Contents of the report are: introduction; by Penelope J. Brook, and Sabine Hertveldt; how to reform in 3 months. Azerbaijan registers businesses faster by setting-up a one-stop shop; by Svetlana Bagaudinova, Dahlia Khalifa, and Givi Petriashvili; one-stop shopping in Portugal; by Camille Ramos; competitiveness from innovation, not inheritance; by Karim Ouled Belayachi, and Jamal Ibrahim Haidar; harnessing the internet to streamline procedures; by K. Latha; creating a new profession from scratch; by Carolin Geginat, and Jana Malinska; how to raise revenues by lowering fees; by Jamal Ibrahim Haidar; when enough is enough; by Cemile Hacibeyoglu; slashing the time to register property from 18 months to 15 days; by Roger Coma-Cunill, and Marie Delion; bringing more credit to the private sector; by Valerie Marechal, and Rachel (Raha) Shahid-Saless; protecting minority shareholders to boost investment; by Jean Michel Lobet; giving a facelift to the Turkish tax system; by Caroline Otonglo, and Tea Trumbic; a public-private partnership brings order to Aqaba's port; by Doina Cebotari, and Allen Dennis; fighting entrenched interests to enforce judgments faster; by Lior Ziv; pragmatism leads the way in setting up specialized commercial courts; by Sabine Hertveldt; enforcing contracts quickly, with help from the neighbors; by Anthony Ford, and Oliver Lorenz; and repaying creditors without imprisoning debtors; by Mema Beye, and Joanna Nasr.
This study reviews recent experience applying ICTs in the fight against rural poverty and identifies ways in which donor interventions can make effective use of ICTs to improve the living conditions of rural communities in Latin America and the Caribbean and help reduce poverty.
"Self-preservation is the first duty of a nation"Alexander Hamilton "The whole point of the doomsday machineis lost if you keep it a secret!!"Dr. Strangelove VI) El Interés Nacional y las políticas de poder La mayoría de los teóricos han recurrido al interés nacional como concepto ordenador y exegético del accionar de los estados en el concierto internacional. Alexander Wendt (1999: 242) reconoce que nadie puede negar que los estados actúan sobre la base de intereses nacionales, tal como ellos los perciben y los definen. Toda teoría de relaciones internacionales o de política exterior articula su entendimiento del relacionamiento de los estados en el S.I en referencia, precisa o difusa, al interés nacional. El interés nacional, como concepto teórico, cumple dos funciones, una normativa y una descriptiva. El rol normativo intenta aportar, en última instancia, un estándar a partir del cual juzgar la conducta de los estados, basándose principalmente en consideraciones éticas. Este es precisamente uno de los principales puntos que los realistas, y en particular el principal teórico del interés nacional, H. Morgenthau, criticarán. La función descriptiva trata sobre el componente empírico (lo que los estados hacen) del interés nacional (Nincic, 1999: 30). En otras palabras, la concepción del interés nacional oscila entre lo que debería ser y lo que efectivamente es (o ¿cuál es la política exterior implementada que defiende el interés nacional?). Si bien existe un consenso sobre la idea del interés nacional como motor de la acción del estado, esta unanimidad no se aplica a la definición sustantiva del término (función normativa) ni tampoco, en cierta medida, a su rol descriptivo. Esto tiene importantes consecuencias en la elaboración y conducción de la política exterior. Efectivamente, la política exterior, de ser racional, debe estar en sintonía con la idea que nos hacemos del interés nacional. En otras palabras, la política exterior debe apuntar siempre a defender el interés nacional. Sin embargo, este aspecto, o sea la visión descriptiva de lo que es el interés nacional (o de las políticas implementadas en su defensa) no siempre encuentra unanimidad, incluso dentro de una misma escuela teórica. En este sentido, es interesante estudiar el debate entre H. Morgenthau y Henry Kissinger en torno a la guerra de Vietnam y en qué medida la intervención americana se justificaba en defensa del interés nacional. Si Morgenthau, el principal teórico realista en materia de interés nacional criticaba la intervención, H. Kissinger, el principal policy maker realista, pensaba todo lo contrario (Zimmer, 2011). La noción o idea de interés nacional puede, y de hecho representa y vehicula distintos significados y justificaciones (morales, económicas, de seguridad, políticas, etc.) de la acción de los estados. El interés nacional recorre el mismo camino difuso que nociones tales como Nación y Comunidad. Al debate histórico de qué o quién representa la Nación (Greenfield, 1999: 48-49), el interés nacional obliga a una reflexión sobre los objetivos nacionales así como sobre el propósito y razón de ser del estado (el encargado de perseguir el interés nacional). Los primeros en preocuparse por la noción de interés nacional fueron los teóricos realistas clásicos, como Tucídides, Hobbes o Rousseau. Más recientemente, una perspectiva liberal y luego una visión constructivista, aún más cercana en el tiempo, han atacado la concepción realista del interés nacional, quebrantando aún más la idea de una lectura unívoca y monolítica de este concepto (Battistela, 2002: 143). El tratamiento que los realistas han dado al interés nacional, y en particular Morgenthau, ha sido fuertemente criticado por otras escuelas teóricas, particularmente los liberales y los constructivistas, pero igualmente los behavioristas. Estos últimos ven en la noción de interés nacional un concepto a nula operacionalización científica, incapaz de explicar el accionar y la continuidad de la política exterior de los estados. El interés nacional es, para los behavioristas, lo que la nación, y más precisamente el decisor en política exterior, decide que sea (Rosenau, 1968). El enfoque realista del interés nacional funcionaría más sobre la base de un axioma o suposición filosófica que a partir de un postulado científicamente verificable. En efecto, el realismo clásico asume que el mundo es y actúa de una determinada manera, y el interés nacional no es más que el accionar racional del estado en un contexto que no domina completamente (el control que el estado tenga en la escena internacional dependerá en gran parte del poder almacenado). Hobbes es uno de los primeros en articular la noción de interés nacional indisociablemente ligado a una visión de la seguridad del estado. La paz de Westfalia en 1648 representa el triunfo de la visión Hobbesiana, con la consolidación del estado como la unidad territorial de referencia (paradigma de la soberanía) así como con la creciente rivalidad entre los estados poderosos (Badie, 2001: 254). La concepción realista del interés nacional se desprende de dos de las premisas importante ya mencionadas del realismo: la naturaleza anárquica del sistema internacional y la relación conflictiva entre estados en el marco de dicho sistema. Por lo tanto, si el estado de anarquía conduce a la inseguridad general, el principal cometido del estado, entendido en términos de interés nacional, debe ser el de asegurar su seguridad. ¿Qué se entiende entonces por seguridad y cuáles son las cuestiones incompresibles que el estado no puede abandonar?. Los realistas definen estas cuestiones de manera relativamente vaga, pero es innegable la centralidad de las ideas de integridad territorial, independencia política e identidad cultural. ¿Cómo se alcanza, defiende o preserva el interés nacional? Principalmente a través del uso o la amenaza de la fuerza. Por lo tanto, para los realistas, el interés nacional se traduce casi exclusivamente en términos de poder (principalmente militar, aunque no exclusivamente), ya que la fuerza sería, en un contexto de anarquía y de conflicto, la única manera de disuadir o alcanzar los interéses de un estado. Hans Morgenthau (1961:5) así lo expone: "the main signpost that helps political realism to find its way through the landscape of international politics is the concept of interest defined in terms of power". Para los realistas, el interés nacional ha sido inmutable a lo largo de la historia y, producto de la naturaleza del sistema internacional (anarquía), de la naturaleza humana (para los realistas clásicos), y de la estructura (para los neorrealistas), destinado a permanecer así. Este es uno de los principales puntos de crítica de los liberales y en particular de los constructivistas, quienes avanzan que la difusión de valores, normas y códigos compartidos en el seno de la comunidad internacional han contribuido a modificar el comportamiento de los estados. En este punto, los realistas se encuentran en las antípodas del pensamiento liberal. El poder es, para los realistas, casi exclusivamente el único criterio que debe determinar la política exterior. Cualquier otro principio, en particular aquellos de orden moral, estarán subordinados a la búsqueda, preservación y fortalecimiento del poder (Tucker, 1952: 215). Para Morgenthau, la escena internacional se articula sobre la búsqueda de poder contra poder y no, como a menudo se ha instrumentalizado el conflicto, entre dos visiones del bien y el mal, de virtud o de vicio, de moralidad o inmoralidad. La descripción de interés nacional y poder que hace Morgenthau ha conducido a dos interpretaciones distintas de la noción de poder (Williams, 2004: 639-640). La primera reduce el realismo a una suerte de materialismo, donde el poder y el interés es definido en términos principalmente militares (el propio Morgenthau criticará está visión simplificadora). El segundo enfoque sería instrumentalista: si el poder es un medio necesario para alcanzar los intereses, entonces se transforma en un fin en sí. La búsqueda de poder, para los realistas, es entonces a la vez un fin y un medio para dicho fin ¿Por qué? Porque el mundo es anárquico debido a que los hombres buscan el poder (naturaleza humana o, como diría Morgenthau, un impulso bio-social) y al mismo tiempo deben buscar el poder justamente para protegerse de ese impulso natural. Por lo tanto, la búsqueda de poder como medio para un fin depende de la naturaleza del sistema (anarquía) mientras que la búsqueda del poder como un fin en sí debe encontrarse en las necesidades manifiestas de los miembros del sistema (Nincic, 1999:33). Se ha argumentado largamente que la naturaleza tautológica de esta definición (los estados buscan el poder porque están ontológicamente predeterminados a hacerlo), así como el supuesto inicial de que la búsqueda de poder es una necesidad primaria del ser humano, debilitan la posición realista y restan fuerza a sus postulados centrales. El interés nacional, bajo la óptica realista, es entonces por naturaleza egoísta y superior a los intereses privados sub-nacionales (Battistela, 2002: 145). Es egoísta porque los estados se encuentran en un sistema de self-help y de suma cero, donde las ganancias de un estado representan la pérdida de otro. Asimismo, los realistas defienden la idea del interés Nacional y no, como lo hacen los liberales, la idea que los estados pueden compartir intereses comunes (vitales) en el seno de una comunidad internacional. El interés nacional entendido en términos de seguridad es la matriz irreductible sobre la cual se sustenta todo proyecto de construcción nacional o comunitaria y no puede ser, por definición, compartido en el seno de una comunidad inter-nacional, inter-comunitaria o inter-estatal. Ya lo decía Morgenthau cuando criticaba la visión moral y cooperativa propuesta por el idealismo de W. Wilson: "It therefore follows that, despite the profound changes which have occurred in the world, it still remains true, as it has always been true, that a nation confronted with the hostile aspirations of other nations has one prime obligation – to take care of its own interests. The moral justification for this prime duty of all nations- for it is not only a moral right but also a moral obligation- arises from the fact that if this particular nation does not take care of its interests, nobody else will" (Morgenthau, 1952: 4). El interés nacional es igualmente superior a los intereses individuales o privados, porque sólo en la salvaguardia de la seguridad del estado, los demás intereses pueden ser perseguidos. Por lo tanto, como decía Raymond Aron (1984: 101), el interés nacional es irreductible a los intereses privados. Frente a la rigidez del concepto de interés nacional defendido por los realistas, los liberales han aportado una perspectiva diferente, planteando que el interés nacional es lo que una nación decide que sea. Este no se limita a cuestiones de seguridad, pero puede englobar igualmente intereses materiales o espirituales. El estado es, para los liberales, el encargado de llevar adelante los intereses individuales de la sociedad y no, como para los realistas, una entidad independiente con agenda propia. Para los liberales, el interés nacional está determinado por los valores internos de una sociedad, y no por las limitantes externas presentes en el sistema internacional (anarquía, estructura, relación de fuerzas, etc.). ¿Cómo se define entonces el interés nacional para los liberales? Principalmente a través de la negociación y la adopción de los intereses "mayoritarios". Los enfoques constructivistas, particularmente fecundos luego de la guerra fría, rechazan la idea de inmutabilidad presente en el realismo (critican la incapacidad de los realistas, clásicos o estructurales, para pensar el cambio). Si es cierto que los constructivistas comparten con los liberales la idea que el interés nacional no está predeterminado por condiciones "fijas" , ellos consideran, sin embargo, que los intereses se definen sobre la base de la identidad y las representaciones que los estados se hacen de ellos mismos, de los otros estados, del sistema internacional y del lugar que ocupan en él (y no, como en el liberalismo, a través de un proceso de negociación interna). Asimismo, el accionar de los estados, y sus intereses, se ven condicionados por el conjunto de normas y valores que, compartidas en un marco internacional, regulan y estructuran la vida política internacional. Para los constructivistas, todos los conceptos están sujetos a interpretaciones y sentidos cambiantes. Así, un concepto central como el de anarquía en el realismo puede ser comprendido bajo diferentes enfoques. Cuando los estados se consideran como enemigos en el plano internacional, podemos hablar de una anarquía hobbesiana. En el caso de estados que se consideran como rivales, se trataría de una anarquía lockiana. Por último, cuando los estados se ven como amigos, estaríamos en presencia de una anarquía kantiana. Sólo en el primer caso, central al realismo, el interés nacional puede ser definido en términos de seguridad y supervivencia. Como hemos visto, los autores neorrealistas focalizan su estudio en la interacción de los grandes poderes y en la polaridad del sistema internacional como factores explicativos de la ocurrencia de conflictos o guerras. Los neorrealistas, sin embargo, no parecen concernidos por las cuestiones relativas al cambio ni a la evolución del poder en el sistema internacional. Los realistas no se preguntan de dónde viene el poder, ni como los estados son capaces de emerger, consolidarse y descomponerse. Para ellos, tanto los actores como la estructura del sistema son variables consideradas como dadas o variables independientes. La única variable dependiente, o sea, el único proceso que los neorrealistas intentan explicar, es la guerra (Kratochwil, 1993). El foco del neorrealismo ha sido el de intentar explicar la fase de consolidación del poder en el sistema internacional en un reducido número de grandes potencias y como este sistema ha logrado evitar la unipolaridad (Cederman, 1994: 504). Entre las principales críticas que pueden hacerse a la noción del interés nacional defendida por los realistas, es posible citar la obsesión realista con las políticas de poder y el recurso sistemático y axiomático a la idea de anarquía. El primer punto refiere a que muchos estados pequeños o medianos no determinan ni implementan su política exterior en términos de poder ni, generalmente, tienen preocupaciones relacionadas a la seguridad. Inclusive las grandes potencias por momentos se apartan igualmente de esta lógica (como en el caso estadounidense bajo las presidencias de W. Wilson y J. Carter). Igualmente, ciertos teóricos realistas a menudo obvian que el concepto de poder es relativo al tipo de asunto en cuestión. El poder militar, o el poder económico, sólo son útiles en determinadas circunstancias. Es indudable que el poderío económico de Japón hace de este país una potencia capaz de influenciar el comportamiento de otros estados y eso, a pesar de no contar con un poderío militar importante. Los defensores de las políticas de poder argumentarán que la posición privilegiada de Japón en el comercio mundial es únicamente posible gracias al respaldo militar que su alianza con los Estados Unidos le otorga. No sólo esta apreciación niega de manera burda la dimensión económica presente en el sistema internacional, sino que condicionaría todo desarrollo posible a la expansión del poderío económico o a la concertación de alianzas defensivas. ¿Cómo explicar entonces los niveles de desarrollo de países como Suiza o Luxemburgo?. En segundo lugar, el concepto de anarquía derivado del estado de naturaleza Hobbesiano y que ha estructurado y condicionado el pensamiento realista, no es un absoluto empíricamente comprobable. Diferentes mecanismos de cooperación, coordinación y reciprocidad son posibles en un universo donde priman los actores egotistas (Nincic, 1999: 34-36). La respuesta a estas críticas, principalmente por parte de los neorrealistas, ha sido de argumentar que, si bien todos los estados son iguales, sólo cuentan en términos de poder y de estructura los grandes y poderosos. Para Waltz (1979:94), la estructura del sistema internacional (polaridad) y la naturaleza de éste (anarquía) dependen del número de grandes actores y la distribución de fuerzas entre estos. Si bien esta argumentación responde parcialmente a la segunda crítica, no así a la primera. Podemos mencionar igualmente que en la actualidad el concepto de Estado-Nación como unidad central de análisis del sistema internacional ha sido parcialmente puesto en jaque por los postulados liberales o constructivistas. Si, efectivamente, el Estado Nación no es más la única unidad de referencia, de subordinación o de pertenencia del individuo moderno, el postulado realista del estado unitario se resquebraja. En este sentido, resulta difícil justificar la idea del interés nacional en términos de defensa de la independencia política o cultural, ya que estas nociones tendrían crecientemente menos importancia para los individuos. Resulta imposible desprenderse de la idea que la concepción del mundo propuesta por los realistas es profundamente pesimista e impregnada de una desconfianza generalizada acerca la naturaleza humana (en el caso de los realistas clásicos) y que, gran parte de los supuestos realistas se sustentan en un "worst case scenario". En palabras de Wittner (1985:285): "Admittedly, people sometimes fail to live up to the level of cooperation and moral development encouraged by civilization, but most of the time, they do. Realism focuses upon the exception and turns it into the rule. Indeed, it transforms that exception into a normative principle of international behavior!". Los realistas responderán seguramente que el interés nacional último es el de defender la supervivencia e integridad física del estado y de sus ciudadanos y, ciertamente, en un mundo donde la amenaza del uso de las armas nucleares representa inequívocamente el fin absoluto, la posición realista no deja de presentar una argumentación válida (la ausencia de conflicto atómico en los últimos 60 años ahonda precisamente en el sentido del balance de poder defendido por los neorrealistas). El peor escenario posible, en un mundo nuclear, es efectivamente lo suficientemente aterrador para justificar el pesimismo realista. Los realistas no dicen que la guerra sea inevitable, la mayoría de sus teóricos han intentando buscar las causas de la guerra, sin por lo tanto entrar en consideraciones morales sobre el bien fundado de la acción de los estados. Al explicar como el mundo es, y no cómo debería ser, los realistas se despojan de consideraciones filosóficas que apartan al estadista de su verdadero objetivo: preservar la seguridad del estado. Es en este sentido que uno de los primeros realistas, Maquiavelo, consideraba que existen dos éticas diferentes. La primera, relativa a la salvación individual, debía ser regulada por las consideraciones morales y religiosas; y la segunda, en claro contraste con la primera, es la ética de la responsabilidad que tienen los gobernantes, obligados a llevar adelante ciertas acciones consideradas como "inmorales" en defensa del interés nacional (Viotti y Kauppi, 1993: 38). *Este artículo fue presentado en la 9° sesión el Seminario Interno de Discusión Teórica 2013, organizado por el Departamento de Estudios Internacionales de la Universidad ORT Uruguay. Sobre el autorGermán Clulow es Licenciado en Estudios Internacionales por la Universidad ORT –Uruguay, Master en Ciencia Política por la Université de Genève – Suiza, y Master en Estudios de Desarrollo por el Instituto de Altos Estudios Internacionales y de Desarrollo (IHEID-The Graduate Institute) Ginebra, Suiza.
