelligently weighed as that of the average citizen? CONCERNING BOOKLETS The Congregation of Holy Cross is publishing a revised edition ofDirections for Nooitiates of the Congregation of Holy Cross, written in 1895 by the saintly Father Gilbert Francais, Superior General of th~ Congregation from 1893 to 1926. The book contains a simple, fervent set of instructions designed to help novices in the various exercises of the novitiate. Though the book is really the Family Bool~ of the Congregation of Holy Cross, masters and mistresses of novices of other in-stitutes should find it useful. Paper-bound: 182 pages; $I.00. Published by The Ave Maria Press, Notre Dame, Indiana. The Holy Cross Brothers publish a very attractive and informative booklet en-titled Holy.Cross Brothers. This booklet may well be held up as a model of clear, simple, verbal instruction on the life of a Brother and of the apt use of photographs to illustrati the text. The Brothers will send a copy to any priest or religious who is interested. ~Write to: Director of Vocations, Sacred Heart ,luniorate, Watertown, Wisconsin; or tb: Direcior of Vocations, St. 2oseph ,luniorate, Valatie, New York. Similar to the booklet on Holy. Cross Brothers is anew brochure, Jesuit Life, prepared by the' Jesuits of the Missouri Province. This province comprizes Colo-rado, Illinois (south and west of Springfield), Iowa, Kansas, Minnesota, Missouri, N. ebrask~, North Dakota, Oklahoma, South Dakota, Wisconsin, and Wyoming. Residents of this territory mas; secure copies bf Jesuit Life free by applying to: Reverend Father Provincial, 4511 West Pine Blvd., St. Louis 8, Missouri. An Army of Peace is the title of an unusual historical pamphlet--"The Story Of the Sisters of Loretto at the Foot of the Cross as told by Modern Youth." This pamphlet was originally planned and written by the American History Class, Loretto Academy, Kansas City_,. Missouri. "1941. Two years later it was revised by the students of Loretto Heights College, Loretto, Colorado. The illustrations (very "cute"--if you don't mind the word) are the combined work of students of Web-ster College, Webster Groves, Missouri. 48 pages. 10 cents each; 11 for $1.00; 50 for $4.25; 100 for $8.00. Order from: Loretto Heights College, Loretto, Colorado~ 166 The C~re 0t: ~ick Religious Adam C. Ellis, S.J. BECAUSE of the regularity of their lives, their simple but wholesome diet, and the peaci~ of mind resulting from serwng God, rehg,ous usua.lly enjoy remark-ably .good health. It ~s mewtable; however, that there be some sick rehg~ous. These should be looked upon.as bles-sings in a community, and they shoulld be given proper care, both physical and spiritual, according to the letter and the spirit of. ecclesiastical legislation. . Phgsicat Careof the Sick ¯ The Code of Canon Law contains nip specific legislation regarding the physical care of. the sick. This is provided for ¯ in ~he constitutions of individual lnst~tutes, ~which in ~turn are based upon the. provisions laid down ~n the Normae issued by the Sacred Congregation of Bi,~hops and Regulars, June 28, 1901. We may, therefore,' tal[e these latter as.the .basis for our remarks:. ¯ . ¯ Art. 183 requires that each religious, house,., as 4:ar.as. possible, shall have a special place for an in~, rmarg. Though it is impracticable in a small communit~ to reserve aplat~ in the :house for occasional sick members, it is customary-to have a well-eqmpped ~nfirmary ~n the motherhouse, ~n the novitiate, in the house of studies, as w~ell as in all larger communities. These places should b~e kept bright and cheery, ~vithout, however, introducin~ luxuries not in keeping with '.religious poverty. - Art. 184 states that one or more re'embers of the com-mun~ tg, should be set aside for the care ]of the sick. These persons should be endou~ed u~itb all tb le qualities necessar~l 167 /~DAM C. I~.LLI$ Review for.Religio~s f~r the proper fulfillment of their office, and should be -noteworthg fo~ their Fraternal charitg. It is their dutg, under, the direction of superiors, to provide For atl.the necessities of their sick charges, with regard to nourishment and other remedies. In modern times no religious institute should find. any difficulty in having one or more of its members trained as .professional nurses. Many of our Catholic hospitals have training schools for nurses, and religious are always wel-come to go there for training in a religious atmosphere. Every large infirmary in a religious house should have its own diet kitchen in which the special dishes required for the si~k may be carefully prepared either by the religious-nurse in charge or by an assistant. We may remark here in passing that it is not contrary to common life to give a special diet in the community refectory to those religious who need it, ~ven though they are well enough to carry on their work. In many com-munities it is customary to l~ave a special table in the refec-to. ry for those who are on diet, thus saving unnecessary steps for those who serve at table. Art. 185 tells that when necessar!l a doctor should be called, and his prescriptions should be FaithFullg carried out. All things considered, the community doctor should be chosen by reason of his understanding of the nature of the religious life in general and of the special work performed by the community in particular. Then he will know more readily the circumstances Of his patient, and will not be inclined to prescribe extraordinary remedies which are . usually available only to the wealthy. Superiors should be generous in providing for the needs of the sick members of their community. It seems to have been a special characteristic of many founders of religious institutes that they were most solicitous for the care of their 168 Mag~ 1944 THE CARE OF SICK RELIGIOUS sick members. Such a tradition should be carefully pre-served. For major operations, as well as for the cure of.certain diseases, it will be advisable to send a religious patient to a hospital. Ordinarily religious should be taken to a Cath-olic hospital where they will .receive the loving care of other religious and will not.be deprived of the religious atmos-phere. Both superiors and religious nurses should be familiar with the laws of the Church regarding exemptions from fast and abstinence, Sunday Mass, and other like matters, so as to be able .to quiet any scruples on the part of their charges. Spiritual Care of the Sick Art 186 of the Norm~e prescribes that the spiritual needs of sick religious should be attended to no less. ear-nestlg than their material needs. The principal :spiritual needs include confession, Communion, and Extreme Unc-tion. On all these matters the Code of Canon Law con-tains some explicit provisions, on Which it may be helpful to make a few comments. Confession: Sick religious should have the opportunity of going to confession whenever the community 'does, that is, weekly to the Ordinary confessor, on occasion to ,the extraordinary confessor, though they should be asked first whether they wish to avail themselves of these opportuni-ties, ,and should not be forced to do so. Special provision is made in canon 523 for religious women who are ill: "'All religious women when seriouslff ill, even if not in danger of death, mag, as ofte/~,as they u3ish during their serious illness; invite an~t priest whatever to hear their confession, provided that he be approved to 169 ADAM (2. ELLIS- Review [or Religious bear the confessions of women, no? can the superioress either directly or indirectly pre~ent them from doing so." It may be well to note that the canon does not require that the religious be in danger of death, but it suffices that she~be seriously ill in order to use the privilege.The judg-ment as to the seriousness of the illness should be left to the doctor or to a competent nurse. The very fact that it is deemed necessa.ry to callo the doctoi would generalIy be a sufficient indication that the illness is serious, since it is not customary for religious to summon a physician for slight ailments. Again, a patient who is running a fe.ver, or who. is obliged to be in bed for a week or more because of illness, would certainly come under the canon. In case of doubt ¯ about the seriousness of the illness, the sick religious should be given the benefit of the doubt. Sick religious on their part should be reasonable. It would hardly be in keeping with the spirit of the law to call for a confessor wholives a long distance away from the community, thus involving expense for the community and .grave inconvenience for the priest in question. It should also be kept in min~l that the 'canon impose~ no special obligation on the priest who i~ called to answer thd summons,.and the sick religious should be patient and resigned if the priest is delayed incoming or does not come at all. 'Holy Communion: Let us. first recall .that the reception of Holy Communion is a privilege and that, while the Church urges her. children,' especially religious, to use this privilege frequently, even daily, still there is no obligation to do so, except during the Paschal. season. Hence a reli-gious, whether sick or. well, who abstains from the recep-tion of Holy Communion, should not be looked upon as singular, This is a matter which is strictly personal, and one which should never be commented upon in commun-ly0 May, 1944 THE .CARE OI~ SICK :RI~LIGIOU$ ity life. As to sick religious, theremay be many reasons w.hy they do not wish to receive Holy Communion on any specified day. Hence the practical rule to be followed is to ask them each evening whether they wish to receive On the following morning or not. They should be given the opportunity of communicating daily Should they wish to do so, but they should ne.ver be made to feel that they are obliged to do so, much iess forced to do so. Dispensation from the Eucharistic Fast. Canon~858 § 2 makes a partial exception to the law of the Eucharistic fast for certain sick persons. "'The sick who. have been .in bed for a month without cet~tain hope of a speedq recooerg maq, with the prudent advice of their confessor, receive Holq Communion once or twicea week, even though theg ma~] have taken medicine or something b~t toag of~.tiquid food beforehand." . The sick who have.beenin bed for a mot~tb. This does not exc!ude:the patient's being able. to. sit up during cer-tain hours of the day. Besides, there are some sick persons who; because Of th~ nature of their infirmity, cannotlie in bed,- b.ut are confined to a chair Or couch. They certainly may use .this privilege. Likewise those sick persons who are able to get up for an hour in. the morning and go :t6 the chapel for.Mass and Holy Communion; may. use the privi-lege. The .canon does n6t require .that they receive.'H61y Communion in bed in order to.use the privilege. " . " It should be noted, however, that this privilege-may not be used until a person has.actually.been ill. for amonth. The opinion of a doctor that the sick person will be in.b~d for more than a month would not justify that person in using the privilege immediately, but he:must .wait until he has bee~a ill for about thirty days. This number of days.is ,to be counted morally, not ma, thematically, It may be difficult to determine exactly the day on wh'ich a person 171 ADAM C. ELI~I8 Review/or Religi~ous became ill. He may have been feeling poorly~ for several days before be went to see the doctor and was ordered to bed. Such days should be counted to make up the month. Without~ certain hope of a spee'dg recoverg. These words exclude mere conjecture or probability. Unless it is certain, therefore, that the person who has been confined to bedby illness f;3r a month will.be well in a very few days, he may use the privilege as long as. his illness lasts. With tb~ prudent advice of theconfessor. ,This does not mean that the confessor grants the privilege of receiving Holy Communion not fasting--the law does that--but it implies .that his judgme.nt may be, required that the sick person is properly disposed. Hence a sick" religious who is mora.lly certain that be is in the state of grace and properly disposed need not ask the permission of his confessor to use the privilege granted by the.law itself. Once ortu;icea vaeek. These words are to be inter-preted strictly. The sick person may use the privilege not more than twice a week. He may use it on any two days of the week, even though on the other days he observes the Eucharistic fast in its entirety and receives Holy Commun-ion. ¯ Medicine or something bg wag of liquid food. The medicine taken may be liquid, or in the form of solids such "as pills, powders, and the like. Any food taken, however, must be in the form of a liquid, that is, it must be of such a nature that it can be drunk. Under this head would come such items as egg-hOg, thin gruel, milk, fruit juices and the like. Religious nurses will do well. to remember that the privilege granted in canon 858 is for all sick persons; not merely for religious. It may be well to mention here that religious who are chrohic invalids and who find it difficult to observe the 172 ' Mag, 1944 -. THE CARE OI~ SICK RELIGIOUS ]~ucharistic fast-either because of physical weakness, ' or because of the'need of taking medicince during the night, can obtain an indult from the Sacred Congregation of Religious to communicate even daily after having taken medicine or liquid food. It will suffice to write a simple letter stating briefly the nature of the disease, and asking for the privilege~ It will help to expedite matters to have the local Ordinary give his approval to the petition. , As for the Last Sacraments, canon 514 provides as fol-lows: "'In every/clerical institute the superiors.have the right and the dutg to administer, either per. sonall[t or bg delegate, the Holg Viaticum and Extreme Unction, in case of sick-ness, to the professed members, to the novices, and to other persons duelling day and night in the religious house reason or: service, education, hospitatitg, or health." In the case of lay institutes, that is, congregations of Brothers and Sisters, this right belongs to the pastor of the parish in which the religious house is located, or to the chaplain designated by the Ordinary to replace the parish priest (canon 514, § 3.). In convents of nuns, the ordi- -nary confessor or his substitute has this same right and duty (canon 514, § 2). Viaticum. Holy Communion is given to the sick by way of ,Viaticum whenever tl~ey are :in danger of death. It may be received daily as long as tha~ danger lasts, and the sick person is exempted from the Eucharistic fast during this time (canons 858 and 864). The opinion of a doctor, or of a competent nurse may be followed regardihg the danger of death. The sick person need not be actually dying, but it suffices that the illness be such that death may be the result of it. Extreme Unction. This sacrament may and should.be administered to the sick who are in danger of death. ~It may be administered only once during the same illness, ADAM C. ELLIS unless ,the sick person shall have recovered, and again fallen into danger of death (canon 940). Again the. prudent judgment of the physician or a capable nurse should.be fol-lowed both ~as regards the danger of death and subsequent recovery. The administration of Extreme Unction should not be put~off until the patient is actually dying, but should be " administered while the patient is in full possession of his senses. Sick persons, including religious, should be in-structed regarding the secondary effects of this sacrament, one of which is the recovery of health, if such be the will of God. Conclusion It will not be out of place here to urge religious supe-riors and those who have the care of sick religious entrusted to them to do all in their power to care for the material and spiritual needs of the sick. Let them, in thei~ charity, .use measures to prevent, as far .as possible, the beginnings Of sickness, by not overburdening their subjects, by supply-ing them with a sufficiency of good wholesome food, and by providing proper relaxation and recreation within the .bounds of religious propriety. In this connection religious superiors must learn to say "NO" to the .many demands put upon them f(~r.help or work which they cannot undertake without putting too great a strain upon a commun~ity which may be already. .overburdened. They will serve the best interests of the Church and of their own institutes by refusing such work until .they have a sufficient number of subjects properly trained both intellectually-and religiously to undertake such additional burdens. 174 ~ ¯ We, Salu!:e Thee, Mary, h ot:her God! William 13. Faherty, S.J. NO ONE has ever had the persevering energy to list all the titles of Mary. Each country, yes, almost every Catholic locality, has its own beautiful manner of invoking our lovely Lady. In the Litany of Lotetto alone we. appeal to her in over forty ways. Some titles, such as the Blessed Virgin, have universal esteem. Others possess only local popularity] Of all the loving appellativ~s by which her devoted fol-lowers call on Joachim's daughter, the .greatest is "Mother of God." So astounding is it to address a human being in this manner, that we might hesitate to. employ it, were it not revealed doctrine, its use sanctioned by. the Church. In the May 1943 number of REVIEW FOR RELIGIOUS, Father Aloysius Kemper, S.J., analyzed the doctrine of the Divine Maternity. The interesting controversy .that led to its sanction is the theme of this article. The antagonists in this case Were two leading bishops, Nestorius of Constantinople, and St. Cyril of Alexandria. Dispute and discussion of a controverted point of doctrine not infrequently lead to its settlement by conciliar defini-tion. So it was in this matter. .The Council of Ephesus (431) settled the question. But that is running ahead of the story . The Fifth-Century World . Accustomed as we are, in this modern era, to think.of the e.astern shore of the Mediterranean as non-Catholic . territory, we find it difficult to visualize the fi'fth-centur7 setting. Constantinople was the center 6f the Empire, not 175. W. B. FAHERTY Revie~u [o~ Religious Rome, so recently sacked by Alaric and his Visigoths. Not Italy, or Spain, or France, but the Province of Asia on the XVest coast, of modern Turkey was the most Christian sec-tion of the Mediterranean world. St. Patrick was just then preparing .for his missionary trip to Ireland. The great St: Augustine of Hippo was in his last years~ So much for the scene, now what about the Drarnatis Personae? Into the easiern capital as its patriarch came Nestorius, a priest of Antiokh, who soon became known for his zeal-ous hounding of heretics. Worried over'the danger of polytheism, still so strong in the pagan parts of the Empire, as well as over an error concerning Christ's humanity taught by~ a priest, Apollinaris, Nestorius leaned backward in regard to the doctrine of the Divine Maternity. Against him stood St. Cyril, the Patriarch of Alexan-dria, rugged as Gibraltar, a man renowned for the strong virtues of John the Baptist rather than for the gentle quali-ties of dohn the Evangelist. Far away, at Rome, Pope Celestine odcupied the Chair of St. Peter . Theological WarFare The first barrage of battle came when the priest, Anasta, sius, a protegi of the Phtriarch of Constantinople, preached against the use of the extremely popular title for Mary, Tbeotokos (God-bearing). Call her merely Christ-otokos (Christ-bearing), he ordered. Consternation spread arnbng the-Constantinopolitans, for this title, Tbeotokos, had been indaily use for over a hundred years. Almost everyone in the audience had been familiar with it .from ehrliest childhood. The people were.gripped by a dismay and bewilder-ment almostinconceivable to us who live in a milieu that 176 May, 1944 WE SALUTE THEE, MARY, MOTHER OF GOD tends to take doctrinal differences as easily as the changes of the ieasons. Nestorius answered ?omplaints with excom-munication and imprisonment, then mounted the pulpit and bulwarked Anastasius' position. The Patriarch. of the Eastern Capital had flung down the gauntlet. Proclus, the bishop-elect of Cyzicus, a lesser name in this theological battle, accepted. the challenge. Despite the presence