AMÉRICA LATINA Colombia marcha contra las FARC.Para más información: http://www.bbc.co.uk/news/world-latin-america-16063552 http://www.eluniversal.com.mx/internacional/75544.html http://www.lanacion.com.ar/1430736-colombia-se-movilizo-contra-las-farc http://internacional.elpais.com/internacional/2011/12/06/actualidad/1323196926_700752.html http://diario.elmercurio.com/2011/12/07/internacional/internacional/noticias/C64CD95A-07C5-4083-AE14-9E67EDC2D4A0.htm?id={C64CD95A-07C5-4083-AE14-9E67EDC2D4A0}Las FARC anuncian la liberación de seis rehenes.Para más información: http://www.lanacion.com.ar/1430706-la-guerrilla-de-las-farc-anuncia-la-liberacion-de-seis-rehenesCristina Fernández de Kirchner anuncia su nuevo Gobierno.Para más información: http://internacional.elpais.com/internacional/2011/12/06/actualidad/1323203950_763551.html http://diario.elmercurio.com/2011/12/07/internacional/_portada/noticias/3CD6CE43-53C8-4F4B-87CF-F3E7B20C82A9.htm?id={3CD6CE43-53C8-4F4B-87CF-F3E7B20C82A9} http://www.eluniversal.com.mx/notas/814238.htmlPolémica por posible aprobación de reforma forestal en Brasil.Para más información: http://edition.cnn.com/2011/12/06/world/americas/brazil-amazon-deforestation/index.html http://www.eltiempo.com/mundo/latinoamerica/polmica-por-posible-aprobacin-de-reforma-forestal-en-brasil_10892001-4 http://worldnews.msnbc.msn.com/_news/2011/12/06/9258948-brazil-senate-oks-easing-of-rules-to-limit-amazon-deforestation http://www.bbc.co.uk/news/world-latin-america-16048503Rousseff pierde a su ministro de Trabajo acusado de corrupción.Para más información: http://edition.cnn.com/2011/12/04/world/americas/brazil-labor-minister-quits/index.html http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323042942_252283.html http://www.eltiempo.com/mundo/latinoamerica/renuncia-por-corrupcin-otro-ministro-en-brasil-van-siete-desde-enero_10884345-4Se frena el crecimiento económico en Brasil en el tercer trimestre del año.Para más información: http://www.nytimes.com/2011/12/07/world/americas/brazils-growth-slowed-by-decline-in-consumer-spending.html?ref=world http://edition.cnn.com/2011/12/06/world/americas/brazil-economy/index.html http://usa.chinadaily.com.cn/world/2011-12/07/content_14226096.htm http://www.bbc.co.uk/news/business-16051674América latina es muy vulnerable al cambio climático.Para más información: http://www.lanacion.com.ar/1430358-una-experta-dice-que-america-latina-es-muy-vulnerable-al-cambio-climaticoNace la CELAC, un nuevo bloque americano impulsado por Hugo Chávez.Para más información: http://www.lanacion.com.ar/1429832-nace-la-celac-un-nuevo-bloque-americano-sin-eeuu-ni-canada-impulsado-por-hugo-chavez http://www.elmundo.es/america/2011/12/02/noticias/1322861753.html http://www.lanacion.com.ar/1429914-concluyo-la-celac-con-una-declaracion-de-apoyo-por-malvinas http://www.eltiempo.com/mundo/latinoamerica/cumbre-fundacionald-de-la-celac-en-caracas_10880004-4Correa amenaza con cárcel a medios que alienten la especulación.Para más información: http://www.eltiempo.com/mundo/latinoamerica/rafael-correa-y-amenazas-medios-de-comunicacin_10880544-4Humala declara el estado de excepción para controlar la protesta contra una mina.Para más información: http://edition.cnn.com/2011/12/05/world/americas/peru-gold-mine/index.html http://worldnews.msnbc.msn.com/_news/2011/12/05/9222940-emergency-declared-as-peru-peasants-protest-us-firms-48-billion-gold-mine-plan http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323104860_260923.html http://www.eltiempo.com/mundo/latinoamerica/la-crisis-minera-hace-que-aliados-de-izquierda-se-alejen-del-presidente-ollanta-humala_10891945-4 http://www.bbc.co.uk/news/world-latin-america-16026619"El Universal" de México analiza: "El ciclo vicioso de la miseria en Nicaragua".Para más información: http://www.eluniversal.com.mx/internacional/75541.htmlEn México estalla escándalo de corrupción en el PRI.Para más información: http://www.latimes.com/news/nationworld/world/la-fg-russia-election-protest-20111206,0,4837064.story http://www.eltiempo.com/mundo/latinoamerica/en-mxico-estalla-escndalo-de-corrupcin-en-el-pri_10877864-4Agentes de la DEA lavaron dinero para investigar a carteles mexicanos.Para más información: http://www.msnbc.msn.com/id/45539772/ns/us_news-the_new_york_times/#.Tt81r3KwA90 http://www.eltiempo.com/mundo/estados-unidos/agentes-de-la-dea-lavaron-dinero-para-investigar-carteles-mexicanos_10882884-4El PRI ve en riesgo la colaboración antidrogas con Estados Unidos.Para más información: http://internacional.elpais.com/internacional/2011/12/06/actualidad/1323163523_092313.html http://edition.cnn.com/2011/12/04/world/americas/mexico-president-speech/index.htmlNaciones Unidas condena matanza de activista mexicano.Para más información: http://edition.cnn.com/2011/12/06/world/americas/mexico-un-activist-shot/index.html?hpt=wo_bn8Ex dictador panameño será extraditado en cuestión de semanas.Para más información: http://www.msnbc.msn.com/id/45513522/ns/world_news-europe/#.Tt81sXKwA90La líder de la Federación de Estudiantes perdió la presidencia de la comunidad estudiantil chilena.Para más información: http://www.eluniversal.com.mx/notas/814403.html ESTADOS UNIDOS / CANADÁ Hillary Clinton solicita que se defiendan los derechos de los homosexuales.Para más información: http://www.latimes.com/news/nationworld/world/la-fg-clinton-gay-rights-20111207,0,4018429.story http://www.bbc.co.uk/news/world-us-canada-16062937 http://www.nytimes.com/2011/12/07/world/united-states-to-use-aid-to-promote-gay-rights-abroad.html?_r=1&hpIrrumpe Gingrich y agita la campaña de los republicanos.Para más información: http://www.eltiempo.com/mundo/estados-unidos/newt-gingrich-ampla-ventaja-en-interna-republicana-para-presidenciales-en-ee-uu_10899724-4 http://www.lanacion.com.ar/1430192-irrumpe-gingrich-y-agita-la-campana-de-los-republicanosObama llama a combatir la injusticia social en Estados Unidos.Para más información: http://www.nytimes.com/2011/12/07/us/politics/obama-strikes-populist-chord-with-speech-in-heartland.html?_r=1&hp http://internacional.elpais.com/internacional/2011/12/06/actualidad/1323201662_289674.htmlhttp://www.bbc.co.uk/news/world-us-canada-16061185Candidatos republicanos realizan recomendaciones a Obama sobre política exterior.Para más información: http://www.nytimes.com/2011/12/07/us/politics/obama-foreign-policy-a-republican-target.html?ref=worldUna vez culminada la guerra,esperan estrechas relaciones entre Estados Unidos y Afganistán.Para más información: http://www.latimes.com/news/nationworld/world/la-fg-afghan-us-20111129,0,402465.storyCitigroup despediría a 4500 empleados en el mundo.Para más información: http://www.bbc.co.uk/news/business-16062770Estados Unidos y Corea del Sur renuevan diálogo sobre tecnología nuclear.Para más información: http://www.nytimes.com/2011/12/07/world/asia/us-and-south-korea-renew-talks-on-nuclear-technology.html?ref=worldLos indultos de Bush favorecieron a ciudadanos blancos.Para más información: http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323110518_609913.htmlSegún Biden, Estados Unidos estaría dispuesto a ayudar a Grecia.Para más información: http://usa.chinadaily.com.cn/world/2011-12/05/content_14216190.htmEUROPAFrancia y Alemania piden un "nuevo tratado" de la Unión Europea.Para más información: http://worldnews.msnbc.msn.com/_news/2011/12/05/9223466-germany-france-call-for-new-eu-treaty-amid-debt-crisis http://www.lanacion.com.ar/1430306-reunion-sarkozy-merkel-eurohttp://money.cnn.com/2011/12/05/news/international/sarkozy_merkel_fiscal_pact/index.htm?hpt=wo_c2 http://www.nytimes.com/2011/12/07/world/europe/angela-merkel-nears-a-remaking-of-euro-zone.html?ref=world http://www.eltiempo.com/mundo/europa/merkel-refuerza-idea-de-cambio-de-tratados-de-ue_10877885-4 http://www.latimes.com/news/nationworld/world/la-fg-eu-merkel-sarkozy-20111206,0,2123733.storyLos líderes de la Unión Europea retrucan a la calificadora Standard & Poor's y crece la incertidumbre.Para más información: http://www.lanacion.com.ar/1430573-francia-retruco-a-sp-tras-la-severa-advertencia-y-crece-la-incertidumbre http://money.cnn.com/2011/12/05/news/international/standard_poors_warns_eurozone_downgrades/index.htm?hpt=wo_c2 http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323071518_447488.html http://www.nytimes.com/2011/12/07/business/global/germany-calls-sp-threat-a-spur-to-action.html?ref=worldLa Unión Europea recorta ayuda a 19 países.Para más información: http://www.lanacion.com.ar/1430834-la-union-europea-recorta-ayuda-a-19-paisesVan Rompuy y Barroso proponen un plan para un pacto fiscal en la Unión Europea.Para más información: http://internacional.elpais.com/internacional/2011/12/06/actualidad/1323188260_361053.html http://www.nytimes.com/2011/12/07/business/global/more-stimulus-expected-from-ecb-but-will-it-be-enough.html?ref=worldEurozona vive una profunda crisis.Para más información: http://www.bbc.co.uk/news/world-europe-16062378 http://www.economist.com/blogs/buttonwood/2011/12/euro-zone-crisisEuropa, ante la que sería su peor crisis desde la II Guerra Mundial.Para más información: http://www.eltiempo.com/mundo/europa/la-ue-de-pie-al-borde-del-abismo_10881444-4Partido de Putin gana legislativas rusas pero pierde mayoría absoluta.Para más información: http://www.lanacion.com.ar/1430173-senal-para-putin-gano-pero-perdio-respaldo http://www.eltiempo.com/mundo/europa/partido-de-putin-gana-legislativas-rusas_10883384-4Rusia: la oposición llama a manifestarse y Gorbachov pide anular las elecciones.Para más información: http://worldnews.msnbc.msn.com/_news/2011/12/06/9255664-moscow-election-official-i-helped-rig-russia-vote http://diario.elmercurio.com/2011/12/07/internacional/_portada/noticias/0DEBB761-E2A7 4589-B649-CABAA5080948.htm?id={0DEBB761-E2A7-4589-B649-CABAA5080948} http://www.lemonde.fr/europe/article/2011/12/07/plus-de-560-opposants-interpelles-lors-d-une-manifestation-a-moscou_1614100_3214.html http://www.lanacion.com.ar/1430466-miles-de-rusos-protestan-contra-el-fraude-electoral http://edition.cnn.com/2011/12/06/world/europe/russia-election/index.html?hpt=wo_c2 http://internacional.elpais.com/internacional/2011/12/06/actualidad/1323187620_465914.html http://www.nytimes.com/2011/12/07/world/europe/jailing-opposition-leaders-russia-moves-to-quell-election-protests.html?ref=worldDiversos medios analizan la existencia de una "primavera rusa".Para más información: http://diario.elmercurio.com/2011/12/07/internacional/internacional/noticias/DC0B8CAE-1221-4F02-A31E-A43314868007.htm?id={DC0B8CAE-1221-4F02-A31E-A43314868007} http://worldnews.msnbc.msn.com/_news/2011/12/06/9245670-russias-arab-spring-clashes-break-out-in-2-citiesGobierno italiano aprueba plan de ajuste de 30.000 millones de euros.Para más información: http://www.economist.com/blogs/newsbook/2011/12/italys-budget http://www.eltiempo.com/mundo/europa/el-gobierno-italiano-aprueba-plan-de-ajuste-de-30000-millones-de-euros_10886365-4 http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323105722_770969.html http://www.lanacion.com.ar/1430337-monti-advirtio-que-sin-el-drastico-plan-de-ajuste-se-derrumba-italia http://usa.chinadaily.com.cn/world/2011-12/07/content_14226779.htmFundador de WikiLeaks podrá recurrir su extradición a Suecia.Para más información: http://www.lemonde.fr/crise-financiere/article/2011/12/06/la-recession-pourrait-aussi-frapper-la-robuste-allemagne_1613866_1581613.html http://www.eltiempo.com/mundo/europa/fundador-de-wikileaks-podr-recurrir-su-extradicin-a-suecia_10886864-4 http://edition.cnn.com/2011/12/05/world/europe/uk-wikileaks-assange/index.html?hpt=wo_c2 http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323084563_808838.html http://www.latimes.com/news/nationworld/world/la-fg-wikileaks-assange-appeal-20111206,0,2448957.storyLa coalición opositora de centro-izquierda vence en los comicios de Croacia. Para más información: http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323102943_382975.htmlGrecia: en medio de protestas aprobaron el presupuesto exigido por la Unión Europea.Para más información: http://worldnews.msnbc.msn.com/_news/2011/12/06/9257028-greek-parliament-approves-austerity-budget http://www.lanacion.com.ar/1430894-grecia-en-medio-de-protestas-aprobaron-el-presupuesto-exigido-por-la-ue http://worldnews.msnbc.msn.com/_news/2011/12/06/9251561-anarchists-hurl-firebombs-outside-greek-parliamentLa ONU condena a Grecia por impedir el acceso de Macedonia a la OTAN.Para más información: http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323084418_677316.htmlTras 541 días sin gobierno Bélgica pone fin a crisis política.Para más información: http://edition.cnn.com/2011/12/06/world/europe/belgium-government/index.html?hpt=wo_bn9 http://diario.elmercurio.com/2011/12/07/internacional/internacional/noticias/6FAFF347-F89F-43B6-88B7-F8616B72AD54.htm?id={6FAFF347-F89F-43B6-88B7-F8616B72AD54} http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323108162_304659.htmlEn Irlanda la austeridad deja heridas que no sanan.Para más información: http://www.lanacion.com.ar/1430724-en-irlanda-la-austeridad-deja-heridas-que-no-sanan Rajoy y Zapatero se reúnen y respaldan reforma de la Unión Europea.Para más información: http://diario.elmercurio.com/2011/12/07/internacional/internacional/noticias/0C5947DB-AEC0-4A18-9681-0966142A8EFD.htm?id={0C5947DB-AEC0-4A18-9681-0966142A8EFD} http://www.eltiempo.com/mundo/europa/primeras-declaraciones-de-rajoy-luego-de-elecciones_10878604-4Desactivaron bomba de la Segunda Guerra Mundial en Alemania.Para más información: http://edition.cnn.com/2011/12/04/world/europe/germany-city-evacuation/index.html?hpt=wo_bn9 http://www.eltiempo.com/mundo/europa/ms-bombas-para-desactivar-en-alemania_10886444-4Los socialistas franceses no admiten el control del presupuesto.Para más información: http://internacional.elpais.com/internacional/2011/12/06/actualidad/1323191536_479686.html http://www.eltiempo.com/mundo/europa/ms-de-un-tercio-de-los-franceses-quiere-retornar-al-franco_10891444-4ASIA- PACÍFICO/ MEDIO ORIENTEAlarma en Japón por la detección de radiactividad en leche para bebes.Para más información: http://edition.cnn.com/2011/12/06/world/asia/japan-tsunami-nasa/index.html?hpt=wo_c2 http://www.lanacion.com.ar/1430583-alarma-en-japon-por-la-deteccion-de-radiactividad-en-leche-para-bebes http://usa.chinadaily.com.cn/world/2011-12/07/content_14222804.htmhttp://worldnews.msnbc.msn.com/_news/2011/12/06/9252051-radiactive-cesium-found-in-baby-milk-in-japan http://www.eltiempo.com/mundo/asia/detectan-trazas-de-radiacion-en-leche-en-polvo-para-bebes-en-japon_10899604-4 http://www.nytimes.com/2011/12/07/world/asia/cesium-found-in-japanese-baby-formula.html?ref=world Consecuencias de la fuga nuclear sigue teniendo efectos en Japón.Para más información: http://edition.cnn.com/2011/12/05/world/asia/japan-radioactive-water-leak/index.html?hpt=wo_bn7http://www.msnbc.msn.com/id/45574867/ns/technology_and_science-science/#.Tt81xXKwA90 http://www.nytimes.com/2011/12/07/world/asia/japans-huge-nuclear-cleanup-makes-returning-home-a-goal.html?ref=worldMatanza en Kabul: 55 muertos.Para más información: http://www.lemonde.fr/asie-pacifique/article/2011/12/06/au-moins-34-morts-dans-deux-attentats-en-afghanistan_1613738_3216.html http://diario.elmercurio.com/2011/12/07/internacional/_portada/noticias/7DBCCFE9-2FE2-4E9E-A0B4-947EB1E47444.htm?id={7DBCCFE9-2FE2-4E9E-A0B4-947EB1E47444} http://www.lanacion.com.ar/1430725-matanza-en-kabul-55-muertos http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323102943_382975.html http://www.eluniversal.com.mx/notas/814397.htmlLa violencia sectaria contra chiíes irrumpe en Afganistán durante una fiesta religiosa.Para más información: http://internacional.elpais.com/internacional/2011/12/06/actualidad/1323158035_192190.html http://www.nytimes.com/2011/12/07/world/asia/suicide-bombers-attack-shiite-worshipers-in-afghanistan.html?ref=worldAfganistán reclamará a Pakistán por ataque a chiíes.Para más información: http://www.eltiempo.com/mundo/medio-oriente/ataques-contra-chiies-en-afganistan_10893644-4Karzai cancela viaje a Gran Bretaña tras ataques.Para más información: http://edition.cnn.com/2011/12/06/world/asia/afghanistan-violence/index.html?hpt=wo_c1Los aliados seguirán ayudando a Afganistán tras la salida de la OTAN.Para más información: http://internacional.elpais.com/internacional/2011/12/05/actualidad/1323072541_218184.htmlCondenan a australiano a 500 latigazos por blasfemia en Arabia Saudí.Para más información: http://www.eltiempo.com/mundo/medio-oriente/condenan-australiano-a-500-latigazos-por-blasfemia-en-arabia-saud_10900344-4Liga Árabe aplaza ultimátum a Siria. Para más información: http://www.eluniversal.com.mx/notas/813597.html http://www.lemonde.fr/proche-orient/article/2011/12/07/violences-en-syrie-bachar-al-assad-essaie-de-se-dedouaner_1614098_3218.html http://www.eltiempo.com/mundo/medio-oriente/la-liga-rabe-mantendr-sanciones-econmicas-impuestas-a-siria_10892925-4 http://www.lanacion.com.ar/1429705-en-siria-se-deshace-la-ilusion-de-una-economia-moderna http://edition.cnn.com/2011/12/06/world/meast/syria-unrest/index.html?hpt=wo_c2El régimen sirio mata a 50 personas en la ciudad de Homs.Para más información: http://www.latimes.com/news/nationworld/world/la-fg-syria-homs-20111207,0,5480974.story http://internacional.elpais.com/internacional/2011/12/06/actualidad/1323165552_122290.html http://diario.elmercurio.com/2011/12/07/internacional/internacional/noticias/4D103964-C3FD-4C7E-B41D-109A8D0E85EE.htm?id={4D103964-C3FD-4C7E-B41D-109A8D0E85EE} http://www.nytimes.com/2011/12/07/world/middleeast/large-scale-killings-reported-in-restive-syria-city.html?ref=worldEmbajadores de Estados Unidos y Francia vuelven a Siria pese a inseguridad.Para más información: http://www.eltiempo.com/mundo/medio-oriente/embajadores-de-estados-unidos-y-francia-vuelven-a-siria-pese-a-inseguridad_10899946-4El líder de Hezbollah reapareció en público por primera vez desde 2008.Para más información: http://www.nytimes.com/2011/12/07/world/middleeast/hassan-nasrallah-hezbollah-leader-showcases-defiance-in-rare-appearance.html?ref=world http://www.lanacion.com.ar/1430576-el-lider-de-hezbolah-reaparecio-en-publico-por-primera-vez-desde-2008Diplomáticos iraníes expulsados del Reino Unido llegaron a Teherán.Para más información: http://www.eltiempo.com/mundo/medio-oriente/diplomticos-iranes-expulsados-del-reino-unido-llegaron-a-tehern_10878484-4China enfrenta serios problemas de contaminación.Para más información: http://www.latimes.com/news/nationworld/world/la-fg-china-air-pollution-20111207,0,7870107.story http://www.latimes.com/business/la-fi-china-economy-20111206,0,861127.story http://behindthewall.msnbc.msn.com/_news/2011/12/06/9244068-china-begins-to-admit-fog-is-really-smog http://www.lemonde.fr/asie-pacifique/article/2011/12/06/des-millions-d-internautes-chinois-se-rebiffent-contre-la-pollution_1613733_3216.htmlEl presidente Al Zardari abandona Pakistán por su estado de salud.Para más información: http://worldnews.msnbc.msn.com/_news/2011/12/07/9265682-silent-coup-rumors-swirl-as-zardari-leaves-pakistan http://www.bbc.co.uk/news/world-asia-16065452 http://www.nytimes.com/2011/12/07/world/asia/pakistan-president-travels-to-dubai-for-medical-tests.html?_r=1&ref=worldEl emir de Kuwait disuelve Parlamento.Para más información: http://www.lemonde.fr/proche-orient/article/2011/12/06/l-emir-du-koweit-dissout-le-parlement_1614038_3218.htmlEx ministro del exterior iraquí será ejecutado.Para más información: http://edition.cnn.com/2011/12/05/world/meast/iraq-aziz-execution/index.html?hpt=wo_c2Problemas económicos de Europa tienen importantes repercusiones en Asia.Para más información: http://www.nytimes.com/2011/12/07/business/global/economic-troubles-in-europe-and-us-start-to-affect-asia.html?ref=worldÁFRICAToma posesión nuevo gobierno egipcio: los islamistas logran el 65% en las elecciones .Para más información: http://www.latimes.com/news/nationworld/world/la-fg-egypt-elections-revolutionaries-20111205,0,2989228.story http://www.eluniversal.com.mx/notas/814382.html http://edition.cnn.com/2011/12/04/world/meast/egypt-elections/index.html?hpt=wo_c2 http://internacional.elpais.com/internacional/2011/12/04/actualidad/1322998135_461537.html http://usa.chinadaily.com.cn/world/2011-12/06/content_14221051.htm El éxito de los islamistas en Egipto, Túnez y Marruecos inquieta a Occidente.Para más información: http://internacional.elpais.com/internacional/2011/12/03/actualidad/1322943006_671451.htmlContinúan las matanzas en África tras el negocio de los diamantes.Para más información: http://rockcenter.msnbc.msn.com/_news/2011/12/05/9213056-digging-for-gold-children-work-in-harsh-conditions-paid-with-bags-of-dirt http://worldnews.msnbc.msn.com/_news/2011/12/05/9224711-anti-blood-diamonds-group-called-ineffective-outdated http://www.latimes.com/news/nationworld/world/la-fg-blood-diamonds-20111205,0,3984013.story http://edition.cnn.com/2011/12/05/world/africa/south-africa-blood-diamonds/index.html?hpt=wo_bn10 Miedo impregna Congo antes de los resultados electorales.Para más información: http://www.msnbc.msn.com/id/45541863/ns/world_news-africa/#.Tt81qHKwA90Kenia integrará la AMISOM (The African Union Mission in Somalia).Para más información: http://usa.chinadaily.com.cn/world/2011-12/07/content_14226066.htmOTRAS NOTICIASConferencia de las Naciones Unidas en Durbansobre el Cambio Climático.Para más información: http://www.bbc.co.uk/news/science-environment-15941820 http://latimesblogs.latimes.com/greenspace/2011/11/un-durban-climate-conference-wrangles-funds-for-poor-countries.html http://www.latimes.com/news/nationworld/world/la-fg-climate-change-20111204,0,7204452.storyVolatilidad en los mercados ante la creciente incertidumbre.Para más información: http://www.lanacion.com.ar/1425675-volatilidad-en-los-mercados-ante-la-creciente-incertidumbre#comentar "El Universal" presenta su portal dedicado al cambio climático.Para más información: http://www.eluniversal.com.mx/coberturas/cobertura3.html"The Economist" presenta su informe semanal: "Business this week".Para más información: http://www.economist.com/node/21541076