of Nestorius in the audience, he rose to the defence of the popular opinion. The Patriarch coun-ter- attacked with a whole series of sermons. Not along the shores ,of the Golden Horn alone, but throughout the East, news of these teachings spread. Across the blue Mediterranean they carried, like the sails of the Phoenicians, to the ancient land of the Pharaohs. St. Cyril rose to the defence of the tiaditional opinion with several letters. First to his own people, then to the monks of Egypt, he gave the true explanation of the Incarnation. He -mapped out a detailed counter-offensive against Nestorius. Two letters to that Patriarch complained of the teaching that had thrown the faithful throughout the East into war-time excitement. Availing nothing by this, Cyril referred the matter to Rome. He sent to the Holy See his correspondence w.ith Nestorius, a collection of the con-tagion- filled sermons, and a work of his own just com-pleted. ¯ A local council, convoked at Rome by Pope Celestine in the .summer of 430, condemned Nestorius. Early in August the Pope commissioned St. Cyril to carry out the condemnation, giving the Patriarch of Constantinople only ten days to retract 'his false teaching. Celestine wrote similar letters to Nestorius himself, to the clergy and people of Constantinople, and to John, the Patriarch of Antioch. The last paragraph of the Pope's authoritative letter to Nestorius is a good.summary of the whole epistle. "You 177 W. B. FAHERTY Review t~or Religious know clearly.out opinion. Unless you preach concerning Chris.t, our God, those things which the Roman ChUrch, the Alexandrian Church,-and. the whole, Catholic Church teach~s, and the most holy. Church of the Cityof Con-stantinople held up to the present, and you separate your-self from that foul novelty as the Scripture enjoins, and condemn it in a written profession within ten days from the day on which you are aware of this. sentence, you will be expelled .from the communion of thewhole Catholic Church" (Mansi, IV, 103~4.35). ~ ~ This was a lightning attack on Nestorius. He was condemned and his rival .was chosen to. give the coupde-grace. What would he do? The cornered Constantino-politan parried the thrust with an. evasive reply and.-a promise to abide by the decision of the general council he had asked the Pope to convene. The Anatbematisms Cyril. was busy, tOO, preparing.the death blow. He drew?. UP twelve statements, called "The:.Anathematisms,'." to which,Nestorius was asked to.subscribe. Though these , ~ere couched in sucha way as tO make evasion impossible, they contained, certain difficulties of terminology. What Cyril understood to mean:-one thing, Nestorius interpreted-in a way that bordered on the false teaching of Apollinaris. So, .,instead of submitting, he issued, twelve, counter-anathematisms, John of Antiocia now stood With Nes-torius. Other bishops of the region of Antioch a.ttacked the twelve statements of Cyril, especially the third, which seemed to teach only one nature in Christ. When everyone seemed, drugged-with anathematisms; the Emperor Theodosius II con, yoked a general council to be, held at Epl~esus in Asia Minor, on Pentecost Day,~' June 7, 431. Ma~t, 1944 WE SALUTE THEE, ~ICIARY, MOTHER OF. GOD Ephesus is today a miserable village on the-west coast of Turkey, not far from the Italian naval base at Rhodes. But in Roman times, it bore the pr6ud sobriquet, "The Torch of Asia." One of the chief ports of. the Levant, it was the center of the cult of Diana in the days of St. Paul. Recall the riot recorded in the Acts, when the streets rang with the cry, "Great is Diana of the Ephesians." From a pagan stronghold it became by the third cen-tury a populous Christian city. Here St. ,John lived in later life. Here sprang up a great devotion to the Mother of God, supplanting the worship of the pagan goddess. To the main church of the city, dedicated to Mary, the bishops were making their way in the spring Of 431. The Council Convenes Since the Antiochean prelates had not arrived by June 7th, the opening of the Council was delayed. On ~he 22nd Cyril opened it, though the Papal Legate and the Patriarch of Antioch were still on the way. This seemed a high-handed act on the Alexandrian's part, for he had no com-mission to preside over the Council. Perhaps he extended hi~ powers as commissary in the indictment of Nestorius. The Acts of the Council record that two bishops, both bearing the name of Alexander, one from Apamea, the other from Hierapolis, had come from John of Antioch to tell Cyril to wait no longer. Yet these same two, along with sixty-six others, personally voted against the opening of the Council in the absence of the Syrian bishops. Nes-torius refused to recognize the jurisdiction of this incom2 plete number, and consequently would, not appear or put in any defence. Yet the first, meeting was held. A crowd of Ephesians g~ithered outside the Church of Mary as the sessions opened. Would Nestorius be con-demned? Would the popular app+llation of the Virgin be 179 W. 'B. FAHERTY '~: ' approv~O.~"~ C~rril, ,whom the Acts Of the Council describe as ".holding the.place of the most holy Celestine, Bishop of the Roman Church" (Mansi, IV, 1123);. presided when the ~ase of Nestorius was discussed. Various pertinent docu-ments were read, and a vote taken.'One hundred and ninety-eigh.t bishops subscribed to the condemnation. The setting sun, had reddened the waters of the Ionian Sea and the quiet .of evening wrapped the city be'fore the first long sessi6n was over. When the bishops filed from the Church, the word of the condemnation spread lik~ elm leaves in autumn among the expectant multitude. Where once rang the ~ry, "Great is Diana of the Ephesians," the shouts of "Theotokos, Theotokos" reechoed in honor of Mary, the Mother of God. With a thousand flaming torches, the Ephesians led the Fathers of the Council in tri-umph back to their temporary residences. A few.days later the papal legates arrived with a defini-tive letter from Celestine. The assembled prelates Were merely to promulgate the decision already made against Nestorius and make it universal. In the third session (2uly lst)the Roman legates confirmed the measures taken. With this the doctrinal work of the Council was a.lmost at an end. ¯ Several trying weeks, were to elapse before the adjournment.-During this interval Cyril preached the sermon in which he spoke the words of our title. Nestorius was deposed from his see in October of the same year, and a moderate prelate, Maximinian, succeeded him. Thus e~ded the Theotokos cgntroversy. For all time it was settled that the universal brotherhood of the-Chris-tian people could salute Mary as the Mother of God. 18o Who Is This Rodriguez? Augustine Klaas, S.J. AUGUSTA Theodosia Drane, the future Mother Francis Raphael, gifted writer and Provincial of the Dominican co.mmunity of Stone, England, tells in her memoirs of her first meeting with Rodriguez. She was about twenty-five at the time and still an Anglichfi. "One day in Mr. Maskell's library I stumbled on three volumes in dark green cloth, the title of which took mY fancy 'Religio.us Perfection.' I carried them ~0ff. It was Rodriguez. A girl of sixteen reading .the Waverley novels for the first time would be a feeble comparison. Better was .this than any conceivable novel, for here at last I found reality. It was precisely what I wanted, what I had always felt the want of: and I Used to cry out, 'Oh if I had only had this bbok at fiftee.n, what a different being I should have been!'~.Imp°ssi'ble not. to be a glutton over these books. I read them by davy; I'read them by night; I read them aloud to my sister, who .was vexed with my enthusi-asm and did not relish the Fathers of the Desert; and When she objected, I walked down to Petit Tot and read them there. I went right through them in a week, and then I be-gan again, and went right through them a second time. If I ever hear depreciating remarks about Rodriguez, as if he were an old fogy, I feel as if I could slay anyone who does not lo;~e him as I do! I think he saved my faith." (A Mere-. oir; edited by Bertrand Wilberforce, O.P., p. 51.) Most religious, perhaps, have not felt the initial impact of Rodriguez' spiritual classic quite so acu(ely as this Angli~ can young lady. At least they have not expressed .them-selves nearly so enthusiastically. Yet, it must be admitted 181 AUGUSTINE KLAA$ that the work of Father Rod/iguez is one of the all-time spiritual best-sellers, and certainly, after "the Spiritual Exercises,;. the most influential spiritual book written by a Jesuit. It has formed and molded tens of thousands df ~eligious, priests, and layfolk for three hundred years and in importance has been placed by discerning critics immedi-ately after the Imitation of Christ, alongside such notable works'as Scupoli's Spiritual Combat and'Francis de Sales'. Introduction to a Devout Life. Pius XI in 1924 addressed to the major superiors of all religious orders and congrega-tions of men an Apostolic Lette.r, in which referring to the training of novices, he says: "Most useful to read through and study will be the writings of Saint Bernard, and of the Seraphic Doctor Bonaventure, as also of Alphonsus Rodriguez . Their power and efficacy, far from failing and being weakened by lapse of time, seem today rather to have increased." (AAS, XVI, p. 142) Who, then, is this Rodriguez? : The Man Alphonsus Rodriguez, unfortunately, has always suf- ¯ feted from the petty annoyance of mistaken identity. And no wonder, since some thirty-five Jesuit writers bear the name of Rodkiguez, four of these prefixing Alphonsus. 'Most frequently he is confused with the Jesuit lay-brother, Saint Alphonsus Rodriguez, who was his contemporary and also a spiritual writer. It is worthwhile, therefore, to set things right by sketching the main events of his life, about-which there is almost nothing in English, and also to add a few interesting details about his great spiritual book. For an account of his early year~', two documents, signed by himself, are of special value. The first is a statement 1~82 Ma~ , ! 944 " " WHO I8 THIS RODRIGUEZ? written by him in the third :person when he was received.:.as. a Jesuit novice in Salamanca:- "He was examined by Father Rector, July 141 1557. Native of--Valladolid, 19 years old, son of Doctor.Rodri-guez and. I)ofia Maria Garcia; a student, has done two years of theology; has profited, greatly from his studies. Signed: Gonzfilez Alonso .Rodrlguez. J In the margin occur these words: "He has.received the tonsure." ¯-Four and a half years later, in January 1562, Alphon-sus, then a Scholastic, filled out-a questionnaire for the Jesuit Visitor from Rome,. Father Jerome Nadal, in which¯ he gives us acandid.portrait of himself (Monttrn.entaS.d.; Nadal, Tome. II, pp. 532-533) : " "My name¯is Alonso Rodriguez. -- Three months from now I shall have completed my 24th year.x , -- I am from old Castile.and V-alladolid. m My parents-are living: -- They have sufficient to support them. --. I have two sisters who are nuns, and four brothers: one.is a monk, another is a priest. , the other two have. almost nothing~ except what their parents may leave them .,. neither is married. " -- I have no debts or obligations, .excepta half-real. which I found and. though knowing to whom it belonged, I did not return it ;.now I have nothing, and even. if I had anything, it seems I could not return it.-- In the world I was devout and given to prayer and almsgiving; and so I prayed a lot, but I did not often frequent the.sacra:. ments, nor did I know anything about mental prayer.-,- I made a vow to be a religious or a monk " On account: of my vow and desire to serve God, .I entered the Company without any consolations., four and a half years ago . . ~ It is a year and a half since I took the vows. ~ Once I XHence, Alphonsus Rodriguez was born in 1538, and, not in 1526, as is stated in Father Rickaby's English edition and elsewhere.' 183 AUGUSTINE KLA~$ Review/or Religious made:the exercises of the First Week for eight or~ nine days. -- I have served in the lowest'offices of the house, made a pilgrimage, served" in hospitals., taughtcatechism. - "I desire to persevere until death in the Company and, with the grace of the Lord, to Obey in all things, no matter how difficult and hard they may be, and to keep the rules very perfectly,, as something in which my perfection con-sists. I desire very much to undergo all the mortifications and experiments of the Company, as though I had just recently entered it, and I desire my superiors ~to take great care to mortify me, because I need it very much, since I am very remiss in mortifying myself . On the other hand, Our Lord gives me promptness to obey in all things . . . Particulaily do I wish to be instructed in prayer .(about whichI am very ignorant) in order to know how to make further progress. -- Wherever the greater service of God our Lord may be, thither am I inclined to go; even though it be to the confines of the earth, I shall go there with good will; and I desire to be able and capable of undeitaking difficult and great things with the div.lne favor. -- Sala-manca, January 15, 1562. Alonso." ¯ Questioned about his studies, he adds: "I have studied thirteen years: five of grammar and three of arts in Valla-dolid, and am now studying theology for the fifth year in Salamanca. I have been thought to be very healthy through-out my studies. I have an inclination for studies, and especially, for theology. But I have little talent for them, especially for metaphysics. Memory is poor and intelli-gence likewise. I know very little about anything, but it seems I know more theology than anything else. I am a bachelor of arts." Obviously Alphonsus.was a young man of high Spir-itual objectives coupled with a humble estimate of him-self. This depreciating inventory of his talents and virtues, .184 May, 1944 WHO Is THIS RODRIGUEZ? however, was not accepted by his. superiors, for after his studies and ordination to the priesthood he was immedi-ately made master of novices in Salamanca at the precocious age of twenty-five. And the records of the time note also that he was "very skillful in solving cases of conscience:" Three years, later, in 1~566, Father Rodriguez left the novitiate at Salamanca for the joint college and seminary at M0nterrey in Galicia, where he taught moral theology in the seminary. Certain little moral treatises written during this period were highly esteemed by Father Thomas San-cbez, the distinguished Jesuit moralist, who made use of " them in his own writings. R.odriguez wasalso rector of this institution of some eight hundred students for six years (1570-1576), and, despite his many duties as rector and professor, f?equently preached "with some ability," heard confessions, and taught catechism in the town's ¯ environs. In 15 79 we find him. in his native cit.y of Valla-do! id, engaged in the Works of the ministry and solving cases of conscience. He remained there for six years. In 1585, by special Order of Acquaviva, the Father General, Rodriguez was sent from his own province Of Castile to that of Andalusia"to be rector and mas[er of novices at the famous college and novi'tiate of .Montilla. He was sent as a troubleshooter to solve some peculiar diffi-culties ~involving the training of young religious. His own provincial superior, Father Villalba, was loath to let.him- .go! "In very few men are so many qualities found together: It is truly a considerable loss for our province. He is very learned, an excellent religious, and made for training young religious in spiritual life and devotion. Of that we have no less need in Castile than in Andalusia." (Astrain, Historia IV, p. 745) On the otherhand, the success of his work at Montilla can be gaged from a letter written two years later to the 185 AUGUSTINE KLAAS Review /:or Religious General by the Andalusian Provincial, Father Gil Gonz.~- lez Dfivila: "One finds there the true formation of the Company and the real way. of training novices . Those who come from" it live according to the true religious spirit, the spirit, of obedience and abnegation, and are. distin-guished for these virtues? To my mind, the best present that Your Paternity has made tb our province . has been to call to it Father Alphonsus Rodriguez; and I hope that if the Fathers of the. third probation pass through his hands, the fruit will be still more precious . '~ (Astrain, ibid, IV, p. 745) Another n~ark of confidence was shown ¯ him when he was chosen to represent the Andalusian prov-ince at the Fifth General' Congregation of his order, held in Rome in 1593. This Congreg.ation put an end to those internal difficulties of the Spanish Jesuit provinces-for .the solution of which Father Rodriguez had labored with such consummate prudence and ability. Five years later Rodriguez left Montilla, having been appointed a general inspector of the Jesuit-establlshments in the province of Andalusia. That done, he.was in Cor-dova the following year, hearing .confessions and giving retreats, and there he remained for eight years, until 1607, when at the age of sixty-nine he once more took up his old duties as master of novices, this time in Seville, and added to them the duties of spiritual father of the community. This was to be his last appointment. During the final two years of his life he was plagued with ill-health and the infirmities of age, so.much so that he could no longer offer up the Holy Sacrifice of the Mass. Then, on-February 21, 1616, "after having received all the sacraments with full consciousness and with such serenity that he seemed rather to sleep than to die," he quietly passed away at the goodly age of sev2 enty-seven years and ten months. Father Alphonsus Rodriguez was an exceptionally 186 .7 May, ,1944 WHO IS THIS RODRIGUEZ? well-balanced character--not brilliant, but prudent, reli-. able, and stead~: Father Nieremberg, who knewhim well, describes him as "affable, thoroughly saturated with the charity of Christ, without a trace of bitterness or sadness; a faint, gentle smile on his countenance." He was much given to' prayerful retirement and perhaps for that reason was som. ewhat timid in meeting externs, He was notwhat we call today "a contact man." "I do nol~ know how to dea! or observe the amenities with e~:terr~s, as my duties demand," he wrote humbly to the General. And Father. GonzMez, the Andalusian P~ovincial, mentions in an offi, cial letter the ."timidity of the superior'.' and ',his emba'~- rassed mannerisms," but adds that this difficulty can be remedie~d by having recourse to ~ther Fathers--and he might have added that the suppl3; of such is usually plen-tifui. : Nevertheless, despite this annoying h~indicap, he was a capable superior, demanding an exact account of what was being done and giving orders so precise that "he seemed. thoroughly attentive to each detail withoutany distrac-tion." His decisions once understood and their carrying out assured, he gave himself heart and soul to the spiritual direction of his novices and subjects. Here he was the mast ter perfectly at ease. In an unobtrusive way, he was a man of constant prayer, mortification, and meticulous observance of rule. When h~ was told that his austerities might shorten his life, he made the disconcerting, but very discerning reply, "An unmortified religious man. is already dead." His own religious brethren do not seem to have been too much aware of his more than ordinary sanctity, for when the 3esuits of Madrid were officially proposing to a certain prelate of the Rota the beatification of Rodriguez' fellow-townsman and contemporary, Father Luis de la Puente, the great author-° 187 AUGUSTINE KLAAS "." Review [or Religious ity on prayer, the prelate exclaimed: "Good! but why not make the same recommendation for the saintly Father Alphonsus Rodriguez ?" His Book At what period of l~is life did Father Rodriguez write his Practice of Perfection and Christian Virtues? The bulk of it was written and delivered as exhortations during the thirteen years he was master of novices at Montilla. 