From the introduction: 'The more you know about the Olympics, the less it is about sport'. (Bob Perry, Design director of Olympic Projects at Scott Carver Pty. Ltd, http://www.infolink.com.au). The Olympic Games as a mega sports event attracts millions of people from all over the world. New records, fascinating performances, scandals or gigantic celebrations are just some of the attractions provided by this event. One attraction for urban planners is the fact that the Games imply opportunities to promote urban development. From an urban planning perspective, the Olympic Summer Games in Barcelona 1992 set a new standard in defining success of an event of this scale. The city used the Games to promote urban development and planning strategies, profiting from the event in a long-term perspective. Furthermore, the city took another opportunity to find again a place on the 'global map" through the Olympic Games. The case of Barcelona is one of the mostly cited successful urban development initiatives connected with a mega sports event. Olympic Cities have taken the opportunity to promote urban development with the event very differently in the history of the Olympics. The International Olympic Committee (IOC) as the event-owner sets some requirements giving only a few cities the right to stage the event. These requirements are checked in the bidding process ending with the decision which city succeeds in getting the right of staging the event. Integrating the success of an Olympic City in terms of urban development and in terms of the bidding process, the main question from an urban planning perspective is: What is the relevance of Urban Development in the Bidding Process for Olympic Games? To answer the definition of the city's success in terms of urban development and the Olympic Games bidding process, it is helpful to investigate the role of Olympic Infrastructure with a view towards urban sustainability. As such, it is believed that respecting specific planning principles in the bidding process can help to (1) ensure sustainable urban development and (2) enhance the quality of the bid. - The first aspect is relevant for the success of the city in terms of urban development to benefit from the Games in a long time perspective. - The second aspect is relevant for the city's success in the bidding process to acquire the right for staging the Games. The aim of this thesis is to examine how the quality of the bid may respond to principles of sustainable urban development. Two main objectives are identified to reach the aim: 1. Identifying opportunities and threats connected to Olympic Infrastructure in the history of the Olympics in order to formulate six main principles of sustainable urban development for the Olympic Games. 2. Analyzing official bidding documents of the IOC connected with these principles in order to understand how sustainable urban development can be considered in the bidding process. The thesis will conclude with recommendations which can be realized in the bidding process striving to ensure the defined success for the city. Abstract: This thesis is structured in four major parts. Part I consists of chapter 2 and 3 and includes the theoretical framework and methodology of the thesis. Chapter 2 describes the character of mega-events and mega sports events in specific. Based on a concept of sustainable urban development, it will place mega sports events in the context of such a development, forming a theoretical approach for the thesis. Chapter 3 presents the methodology used. Part II consists of chapter 4 and 5 and provides an overall understanding of the Olympic Games in the context of urban development. Chapter 4 gives an overview of the characteristics of the Olympic Games in order to understand the event and its background. Chapter 5 examines the relationship between urban development and the Olympic Games. A model will be presented in order to define 'Olympic Urban Development" for the following sections of the chapter. The chapter will then continue with an historical overview of Olympic Urban Development and present the decisions determining the scale of development. Finally, chapter 5 concludes with the summary of opportunities and threats identified in a literature review of the Olympic Games. The research questions of Part II can be defined as follows: - What are the significant characteristics of the Olympics in terms of mega-event factors? - How can Olympic Urban Development be defined and modelled? - Which are the opportunities and threats for the built, natural, economic and social environment related to Olympic Urban Infrastructure? An intermediate result re-structures the identified opportunities and threats putting them in connection with the concepts presented in the theoretical part. Chapter 6 will conclude with a definition of six principles of sustainable urban development for planning the Olympic Games. The research question leading to the intermediate result can be defined as follows: - Which kind of principles may respond to a sustainable Olympic Urban Development? The second part ends with Chapter 7 in which relevant IOC documents about sustainable urban development will be presented. Part III sets the bidding process in connection with sustainable urban development. Chapter 8 provides relevant information to understand the bidding process, its different phases and the selection procedure. Chapter 9 finally analyses the official bidding documents of the IOC for the defined principles of sustainable urban development. Summaries and recommendations will introduce the main findings for each principle and respond to three main research questions: - Which parts in the bidding documents deal with the principle? - How relevant is the principle in the evaluation of the bid? - Which strategies support the quality of the bid and contribute to meet the objectives of the principle? Part IV includes the conclusion of the thesis and summarizes the main findings of the analysis.Inhaltsverzeichnis:Table of Contents: Preface0 Index1 List of Figures and Tables4 1.INTRODUCTION5 1.1Aim and purpose of the thesis5 1.2Structure of the thesis6 PART I: THEORETICAL FRAMEWORK AND METHODOLOGY 2.THEORETICAL FRAMEWORK9 2.1Mega Events9 2.2Factors of mega-events11 2.3Mega Sports Events12 2.3.1Phases of Mega Sports Events13 2.3.2Bidding14 2.3.3Impacts of Mega Sports Events14 2.4Physical Impact: Mega sports event Infrastructure18 2.5Sustainable Urban Development20 2.6Sustainable Urban Development in the context of a mega sports event22 2.7Definitions and Limitations23 3.METHODOLOGY25 PART II: UNDERSTANDING THE OLYMPIC GAMES IN THE CONTEXT OF URBAN DEVELOPMENT 4.Olympic Games Characteristics29 4.1History of the Olympic Games29 4.2The Olympic Movement30 4.3Olympic Games Factors31 4.4Olympic Games Phases35 5.Olympic Urban Development37 5.1Definition37 5.1.1Olympic Infrastructure38 5.1.2Urban Infrastructure38 5.1.3Modelling an Olympic City40 5.2History of Olympic Urban Development42 5.3Decisions determining Olympic Urban Development47 5.3.1Local distribution of Olympic Infrastructure48 5.3.2Funding Model50 5.3.3Expenditure on Olympic Infrastructure51 5.3.4Use of existing Olympic Infrastructure53 5.4Opportunities and Threats54 5.4.1Built environment54 5.4.2Natural Environment57 5.4.3Economic Environment60 5.4.4Social Environment61 5.4.5Summary64 6.Intermediate Result: Defining Principles of Sustainable Urban Development for Planning Olympic Infrastructure66 6.1Principles66 6.2Objectives68 7.Relevant IOC Documents on Sustainable Urban Development70 7.1Olympic Charter70 7.2Olympic Agenda 2170 7.3IOC Manual on Sports and the Environment72 7.4Olympic Games Study Commission73 PART III: THE BIDDING PROCESS IN THE CONTEXT OF SUSTAINABLE URBAN DEVELOPMENT 8.Olympic Games Bidding Process74 8.1History of the Olympic Games Bidding Process74 8.2The process78 8.2.1Phase 1: Candidature Acceptance Procedure (CAP)78 8.2.2Evaluation of the Working Group Report79 8.2.3Phase 2: Candidature Procedure83 8.3Selection of the Host City85 8.3.1Election Procedure85 8.3.2Decision Making in the Electing Procedure for a host city86 8.4Summary88 9.Analysing Principles of Sustainable Urban Development in the Bidding Process90 9.1Principle 1: Integrate Olympic Infrastructure in urban development plans92 9.1.1Phase 1: Candidature Acceptance Procedure92 9.1.2Evaluation in the Working Group Report92 9.1.3Phase 2: Candidature Procedure94 9.1.4Summary95 9.1.5Recommendations96 9.2Principle 2: Ensure Post-Event Use for Olympic Infrastructure97 9.2.1Phase 1: Candidature Acceptance Procedure97 9.2.2Evaluation in the Working Group Report98 9.2.3Phase 2: Candidature Procedure99 9.2.4Summary100 9.2.5Recommendations101 9.3Principle 3: Maximise the use of existing infrastructure by respecting the city's budget104 9.3.1Phase 1: Candidature Acceptance Procedure104 9.3.2Evaluation in the Working Group Report105 9.3.3Phase 2: Candidature Procedure107 9.3.4Summary107 9.3.5Recommendations108 9.4Principle 4: Ensure environmental standards for Olympic Infrastructure and accessibility to environmental goods109 9.4.1Phase 1: Candidature Acceptance Procedure109 9.4.2Evaluation in the Working Group Report109 9.4.3Phase 2: Candidature Procedure111 9.4.4Summary112 9.4.5Recommendations113 9.5Principle 5: Integration of citizens in the planning process of Olympic Infrastructure114 9.5.1Phase 1: Candidature Acceptance Procedure114 9.5.2Evaluation in the Working Group Report114 9.5.3Phase 2: Candidature Procedure115 9.5.4Summary116 9.5.5Recommendations117 9.6Principle 6: Stimulate improvement of Urban Infrastructure through Olympic Infrastructure118 9.6.1Phase 1: Candidature Acceptance Procedure118 9.6.2Evaluation in the Working Group Report119 9.6.3Phase 2: Candidature Procedure120 9.6.4Summary121 9.6.5Recommendations122 PART IV: CONCLUSION126 10.Conclusion126 10.1Conclusion of the analysis126 10.1.1Relevance of Sustainable Urban Development in the Bidding Process126 10.1.2How to respond to principles of sustainable urban development in the bid127 10.2General Conclusions130 10.2.1The interest of the IOC in Sustainable Urban Development130 10.2.2The real winner of a bidding process130 10.2.3Outlook on the future of the Games131 11.Appendix133 11.1References133 11.2Abbreviations137 11.3Extracts from Bidding Documents138 11.3.1Phase 1: Candidature Acceptance Procedure (CAP)138 11.3.2Evaluation: Working Group Report140 11.3.3Phase 2: Candidature Procedure142Textprobe:Text Sample: Chapter 5.4, Opportunities and Threats: This section study provides a discussion on opportunities and threats related to Olympic Infrastructure. Potential effects are presented and ordered according to the different environments of a city (section 2.4). The IOC officially uses the term 'Legacy' for potential post-event effects preferably underlining positive ones. The sources used in this literature review (Cashman, 2002; Essex Chalkley, 2003; Furrer, 2002; Matos, 2006; Liao Pitts, 2006; Preuss, 2006; Centre On Housing Rights and Evictions (COHRE), 2007; Ward, 2007; WWF, 2004) reflect the potential effects of the Olympics critically from different perspectives (researchers, NGOs, IOC related person). If applicable, the opportunities and threats are illustrated with examples. A summary is given in the end of this section as a basis for developing principles of sustainable urban development. As the potential effects have a multidimensional character, two selection criteria limit their number: - Time: The potential effect might occur at any period of the event but must have a relevance for the city in a long-time perspective. - Space: The potential effect might occur at a micro (e.g. dislocation) or macro (e.g. polycentric development) level but is relevant mainly for a city (not a region or nation). 5.4.1, Built environment: - Boost for urban development projects and urban renewal. Locational decision on Olympic Infrastructure opens the opportunity for a city to boost its urban development projects in favour of the city. There is a chance to connect a city's urban development strategy with Olympic Infrastructure projects. History of the Olympics shows that cities have dealt very differently with this opportunity (see section 4.1). Some have used the Olympics to reinvent the city while others have concentrated solely on the successful organization of the event itself. In many cases, Olympic Infrastructure is also used to trigger massive urban regeneration projects and the idea to create new centralities within the city. Development corridors can be focused through Olympic Infrastructure and stimulate urban development nearby. Strategic positioning of Olympic Infrastructure in specific urban areas may contribute to a polycentric development. This is especially true for the positioning of key Olympic Infrastructure represented by the Olympic Main Stadium, the main indoor halls and the aquatic centre. Barcelona 1992 is probably the most successful Olympics regarded to large-scale urban development. Urban planners of the city saw the Olympic Games as an useful instrument to achieve the objectives of development plans which had been the improvement of transport system, creation of new facilities, definition of central space and balancing the city. The initial authorized to make the first draft of the Olympic from an urban perspective was part of the Olympic Bidding Team and later entered into the Organizing Committee. The changes of the entire urban fabric connected to Olympic Infrastructure based on what was already existing in Barcelona became a best practice in terms of mega-event related urban development. - Changes of Urban Development plans in favour of the event/bid. Potential changes of existing urban development plans can occur in the preparation phase of the event due to tight time constraints. To speed up land acquisition for Olympic Infrastructure some cities approve special legislative acts and give power to Organizing Committees. Special building permits are created in the area where Olympic Infrastructure has to be built and can contribute to long-lasting procedural changes in the city. A special law for the Athens 2004 Games recognized the strategic significance of the Olympic Games to the evolution of the metropolitan area. The location of Olympic Infrastructure was determined as to be in accordance with the regional, environmental and urban development guidelines of the master plan of Athens. Through this legislation and the installation of special agencies it was possible to accelerate permits of Olympic Works. - Modernization and Upgrading of existing facilities. In terms of existing infrastructure, the Olympics bring the opportunity to upgrade and modernize sports facilities. This may also decrease financial risk. The main Olympic Stadium as the centrepiece of Olympic Infrastructure relies traditionally on public funding. Some Olympic Cities have strived to use existing facilities or refurbished ones for this major infrastructure project. Naturally, development of sports facilities had to be faced by almost all Olympic cities. Moscow 1980 and Barcelona 1992 used mainly existing sports facilities and refurbished existing Stadiums to Main Olympic Stadiums. Los Angeles 1984 used existing facilities to a large extent. - Unused large-scale facilities. The history of the Olympic Games shows that many Olympic sports facilities received poor post-Games usage. International Olympic Sports Federations have often pushed host cities to provide over-ambitious state-of-the-art facilities which are not in line with the local popularity of the sport. Furthermore, local agendas have often pushed for grandiose landmark legacies to be built in order to showcase the local economy and engineering ability. These objects might be designed over-sized and turn in a post-event period to 'White elephants'. They may neither integrate a long-term urban planning policy nor relate to the population's need for leisure and culture facilities. It is sometimes difficult to convince leading teams in specific sports to move their home ground to new Olympic Infrastructures. Another problem in this respect is the difficulty to attract large crowds to newly developed parts of the city away from trying to opportunity the citizens habits. The Olympic stadium of Sydney 2000 generated continuing losses at A$38 million/year six years after the event. The competition for sports events with other stadia in Sydney caused limited booking and shows the lack of post-use planning. 'Sydney Jurassic Park' is a symbolic expression used by criticizers of the post-use of Sydney Olympic Park. - Increase of Housing stock through Olympic Village. The Olympic Village is often located close to the sports facilities and represents the accommodation for the Olympic Family. It is an essential part of Olympic Infrastructure and has to be addressed by every hosting city. In many cases, Olympic Villages become residential areas for local people or halls of residences for a local university or college after the Games. Thus, an Olympic Village is a chance to increase the city's housing stock and provide facilities for alternative uses in a post-event period. 'In Barcelona and Sydney the former Olympic Villages now provide a mixture of housing that contributes to the cities' housing stock and adds a valuable source of revenue to cover Games-related expenditure'. - Improvement of transport infrastructure. As we have seen in the previous chapter, Olympic Infrastructure induces also the upgrade of the city's transport infrastructure. For an effective transport of athletes, spectators and officials during the event many host cities tend to expand their transport system Investment of previous Olympic Cities is often focused especially on underground or light rail system. Recent Olympic Cities (Athens and Beijing) invest in tram and overhead urban rail system due to high costs and implementation difficulties of underground transport. This may contribute to a better infrastructure for citizens and decreases traffic pressure in inner city and congestion. Asian Olympic Cities have strongly linked the Games to transport infrastructure. Between 1957 and 1964 Tokyo established 73 km underground, 13.2 km monorail and 500 km Shinkansen connecting Tokyo, Kyoto and Osaka. Seoul added 157.1 km to the length of its underground network from 1978 to 1993 for the preparation of the Games. Finally, Beijing extended its light rail length by 87.1 km before 2008. A strong reliance to public transport can be observed in Seoul and Tokyo through this investment related to Olympic Infrastructure. - Development of other Infrastructure. Furthermore, development of Olympic Infrastructure can be a driver for additional infrastructural improvements in the city, affecting the entire urban fabric. A basic infrastructure is needed serving Olympic facilities. Many cities have used the event as a catalyst to induce such investment and bring other infrastructure to a higher level appropriate for international visitors. Such investments can enhance the Quality of life for citizens, tourists and attract inward investment. Tokyo included the improvement of water supply system, higher public health standards for refuse collection, street cleaning, public toilets and three sewage disposal plants. Barcelona, Atlanta and Sydney invested in telecommunication systems through the staging of the event. Cultural and research facilities (Olympic Studies Centre, Olympic Museum) close to Olympic Infrastructure supporting the Olympic Cultural Programme were realized in many Olympic Cities. - Destruction of cultural heritage. There is a potential risk that Olympic Infrastructure may affect the cultural heritage of a city negatively. The potential risk seems to be higher for Olympic Cities approaching development in the inner city. Consequently, disregarding the laws may lead to the destruction of culturally built environment and displacement of residents. Infrastructure development for the Games of Beijing 2008 negatively affected the cultural heritage of the city. Demolition in Beijing was an ongoing process in the whole city, especially threatening the old 'hutong' and 'siheyuan' areas. According to reports of COHRE the violation of Cultural Heritage Protection laws and regulations effected both irreparably damaged cultural heritage and also violated residents' rights to adequate housing.