'At the bidding of superiors, he arranged the material and improved it during his stay at Cordova, and finally published the first edition in 1609 and the second in 1611 at Seville. ~During the last year of his life, though suffering greatly -from his infirmities, he revised the whole work for a third edition. :. When he was informed on th~ Feast of the Puri-fication, 1616, that the printing of it was completed, he folded his hands and said. cheerfully, "Now thou dost dis- .miss thy servant, O Lord, according to thy word in peace" .(Luke 2:29). Two weeks later he was dead. The book has gone through more than fifty editions in Spanish, and has been translated in.to at least twenty lan-guages, including Arabian, Tamil, and Chinese. Among the French translations we find one made by the Jansenists in 1673, in which the.y secretly inserted their erroneous doc-trines on grace. ¯ The first English version was ¯published between 1697 and~ 1699, the translator being none other than Sir John Warner, Baronet, of Parham in S{affolk, otherwise known as Father John Clare, S.J. He is an interesting pe.rsonage. With his young wife he was converted to the true faith and both decided to become religious. She became Sister Clare of the Poor Clares of Gravelines; he.became a Jesuit. They made their solemn profession on the same day, August 15, 1667. Subsequently he became procurator, and later 188 Ma~l, 1944 WHO IS THIS RODR~GUEZ? provincial of the English Pro;cince, but spent most of his life as master of novices and spiritual father at the English novitiate at Warren, Belgium. It was there towards ~he end of his life that he made his translation through the medium of the French version of Abb~ Regnier des Marais,. and saw it through the nearby press of St. Omers. Father Joseph. Rickaby, S.J., the most recent English translator, made some use of it, for he notes in.his preface: "it has cost the present translator a world of toil and trouble. In my veneration for the quaint old seventeenth century version, still read amongst~ us, I endeavored to base my work upon that, instead of doing what I was ultimately forced to do, translating straight from the" Spanish." Practice of Perfection .and Christian Virtues is prima-. rily and .almost exclusively an ascetical, not a mystical work. To criticize it unfavorably, as some have done in recent years; for not discussing mystical prayer at length is unfair. Such was not the purpose of the book. Its author's principal aim was the training of young religious; accordingly, being a man of prudence and common sense, and a go6d pedagogue, too, Rodriguez adapted his teaching on higher prayer to the limited capacity of his disciples, who were mostly beginners in the spiritual life. He is not "anti-mystical.''~ The work deals not so much with the theory of asceti-dism as with its practice. The author.says that he.put the. word Practice in the title because "things are treated in it ih such a .way as may render their practice, very easy." Nor is the subject-matter discussed comprehensively in all its details: "I have laid before" you, as clearly and briefly as I was able, such things as are more essential and more corn- 2To cite but one eminent authority: Father Herbert Thnrston writes in The Month (Vol. 154~ p. 425) : "There can be no question that Father Rodriguez recognized and extolled the higher prayer." Cf. Rodriguez, Practice Vol. 1, pp. 254, 255, 262. 189 AUGUSTINEKLAAS " Revle~v for Religious mort to our profession." However, this practical, limited scope does not on .that account place his spirituality on a low plane. Rodriguez seeks to lead religious.to the highest sanctity by faithfulness to duty in little things, byperfect performance of ordinary adtions, by unremitting purity of intention, by habitual and ever closer conformity to the will of.God. He endeavors to form religious of sustained prayer, m6rtification, apostolic zeal, °and all the virtues; and he points to the loftiest exemplars, Christ and His saints, for "to attain to perfection, one must fix his eyes on what is highest and most excellent." And who will say that he has not succeeded? ¯ The principal sources of Rodriguez' doctrine are Holy Scripture, the Fathers of the Church, and the great spir-i. tual masters of the.past, with a particular pr, edi!ection for those stal~carts, .the religious of the desert. Among the ¯ most frequently .cited authorities are Saint Augustine (271 .times), Saint Bernard (2.5.8 times), Saint Thomas Aquinas (86 times),., and Cassian. ~is. .p.Huries . Ccoasmtilpiaons aitnido nab iosv de ethaer .oa.nrddi n.amrYet~h .0i.dni lcia.t!e:r ahriys~la mnegruita,ge ~hough somewhat .prolix. He has imagination and a ,ki, ndly humor--'.'pepper and¯salt," as one.writer says. For examp!e~ he says that a religious who jumps h, astily a.nd light!y from virtue to x~!rtue is "likd a cat w.~lking on hot coals." I.n addition, all will agree that Rodriguez has an indefinable unctionall his own. " 0fcourse, A!phonsus Rodriguez is. by. no means the perfect author. In his knowledge of things scientifiC, his-torical, and hagiographical, he is a man of his times. He considers certain apocryphal works authentic; too often he copies his sources at second hand; he draws ~considerably on the uiapublished exhortations of his Provincial, Father Gon-zfilez D~ivila, without giving him due credit. A few points 190 Ma~t, 1944 WHO IS THIS RODRIGUEZ? of his doctrine can be legitimately contested and evem impugned. Some of his examples and anecdotes are con-sidered today to be lacking in good taste: many'of, these have been excised in recent editions. But, after all, these. are only minor flaws in an author whose work is a master-piece of spiritual writing, that has successful"ly stood the test of time, and that even.with readers who are more than" ordinarily critical and exacting. It is today the most widely used spiritual textbook .of religious .the world over. A definitive critical edition would indeed be Very Welcome: Many witnesses could be Cited to proire the value and popularity of Rodriguez. Forexample, Father Faber calls the book "an inestimable treasure of the Church." Found-ers and foundresses of religious congregations have been especially lavish in their praises. Our own Mother.Chbrini drew up a list of five books as constituting a sufficient, spir-itual library for her congregation. They are: the Imitation ¯ of Christ, the St~irituat Exercises; the Religious in Solitude Of Father Pinamonti, S.&, the :Bride o[ Christ Of Saifit Alphonsus Liguori, and thePractice of-AlphonsusR0dl!- guez. Saint Alphonsus. Liguori and Saint John. E~dgs. often recommended~ the. Practice. Let Saint Vincent de Paul; the founder of the Lazarists, be our last witness.~, In an instruction to his.religious icongregation dated May: 17, t 658, accompanying the book of Rules he was sendiiig,: he exclaims: "'O Lord, who hast bestowed such blessings~ .on .many books, for example, on the"one we are now re, adihg - at table, so that well-prepared souls migh~ reap .therefrom considerable fruit, in order to free themselves from their faults and go forward in perfection, grant, O Lord,. th) blessing on this our little book . " Father Pierre Coste, the saint's official biographer, says that the book being read at table was none other than the Practice of Per-fection and Christian Virtues by Alphonsus Rodriguez. 191 Two Hymns t:o Mary Francis N. Korth, S.J. SEVERAL mon.ths a'go a reader of REVIEW FOR RELIGIOUS'wrote to the editors for information concerning a hymn beginning with the words, "Te Matrem." As the editors had no definite information to offer, they addressed the question to the other readers (cf. Vol. III, p. 70). In answer to this request a large number of letters w~re received. These letters carried a great deal of interesting information concerning two hymns to Mary, Te Matrem Dei Lau-damus and Te Mariam Laudamus. The present writer has collated the' information and digested it into the following paragraphs. The hymn Te Matrem Dei Laudamus, often referred to as the "Canticum. S. Bonaventurae," adapts the canticle Te Deurn to the praise of Mary. It is usually printed at the end of five psalms in honor of the Blessed Virgin Mary, each of which begins with a different letter of the word "Maria." St. Alphonsus Liguori, busy as he was, frequently said these five psalms. For several centuries after the death " of St. Bonaventure (1274), the great 'Franciscan theologian' 'and Doctor of the Church, the Te Matrern was attributed to him. It is found in the early editions of his Opera Omnia, either as a separate canticle or as part of the" Psalterium Majus B.V.M: It is not found, however, in the latest and most critical edition (the Qu~racchi edi-tion) Of St. Bonaventure's worksY Fr.Gallus Haselbeck, O.F.M.,in his Seraphiscbe Marienrninne remarks in substance that, while St. Bona-venture wrote poetical works, there is no poem on the Blessed Virgi.n that can really be proved to be ~is work. (See also J.H. Sbaralea, 8upplementum et Castigatio ad Scriptores Triurn Ordinurn S. Fran-cisci,' Romae, Editore Nardecchia, 1908, Pars. I, p. 1640 It seems that the Te Matrein Dei Laudamus was composed for the Great Office of the Blessed Virgin. This Office never gained uni-versal "recognition and has not become a part of the' Liturgy of the Church. However, the Te Matrem itself has'been used extensively at various times for p.ublic and private devotion. Venerable Vincent Pallotti, founder of ~the Pious Society of' Missions, propagated it through his books and.used it for May devotions. Several of our corkespondents told us about anothe'r hymn, Te Mariara Laudamus, similar to the Te Matrem. The Te Matrera 192 1944 Two HYMNS TO MARY has 44, 45, and 46 verses respectively in the three available Latin versions (all have the same thoughts with a few divergent verse-arrangements) and 43 verses in the two Engli.