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XVII GETTYSBURG, PA., NOVEMBER, 1909 No. 6 CONTENTS. THE WBONG OP WASTE 2 DAVID M. CRIST, '10. FEESCOING A LOST ART 3 ELMER STOUFFER, '11. A HALLOWE'EN STOEY 7 SAMUEL BOWER, '10. THE VOTEE'S DOMINANT PBINCIPLES: WHAT THEY SHOULD BE 12 ROT V. DERR, '10. IS GEEMANY A MENACE TO THE WORLD'S PEACE? 15 C. M. ALLABACH, '11. A NAEEOW ESCAPE 16 R. L. MCNALLY, '13. THE "BACK HOME" BOY 20 EDWIN C. MORROW, '12. THE EVOLUTION OP THE BEAST 22 EDWARD N. FRYE, '10. THE SPIEIT OP THE PLACE 24 HARVEY S. HOSHOUR, '10. EDITORIALS '. 29 EXCHANGES 31 GETTYSBURG COLLEGE Gettysburg, Pa. | - LIBRARY - I THE MERCURY. THE WRONG OF WASTE. DAVID M. CRIST, '10. jO the contemplative mind one of the saddest things in the world is the waste that is going on, and has gone on ever since civilization dawned. Much of this waste is wretched, needless, wicked; it means human efforts thrown away; it is one form of homicide for it sacrifices life and the material that life thrives on, and thus it hampers progress. What does a grain of corn amount to? Nothing, we hear the wasteful man say. Yet the secretary of agriculture of Missouri computes that one grain on every ear of corn grown in his State alone would add one hundred thousand dollars to the wealth of the State each year. We have all been told what a large sum the saving of a few cents a day will amount to, if allowed to roll up for a period of years, yet we all go through life really unmindful of the possi-bilities there are in such little things. A Kansas statistician has recently figured that the men of that State are constantly wearing on their coat sleeves eighty thousand dollars worth of buttons which serve no earthly use. It is easy enough, of course, to over do economy and make it ridiculous, and it is often most difficult to say whether a given policy is wasteful or economical. In this country our railroads work their locomotives very hard, and wear them out in a few years, whereas in England locomotives are used very carefully, and are kept in service several times as long. The English blame our railroads for being wasteful in this, whereas our au-thorities hold that it is better to get the best wear out of any ma-chine in a reasonable time, and then scrap-heap it, and replace it with something newer and better. Large scale producers such as the Carnegie Steel Company of Pittsburg, have owed their success in no small degree to their lavish expenditures, or industrial experiments, and for the in-stallation of new machinery as soon as its superiority to that in use has been demonstrated. So ideas to what is waste will differ. Unquestionably we are wasting our coal, oil, natural gas, and THE MERCURY. 6 timber supplies in this country, but under the conditions it does not pay to husband these material resources. A few years ago the world became alarmed because its fuel supply seemed to be coming to an end. Now, we are harnessing the rivers, water-falls, and even the glaciers, and making them do much of the work that coal hitherto has done. There is no small doubt that before the coal supply is ex-hausted the world will be so completely electrified that the use of coal will have become obsolete. The waste of timber is more serious, and yet as lumber rises in price other materials will be developed to take its place, witness the present rapid introduc-tion of concrete for building purposes. This country would not be what it is if it had been developed UDcler such a saving policy as has necessarily dominated the rise of European nations, so it would be well for us to remember the words of Benjamin Franklin when he said: "What maintains one vice would bring up two children. Eemember many a little makes a nickle. and farther, beware of little expenses; a small leak will sink a great ship." FRESCOING A LOST ART. ELMER STOUFFER, '11. EW people realize that the frescos which they see on the walls of buildings are the remnants of a once great art. An art which for the number of men who were engaged at it and scope of application never had an equal. The history of this great form of art is long and of itself interesting to read. It is not the purpose in this article to give the history beyond what is necessary to the illustration of the subject in hand. It shall be our purpose to discuss the art as we know it, and the methods of the frescoer of to-day. It is claimed by many that the art of frescoing was known to the ancient Egyptians, but this is doubtful. If they knew any-thing at all about it, it could not have been more than enough THE MERCURY. •to cover the walls of their houses with the crudest and coarsest kinds of earth colors mixed with water. True one can find buildings decorated in patterns which are supposed to be genu-ine reproductions of ideas found on the walls of Egyptian ruins, but the methods of getting these actual designs are never told. The whole is fanciful and not certain enough to receive much consideration. The Greeks were familiar with the art of fres-coing but the extent to which they developed the art is uncer-tain. The excavations of Schlieman have brought forth some old decorated pieces of walls which were thought to be frescoes, but careful examination has shown them to be mere earth colors applied in various designs. The Hebrews it is certain knew nothing of frescoing. It was not until the beginning of the Christian era that the art rose to its fullest development. The Christian artist wanted an art which would properly express the emotions. The stirring scenes of the early Christian times were the subjects for the •church decorator to work upon. The art which he would use must be able to express faith, hope, joy, sorrow, grief, pain and things of that nature. Sculpture, the art of the Greeks, would not answer his purpose for that is essentially an art of repose. Frescoing seemed the only one capable of answering his purposes so he employed it. Even then the early decorator was held in check by ecclesiastical interference. In decorating the churches he was not permitted, even though he had the impulse, to use any type not traditional. For this reason we find nearly all the fres-coes of this period consist of the gaunt, pinched bodies of an-chorites and saints. In the sixteenth century this art reached its highest state of development. In this period some of the world's most famous frescoers lived, and some of the most noted frescoers were executed. Several of the works produced in this period are extant to this day. The wave of Iconoclast fanaticism which swept over Europe in the sixteenth century struck the art a blow from which it has never wholly recovered. In England nearly all the paintings were destroyed. In some churches they were merely defaced, hut in those churches where the frescoes could not be destroyed without permanently injuring the buildings, the despoilers cov- THE MERCURY. «red them up with lime. On the continent of Europe the hatred was not so intense, and it is doubtful whether any works of real value were destroyed. It is true, however, that when the Icono-clastic wave had swept away, the art was practically dead. In America very little is known about frescoing. Our near-est approach to it are the distemper paintings with which we decorate our theatres and churches. Several reasons might be mentioned for this, but the most reasonable seems to be that Americans are too impatient to apply themselves to a trade in which the first and chief requisite is painstaking precision. The Americans as a class are too much in a hurry to take the time which it is necessary to do a good work of frescoing. The aver-age American does not care what a piece of work costs but he invariably does want his work done at once. So little interest is taken in the art in America that not one color manufacturer is to be found who so much as manufacture the kind of color which mural decorators use. The American decorator must depend upon the shops of Germany for the colors which he uses. German workshops also supply America with her supply of deco-rators. Frescoing as clone in former times required a great deal more skill than it does to-day. The work was all done while the plaster was still soft. The decorator decided in the morning just about how much surface he wished to cover that day. The plasterer, who worked right with him, then finished that much. With a sharp pointed awl or some other instrument the deco-rator then marked the design in the plaster, and proceeded to his task. Sometimes a small design of the work in hand was made and kept lying by to refer to in case the decorator became puz-zled as to how to proceed. The necessity of this can readily be seen when one remembers that some of the great works of this kind were fifteen and sometimes twenty years in the accomplish-ment. If all which was marked could not be done in the day the plasterer cut the unfinished portion off and they began all over again. An almost perfect knowledge of pigments was ab-solutely essential to the decorator of the old time. Lime in dry-ing causes many colors to fade and some to become darker. It was necessary for the mechanic to know just what effect the lime tf**ftiufvrxv GETTYSBURG COLLEGE * Gettysburg, Pa. LIBRARY 10 THE MEBCURY. "An unlucky spot," sighed Proud Patrick. "He ain't the first, nor thirteenth to be tuk tar." Hattie came running in with the holy water bottle and Mis-tress Proud Patrick eagerly bathed poor Oiney's head. As the cold drops fell showering upon his face Oiney winced in spite of himself. "The color is comin' to his cheeks," said Hattie as she knelt over him solicitously. "The fire is warmin' him. He's comin' roun' all right." "God be thanked for holy water bottle said Mrs. Proud Pat-rick. "Let's raise him up a bit," said Del. "An' a drop of nice warm sweet milk with a pinch o' ginger and sugar might do the poor fello' good," said Hattie. "Bether couldn't be," said Del. "An' a bowl o' tea," added Chris. "An' a drop o' spirits," said Joe. At this insinuation a perceptible glow over-spread the features of the unconscious one and to the delight of Del and eve^one there, a sigh escaped his lips. "God be thanked," said Hattie. Del bent over his patient and softly whispered, "Oiney." Oiney slowly opened his eyes and looked wonderingly and in-quiringly about him. "Del—is—is—thet—you ?" "Yis, yis, me darlint." "Del—where an' where can I be?" "Make yer min' aisy, ye are in a dacent house an' with dacent folks. Mister Proud Patrick and Mistress and Hattie McPher-son. Del then asked for a drop of whiskey and tried to persuade Oiney to take it but he refused. "Just a drop," said Del. "Only a toothful," said Mrs. Proud Patrick," and take it as medicine. It'll send the blood through yer veins." But Oiney looked gratefully at Mrs. Proud Patrick and ten-derly at Hattie, but still refused to touch the whiskey. The patient grew rapidly stronger on the beef tea which was THE MEKCURY. 11 tendered by loving hands and thanked the whole family for the trouble they had gone to in his behalf. "But ah, ye knows I can't be kapin' ye dacent folk out o' bed all night—it's almost mornin' now." "Oh, that's all right," volunteered Hattie. "It's no bother an' as to me uncle an' aunt, there, they can go to bed any time now seein' ye are on the fair way to mendin' yerself; an' me an' Eosie-an' Matthew 'ill tarry a while an' git ye somethin' to eat." "Uncle," she continued, "you an' me aunt can now take yer-selves off to bed seein' poor ill Oiney here is gettin' along bet-ter. Myself an' Eosie an' Matthew 'ill take care of him jes as good as if you was here." So with more thanks Oiney bade them good night and wished them a sound sleep and pleasant dreams, and assured them he would never forget their timely generosity. Then Hattie warmed some sweet milk and supported Oiney while he drank it. He was soon sufficiently strengthened to make his way to the fireside with the help of Hattie and Eosie, where he and Hattie sat down together. Oh, I'm ever so glad you're comin' roun' so fast," Said Hattie. "Faith an' I know the doctor I'm thankin' for the same," re-plied Oiney, his eyes beaming upon her. "Och, don't bother me Oiney, it's a poet you should a' been born—you've a tongue as sweet as any poet's." "Well, it's no poet you should a' been born, darlin' but in the Garden of Aiden." "Array, go way with ye." "Yis. in the Garden of Aiden, when man was alone an' com-fortless." "But the Bible never mentioned Adam takin' 'fever gortach," and Oiney reflected. "Oh, Adam would a' got it some how if he had a thot that it would a brot you in its wake." "Houl on Oiney. Take yer arm away out o' that. Take it away. Tre' ain't no danger o' my takin' waikness—no fear of it." "An' thr' all blamin' poor Adam 'cause he ate the apple"— went on Oiney, philosophical!}', gazing into the fire, still keeping ^■^■i^^n^^^^^^^^^^^H 12 THE MERCURY. his arm across her as if absentmindedly. "I know well if I was Adam an' some people I know was Eve, an' that if this partick-ler Eve offered me the same size o' rat pizen and sayed, Here Adam, my sweet, take this, its good, I'd swallowed it an' swared it was honey." "My, what a nice fellow you'd make for the lucky woman that gits ye," said Hattic. "But will ye take away yerself an' take yer arm out o' thet." "Oh," said Oiney in surprise. "Is that where my arm is?" Yet absentmindedly he went on philosophizing upon man's lonely lot had not God given him lovely woman to be a joy and a blessing forever. Del whiled away the early morning hours for Eosie, the maid, and poor Chris and Joe Eegan smoked their pieces of pipe. When the gray dawn began to filter through the blackness of the night, Hattie and Eosie who now had to begin their day's work, bade their sweethearts a merry good-bye after promising to meet them on Sunday evening at the Crooked Bridge. THE VOTER'S DOMINANT PRINCIPLES SHOULD BE. WHAT THEY ROY V. DERR, '10. .NDIVIDUAL right of franchise is the heart of a demo-cratic government. The stability and perpetuity of a nation such as ours depend upon the righteous use of the ballot-box j while corruption and dissolution are the fruit of its abuse. The right to vote becomes a cherished privi-lege by the young man as he approaches twenty-one. At this point a searching question confronts him. Will he be influenced by seductive tradition and paternal inheritance? Will he con-tinue to cast his vote as father always did? Or will he permit his privilege to be directed by certain guiding principles? This is the vital question. When one thinks of the untutored multi-tudes who become the prey of scheming politicians, it becomes an THE MERCURY. 13 important question. But what should these dominant motives, of action be? If our voter is a man of any education or good judgment, he will seek to have a general knowledge of the country's condition and needs. He aims to know the issues at stake, and the plat-form of his chosen party with regard to them. Why ? That he may decide whether the candidate in question is fully qualified for the position. In other words he will endeavor to vote intel-ligently. Not merely boasting a long ancestry who were stal-wart Democrats or life-long Eepublicans. Very often such a spirit is but ignorant pride and betrays the lack of intelligence and reason. The voter should not only be able to state his party,, but also to tell why it is his preference. But the careful voter will not stop with an investigation into the ability of the candidate to fill the duties of office. He goes further and deeper. He will seek to know the aspiring office seeker as a man. What is his character? A man of self-con-trol and integrity ? Will he prove faithful to the trust ? These questions must be answered affirmatively by the conscientious voter. Strict sense of civic duty demands nothing less. The loyal citizen will not cast his vote for incompetent or unworthy men out of mere favor or friendly acquaintance. To do so weak-ens the dictates of his moral conscience. The highest motives should control our franchise; the prosperity of the State, the-welfare of the community, and the best interests' of all concerned. This is true loyalty and genuine patriotism. Above all, for the thoughtful man the dominant principle will be party subordinate to the man. Some one may ask would not such universal independent voting destroy political parties? They are essential to counter-balance one another in government. In answer the true voter will use his influence in securing the best men on the party ticket of his preference, if for some reason these are not chosen, but undesirable nominees instead, the strict sense of civic duty will compel him to refuse to vote for those men. Partisanship must bow before right and duty. Prejudice and tradition must yield to justice and intelligence. It is bet-ter to cut one's ticket and prove traitor to one's party than to iise one's franchise in voting for incompetent or unworthy men. Then he will have nothing to regret. L GETTYSBURG COLLEGEI Gettysburg, Pa. LIBRARY ^^^■^^^^B^^^H 14 THE MERCURY. Who is to blame for corruption in politics? For partisan legislation and bad government? Those holding office we say. But our nation is a democracy! We boast of the rule of the-people! The boomerang springs back upon the voter himself. Corrupt legislation reflects itself upon the public at large. If office holders prove unloyal to their country's trust, it shows that the voters were not careful enough to elect the best men. This situation is but a practical application of the fable in which the indulgent master gives shelter, under his tent, to the imploring ass who in turn ungratefully kicks him out! What, then, should be the voter's dominant principles? To serve his country and State, not only party and self. To know the needs and conditions of his nation or community. To elect the man best fitted to fill the position, that is the man of capabil-ity and character. The former involves the ability to discharge his duties well and efficiently. The latter includes those quali-ties of honesty and integrity as will enable the office holder to stand fearlessly against bribery, partiality or injustice. Such is the type of man whom the true voter will strive to elect. So long as the right of franchise is jealously guarded and highly prized, there will be no need to fear the downfall of our repub-lic. But she shall ascend higher as a moving power in the eyes of the civilized world. Her destiny will not approach soon, but with the oncoming years, she shall exert an untold influence-among the nations of the world. THE MERCURY. 15 IS GERMANY A MENACE TO THE WORLD'S PEACE ? C. M. ALLABACH, '11. T can hardly be denied by those who have noticed the trend of international politics that Germany is the greatest obstacle to the world's peace to-day. This has become strikingly evident in recent years. Diplomatic relations between the English and Germans have been strained for more than a decade. The famous Kruger tele-gram of 1896, the intense commercial rivalry, the hostile attitude of the German people during the Boer War, the biting criticism of the press, and finally, the manifest intention of Germany to wrest from Great Britain her maritime supremacy, have all com-bined to make the situation critical. To England, this mari-time supremacy is a matter of life and death; to Germany, it is an object of mere desire or ambition. Examples of German aggressiveness are numerous. The first American experience of it was in the Samoan Islands in 1888, and a second in 1898, when Germany sent a powerful fleet to the Philippine Islands. Japan felt it in 1895 when Germany joined Russia and France in forcing her to recede from the Liao-Tung Peninsula which bore no small weight in furthering and hasten-ing the outbreak of the Russo-Japanese War. All Europe and America was unfavorably impressed by the attitude of the Ger-mans in the Boxer uprising. Then, too, it is generally known that Germany took the initiative in the Venezuelan blockade in 1M2, and since the power of Russia has been considerably les-sened by the Russo-Japanese War, the Germans appear to be even more aggressive than before. These actions truly speak louder than words, but the words are not lacking either. The German Kaiser's speeches are teeming with expressions which clearly reveal the German attitude. Among many others he said at Cologne in 1897: "We have great duties in the world. There are Germans everywhere whom we must protect. German prestige must be preserved abroad. The trident belongs in our hands." In 1900, upon delegating to Prince Henry the command of the Oriental fleet, he said: "Im-perial power is sea power. The two are mutually dependent. 16 THE MERCURY. Should anyone infringe our rights, then use the mailed fist and earn your laurel wreath." To departing soldiers he used such terms as these: "Spare nobody." "Take no prisoners." "Give no quarter." Such expressions are not the mere workings of an individual's maind, but are the sentiments of a nation expressed through its chief executive. It is true, too, that Germany is the greatest obstacle to the policy of limitation of armaments and obligatory arbitration. It was with great difficulty that the German government was per-suaded to consent to the establishment of the permanent Court of Arbitration. She opposed nearly every policy advocated by England. She held strict views of belligerant rights and voted against every specific proposal of obligatory arbitration. The Germans have rejected the advances since made by the English to enter upon an Anglo-German understanding concern-ing the cost and extent of their naval programs, claiming that no formal proposal has been made and therefore no official transac-tions have followed. Since Germany was not in harmony with the proposals of the Hague Conference, there seems to be but one remedy to check the steadily growing martial spirit of the sturdy Germans, namely, an alliance between the two greatest branches of the Anglo-Saxon race, England and America. Unless some such alliance is formed, the law of "the survival of the fittest" will be the outcome; of which the fittest is the strongest, the best or-ganized, and the most unscrupulous. A NARROW ESCAPE. R. L. MCNALLY, '13. JHNEAKEY was feeling blue that night as we sat together in the lobby of The Eoyal. He awaiting the arrival of a certain well-padded person, whom he pleased to call his victim,—and very impressibly informed me would be his last one,—while I was trying to pass away the night of idleness. Sneakey started to tell me all about his intended re- THE MERCURY. 17 form, and was in the midst of a "profound resolve" with his fist in the air intending to bring it down on the handle of my chair, when the arrival of a ponderous white steam car arrested his at-tention and without a sign or signal he arose from where he sat walked over to the door where the fat and hearty autoist would have to enter. Only once did he glance back at me, and then very quickly. I thought 1 noticed a shade of distress in that glance, but dismissed the thought of the fact that Sneakey, above all, would ever shrink from a job. Sneakey followed this particular individual over to the desk and watched him register, lighting a cigarette in a cool and un-interested fashion, but carefully noticing in his mind the rooms to be occupied by this person. He didn't return to where I was sitting, a very wise thing on his part, but strolled over to the bil-liard room, where fifteen minutes later, I found him actively en-gaged in a game with a stately looking, shifting-eyed sport. I walked on through and out on the street, took a car, and was soon in my room snugly seated in my large chair, planning, and thinking I had spotted a large elegantly finished mansion across the park, occupied solely by an old gentleman of eccentric habits. his brother, two house maids, and a general utility man. Next morning after breakfast I strolled across the park to in-vestigate my intended loot and map out a course that would be sure to bring me safely to my goal. I bought a paper afterwards and nothing could be printed clearer, nor more prominent to me than the little three-lined announcement that Sneakey, the one and only friend I had to depend upon, had been intercepted in an attempt to enter the rooms of a wealthy guest and was being held for trial. Of all the news, this was the most distressing. But what could I do but accept it as a present from our dreaded enemies, the plain clothes men. I did not know what to do for tools, and to attempt such a task alone would be almost fool-hardy, and Sneakey's presence was an excellent solution to both of these quanderies. But, since he was taken into the strong arms of the police, I could do nothing else than depend on luck. It was now 10.30 A. M., and I thought I might run across an old acquaintance, but there was none I could think of, let alone trust as an accomplice. After dinner I made a list of what I t^^^m^^^m 18 THE MERCURY. was in need of and among the things I needed most was a pair of wire nippers in case I would need them. Now I knew that Sneakey had a pair so I walked over to his room, having to pass the seat of my night's work, and picked the lock. Hanging across the back of a chair was a coat made up with the lining of a smoking jacket. I quickly realized its value and took it over to a tailor's and ordered it pressed, and put into proper shape. In the pocket of this coat I found a cigar which I took as a charm for my safety because I found it in the pocket of the most valuable tool I could have possibly came across. Placing the cigar carefully in my pocket the next thing to do was to get a mate at all hazzards. Scotty kept a rather notable pool room where I had been in the habit of spending some time and where I knew I could find a collection of choicest men of my profession. On entering I could hardly believe myself when who should step up and shake my hand but Harry Musser. I hadn't seen him for years, and why, I'm sure, is not because he had fallen into the same ill luck as Sneakey. I told him all of my plans and asked him to go along and help "cinch it," but woe for my hopes; he had a job on hand at White Flains, and was leaving that night on the 11.30 boat to ge to White Plains about 2 A. M., and be safe from all view to carry out his aim. Well, this was the last hope, and I decided to go alone. I saw Harry off and returning to my room put on the coat nicely tailored, and walked across the park and on around to the rear entrance of this house. Just as I entered the hedge I heard West Hall Hedge clock strike one. Walking up to the porch I started operations by climbing the vine, since I had to dispense with Sneakey's excellent tact of pitching a rope ladder. Gaining the level of the window sill I swung across and caught hold of the sill and hung suspended until I could grasp the shutter and pull myself up so that I could place my foot against the opposite side of the window frame and gradually work myself up inch by inch until I was standing on the sill holding on to the shutters. I was starting to work on the win-dow when I heard somebody walking on the pavement. When he got opposite the place where I was he stopped, lit a cigar and gazing aimlessly about, turned his steps and walked up the gravel walk and sat down on the porch almost under me and smoked. THE MERCURY. 