~h translations at hand.1 This hymn (the Te Matrem) is an almost literal transposi-tion of the thought of the Te Deum, with the exception of 14 extra vers~s (all beginning with "Tu" in the appended Latin text) inserted in the middle of the canticle. Aside from this inseition, the Te M~trern is a closer parallel'of the Te Deum than is the Te Mariam. The latter, however, with its 30 verses in the Latin (29 in the Eng-lish), comes closer to the length of the T'e Deum. Might this prac-tical identity in length have been the reason for the origin of the Te Mariam? At any rate we are told by one reader .that the Te Mariam is an abridgement of a much longer hymn (the Te Matrem) attributed to 8S. Augustine, ~Ambrose, and-Bonaventure in $chiitz, Su'mma Mariana, IL 310. Father William d. Chaminade,~Founder of the Society of Mary, included the Te Mariam in the Manual of the Servant of Mar~/, a book of prayers and hymns which he corn-- piled for the godalities of the Immaculate Conception at Bordeaux, France. This M~nual was printed in 1820 or earlier. In a copy of the Manual it is stated that Father Chaminade took the Te Mariam from one of the then current. French Antiphonaries. Anotl~er cor-respondent writes that "the Te Mariam is sung in places of pilgrim-age of the B.V.M., at least in some basilicas or places of pilgrimage in France." The Te Mariam is found in the Formular!l of the Society~ of Mary. Separate leaflets are printed at Maryhurst Normal, Kirk-wood, Missouri. At Marynook Novitiate (Society of Mary), Galesville, Wisconsin, "they also have the melody: it is really the . melody of the Te Deum laudamus adapted to the words and phrases of this Marian hymn." A variation of the Te Mariam can be found in The Reign of Jesus through Mary---On True Devotion to the Blessed Virgin according to Blessed Grignion de Montfort, Founder of the Com-pany of Mary. This book, composed in, French by Father G. Denis, S.M.M., was translated into English by'.Father A. Somers, S.M.M., and published in 1926 by Burns, Oates, and Washbourne, ,London, England. To conclude briefl~r: the Te Matrem dates back to the thirteenth 1A version of the Te Matrem under the heading, "CaCti urn Sancti Bonaventurae.". was copied thirty years ago from a Latin bo6k in honor of our Lady; the copyist tells us it has 48 verses. 193. FRANCIS N. KORTH, S,J. Review for Religiot:s century at least;, its authorship is unknown. It is not part of. the liturgy of the Church, but has been used for public and private devo-tions by various groups. A similar but shorter hymn, Te Mariara, has been in use since at least the early part of the nineteenth century. Te Matrem Te Matrem Dei laudamus: Te Mariam Virginem profitemur. Te" aeterni Patris Filiam: omnis terra veneratur. Tibi omnes Angeli et Archangeli: Tibi Throni et Principatus fideliter deserviunt. Tibi omnes Potestates et omnes Virtutes coeli coelorum: et universae Dominationes obediunt. Tibi omnes Chori: Tibi Cherubim et Seraphim exultantes assistu'nt. Tibi .omnis angelica creatura inces-sabili voce proclamant: Sancta, Sancta, Sancta Maria Dei Genitrix, Mater et Virgo. Pleni sunt coeli et terra: maiestatis gloriae fructus ventris tui. Te gloriosus Apo~tolorum chorus: ¯ sui Creatoris Matrem collaudat. T~ beatorum Martyrum coetus cahdi-datus: Christi Genitricem glori-ficat. Te gloriosus Confessorum exercitus: Trinitatis .Templum appellat. Te sanctarum Virginum" chorea amabi- 'lis:. k, irginitatis et humilitatis ex-emplum praedicat. Te tota coelestis curia: Reginam honorat. Te per universum orbem Ecclesia invocando concelebrat: Matrem divinae Maiestatis. Venerandam te veram Regis c6elestis puerperam: sanctam quoque dul-cem et piam. Tu Angelorum Domina: Tu Paradisi Ianua. Tu Scala: regni coelestis et gloriae. Tu Thalamus: Tu Arca pietatis et gratiae. We praise thee, 0 Mother of God: and hail thee, Mary, ever Virgin. The whole world venerates thee: as daughter of the eternal Father. Angels and Archangels, Thrones and Principalities: faithfully serve thee. All Powers and Virtues of heaven: all Dominations obey thee. Before thee all the angelic choirs: the Cherubim and Seraphim wait on thee with exultation. With unceasing voice all angelic crea-tures proclaim thee: Holy, Holy, Holy Mary, Mother of God. Mother and Virgin. The heavens and the earth are full: of the glorious majesty of thy Son. With One voice the" ~lorious choir of Apostles: praises thee as the Mdther . of their Creator. T.he white-robed host of' martyrs: glori-fies thee. as the Mother of Christ. The glorious army of Confessors: names thee the Temple of the Trinity. The lovely company of holy Virgins: prolaims thee as the model of virginity and humility. The entire heavenly court honors thee as Queen. Throughout the entire world ~he Church pays honor by invoking thee: as the Mother of Divine Majesty, Venerating thee as the true "mdther "of ¯ the Heavenl~ King: holy, sweet~ ~ind loving. Thou art the Queen of Angdls: and the Portal of Paradise. Thou art the Guide: to the Heavenly Kingdom and its glory. Thou art the bridal chamber and the covenant of mildness and grace. 194 May, 1944 Two HYMNS TO MARY Tu Vena misericordiae: Tu Sponsa, et Mater¯Regis aeterni. Tu Templum et Sacrarium Spiritus Sancti: totius Beatissimae Trini-tatis nobile. Triclinium. Tu Mediatrix Dei et hominum:. Ama-trix mortalium, coelestis IIlumina- ¯ trix. Thou art the Channel of Mercy:" Spouse and Mother bf the eternal King. Thou art the temple and shrine of the Holy.-Ghost: the tabernacle of the Most Blessed Trinity. Mediatrix between God and man: lovei of mortals, our heavenly enlightener. Tu Agonizatrix pugnantium. Advocata." Thou art the Inspirer of warriors: pauperum: Miseratrix et Refugium peccatorum. Tu Erogatrix munerum: Superatrix ac Terror daemonum, et superborum. Tu.mundi Domina, C6eli Regina: post Deum sola spes~:nostra. Tu Salus Te invocantium, Portus naufragantium: miserorum Sola-tium, pereuntium Refugium. Tu Mater¯omnium Beatorum, Gaudium plenum post Deum: omnium super-norum civium Solatium. Tu Promotrix iustorum, Congrega-trix errantium: Promissio Patriar-charum. Tu Veritas Prophetarum, Praeconium, et Doctrix Apostolorum: Magistra Evangelistarum. Tu Fortitudo Martyrum, Exemplar Confessorum: Honor et Festivitas Virginum. Tu ad liberandum exnlem hominem: Filium Dei suscepisti in uterum. Per Te, expugnato hoste antiquo, sunt apert.a fidelibus gegna c"oelorum. Tu cure Filio tuo iedes: ad d~xter~m Patris. Tu [psum pro nobis roga, Virgo Maria: Quem nos ad iudicandum credimus esse venturum. Te ergo poscinius nobis tuis famulis subveni: qui pretioso sa~nguine Filii tui redempti sumus. Aeterna fac, pia Virgo: cure sanctis tuis nos gloria numerari. S~Ivum fac populum tuum, Domina: ut sirens participes haereditatis Filii tui. E~ rege nos: et custodi nos in aeternum. Per singulos dies: O Pin, Te salutamus. ¯ the advocate of the poor, and the compassionate refuge of sinners~ Almoner of Heaven: conqueror and ter-ror of demons, and of the haughty.-. Queen of Earth and Queen of Heaven: after God, our only hope. Welfare of those who invoke thee: haven of the shipwrecked: solace of the ~retched. refuge of the dying. Thou Mother of all the Blessed, after God their fullest joy: comfort of. all the citizens of Heaven. Thou art the Patroness of the ins_t, thbu gathere.st the wandering: and art the promise of the Patriarch~. Thou art the truth of the Prbphets:" the glory and the teacher of the Apostles and Evangelists. ~ Thou art the strength of Mai~yrs, the exemplar of Confessors: the. honor and joy of Virgins. To frde man from exile, tho6 did~f receive the Son of God in thy~.omb. By thee was co.nquered our enemy of old: and Hea~,en was opened for the faithful. With thy Son thou sitt~st: at the: right hand of~the Father.' Pray for us to Him, O Virgin Mary: ~-: who, we believe, will cgme to. judge us. Wherefore we beg thee to aid us, " " thy. sdrvants who have been re-deemed by thy Son's Preciofis Blood. Help us, gentle Virgin, to be numbered with thy saints in eternal glory. Save thy people, Blessed Lady: that they may partake of the heritage of 'thy Son. Rule us: ~nd p.rotect us for all eternity. Daily we greet ~hee: O 1o~,ing Mother. 195 FRANCIS N. KORTH; S.J. . Et laudare Te cupimus: usq.uein aeternum mente et voce. ." Dignare, dulcis Maria: nun et ¯ semper nos sine delicto conservare. Miserere, pia, nobis: miserere nobis. ¯ Fiat misericordia tua magna nobiseum: quia in Te, Virgo Maria, confidi- IllUS. In Te dulcis Maria, speramus: nos defendas in aeternum. Te decet laus, Te decet imperiu~a: Tibi virtus, et gloria in saecula saeeulorum, Amen. Te Mariam Te dilectam Dei Patris Filiam: omnes angeli pr~edicant. Te 'admirabilem Verbi Matrem: credit inferus et contremes¢it. Te Spiritus Sancti Sponsam: piacu-lares flammae invocant. Te omnes Ecclesiae hill: totis praecordiis exultant: MatRm : immensae miserkordiae, Carissimam sanctae Annae: et unicam Filiam, Dilectissimam a Deo: Josephi Sponsam. Tu vena ~eniae: Maria. Tu slngularis: Mater es gratlae. Tu ad redimendum genus humanum: tuum commodasti uterum. Tu, Gabrieli dato consensu: gaudium peperisti universo mundo. Tu, Regina, a dextris Dei stas: Circumdata varietate, 196 Reoiew £or Religious And with mind and tongue we desire: to praise thee forever. Deign, sweet Mary: to preserve us now and forever free from sin. Have mercy on us, O loving Mother: have mercy on us. Let thy mercy "for us be bountiful: for we trust in thee, O Virgin Mary. ¯ In thee. sweet Mary, do we hope: do thou protect us forever. Praise becometh thee: empire befits thee: to thee be power .and glory forever and ever. Amen. We praise, thee, O Mary: ~a£d proclaim thee immaculate. All sinners have recourse to thee: for thou art their refuge: All Christians: and pious associa-tions with their individual mem-bers, devoutly" acclaim thy Concep-tion. Immaculate, Immaculate, Immaculate: O Virgin Mother of God. There is none who would hide himself from the genial warmth of thy char-ity: for thou art the morning rising. All the angels proclaim thee: as the loved Daughter of the Father. Even trembling hell acknowledges thee: as the admirable Mother of the Word. The Purgatorial flames invoke thee: as the Spouse of the Holy Spirit. All children of the Church: magnify thee in the exuberai~ce of their hearts: As Mother of infinite mercy, As the dearest and only daughter: of Holy Ann, As the Spouse of St. Joseph: and most beloved of God. Thou art, O Mary, the channel of mercy. Thou art the all-excelling Mother of grace. For the redemption of the human race: thou didst accede to the designs of God. And by consenting to Ga-briefs word: thou