19 After about fifteen minutes I did not see or hear him stir, and concluded he was asleep. Much was my chagrin when I found the window pulled up tight against the upper frame. To get in was almost impossible, and to get back to where I came from, was impossible. I had to decide some way. I knew that it would be safer to get out through the house than to get past that night watchman below, so taking a small finger-nail clip from my pocket, I dig two crescent shaped holes in the window frame, and placing my fingers in them bent all my effort toward pulling it down. It yielded, and carefully lowering it, I climbed in, down on the floor and I thought noislessly over to view my room in general, when all of a sudden, the lights were turned on brightly and a small buz sounded on the wall which I knew was a signal. Then locating the door, I made for it, but was barred by a huge porpous of a man whom I concluded was the butler. I had to pass him to liberty, and being much smaller, knew a struggle would be useless. I waited until he charged, then side-stepping I gave him a lucky stroke in the stomach. He wasn't long in the fight. Throwing my hat in a corner, I ran my fingers through my hair, put the coat inside out, the cigar in my mouth, ran down to the front door, to escape, preparing lest the police should arrive before I got away. Two officers were coming down the pavement at a good speed. I did not know what to do in so-tight a place. I decided to use strategy, so assuming a horrified expression, I called to them that here was the place, and ex-plained that the old gentleman had became suddenly worse, and that I was sent by him to bring his son, who lived some distance-from the house. That story wasn't believed in full by them, and! they decided to go along with me to bring his son. The two fol-lowed me for a square, and then stopping, I reasoned that two of them should go back to the old man, and assist the butler in car-ing for him, while the other officer and I went for the son. To this they agreed, and we two sped, where, I did not know until, reaching into the pocket of this coat, my hand fell upon the wire nippers. I just happened to think of Sneakey. I knew he wouldn't be in his room so I made a short cut there and pound-ing on the door received no reply, until a doctor next door put his head outside the door and informed us that that gentleman mi^^^^^^^^^^^^mwg^^^^^^^^^^^^^m 20 THE MEECUET. had left yesterday morning and had not returned yet. Now I knew to go along back to the house would mean my arrest so I told the officer that he should go on back to assist the other officer and the butler, while I awaited until this doctor would dress and go along with me, that we would follow in a few moments. When the officer left, I feigning that I intended to wait, followed after him down to the street level and proceded over by a back street to my rooms. Next day I learned of Sneakey's sentence of two years and went around, packed up his furniture to store it. In the pro-cess of this packing I was assisted by this doctor who told me of the very strange call he had last night. THE "BACK HOME" BOY. EDWIK C. HOBBOW, '12. EE we, the great American people, interested in the farmer boy? "We are. Why should the attention of the richest, most commercial nation of the earth turn to the humble youth of sunburnt face and freckled nose "back home ?" There are several conspiring reasons which cause the lines of national interest to deflect from their normal course toward that obscure spot on the map where is growing to man-hood the average country boy. One of the first reasons, perhaps, is to be found in the fact that he is "the boy back home." Somebody has said, "God made the country, but man made the town." Well, what man made the town? It was the man from the country; and it is the man from the country who is making the town grow and prosper to-day. It is from the hay-field rather than from the gutter; from the garden rather than from the crowded quarters of the town, that men are being drafted to fight the great battle of the world's market place and public halls. The bulk of brains, the brawn, and the character of this country has come from the country; and from the country will come at least many of our big men of the succeeding gen-eration. THE MERCURY. 21 The country boy is running America to-day; his name is legion. Abraham Lincoln, the greatest monument in American history, has established a standard of idealism for all American frontier boys. President Eoosevelt was a western rancher. William Jennings Bryan, who, despite conflicting views and re-gardless of politics, is an international character, wears overalls on his Nebraska farm. Anthony Comstock, one of the greatest and best moral forces in America to-day, came from a New Eng-land farm. Homer Davenport, one of the best known political cartoonists in the country, grew up on a far western farm. And so the list may continue down along the directory of the "Who is Who"—including United States senators, merchant princes, economic, scientific and philosophic authorities; light of the bar and pulpit; writers, artists and musicians; there is no seat of the mighty where the farmer boy has not sat. If there is anybody in this whole country of ours who is a free citizen, it is the country boy. He is as free as everything about him,—the air, the sunshine, the birds, the snow. Out here in God's own country, a boy can not help growing to manhood brave and strong and clear-minded. Simple taste, simple appe-tites, a simple home, these are a wholesome curriculum for a boy's individual education. Plain food, regular hours, and plenty of healthful exercise,—these create a strong body, the only fit setting for a strong mind. The farmer boy grows up away from the atmosphere of riotous vice. He is not bred in the shadow of corporate domination and "higher ups;" he recognizes no "higher up" in this world than his Father. He is imbued with the faith that a man who dares can, and that a man who can should. He has confidence in himself, and belief in his future. That is what we by times call by one of several names: Energy, backbone, enterprise, jasm, initiative, perseverance, grit, gump-. tion. Whatever it is, it is a winnig quality,—it is power. The thoughtful men are realizing this to-day as they never-did before. Employers know it and want young men from the country; educators feel it and rejoice over the country bred scholar. The voter knows it; and the politician knows that he knows it, with the result that we get in office to-day some honest and fearless men, who stand for the best in American polities,, though tied until almost powerless. 22 THE MERCURY. It is no disgrace to have come from the country, and the boy from the country need not be afraid to apply for a job. His record is good, and nothing need stand between him and success. THE EVOLUTION OF THE BEAST. EDWARD N. FRYE, '10. |OWJST from the mountains came two beasts into a plain upon which grew a few blades of grass; they stood facing each other with snarls. Finally the battle be-gan to rage as to which should get those few blades. It became a life and death struggle, and the turmoil was great. It was a case of the survival of the fittest. The strong one con-quered and the grass was his. The other lay in the dust and gore with his life slowly ebbing away. Thus as I look out over this great country and see the strug-gle of man for life, for liberty and for progress, and then think that he is called beast and materialist, I am reminded of the story of the beasts. The charge is not wholly untrue. Man is a materialist, but a materialist by necessity, a materialist because he is a creature of society and society is warring to keep him bound. His materialism is a bread and butter problem. His materialisms are the necessities of life, nourishment of the body and a life with its comforts. The problem is how shall he pro-cure those necessities upon which his life depends, and how can he add to his daily life those comforts. These are the foremost thoughts in his mind. His hunger must be satisfied and his body clothed, likewise he must care for his wife and his children. Of course he is a materialist and what else could he be. What would give him existence? Surely not spiritualism. The life of man is made up of more or less materialistic wants. And he has been called a materialist because he is forced to center all thought on these wants. He has been called a materialist be-cause he is demanding that which by right is his and which so-ciety will not grant. He has been called a materialist because the other big beast, capitalism, is contending with him for the THE MERCURY. 23 last blade of grass. He is being driven to the very brink of de-spair with only one thought: "How can I live," and with one problem to solve: "How can I procure bread and butter." He is forced further and further to the point of starvation and still that mighty hand reaches out to grasp more from his little to swell its fortune or fill its coffers. Thus the working man is forced to lift up his voice and cry for his rights when the Ameri-can aristocracy consider him nothing more than a machine to further their interests. Whentheworkingman is reduced to a thing he becomes a materialist by necessity. He cannot lie back on the oars and pray that the Almighty God may give him bread, for then he would starve. He is therefore compelled to concentrate his energy, to rise up against such conditions and let his voice be, heard in order that he may receive that which by divine right is his. Then only when he receives that right can he turn his at-tention to the other phase of life, the spiritual side. To bring this about there must be an evolution of social condi-tions, not a revolution as the one who stands without the turmoil describes. The working man must rise up out of his present condition and let it be known that he is not a mere beast for the purpose of serving capitalistic interests and when of no more use to be turned off to starve or to be an object of charity. The capitalist, who is the real materialist, and in a sense a pragma-tist, must realize that the so-called brute is his social brother, born with all the privileges of a human being and with a soul that is equally precious in the sight of God. The capitalist must recognize that life is not a mere dream for the other fellow, but that it is a reality demanding a certain share of this world's goods to make it a joy and to prepare that soul for its rightful inheritance. This will take place when he ceases to say of his social brother: "Beast, beast," and in turn shows him his love. If the capitalist would change his perspective what a change would surely be in human affairs and in human lives. How much strife would be eliminated and how much deeper would be the spiritual life. Then man could think more seriously of things that are spiritual. The stomach of the working man would be filled and his physical wants attended to. You must satisfy those physical wants before you can hope to have him seek the wants of the soul or to develop him spiritually. 24 THE MERCURY. THE SPIRIT OF THE PLACE. HARVEY S. HOSHOUR, '10. S the autumn twilight closed in upon the old Thomaaton campus, so fraught with traditions and memories of a century's existence, there seemed to be an element of discontent, quite foreign to the place indeed, which per-meated everyone. Grant Hilsey, if the conversations which were conducted in low tones throughout the quadrangle were correct, the cause of all this discord, was throwing off his football togs in a room luxuriously furnished in every appointment. He then took a quick shower and dressed thoughtfully. Yes he was right. Something would happen tonight. Something must happen. What should he do ? Should he go to the mass-meeting or stay in his room? What was best for the college? All these ques-tions played havoc in Hilsey's mind while he was dressing and while he ate a late supper at the training table: The old chapel on the hill was that night the scene of the largest mass meeting Thomaston had ever known. Tomorrow-was the day for the "big" game with Greenvale, and the slogan of the meeting was, "Thomaston expects every man to do his duty." After speeches short and to the point by various mem-bers of the faculty, the 'Varsity men were called for one by one, and responded with short talks, promising their best efforts on the morrow. "What's the matter with Captain Hilsey?" shouted the cheer leader. The answer was an irresolute, "He's all right," amid a hubbub of hisses and jeers. The cheer leader looked aghast. "Let's see him. We want Hilsey," clamored the crowd, seem-ingly ashamed of its first action. Every one turned to the rear whence they expected Hilsey to come but there was no answer. Hilsey was not there. The captain had come into the meeting late and had sat in the rear, listening to his men as they spoke. He, too, would do his best to win. How could he lose, leading men with such spirit? Then came the jeers. He had known they must come, but he could not check the hot tears that kept swelling to his eyes. There was still one chance. He was in the rear seat and had not THE MERCURY. 25 been noticed in the excitement of the evening. H suited his ac-tion to the thought, and when the crowd turned to look for him, he had gone forth, unseen and alone. The leader shook his megaphone for silence and said in a voice that quivered just a bit, for he was a friend of the captain, "Pel-lows, tonight we have insulted one of the best captains Thomas-ton has ever known. He has picked the team with the best in-terests of the college at heart, regardless of what his enemies may say. For four years we have seen Grant Hilsey fighting for Thomaston honor. Where is the man who ever saw him betray the college. We have elected him captain, and upon him our hopes of beating Greenvale depend, and yet we hear criticisms, "improvements," and even jeers on the eve of our gratest game. It's mighty fortunate he isn't here to see this, for you know the Hilsey pride and its hard to tell what any one of us wouldn't do under his circumstances. Now fellows, lets make it so he can hear it. "What's the matter with Hilsey?" "He's all right," came back witht the roar of thunder. The dissatisfaction over the picking of the team and the captain himself seemed to be go-ing fast. "Who's all right?" Hilsey," re-echoed the crowd. "We want Hilsey," they yelled, but none appeared. The leader again motioned for silence. "Boys," he said, "one more rick-etyax for Captain Hilsey." The yell was given with a lust. All feeling was gone now in the spirit of the place which gripped every man in a way which was irresistible. With a "last long ray for the 'Varsity," the most successful mass meeting Thomas-ton had ever seen was over. When Grant Hilsey emerged from the building all seemed a confused mass. He had been publicly insulted and even jeered at. Last year, after the season which had ended by "sweeping Greenvale off the face of the earth," as the Thomastonian had it, he had been the hero of the college. He had made the run that had won for his Alma Mater, and it was quite natural that Hil-sey should be elected captain of next year's eleven. The election had been unanimous. He had come back this fall eager to pro-duce another victorious team, but the material was new and hard to get into shape. He had done his best, fairly and squarely, with the result that his associates characterized him as a deserter, for he had not chosen the, team entirely from his own "clique." 26 THE MERCURY. He was too fair for that. He was also criticized by that class of students—all too common everywhere—whose chief concern it is to kick, who are too good for everybody, yet whom nobody wants, and who still, somehow or other, exercise an influence,—probably only due to their persistency,—on every college community. The result was that Hilsey had become the most unpopular man in the college. As he walked through the campus he had grown to love, his mind was crowded to overflowing. What should he do? The Hilsey pride asserted itself. He would show them. No Hilsey could be played with in this manner. They had said that his team was "crooked." Let them improve on it. They would see that they couldn't do without Grant Hil-sey. Eevenge would be his and sweet would be his revenge. Instead of going to his room Hilsey went across the campus to his fraternity house. It too was deserted. He would send for his trunk after the game. As he sat musing on the porch the old walls loomed up before him. How he longed to graduate. But he was a Hilsey and a Hilsey never gave in. What did he care for the place anyhow? There were surely others just as good. The night train for Watauga was almost empty that night. All traffic was turned toward Thomaston for the morrow's big game. It was too late for Hilsey to go home when the train got in, so he resolved to stop at the hotel till the next day. Through-out the night and the morning his mind was in one vast whirl. He would wait till evening before going home. He remembered that all his people were at Thomaston to see the game. Some-how or other he felt that he was shirking something. Maybe he ought to go back to Thomaston even though his fellows had de-serted him. What did these unworthy sons have to do with old Thomaston anyhow ? He remembered a little essay of his on college spirit, on which he had been complimented highly. He was a Freshman then. He remembered the past three years, their ups and downs, their fortunes and misfortunes. Yes, they were happy years, all too happy but they were gone for good now. The Hilsey pride had shown itself. But that essay on college spirit kept forcing itself into his mind. That was theory he knew, rather sentimental at that. Was there such a thing at Thomaston as real live college THE MERCUKY. 27 spirit? He had done his best but did he have the spirit which could endure all for the sake of the college. Anything but gibes, he thought. But what else had he endured. He had failed at the first trial. He was a failure, a quitter, and Thomaston had expected every man to do his duty. Again the college walls loomed up in his mind. Yes, he loved them, he loved their •every stone, he loved their traditions and their lore. He looked at his watch. Could he make it? The Thomaston spirit asserted itself. He signalled a passing car, which he recognized as one of his father's. "Fast as you can to Thomaston," were his orders. It was a long ride but never for an instant did Hilsey's intentions change. There was such a thing as college spirit, Thomaston spirit. He was completely in its spell. As the car neared the campus he heard the cheer leader call, "Now then Thomaston." It thrilled his very heart. That was Thomaston, his Thomaston. "To my room," he fairly yelled to the chauffeur. The campus was de-serted. Over the green hedge which surrounded the athletic field, he could see a mass of crimson and gold. That meant Thomaston, the Thomaston he longed to fight for. It was the work of a few minutes to jump into his togs. Never was he so proud of the hugh "T" on his sweater. To think that he was so near forfeiting the privilege of wearing it. As he neared the field he heard a count—one-two-three—and then a long drawn out —nothing, all from the opposing side. His heart gave a throb. There was a chance yet. He flung off his sweater. He would show them that the Hil-sey pride was swallowed up in his college spirit. A great shout arose as the wearers of the crimson and gold saw Hilsey. They forgot enmities. He, their only hope, had come back to make them win. His judgment had been vindicated for his team had played wonderfully, and, but for a beautiful kick would have held Greenvale to no score. "Ten minutes to play," announced the time-keeper as Hilsey took his place at quarter. The team had been holding well be-fore. Now with a leader they played an aggressive game. Slowly they marched up the gridiron. Once they lost the ball, only to regain it on downs. Thomaston enthusiasm knew no bounds. There were no spectacular runs, ten yards being the greatest 28 THE MERCURY. single gain. With one minute to play a touch-down was made and the goal kicked. "What's the matter with Hilsey?" again shouted the leader. Never was such a yell heard as when they cried, "He's all right." The game was over. Again the colors of Thomaston flew high. Hilsey was late for supper again that evening. The sun was setting beyond the chapel hill with a blaze of crimson and gold, which seemed to him to be in honor of Thomaston's victory, his victory. The old chapel looked dearer than ever. In a few short months he would receive his diploma there. "It's the spirit of the place," he murmured as a crowd of students came down the street, wood in one hand and oil cans in the other. "There he is now. We want Hilsey," they cried." Yes," he muttered, as he was being hoisted upon the shoulders of his ad-miring fellows, "its the spirit of the place, the college spirit, the Thomaston spirit." I H E HE RCU RV Entered at the Postoffi.ee at Gettysburg as second-class Matter. VOL. XVII GETTYSBURG, PA., NOVEMBER, 1909 No. 6 Editor in-Chief SAMUEL FAUSOLD, 'IO. Exchange Editor G. E. BOWERSOX, 'io Business Manager PAUL S. MILLER, 'IO Ass't Bus. Managers C. M. ALLABACH,'ii S. T. BAKER, 'II Assistant Editor RALPH E. RUDISILL, 'IO Associate Editors E. J. BOWMAN, 'II C. M. DAVIS, 'II Advisory Board PROF. G. F. SANDERS, A. M. PROF. P. M. BIKLE, FH. D. PROF. C. J. GRIMM, PH. D. Published each month, from October to June inclusive, by the joint literary Societies of Pennsylvania (Gettysburg) College. Subscription price, one dollar a year in advance ; single copies IS cents. Notice to discontinue sending THE MERCURY to any address must be ac-companied by all arrearages. Students, Professors and Alumni are cordially invited to contribute. All subscriptions and business matter should be addressed to the Business Manager. Articles for publication should be addressed to the Editor. Address THE MERCURY, GETTYSBURG, PA. EDITORIALS. fore, his duty to cultivate it. THE CONYERSA- What a world TIONALIST. of meaning this word contains! What a flood of memories it brings to us! Un-consciously there leaps to the im-agination the pictures of talkers who have given us many a pleas-ant hour. The human voice is probably man's greatest gift. It is his dis-tinguishing feature. It is, there- Indeed this should be his ambi- ^■■■^^^■H 30 THE MEECUEY. tion: to be affable, clear, optimistic and pleasant; to develop a ready wit and the happy accomplishment of speaking the right word at the right time. Indeed to keep silent always is as great a fault as constant babbling. Franklin expressed the idea as follows: "As we must account for every idle word, so we must for every idle silence. Conversation is not a wooden thing; it is elastic, happy and free; it runs, hops and skips. Indeed man's greatest asset is speech and harmonious conversation between two or more should be made the supreme pleasure of life. Conversation costs us nothing in dollars and cents; it com-pletes our education; discovers friends for us and can be enjoyed at all times and in all places. Although conversation is common to all ages, we believe the golden age of youth makes most of it. The young man or woman—particularly the college man or woman—uses the gift of speech to give expression to the bright-est hopes for the future. The collegian, in fact, lives in the fuT ture and oh! what a loss it would be to him to be deprived of the pleasure of building castles in the air. Talk is the great instrument of friendship. By it as Steven-son says, "Men and women contend for each other in the lists of love like rival mesmerists. By it friends can measure strength and enjoy that amicable counter-assertion of personality which is the gauge of relations and the sport of life." Conversation generally drifts to the two great subjects, "You and I." Of course the third party may be given passing consid-eration but vain humanity can not long escape the subjective. This fact is quite noticeable in the chat of two college chums. It invariably has to with the welfare of the speakers directly or in-directly. This being the case the conversationalist should be careful to clothe his old subjects in new garments and to bring them forth from the mint, as it were, with new and ever delight-ful aspects. Yes, let us continue to talk! Let us enjoy our talks, but let us seek to find more and more ways to benefit from them. THE American business world is a rapidly flowing river. To get into this rapidly moving stream, man must hustle and not be slothful. The competitions of modern life have become so keen THE MERCURY. 31 that there are no opportunities for the lazy. Man must either work or go to the wall. In every community this fact is under-stood but too often not believed. Should not these student days be hours of industry and benefit ? Many a night is spent in folly and the following day suffers. The only real and lasting enjoy-ment in life is to be found in work. Everything which man creates decays when neglected, but nothing in nature goes to pieces so fast as man in idleness. The conditions of all our faculties and enjoyments are found in the full exercise of all our powers to the limit of their capacity. There are examples of college men ad inflnitissium whose voice touches no sympathetic chord in the activities of to-day. Their thoughts never got beyond college politics and rivalries of secret societies. They have always been idlers and now are hopeless failures. As in the lower life the busy bees have no room for the drone, so in a college community the diligent students have no room for the dilatory. Let us conscientiously answer the ever-present question would our parents approve of their money's time and benefit ? and give tireless attention to our own work and advancement and when the commencement clock strikes we shall all be ready for our liberal professions. EXCHANGES. | GAIN it becomes our pleasant duty to examine and com-ment on our exchanges. We are gratified to see so many of the former papers again appear this year; as well as many new ones. A few of the former ex-changes have not yet made their appearance, but we trust it is only a matter of a short time until we shall again have the pleas-ure of receiving them. The matter of criticism is quite a relative one; some papers choose to tear every thread of good out of productions by hostile criticism; others are too apt in praising. It has always been our custom to act the part of appreciative critics in dealing with our friends. Of course there is often a necessity to make the harsher 32 THE MERCURY. kind of criticism, but in so doing we shall always do it with a friendly spirit and trust no offense is taken. Of the few exchanges to reach our hands this year one of the best is "The Gilford Collegian;" its departments are all well ordered and literary contributions are of a high order. The ora-tion, "The Solid South," is a very pertinent production; it deals in a broad and sensible manner with the reasons of southern solidity and shows how the causes for it no longer exist and that the idea belonging to a past time should be relegated to its pro-per place by the thoughtful citizens. The story, "The Heart of a Woman," in the same issue is very clearly written and not only causes much amusement but some serious thought. The October issue of "The College Student" is filled with well written articles. "The Crime of the Congo" and "The Crucible of Life" show much preparation and skillful arrangement of material. "We gratefully acknowledge all exchanges received. PATRONIZE OUR ADVERTISERS. IN this Drama of Four Year's Course, Play your part without dad's horse ; This to do is up to you With just a little tact between each yearly act, In some domain take a stroll And sell ALUMINUM for next year's Role (roll). Every summer hundreds of students make BIG MONEY selling Aluminum Cooking Utensils. For particulars address LOUIS HETZEL, Gettysburg College, GETTYSBURG, PA. THE STEWART & STEEN CO., COLLEGE ENGRAVERS, 1024 Arch Street, PHILADELPHIA. MAKERS OF INVITATIONS, PROGRAMS, MENUS, VISITING CARDS, DANCE CARDS, MONOGRAMS, CLASS AND FRATERNITY STATIONERY. P. S. MILLER, '10, Representative, Who has a full line of samples. EDUCATION The times an .1 the Schools demand that the best things shall be done and in the best manner. Watermans^FountainPen accomplishes everything that can be required of a good writing in-strument. Made to last for years of service and give its owner the satisfaction which comes with owning "the best." From all dealers. The Globe trade-mark i» our guarantee .742 Market St. San Frm 136 St. Jftinei St., Moi.trenl 12 Golden L*n«. ton-ton G Ru« A* lUnovm Paris PATRONIZE OUR ADVERTISERS. FUIOTTU^E Mattresses, Bed Springs, Iron Beds, Picture Frames, Repair Work done promptly. Under-taking a specialty. - Telephone No. 97. H. B. BENDER. 37 Baltimore Street, Gettysburg, Pa. EDGAR C. TAWNEY BAKER West Middle Street. J. B. WINEMAN, DEALER IN CHOICE FAMILY GROCERIES, PROVISIONS AND FRUITS, BOARDING CLUBS A SPECIALTY. L. WEIGAND, DEALER IN FRESH AND CURED MEATS OF ALL KINDS-Boarding Clubs a Specialty. §003^5 f^e5tQUPQDt, No. 7 Chambersburg Street. PATRONIZE OUR ADVERTISERS. EMIL ZOTHE, College Emblems, Engraver, Designer and Manufacturing Jeweler, 722 Chestnut St., Phil delphia. Specialties: Masonic Marks, Society Badges, College Buttons, Pins, Scarf Pins, Stick Pins and Athletic Prizes. All Goods ordered through G. F. Kieffer. Charles S. Mumper, DEALER IN FURNITURE, PICTURE FRAMES OF ALL SORTS REPAIR WORK DONE PROMPTLY I will also BUY or EXCHANGE any SECOND-HAND FURNITURE No. 4 Chambersburg street, Gettysburg, Pa. D. J. Swartz, DEALER IN COUNTRY PRODUCE, GROCERIES, CIGARS AND TOBACCO. GETTYSBURG. —IS— OHLER BRO.'S RESTAURANT, First National Bank Bld'g. The place to eat the best Ice Cream. QUICK LUNCH and Oysters in season. Your Photographer, If not, why not? 41 Baltimore St., Gettysburg. FLEMMING I BAIR'S LIVERY, Baltimore Street, First Square, Gettysburg, Pa. Competent Guides for all parts of the Battlefield. Arrange-ments by telegram or letter. Dock Bock 257. PATRONIZE OUR ADVERTISERS. WINDSOR HOTEL, W. T. BRUBAKEB, Manager. Midway between Broad St. Station and Reading Terminal on Filbert St. A convenient and homelike place to stay while in the city shopping. An excellent restaurant where good service combines with low prices. BOOMS $1.00 PER DAY AND UP. The only moderate priced hotel of reputation and consequence in PHILADELPHIA. The Modern Steam Laundry . . OF YORK . . Offers the COLLEGE STUDENTS first-class work at Special Low Prices. E. C. STOUFFER, Local Agt. C. D. SMITH, Prop. The Baltimore Medical College Preliminary Fall Course begins September ist. Regular Winter Course begins September 20th. Liberal teaching facilities ; Modern college buildings; Comfortable lecture hall and amphitheatres ; Large and complete equipped laboratories; Capacious hospital and dispensary; Lying-in department for teaching clinical obstetrics ; Large clinics. Send for catalogue. Address DAVID STREETT, M. D., Dean, N. E. Cor. Madison St., and Linden Ave., Baltimore, Md. COMPILER IMPRINT ON JOB WORK MEANS TASTY WORK CAREFULLY DONE. MENU CARDS WINDOW" POSTERS LETTER HEADS ENVELOPES DANCE CARDS TICKETS Programs of all kinds. Everything the College Man wants in Paper and Ink. Specially designed work. Latest Effects in Paper, done in Colors along lines of College Men's Associations. Catalog and Book work. The Gettysburg Compiler will keep old and new students in touch with town and college life.
Issue 28.6 of the Review for Religious, 1969. ; EDITOR R. F. Smith, S.J. ASSOCIATE EDITORS Everett A. Diederich, S.J. Augustine G. Ellard. S.J. ASSISTANT EDITOR John L. Treloar, S.J. QUESTIONS AND ANSWERS EDITOR Joseph F. Gallen, S.J. Correspondence with the editor, the associate editors, and the assistant editor,.as well as books for review, should be sent to I~VIEW FOR RELIGIOUS; 612 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 631o3. Questions for answering should be sent to Joseph F. Gallen, S.J.; St. Joseph's Church; 32~ Willings Alley; Philadelphia, Pennsylvania + + + REVIEW FOR RELIGIOUS Edited with ecclesiastical approval by faculty members of the School of Dt, imty of Saint Louis University, the editorial offices being located at 612 Humboldt Building, .539 North Grand Boulevard, Saint Lores, Missouri 63103. Owned by the Missouri Province Edu-cational Institute. Published bimonthly and copyright (~) 1969by REVIEW FOg REmnlous at 428 East Preston Street; Baltimore, Mary-land 21202. Printed in U.S.A. Second class postage paid at Baltimore, Maryland and at additional mailing offices. Single copies: $1.00. Subscription U.S.A. and Canada: $5.00 a year, $9.00 for two years; other countries: $.5.50 a year, $10.00 for two years. Orders should indicate whether they are for new or renewal subscriptions and should be accompanied by check or money order paya-ble to REVIEW FOR RELIGIOUS in U.S.A. currency only. Pay no money to persons claiming to represent REVIEW FOR RELIGIOUS. Change of address requests should include former address. Renewals and new subscriptions, where accom-panied by a remittance, should be sent to REVIEW FOR RELIGIOUS; P. O. BOX 671; Baltimore, Maryland 21203. Changes of address, business correspondence, and orders not accompanied by a remittance should be sent to REVIEW RELIGIOUS ; 428 East Preston Street; Baltimore, Maryland 21202. Manuscripts, editorial cor-respondence, and books for review should be sent to REVIEW FOR RELIGIOUS; 612 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 63103. Questions for answering should be sent to the address of the Questions and Answers editor. NOVEMBER 1969 VOLUME 28 NUMBER 6 BROTHERS THOMAS MORE, C.F.X:, AND LEO RYAN, C.S.V. Development: A New Challenge to Religious In a majority of the articles written these days in religious journals, the emphasis has been largely on areas which are of great concern for those seeking ways to achieve renewal and adaptation in the religious life. As a result, new and valuable insights have been gained in such areas as government, the evangelical counsels, prayer, community, personal responsibility, the aposto-late, secularization, and formation. There is, however, one significant movement which has yet to be fully treated in journals written for re-ligious. And because this movement could elicit from the religious families in the Church a response corre-sponding to that which characterized the great move-ments in the past, we want to draw the attention of religious to this phenomenon so that it" can become a + growing part of the literature on renewal and adapta- + tion. This movement can best be described as development. Because development is still more or less in its infancy stage, only gradually emerging into a full-blown move-ment in society and in the Church, it is not our in-tention to give here a definition of the term. Instead, we want to describe a number of events and programs which will illustrate not only the potential dynamism of de-velopment but also the implications which it has for religious institutes. On January 6, 1967, Paul VI issued the motu proprio Catholicam Christi Ecclesiam setting up the Pontifical Justice and Peace Commission. The objective of this Commission would be "to arouse the people of God to 869 Thomas More, C.F.X., is superior general of the Xa-verian Brother~; Antonio Bosio 5; 00161 Rome, Italy. Leo Ryan, C.$.V., is general councilor of the Viatorian Fath-ers and Brothers; Via Sierra Nevada 60; 00144 Rome, Italy. VOLUME 2B, 1969 + 4. 4. Brothers More and Ryan REVIEW FOR RELIGIOUS full awareness of its mission at the present time, in order on the one hand, to promote the progress of poor nations and encourage international social justice, and on the other, to help underdeveloped nations to work for their own development." 1 Shortly after establishing this new curial organ, Paul VI issued his famous encyclical, Populorum progressio, which is the charter of the Pontifical Commission and its basic text. The call of the encyclical is to all the Church, which is to be educated, stimulated, and in-spired to action by it. Cardinal Maurice Gilroy of Quebec, president of the Pontifical Commission, and Monsignor Joseph Gremil-lion, its secretary, set about the arduous task of travel-ing throughout the world to create national commis-sions for justice and peace witkin bishops' corr[erences. After this work had been completed, the commission turned to the Union of Superiors General in Rome to solicit its support. Monsignor Joseph Gremillion per-sonally addressed the Union, urging it to establish con-tact with the Commission and to take an active role in the promotion of the aims of development within all the religious families of the Church. in May, 1968, the Union unanimously approved the writers of this article as its official liaison with the Pontifical Commis-sion. Now that the liaison committee has been in existence for one year, it is in a position to discern a number of trends which indicate the response religious institutes will make to development in the immediate future. The remainder of this paper will be devoted to an elabora-tion of these trends and a brief description of the more important programs from which these trends have is-sued. At the present time we see four trends in development which have significant implications for religious insti-tutes. It is very dear now that development has an ecumenical character. Second, because of the nature of development, religious institutes will be looking for- 1Father. Arthur McCormack makes the following clarification: "The name Justice and Peace must be understood in the following way: Justice means social justice within and between nations so that every human being should have conditions of life in keeping with his human dignity, which will enable him to progress towards a fully human development--to the fullness of a more abundant life~ and enable him also to make his contribution to building a new and better world. Peace is to be understood, not in the sense of main-raining peace or working for peace in the political or diplomatic sense, but in the sense of building peace--the new name for peace is development--producing the conditions that are fundamental for peace, a more just, humane, better world in accordance with para. 76 of the Encyclical, Populorum Progressio" ("The Pontifical Com-mission Justice and Peace," World Justice, v. 8 (1967), pp. 435-55). ward to training specialists in planning, sociology, tech-nology, and social justice. Towards this end, some re-ligious institutes are establishing within their general administration a secretariat for development, Third, there is a growing spirit of collaboration within re-ligious institutes, since it is evident that no religious family can tackle the problems with its own resources. Finally, there is a search for a new theology of develop-ment. 1. Ecumenical Character oI Development In the spring of 1968, the Pontifical Commission of Justice and Peace, the Catholic .Rural Life Society, under the direction of Monsignor Luigi Liguitti, SEDOS, FERES, and ISS2 sponsored a two-day seminar on the Church in developing countries at the theologate of the Oblates of Mary, Rome. This seminar was arranged specifically for superiors general and their curias to acquaint them with development. However, interest in the meeting was so great that it turned out to be a cross-section of some of the most important European bodies having a Third World orientation. At the meet-ing were representatives from several Roman Congrega-tions, the German mission-sponsoring agencies Adveniat and Misereor, Caritas Internationalis, Protestant ~6b-servers, sociologists, and a number of developing organi-zations from Italy, France, Germany, Belgium, and Hol-land. The Catholic-Protestant team under the direction of Canon Houtart (FERES) and Professor Egbert de Vries (ISS) gave the audience a report of their three-year Ford-funded study of the Churches' work in the four developing countries of India, Brazil, Indonesia, and the Cameroons, in the areas of education, medicine, and social work.3 But of far greater importance than any of the socio-logical findings of the three-year study of FERES-ISS was the ecumenical character of the study and the seminar. The meeting was tangible evidence of the growing spirit of collaboration between the Catholic Church and the World Council of Churches, especially in an area which was once the most sensitive one in ~SEDOS (Servizio di Documentazione e Studi) is a cooperative documentation and research venture on the part of about thirty superiors general in Rome. FERES (Federation Internationale des Instituts Catholiques de Recherches Socio-religieuses) is the inter-nationally well-known research center in Brussels. ISS (Institute for Social Studies) is the Protestant counterpart of FERES and is lo-cated at The Hague. 