didst beget joy for the whole world. Clothed in varied beauty, thou stand. est as Queen at God's right hand, Te Mariam laudamus: te Immaculatam confitemur. Te reorum patronam: omnes peceatores deprecantur: Tibi omnes christiani: ,et asceticae congregationes: tibi singuli so-dales in Conceptione tua devote proclami~nt : Immaculata0 Immaeulata, Immaculata: O Virgo Theotocos. Nullus est qui se abscondat a calore tuo: aurora consurgens. May, 1944 Mediatrix ut sis: Dei et hominum. Te ergo quaesumus, nobis subveni: q~ii tuam nominatim illibatam Conceptionem solemniter cele-. bramus. Aeterna fac: angelorumbe~,tltate donari. Protege tuos alumnos: et tuere fasciculum haereditatis tune. Et love illos: et fecunda in oper-ibus. virtutum. Tuis solemnibus congregamur: ad benedicendum tibi." Et extollimus Nomen Marine: super omne post Jesu Nomen amabile. Dignare, per purissimam Conceptionem tuam: nos a peccato praeservare. Ostende pro famulis tuis Filio tuo: pectus et ubera tun, Ut ostendat Patri sUO Unigenitus: latus et vulnera. Nulla erit repulsa: ubi talia erunt carttatts mstgnta. Te decet laus, te decet hymnus: tibi jubilus, ih Conceptione tua Immaculata00 Maria. ab universa creatura. Amen. TWO HYMNS TO MARY In order to be the mediatrix of man-kind. We beseech thee, therefore, come to our help: who with special and solemn cult honor the immaculate purity'of thy Conception. Grant that one day: we may be made partakers of angelic bliss. Protect thy children: and preserve thy little Society,. which is thy heritage. And cherish them: and" make them al~ound in the fruits of virtue. On thy festal days we gather round thee: to sing thy praises; And we extol the name of Mary: above every other name, next to the loving name of JeSus." By thy most pure Conception:. deign to preserve us from sin. In behalf of thy children: show thy loving and maternal heart to thy Son, so that in His turn, thy only begotten Son may exhibit: His side and wounds to His Father. There will b~ no refusal: when such pledges of love .are manifest. Hymns of praise and jubilation are due to thee from every creature: owing to thy Immaculate Concep- - tion, O Mary. Amen. NOTE ON THE SOURCES OF THE TE MATREM: The hymn has been found in an old Community Book of the Redemptorists which bears the date 1860, Other sources (Latin or English) that were indicated in the letters sent to us are: The early editions of St. Bonaventure's Opera Omnia. E.g.: 1584 Venetian edition. Tom. II, pp. 316 ft. Paris edition, Tom. XIV, p. 222b. It is also the 1504 Venetian edition and the 1596 Vatican edition. C'f. above, for the recent Quaracchi edition. Mese Di Mag~io Consacrato A Maria 8antissiraa Regina Degli Apostoli Ad Uso Degli Ecclesiastici, Vincenzo Pallotti. " Regain et Testamentum 8.P.N. Francisci. : ollegit Ft. Hilarius ab Antwe'rpia; Tornaci Nerviorum, 1876. lntroductio ad Vitara 8ecapbicara, auctore P. Ft. Gaudentio, O.F.M. Herder, Freiburg, 1'882. Summa Mariana, J. H. Schlitz, Paderborn0 Junfermannschen Buchhandlung; 1908: II, pp. 310-312. Via Franciscana ad Caelestera Hierusalem, auctore P. Pa~lo a Cr. Laschan. Pustet, 1912. Liber Manualis Minoritae, editus iussu A.R.P. Donati' a Welle,. O~F.M.Cap: Typis Soc. S. dohannis Evang., Desclee, 1931, (Continued on next page) 197 [EDITORS' NOTE: We intended to" publish only letters on retreats in the present number. But after th~ Ma~:ch number went to prdss we received tw9 communica-tions on vocation that we thought should be printed. Hence the present number - contains letters on both subjects. We had to condense some of these communica-tions,, and.we still have some for later publication. More letters on retreats will 'be welcome. Kindly make them as brief as your subject-matter allows. Address then~ to: The Editors of.Review for Religio.us, St. Mary'.s College, St. Marys, Kansas.] On Re÷rears Reverend Fathers: May I submit the following thoughts that came to mind as I read your request for letters on retreats: A. Making a retreat: Experience has .convinced me that. one must put aside the ordinary duties of acti~re life. A change of scene is imperative, espe- .cially. fOi, superiors .and administrators. 2." A "closed" retreat is the only setting.suitable for the in'yard silenc~ .and r&oilection imperative for success. ¯ .3. It is not good policy to cover much readingmatter. What is read should be .th.eologicaHy sound, suited to the. individual, and pro*ocakive of. reflection. ., . 4. A wholesome pr.actice in preparation for retreat is tO xey!ew, pgst r~tre~ts and one'~-!i.fe following them, with an aim of making the present exercises really influential in shaping one's course from then 'onwards: " '.: " Bi. Giving r~kre;i~s: ". . .: . 1. A reverent approach.is the ~nly proper one:.a retreat is the work of God; a work that may mean the salvation Of a soul or "t]~ )nakifi'g c~f a saint. " ": " (Note"continued from preceding page) The Mffror of the Bless6d Virgin Mary and The Psalter of our. Lady, by St. Bonaventure. Trans. by Sister Mary Emmanuel, O.S.B. B. Herder Book Co., St. Louis, 1932. Pp. 294-297. The Catholic Apostolate, published by the Pallotine Fathers, Milwaukee, Wis-consin, Vol. XI, p. 113. (Eng. trans, by the Rev. Jos. Baier.) Deuotion in Honor o~ our Blessed Lady; The Fioe Psalms: pamphlet issued by Tile .International Catholic Truth Society, 405-407 Bergen SL, Brooklyn, N. Y. (It is published by permission of the Redemptorist Fathers.) 198 . :.: . COMMUNIGATION$. ,. 2.The retreat master would .d0. well to avo!d.ipeaking,0f. himself. ¯ , 3. Conferences should be kepton a i~igh plane: deeply and supernaturally spiritual. They should be delivered with simplicity and sinceritg. . - .:. .:. ¯ ,. 4. Retreat m~isters would d0.well to avoid.the .use.of."We." '.'We know," "We realize," "We must," "Yet, we often," and.so forth. Retreatants like to accept the conferences .as coming from God, and the retreat master's identifying himself with the retreatants tends to frustrate their efforts. 5.-Novelties or novel themes should not be used to make an impress.ion, or to convince that the retreat master is "different," or the retreat "different." Sometimes this is done to the" neglec~"of important fundamentals, for'example~hell, obedience,' silence:' " 6. Truths that are old and obvious must be reconsidered in every retreat; and time-worn advice must be repeate.d. ~ . 7.Fresh. presentation is necessary-to draw and maintain interest and attention. .- ~: .:,.~ ¯ " .' APriest : " ~'~! R~)~rend' Father~ i . : '" ' ":""" " .MY .be.st retie~s begin" after"~h~y ~iie"~ohipl~ted. ' Fout'raeiia6rab]~: retreats of mY r~ligi6u~ life: ~i~e' 6nes whi~h,s~and ou for ~me.tl-iing in~'' :rather than ":taking~o~ei~hing .outi" Th~ 'ba~ed on 6ur H61y Rule. " Thh.iekieat 'ifiasker hgd"~en't" for~a coibY,) th~N~iice M~s~ress t61d us, and"made thd Spiritual Effeici~d~ ai3"pl~i dfi:edtiy to our daily; ll; ~s.' Thi'Hbl~;' Rfile became a living:, under.h~s direction. ~ . ' . . ' ' '"" ";~'::':' Anbther father showed ia his conference on the Sacrament of- Penance how very often nuns forget to confess envy:and jealou.sy,and:, to:make their purpose of.amendm.e.nt cen~gr.about love.of neighbor. It: makes one's faults against charity, show in .true.ligh~t. whe'n:.s,h~. confesses the basic, cause, .e:g. envy.S(ill another father he!d~:f0r.th such high ideals of sanctity that "_Christ the Ideal of: th :M0nl~ Marmion is included in. my privat.e spiritual read~ng at. least. ¯once every year since. ¯ . ':. Last summer we l~ad a retreat based on the most.beautiful medi-tations I have ever heard.- The director acually showed us hove.to 199 CoMMuNICATIONS Review [or Religious meditate. I p~ay for him every"day as h bendfactor because h.e has so helped ~y meditation problem. " : i'didn't like a retreat in which we' meditated on the Passion on Easter Sunday because the Exercises put it at ,that time. I didn't like a retreat in Which every meditation began with the sanie formula. "I ha~e never liked '"hell-fire" retreats. I could nevdr be scared intobeing good. I could be converted through 16ve of G~d. I do not like to be "'read at" during retreat. If the director uses notes" I. like to have him look at his audience, now and then. Finally,. thirty-five to forty-five minutes are long enough for any conference. If a retreat master hasn't converted me in a thirty minute. talk, he never will by talking over an hour. A Sister Reverend .Fathers: ,When I make a retreat, I don't like the retreat master to in(ro-duce "novel" things to the~ extent of getting away from-afiy of the old and fundamental truths. And if the retreat master uses the Exercises of St. Ignatius, I like him to bring in the: additions, annota-tions, and so forth, because I think that these help us to understand the¯Exercises and to make a bitter retreat, Also~ I think the explana-tions of the points ought to be short enough to allow the retreatants to meditate for a while by themselves. And I like to have a few little .stories and examples in the explanations of the points, because these lessen weariness and dryness.' Fifi~lly~since you've asked for sug-gdstions-- I believe that most of us who make. retreats are greatly aided if w,e feel that the retreat, master practises what he preaches: A Brother ~everend .Fathers: ' I am living in an infirmary where permanent invalids and some elderly Sistersare housed. For several yea.rs we have had retreat mas. ters who seemed more concerned about having us comfor'table and sympathized'with 'than about stimulating our spiritual lives. But a recent retreat master 'gave us a retreat for normal religious, who should understand "that suffering is basic, to spiritual growth, and~ who, if they understand their fundamentals, should strive to look upon suffering as a privilege in their spiritual lives and to use prayer 200 May, 1944 COMMUNICATIONS and the Uniting of their pains with the Suffering Savior for their own spiritual growth and for Other souls. If any group of religious needs to be stimulated to take their Courage in both. hands and to be willing to struggle bravely "and to fight valiantly, I believe it is the invalided religious. This recent retreat master, helped