8 A report of this seminar has been published by SEDOS under the title, The Church in Developing Countries;.Via dei Verbiti, 1; Rome, Italy. ÷ ÷ Development VOLUME 28, 1969 871 4" 4" Brothers More and Ryan REVIEW FOR RELIGIOUS the past--the developing countries. It is not surprising, then, that one of the most important conclusions ac-cepted by the superiors general was that cooperation between the different denominations be extended. Moving quickly from theory to action, the superiors general of several congregations devoted to medicine shortly after the seminar entered into discussions with the Christian Medical Commission, a semi-auton-omous organism related to the World Council of Churches. As a result of a number of meetings between Mr. J. McGilvray of the Executive Committee of the CMC, Geneva, and these religious congregations, the CMC Executive Committee reached the important con-sensus this past March that five Roman Catholic con-sultants would be appointed to the Commission after nomination by the Secretariat for the Promotion of Christian Unity. These consultants were present at the Commission's general assembly in August of this year. A third example of ecumenical cooperation in de-velopment is of far greater significance, since it was mounted on a larger international stage. In 1967 the World Council of Churches and the Pontifical Commission of Justice and Peace formed the E~ploratory Committee on Society, Development and Peace (SODEPAX) as an experimental instrument for ecumenical collaboration. Father George H. Dunne, S.J., formerly of Georgetown University, was appointed by Dr. Eugene Carson Blake and Cardinal Maurice Roy as joint secretary of this committee. SODEPAX held a conference in April, 1968 on world cooperation for development in Beirut, Lebanon, to which it invited sixty specialists from all over the world. The participants were Protestants, Orthodox, Catholics, observer-consultants from intergovernmen-tal bodies, and two participants from the Muslim com-munity of Lebanon.4 The conference was the first attempt on the part of the World Council of Churches and the Roman Catholic Church to jointly study and plan the involve-ment of the Christian bodies for the betterment of society. It is a concrete example of the way churches will unite their moral forces towards achieving human dig-nity and world peace. One of the conclusions of the meeting states this objective in terms which make an appeal to all religious: This Report has suggested many ways in which the Churches, acting together, can foster development programs both in ¯ A report of this conference has been published under the title, World Development, the Challenge to the Churches; Publications Department; The Ecumenical Center; 150 Route de Ferney; Geneva, Switzerland. the advanced and developing countries. Joint action for de-velopment will serve basic Christian aims. To work for devel-opment is to express in particular measures the aspiration for brotherhood and human dignity for every individual. And it can also be a significant contribution toward a more orderly and peaceful world. Development can gradually reduce the gross imbalances which promote instability; working together can encourage a wider sense of community among mankind; and the strengthening of international agencies will create structures for common effort and order. These three examples of ecumenical collaboration in the field of development are growing evidences of the need for all religious institutes to work together with other Christian bodies to concert their actions for play-ing their part in the long task of building a more stable international order of well-being and peace for the whole human family. This ecumenical spirit should be built into the thinking and planning of general and provincial chapters, constitutions, formation programs, and the apostolic work of religious families. It should also be the concern of national conferences of re-ligious institutes. The work is of too vast proportions to be left to the interest of those few religious who have up until now been involved in development. 2. Specialists and International Vocation The second trend in development in religious com-munities is the deployment of personnel to act as specialists in the Third World, along with the estab-lishment within general curias of a secretariat for de-velopment. Shortly after the seminar on the Church in develop-ing countries, Misereor approached the superiors general with an offer to provide funds for the training of some specialists who would assist bishops' conferences in de-veloping countries in setting up offices of trained experts in planning. The offer came as a result of the dis-cussions at the seminar concerning the lack of the skills of planning for the proper deployment of dwin-dling personnel, the retooling of personnel for meeting the new needs of the day, and the necessity for co-operating with governments in national planning. The time had come, it was agreed, for religious com-munities to become deeply involved in this modern approach and to train experts who would have com-petency as well as apostolic zeal. After many months of discussions with the superiors general, Misereor agreed early this year to provide funds for the training of highly qualified development experts for the countries of Indonesia, East Africa, and the Congo. Other countries would be added as the pool of experts becomes larger. As the agreement was finally 4, 4, Development VOLUME 28, 1969 873 Brothers More ¯ and Ryan REVIEW FOR ~ELIGIOUS worked out, the funds are in the form of a scholarship for 'the trairiing of experts in the fields of social ac-tion, science, communication, cooperatives, trade unions, medicine, agriculture, and technology. These experts would be seconded to central advisory and coordinat-ing bodies in the selected countries and would devote themselves specifically to the analysis of the problems, the planning of a strategy, and the coordination of pro-grams with national planning. This new type of service would be rendered by the religious ~ommunities only at the invitation of interested bishops' conferences of one of the three countries. This proposal clearly indicates that as the religious communities become more involved in social action, they will need more experts in this field. It also be-comes increasingly clear that religious congregations will now turn their efforts towards promoting and edu-cating a corps of highly qualified men and women who will act not for their individual communities alone but in teams for ihe good o[ society. This task force con-cept of highly competent religious from different in-stitutes could be the most dramatic response of religious congregations to the challenges provided in the Third World. From what we have just said, it is evident that re-ligious will have to respond more promptly and in-telligently to what we would call the apostolate of internationalism. To act as specialists in the Third World, to become globally involved in development, re-llgious will be entering more actively into what Barbara Ward calls our planetary community, a community which. cuts across all the lines and barriers of nations and races. In such a community, religious ought to feel very much at home, especially since the vision of all founders of religious communities extended beyond the hori-zons of a particular country or culture. That spirit which inspired founders to send their men and women to meet the needs of mankind in all parts of the world must now impel their followers to send trained and competent personnel to participate in international bodies which are working to achieve the humaniza-tion' of mankind. This apostolic thrust could be as dramatic and far-reaching as the missionary journey of Francis Xavier to the Indies. There are a number of religious currently engaged in this international apostblate. Those we have met or know of are: Father John Schutte, S.V.D., who was recently appointed by Pope Paul as assistant to Mon-signor Joseph Gremillion, Secretary of the Pontifical Commission of Justice and Peace; Father Arthur Mc- Cormack, M.H.M., special consultant to the same Com-mission; Father Philip Land, S.J., Gregorian University, Rome; Father George H. Dunne, s.J., SODEPAX Joint Secretary, Geneva; Father Thomas F. Stransky, C.S.P., Secretariat for Promotion of Christian Unity; Mother Jane Gates, Superior General of the Medical Missionary Sisters, who is working with the World Council of Churches in the field of medicine; and Father Theodore M. Hesburgh, C.S.C. The first indication we have of a religious institute becoming serious about development and the promo-tion of the international apostolate is the derision of Father Pedro Arrupe, superior general of the Jesuits, to establish a secretariat for development within the curia of his general administration. Father Francis Ivern has been appointed by Father Arrupe to head this secretariat. Similar offices could be set up in many of the larger congregations of men and women. In the case of smaller units, it is quite possible that interested and competent religious could be, as a matter of policy, trained to take their place in general curias. Others could be as-signed to work on task forces, national bishops' con-ferences, international or national research centers, na-tional conferences of religious, and the pontifical or the national conferences of justice and peace. 3. Spirit of Collaboration It is quite evident from what has been said above that there is growing within religious congregations and institutes a greater spirit of collaboration to make the response called for by Populorum progressio and the objectives of the Pontifical Commission of Justice and Peace. Since the work of development is of such gigantic proportions, no one rellgious institute can unilaterally plan its involvement in it. No one individual religious, or even a cadre of them, can shoulder the heavy re-sponsibility of this new apostolate. It must be the work of all religious, or the efforts for the humanization of mankind will be considerably weakened. One model of collaboration already exists in Rome. It is an organization to which we have already re-ferred many times, namely, SEDOS. This voluntary organization of a number of superiors general, formed only six years ago on the initiative of a few missionary congregations, has in a short time given proof of the results that can flow ~om the spirit of collaboration. Within a span of just one year, for imtance, SEDOS has held a seminar on development, a symposium on the theology of development and mission, and a con-÷ ÷ ÷ Developme~ VOLUME 28, 1969 875 Brotmheurl s. RM~oarne REVIEW FOR.RELIGIOUS terence on intermediate technology. As noted already, it has worked out an agreement with Misereor to finance the education of a number of specialists for developing countries. It is also actively engaged in es-tablishing guidelines for a mutual exchange of ideas between the World Council of Churches and medical missionary congregations in the field of medicine. SEDOS is unique in a number of ways. Its member-ship consists of both men and women religious. Its ex-ecutive secretary is Father Benjamin Tonna, a secular priest from Malta, who is a professional sociologist. The director is Miss Joan Overboss, a multilingual expert from Holland. But its uniqueness lies principally in its spirit of co-operation among the superiors general in facing the new problems evolving from the Third World. Since there was no structure among religious institutes or in any Roman curial congregation to help religious fami-lies prepare themselves for their involvement in the work of development, superiors general united their forces to establish a documentation and research center which would enable them to convert from a family business to a modern and efficient concern. Thus, for the first time in the Church's history, religious congre-gations have banded together at the highest level to make their contribution in an area in which the Church in recent years has focused its principal at-tention. This same spirit of collaboration is evident in such countries as the Congo and Indonesia, where religious are working together with bishops' conferences in es-tablishing planning secretariats. Quite recently we read an appeal by the East African conference of religious to its membership to turn itself to the question of de-velopment and to form a task force that would assist the bishops' conferences in establishing a secretariat for development. If religious congregations are to involve themselves in this apostolate, this spirit of cooperation must con-tinue to grow. Many religious want to see their in-stitutes take decisive measures to execute the social objectives of Populorum progressio and to work actively to achieve the goals of the Pontifical Commission of Justice and Peace. The younger generation of religious also want to become actively engaged in working to create conditions within and between nations that are in keeping with the human dignity of man. But they need some concrete programs to give them direction. As a step towards establishing some programs, con-ferences of religious and individual institutes could give attention to the following suggestions made by the Pontifical Commission of Justice and Peace at the end of its first plenary meeting of March, 1967: 1. That Bishops' Conferences, teaching orders and all those concerned with education should be encouraged to include the teaching of international social justice in the curricula of schools, seminaries, universities and all institutions of learn-ing. 2. That retreats, sermons and specifically religious instruc-tion should emphasize the discussion of world justice, ~. That such curricula should be, where possible and suit-able, worked out on an ecumenical basis. 4. That competent study groups, again when suitable on an ecumenical basis, should continue the work of elaborating a doctrine of world-wide development and justice. 5. That lay groups of all kinds be invited to include world justice in their programs of adult education and, when com-petent to do so, assist the Commission in suggesting programs for the mass media. 4. A New Theology ot Development A concern very often expressed at the seminar on de-velopment alluded to above was that what was needed was an honest exchange of views on the theological foundation of development. In fact, one of the prin-cipal resolutions of the seminar asked the Congregation for Evangelization to put the theology of development on its agenda for its next meeting and for eventual presentation to the Holy Father as agenda for the next Synod of Bishops. Another resolution requested a sym-p. osium on mission and development. These two actions reveal that a theology of develop-ment has become a matter of urgency for religious. So long as the effort of missionaries was expended 'within the limits of a parish or a diocese, no special problem presented itself. But today the organization of develop-ment has become a much more complex affair; it has assumed the dimensions of whole nations, of entire continents, of the planetary community itself. While such a task calls for specialists, the ordinary missionaries run the danger of no longer seeing and understanding the role they are called on to play in the task of de-velopment. They stand, then, in perplexity when faced with the contradictory opinions of theologians. If some theolo-gians insist on the irreplaceable character of the proc-lamation of God's word and of the sacramental ministry, missionaries taken up with the tasks of development be-cause of the demands of the situations in which they find themselves and the concrete needs they daily encounter are troubled by an uneasy conscience. If other theologians stress the primary role of development, then those mis-sionaries whose tasks are those which belong to the more + + + Developmem VOLUME 28, Z969 8?7 traditional patterns of the apostolate begin to question the value of what they are doing. It was in response to this perplexity that the superiors general of SEDOS held a mission theology symposium in Rome this past April. Theologians from Europe and other parts of the world were invited to tackle this prob-lem first among themselves, and second in open discus-sions with the generals and their staffs.~ This symposium's importance lies in the fact that it has brought before religious congregations the theologi-cal dimensions of development, while adding to the growing literature on tlfis subject. This hard confronta-tion with the realities of development is a hopeful sign of growth within the Church and religious institutes. And instead of standing before the reality with perplex-ity and bewilderment, religious institutes, with their sense of global dedication, ought to be in the vanguard of working out a new theology of development. This mission theology symposium should set the pace for all religious families of the church. It has been our intention in this paper to draw the attention of religious to the phenomenon of develop-ment so that it can become a growing part of the litera-ture on renewal and adaptation. As a contribution to this literature on renewal, we have pointed out four major trends we have noted over the past year in the field of development as they affect religious institutes. The contribution religious can make to development, we are convinced, is enormous. The single attempts being made here and there must spring into a massive effort that will engage religious in a venture that has taken the center stage of the Church. If development is the new word for peace, it is a new challenge to religious. ~ Preparations are being made for the publication of the pro-ceedings of this symposium in various languages. The English edi-tion will be published by Maryknoll Publications. Brothers More and R~an REVIEW FOR RELIGIOUS JAMES A. CLARK Placing U. S. Personnel in Latin America Once a bishop or provincial decides to give manpower assistance to Latin America, he quickly discovers the dif-ficulties of attempting to find the wisest way to assign priests, brothers, or nuns to projects in Latin America. Since few authorities can agree on proper priorities for such placements, a superior is wise to recognize im-mediately that optimum, effective assignment of per-sonnel throughout Latin America represents an unat-tainable goal. In the past, assignment of American religious in the southern half of the hemisphere resulted from acciden-tal factors. The high ratio of Americans in Peru derived from the efforts of a zealous nuncio who welcomed them warmly. The large numbers of Americans in Guatemala result from a statistic that indicated that Guatemala had the worst proportion of priests to peo.ple of any Latin American country. Bewildered superiors anxious to respond to appeals of the Vatican to send missionaries to Latin America seized on this fact as a reason to send their subjects to Guatemala. Localized concentrations of Americans usually can be traced to a friendship begun at the Vatican Council between North and Latin Ameri-can Church leaders or through the bonds of a religious community existing in both halves of the hemisphere. The complexity of properly placing people in Latin America appears as a new problem because previously the allocating of workers to missionary lands did not require any accommodation with a structured Church in the foreign situation as is the case now in Latin America. One locale appeared as needy and worthwhile as another for apostolic laborers. The presence of a viable and strong Church in Latin America demands :extreme delicacy in interposing foreigners to serve that Church. Yet the need is so general and widespread in Latin America that from a spiritual point of view it has be- 4- ÷ James A. Clark is a staff member of the apostolic delegation at The Manor House in Rockcliffe Park; Oto tawa 2, Canada. VOLUME 28, 1969 879 come impossible for even the indigenous Church to ar-rive at a generally satisfactory set of realistic and valid preferences. Priorities which have aided in the distribution of financial grants are applicable in part to the appoint-ment of people even. though this latter commodity, people, raises mnch more profound questions since it is so much more precious and scarce in Latin America. This dilemma especially concerns diocesan priests be-cause the international 'religious communities already have a functioning system for distribution of their mem-bers. This arrangement, made under the auspices of the Holy See, has served for generations and enables provincials to provide staff for missionary areas without an agonizing analysis in each case. Those communities without Latin American branches and bishops entering the field for the first time find the subject distressingly difficult. The. Most Reverend Marcos McGrath, Second Vice- .President of the Bishops' Council for Latin America (GELAM), has encouraged even the religious communi-ties to refuse to cling to traditional apostolates and to become open to new forms of ministry: Priorities of needs in the churches of Latin America can be determined most effectively when undertaken by a national episcopal conference. Deciding who comes first is a difficult exercise in the spirit of collegiality because each bishop would like to see his diocese at the top of the list. But it is a necessary exercise and is of great assistance to those from abroad who want to know what the bishops as a whole think about the needs of their country. A listing of priorities may indeed be prepared, by a special committee named by the local bishops. Such an arrangement has been requested in some instances by various organizations of assistance. CELAM's continental sec-retariat of the Latin American bishops may indicate some gen-eral priorities of needs through its specialized departments. ÷ ÷ REVIEW FOR RELIGIOUS Several complex plans have been proposed to resolve the problem of placement. The secretariat of the U.S. Bishops' Committee for Latin America once devised a coordinating committee of ten expert advisers to counsel bishops on the proper method of allocating personnel for Latin America. However since the ten could not agree among themselves on how to achieve best results the committee never met and the plan died. The secretariat received requests from most of the ecclesiastical jurisdictions in Latin America (more than 600) and circulated these to bishops and superiors of religious houses. However, no attempt to provide criteria for selecting one petition over another ever appeared. Standard policy urged superiors to.visit potential recipi- ¯ ent areas personally, a rather unrealistic suggestion for harried superiors already overstocked with requests for their manpower. Naturally, bishops prefer to retain jurisdiction over their priests. For this reason the concept of a military ordinariate type structure to recruit, train, and appoint personnel in Latin America failed to receive widespread acceptance, since experience .with military chaplains alerted bishops to the fear of losing control of their sub-jects for the major portion of their ministerial lives. Several prominent churchmen, support attempts to permit diocesan priests to serve in a religious community on the missions through a temporary connection with a religious order. Only diocesan priests who have lived for any length of time in the house of a religious society can foresee the difficulties of this plan. In spite of abundant good will on the part of all involved there is no escaping the feeling on the part of the secular priest that he is a "junior" or "non-incorporated" subject, without status and without the possibility of participation in decision making sessions. Likewise, this association causes the priest to lose identity both at home and abroad as a diocesan priest serving temporarily on the missions. The entry of diocesan priests with previous parish ex-perience into missionary areas revealed the value of these men over those who went directly to the missions upon ordination without any experience in a normal parish situation to use as a barometer for their missionary en-deavors. A diocese-to-diocese setup is not workable because one diocese in the States cannot properly provide for train-ing, support, leave time, illness, vacations, and so forth of overseas staff. Yet a method must be found which preserves the interest of the home diocese which usually provides the financial wherewithal enabling the Latin American mission to function. Other proposals include appointing men for a time to a national conference of bishaps in a given country, in-cardinating priests temporarily into a Latin American diocese, or assigning them to the U.S. Bishops' Com-mittee for Latin America, which, in conjunction with the U.S. and Latin American bishops involved, could arrange for training and distribution of priests. Two countries have established national offices to deal with this issue, and bishops assigning men to either Chile or Brazil need only refer to the national offices for ad-vice. Several methods of providing diocesan priests to Latin America have sprung up among the 76 dioceses involved in this effort. 