us. to do just that. Though I" have had devotion to the Holy Spirit for thirty years, it hadn't occurred to me that this is a particularly sturdy, "as well as liturgical, devotion. The retreat master expl.ained it as such; and he recommended it highly' to our sick--to make of us valiant women in our trials, soldiers of Christ, rather than self-pitying children." It gave me much joy to hear this because in my own eleven years of invalidism and hospitalization I have wondered why so many reli-gious look upon their suffering as a tragedy and an" opportunity for sel~-pity. This doesn't seem to be a normal Outlook, especially if one has any knowledge of the suffering which is borne in the world, even in the loveliest of homes. To conclude: From my knowledge of r.eligious, I believe Sisters like a sound exposition of practial truths, a "rousing up" on prin-ciples, a thorough overhauling of their every-day living--always with a definite solution through prayer and the Sacraments. This may sound like a large order; but I give it relatively and in contr"ast to the retreat in which one is left with volumes of theory or pages 9f mysticism. I have no quarrel with the beautiful mystici~sm of the Church. I love it. But women seem so often to become mysti.fied instead of mystical! Perhaps men do, too; I wouldh't know, but I have always thought that they are more apt to keep two feet on the ground. A Sister On Voca'don Reverend Fathers: In response to your invitation to "talk about vocations," we are eager to take advantage of this opportunity tO say something for the vocation to the contemplative life. ¯ Rev. 3oseph.3. Strauss, C.SS.R., in his communication on The Little Flowe~ Mission Circle, states that vocations need encourage-ment. This is particularly true of vocation.s to the contemplativ~ life. When a girl feels a desire to enter the cloister, she knows she is aiming high. She does not fed any too sure of herself, a.lthough she feels strongly drawn to a life of prayer and penance. Now, if she is 201 COMMUNICATIONS Rboieto t~or Relibious told that such a life is too difficult, that it does not accord with the spirit of our age, that it is useless, that she' could do more for God in" an active Order, she begins to doubt that God wants her in the clois-ter. She does not expect her parents to "feel, enthusiastic over her separating herself from them so completely, but .when she is dis-couraged by confessors, former teachers, religious friends on whose good judgment.she has always relied for guidance, the result often is that she enters an active Order where she does not firidcontentment, and very often leaves after a shorter or longer trial. This observation is the result of our,own personal e_xperience,in interviewing those who desire to enter our Order after ileaving an active one, or members of active communities who desire to make a change. We feel that if all those who have felt a desire to embrace our life had been duly encouraged we would not experience a want of vocations. - Poor Clare lquns Reverend Fathers : The letters in yo.ur REVIEW FOR RELIGIOUS concerning rdigious vocations have interested me. I strike my breast on many scores. For example, I have not put religious pamphlets in conspicuous places where young girls seeking information may receive the vitamins to increase or satisfy this hunger. Material about nursing, social work, and teaching is easily obtained, but they see.little about religious life. I hang my head when it comes to bringing up the subject in conver-sation. I wait f6r the girls to question; they wait for the Sister to instruct. The result is that nothing happens. In.'my prayers the petition for more candidates tags at the end of other requests which seem of more immediate importance. Unwillingly and u.nknowingly I m~y have shocked today's youth. They see us at such close range and are quick to criticize any lowering of their ideal. "The world is sO much with us" that it is easy to slip into its mannerisms. Now after accepting my share of the blame, I intend to fortify myself behind a table and say to the regular confessor of°young women, "Father, what about.you?" . You know your weekly peni-tents and afte~ a year or so you know their spiritual progress and desires, their temptations, in the world and their reaction. Some of these girls might be waiting for a suggestion from you that.would bring into being their first thought of a religious vocation for them-selves. 202 Mag, 1944 COMMUNICATIONS Perhaps in today's s.eminary you are instructed not to offer such. suggestions. .If that be the case then stop reading this immediately. I only know that it is because of my confessor I happen to be where I am, and I am extremely grateful for his suggestion of over twenty years ago. His Saturday line was a very long one so he didn't h;ive much time for each indiVidual. Outside of the confessional I didn't speak to him~more than a dozen times, and then only to bid him the time of day as we passedon the str.eet--so the influence came through the confessional. He first advised me to go each week to Confession and his advice was followed. Then one day he surprised me with: "Do you enjoy going out?" "Yes,. Father." "Do you have a good time in a social crowd?" "If I know the crowd." "Do you keep steady compa.ny?" "No, Father." "Will you say a prayer every, day for a special intention?" "Yes, Father.". A few months later he'qubstioned: "Do you know anything about the life of Sisters. "A little, Father." :'Do you think you would like to be one?" "No, Father." "Well, don't let this question, worry you. Say some praye.rs every day thi*t God ¯will let you know His will and that yot~ ~ill have the:strength to follow. I will remember this inten.fion in ~y Masses." ¯ Thus my confessor took 5he initiative and helped me to make: ~he ¯ first few steps toward my "vocation. This seems to me. to be. grand work--one that the regular, confessor can surely do better thhna retreat master or a teacher: In the future I'll .try harder to foster vocations that are so greatly needed but When it comes to bringing up the subject in conversation I think I'll turn to the regular confessor and say, "Father, what about you?" A Sister 203 Book Reviews THE MAN FROM ROCCA SIC;CA. By the Reverend Reginald M. Coffey, O~P. Pp. xi -I- 140. The Bruce Publishing Company, Mil- ¯ waukee, 1944. $1.75. " '~History probably offers no parallel case of a man being so com-pletely identified with wha~ he has Written. St. Thomas very early, poss.ibly even in his own lifetime, became an institution rather than a personality" (pp. 100, 10.1). In a well-conceived attempt to por-tray the human Thomas, the" author of this popularly-written little volume makes use of the legends and scattered data on the saint's life to reconstruct a fair picture of the man behind the Summae. Apart from a number of distra.cting author-to-reader asides and. an occa-sional expression not in the best of taste, the general reader who is l/o.oking for an 'introduction to this thoroughly human .personality will find The Man from Rocca Sicca satisfying fare. Several pages in .the chapters on the "dumb Ox," on Thomas the saint, the man, the preacher live up fully to the high promise of Father Farrell's preface. They stand out considerably above the level of the rest of the book in giving "a humanly touching intro-duction to Brother Thomas." In this day of excellently written biography and of exhaustive research into medieval sources, one looks forward to a definitivd life_ of St. ThomasAthe .religious, the statesman, the teacher and preacher, the champion of truth, the human dynamo, the dominant personality of his time. The'Man from Rocca Sicca suggests the human values that. will warrant special treatment.mL. THRO, S.J. SUBDEAC;ONSHIP: C;ONFERENC;ES ON THE RITE OF' ORDINATION. By the Revere'nd AIoyslus.Biskupek, S.V.D. Pp. xl -t- 301. B. Herder' B6ok Co., St. Louis, 19~44. $2.50. These medita~ion~ are the fruit of twenty years' experience in directing the Ordinandi Retreats at Techny. Father Biskupek quickly realized how rich in lessons for the young cleric was the ordination liturgy, suitable especially to the days preceding the cere, 'mony. Having found nothing in print along these lines, he mod-estly offers his own reflections as "something new in a field that stands in need of more cultivation."~ .204 BOOK R,EVIEWS The idea is splendid~ and worked out with a gentle persuasive-ness that bespeaks the fervor and maturity of its author. An outstanding merit o~ the book is its attractive simplicity. With no display of erudition or subtlety it proposes straightfor-wardly and effectively the clerical virtues which quite obviously link themselves to the sacred text. To some this obviousnes~might appear superficial. We might look for mort of penetration, grandeur, vitality. Two remedies suggest themselves: evidence of wider familiarity with historical and ascetical backgrounds, and a more humanly appealing richness of inspirational stories and actual experiences from the priestly minis-try. "Retreat masters might feel that a psychological analysis of the cleric's obligations is a more suitable framework for 'the daily medi-tations than the random sequence of the ceremonial. But for a daily hour of conference to link the retreat with the ritual looming so bright on the horizon, the comme.ntary is rich in suggestion. ~R. NORTH, S.J. MARYKNOLL MISSION LE'I'rERS: VOLUME II, 1943. Pp. viii ~-k 54. Field Afar Press, New York, 1943. $ .50. Falling bombs! In an instant a life;s work in utter ruins! Amid the terrors of war Maryknoll heroes are saving souls by bringing Christ not only to Chinese, but also to our American service men in China. The Letters give vivid persotial accounts of work ainong the Bhuddists, shopping tours in Kwelin, the strange life at Tibet, mis- "sion schools in war-torn villages. Thi~ second part of this booklet answers the question, "Why send missionaries to.South and Central America?" The descriptions of the sleepy life of the "barracas," the visit of Vice President Wal-lace to the mission in Villa Victoria, the tender devotion of the natives to Mary, the uniq