24 dioceses merely permitted priests to go to Latin America. 17 assumed responsibility to support the volunteer priests during their term of Latin Ameri- 4- 4- 4- Latin America can service but they make no provisions for the assign-ment of these priests. 34 accept the task of supporting a parish or several parishes in Latin America. In Boston, Richard Cardinal Cushing founded in 1958 a society to bring these diocesan priests together. Currently this St. James (the Cardinal's middle name) Society counts slightly more than 100 members from 30 dioceses in the U.S. and several European countries. This corps pro-vides pastoral services to a half million people spread across Peru, Ecuador, and Bolivia. It represents the best vehicle currently available for sending diocesan priests to Latin America. A similar organization for pooling nuns going to Latin America received attention at an inter-American meeting of Bishops at Georgetown University in 1959 but has failed to be implemented. In attempting to establish priorities, the national conferences of Bishops in Latin America have proved to be a boon although usually the primatial archbishop in a country tends to see his own needs first and with good reason for he usually presides over the largest metropoli-tan portion of that country. But rural bishops complain about the criteria when they witness most foreign ar-rivals remaining in the capital city. Both CELAM and the Pontifical Commission for Latin America have sought to provide a solution in this sensitive area but without success, as most attempts at coordination cause disputes over the choice of one diocese over another as beneficiary of American clerics. Originally the Pontifical Commission offered the facili-ties of the nunciatures throughout Latin America as clearing houses, but a.fear of Roman control of the en-tire movement impelled both donor and petitioner dioceses to bypass quietly any Commission services. As a former nuncio in Panama, the late Archbishop Paul Bernier commented on this question during his tenure on the Canadian Bishops' Commission for Latin America: lames A. Clark REVIEW FOR'RELIGIOUS I think there is a strong feeling against forming a society of any kind. Most of the bishops, if I understand well, insist on having and keeping an effort of the secular clergy as such with no affiliation, neither to the diocese ad quam nor to any particular religious or semi-religious society but to keep all of them [the priests] incardinated in the diocese a qua. If they don't want to stay there for more than five years, or if for any other reason they cannot remain, they come back to their own diocese just as if they were never out of it. I think that in Canada at least the impression of the bishops would be rather contrary to affiliating or incorporating our diocesan ~nd secular priests to any particular society. Most bishops would be willing, however, to send according to their abilities one or two, five or ten priests, to some form of, not a society, but a responsible organization which in the last analysis would be in the hands of the Episcopal Committee for that. Whoever accepts responsibility for such appointments will have need of some priorities or guidelines since the priestly requirements of Latin America could not be fulfilled if every priest in. the United States went to Latin America. Some principles to follow in this area would include the following points. The i~rst choice to be made is a selection of a category of work for a religious volunteey, that is, shall I send my priest (or brother or sister) to work as a catechist, teacher, parish worker, or what? The departments of CELAM indicate the critical apostolates which normally will have first call on foreign services: education, medi-cine, social service, relief, charity, seminary/vocational work, catechetics, student/university apostolates, and service to laborers. Next the superior must choose a geographical classifi-cation, that is, shall I send him (her) to serve on the con-tinental level with CELAM, or on the regional or na-tional level with the conferences of bishops, or to the diocesan and local level. Foreigners often function best in posts removed from the intimate personal relation-ship of priest-to-parishioner which reqmres sensitive cul-tural perception. Usually their North American organi-zational talents achieve widest impact on a broader scale at the continental, regional, or diocesan levels. Also a decision must be made as to whether to send personnel to the rural or urban locations. Many Mary-knollers in Latin America have regretted the decision made many years ago to spread Society members across the mountain ranges. The impact of an individual is broader in the cities. On the other hand Cardinal Cush-ing says that the revolution in Latin America will be born in the mountains and the Church ought to be there. At one time it was thought preferable to assign North Americans to dioceses with North American bishops at the helm. This principle has been subsequently disre-garded since it leads to a danger of creating a church within a church, one foreign and one native. The monster parishes which have arisen in Latin America as a resuh of abundant American material and personnel aid have become a source of distress for Latin Americans and embarrassment for North Americans. Parish A flooded with American assistance can only re-flect poorly on parish B which is struggling along with local resources only. OccasionaIIy a choice arises between placing people in projects underwritten by private industry or govern-÷ ÷ ÷ Latin America VOLUM~ 28~ 1969 883 4- 4- REVIEW FOR,RELIGIOUS 884 ments, for example, a company hospital or a state nor-mal school. These opportunities sometimes permit the assure, ption of responsibilities which would otherwise be financially prohibitive; on the other hand, alliance with a government or industrial concern can be severely det-rimental to the Church image and impact. .One essential requirement demands that the project given help be integrated into the local church structure. For this reason each local request must be approved by the national conference of bishops to insure that it co-ordinates with the national pastoral plan. From the viewpoint of the candidate to be sent to Latin America, if he or she speaks one of the languages of Latin America or has studied or served in a particular country naturally it is logical to assign the person to that place. All attempts to satisfy reasonable personal preferences will reduce the inevitable cultural shock suffered by v, olunteers. A first principle of sending people into Latin America is that they be sent as members of a team effort and never individually. The ability of the subject offering his services will sometimes be the final determinant of assignment; a seminary professor will not serve best in a slum parish nor will a Trappist normally function well in a mass communications program. Due to the profound social division in Latin America there is a need to predetermine whether personnel are to be placed in projects serving the wealthy or the im-poverished. In the latter case a realistic plan for external financing will normally be required. Projects which provide some hope of eventual self-sufficiency in regard to their staffing needs should be selected rather than those which will require permanent foreign workers. Realistic approaches to provide new solutions to basic religious problems of Latin America deserve special con-sideration. For examples, the novel approach to slum parish work of Father Andres Godin, a Canadian Oblate, in Lima, Peru; or that of American Oblate Edmund Leising who has developed a remarkable program in Brazil for promoting parish self-support through Ameri-can fund raising procedures; or the renowned apostolate of Father Leo Mahon in San Miguelito parish in Pan-ama who has discovered an entirely new process for parish effectiveness. These offer novel and successful approaches to stubborn problems. Similar examples of projects managed by Latin American priests themselves could be cited. Most superiors have the background to recognize that adequate and detailed financial arrangements must be agreed upon in advance by both sides to prevent animos-ity from developing on obscure financial responsibilities. The overall plan an agency presents ought to be ex-amined carefully to learn if it is realistically conceived. Experience in Latin America reveals that ill.constructed, idealistic proposals soon collapse. Those of us familiar with the problem of positioning personnel in Latin America are aware of the difficulties superiors face in this field. Hopefully some of the above remarks will assist the ongoing dialogue in this area and be of some assistance to those who seek to serve the Church by releasing people for work on the only Catholic continent of the globe. + + ÷ Latin America VOLUME 28, 1969 885 JOSEPH F. GALLEN, S.J. Comments on tl e Instruction on Formation Joseph F. Gallen, S.J., writes from St. Joseph's Church; $21 Willings Alley; Philadelphia, Penn-sylvania 19106. REVIEW FOR RELIGIOUS Prepostulancy Nothing is said in the Instruction on a prepostulancy period. Number 4 states that it would be worthwhile to consider whether the practice of going directly to the novitiate from such places as aspirancies, apostolic schools, or minor seminaries should be continued or whether an interval of probation should be had to develop the human and emotional maturity of the candidate. In the case of those obliged to a postulancy by canon 539, § 1, this development can be taken care of during the postulancy, which can last up to two years and also be made while residing outside any house of the in-stitute (n. 12). There is nothing in the Instruction for or against such places as aspirancies but, as is clear from what was said above, number 4 presumes that they will continue to exist. Postulancy (nn. 4; 10-2; 33) Importance. "Hence it follows that all institutes, even those that do not prescribe the postulancy, must at-tach great importance to this preparation for the novice-ship" (n. 4). Purpose. This is to judge the suitability and aptitude of the candidate; to give a preparation that will enable the noviceship to be made more fruitfully; to provide a gradual transition from secular to religious life; and to verify and complete, if necessary, the religious knowledge of the candidate (nn. 11-2). "Tentative" in number 11 of the Vatican English translation is not in the Latin text and "to formulate a. judgment" is to form a judgment. Power of general chapter. In institutes in which the postulancy is of obligation by common law (in insti-tutes of perpetual vows: all women but in those of men only lay brothers) or by the constitutions, the gen-eral chapter may keep in mind, for a better adaptation of the postulancy~ the following norms (n. 12): Duration. In institutes in which the postulancy is not obligatory by common or constitutional law, the general chapter may determine its nature and duration, which can vary for different candidates but should not be too brief nor ordinarily longer than two years. In institutes in which the postulancy is obligatory from common law, it must last at least six full months (c. 589, § I), and this minimum time is more probably retained in the Instruction; but the general chapters of these institutes may also follow the two-year limit, the principle that the time may vary for different candi-dates, and probably that the minimum time may be less than six months (n. 12). 1 do not think the right of canon 539, § 2, to prolong the postulancy for six months extends to a postulancy of two years. A postu-lancy longer than two years would not be very rea-sonable, especially since it can be varied within that time for the individual. Place. Preferably not in the novitiate house, and it can be profitable for it to be made wholly or in part outside a house of the institute (n. 12). The postulancy may therefore be so organized that the postulants con-tinue to reside in their homes or in such another place as a college. See also numbers 4 and 11. The latter speaks of a "gradual transition from lay life to that proper to the noviceship." Director. The postulants, wherever the postulancy is made, are to be under the direction of qualified re-ligious, between whom and the master of novices there is to be sedulous cooperation (n. 12). Dross. The determination of the dress of the postu-lants appertains to the general chapter (n. 33). How-ever, canon 540, § 2, had required simply that the dress of the postulants be modest and different from that of the novices. It could therefore have been secular but modest; special and uniform, but this was not neces-sary; religious, but different from that of the novices. Noviceship (nn. 4-5; 13-33) Maturity requisite Ior beginning noviceship (n. 4). The noviceship should begin when the candidate is aware of God's call and has reached that degree of human and spiritual maturity which will allow him to decide to respond to this call with sufficient and proper knowledge and responsibility: "Most of the difficulties encountered today in the formation of novices are usually due to the fact that when they were admitted they did not have the required maturity., it must ÷ ÷ ÷ Formation VOLUME 28, 1969 887 ÷ ÷ ÷ $. F. Gallen, S.l. REVIEW FOR RELIGIOUS 888 be affirmed that the age required for admission to the noviceship should be higher than heretofore" (n. 4). Place. The noviceship for validity must be made in a house legitimately designated for this purpose (n. 15) by the superior general with the consent of his council and according to the constitutions (n. 16). The superior general with the consent of his council and after consultation with the interested provincial may in a case of necessity permit also many novitiates in the same province (n. 17). When the small number of novices is not sufficient to promote community life, the superior general should, if possible, establish the novitiate in a community of the institute capable of aiding the formation of such a small group of novices (n. 18). To better meet some demands of their formation, the superior general may authorize that the group of novices be transferred during certain periods to another house of the institute designated by himself (n. 16). In particular and exceptional cases, the superior gen-eral with the consent of his council may permit that a candidate validly make his noviceship in a house of the institute other than the novitiate house, under the direction of a qualified religious acting as a master of novices (n. 19). Duration. For validity the noviceship must last for twelve months (n. 21). A continuous or interrupted absence from the noviti-ate group and house that exceeds three months ren-ders the noviceship invalid (ft. 22). In lesser absences the higher superior, after consulting the novice master and considering the reason for the absence, may in individual cases command an extension of the noviceship and determine its length, and this matter may also be determined by the constitutions (n. 22). Formative activity periods outside the novitiate house must be added to the required twelve months, nor may they be begun before a novice has spent three months in the novitiate (if the contrary is done, the noviceship be-gins only on the completion of the formative activity period) and must be so arranged that the novice spends a minimum of six continuous months in the novitiate, re-turns there at least a month before the first vows or other temporary commitment, and the time of the whole novice-ship extended in this manner may not exceed two years (n. 24). The noviceship amplified by such formative activity periods may not exceed two years, but this does not abrogate the right given to higher superiors in canon 571, § 2, to prolong the noviceship up to six months in a doubt about the suitability of a candidate. Such a prolongation is permitted in a noviceship of two years without formative activity periods. A higher superior for a just cause may permit first profession or commitment to be anticipated but not beyond fifteen days (n. 26). Formative activity periods. The general chapter by at least a two-thirds vote may experimentally enact, in keeping with the nature of the institute, one or more periods of formative activity outside the novitiate house, the number to be determined in practice accord-ing to the judgment of the master of novices with the consent of the higher superior, for the formation of the novices or, in some cases, for a better judgment of their aptitude for the life of the institute. Such periods may be used for one, several, or the entire group of novices. If possible a novice should not be assigned alone to these periods. In these periods the novices are under the direction of the master of novices (nn. 23, 25). "It must be emphasized that this formative activ-ity, which complements novitiate teaching, is not in-tended to provide the novices with the technical or professional training required for certain apostolic ac-tivities, training which will be afforded to them later on, but rather to help them, in the very midst of these activities, to better discover the exigencies of their vocation as religious and how to remain.faithful to them" (n. 5; see also n. 25). Separation of novices. There must be some separation between the novices and the professed religious, with whom, however, and with other communities, the novices may have contact according to the judgment of the master of novices. It appertains to the general chapter to decide, according to the nature of the institute and particular circumstances, what contacts may be had between the novices and the professed of the institute (n. 28). The use of the term "professed re-ligious" in the second sentence makes it sufficiently clear that there is no prohibition of contact between the novices and the postulants, as might be feared from the word "members" in the other two sentences of number 28. Studies during the noviceship. The general chapter may permit or command certain studies during the nov-iceship for the better formation of the novices, but doctri-nal studies should be directed to the knowledge and love of God and to the development of a more profound life of faith. From the twelve months of noviceship of number 21 all studies, even theological and philosophi-cal, made for obtaining diplomas or for acquiring a formation directed to preparation for fulfilling future Formation VOLUME 28, 1969 889 REVIEW FOR RELIGIOUS 890 duties are forbidden (n. 29). Provided doctrinal studies are directed to the spiritual life, as prescribed in the first sentence, it is probably not forbidden to receive credits for such studies when these can be had but the studies are not to be directed to the attaining of credits. There is no doubt that the prescription on doctrinal studies in this first sentence also applies only to the twelve months of noviceship of number 21, as is also true of the canonical legislation in canon 565, § 3, on this point, "even though the Latin text says "during the time of the noviceship," not "during the regular novitiate year," as in the English translation. The latter also has "all formal study programs" in the second paragraph whereas the Latin reads "all studies." Dress o] the novices. It appertains to the general chapter to determine the dress of the novices (n. 33). Number 33 speaks of the "habit of the novices and of other candidates for the religious life." It certainly had not been the practice nor is there any tendency to give a religious habit to postulants, and the meaning here of "habit" is "dress." No limitation is placed on the power of the general chapter to determine the dress of the novices and postulants. Canon 557 commands the wear-ing of the habit during the whole time of the noviceship, but it has also been maintained that the noviceship is an uncertain time and that the habit, to retain all its significance, should not be given to the novices. Noviceship lot another class. Unless the constitutions determine otherwise, a noviceship made for one class is valid for another (n. 27). The constitutions may de-termine the conditions regulating a transfer from one class to another (n. 27), Novice master. The novices are under the direction of the novice master who may seek the aid of other skilled helpers (n. 30). This is to be kept in mind with regard to a formation team. See also numbers 5, 12, 15, 23, 31, 32. Temporary Bond (nn. 2, 6-9; 34-8) A different temporary bond may be established and ]or all. Number 34 gives a faculty, not a precept, but in general language: "The General Chapter, by a two-thirds majority, may decide to replace temporary vows with some other kind of commitment as, for example, a promise made to the institute." The same general lan-guage is found in numbers 2, 6, 10, 24,' 37-8. The pos-sibility of the extension to all in the probation after the noviceship is not certainly excluded by other num-bers of the Instruction. A dil~erent bond should be introduced only a]ter most careful thought. The reasons are (1) number 34 demands a two-thirds vote of the general chapter to in-troduce a different bond and (2) number 7 explidtly re-quires such careful thought: "No institute should de-cide to use the faculty granted by this Instruction to replace temporary vows by some other form of commit-ment without having clearly perceived and weighed the reasons for and the nature of this change." A different bond in fairness, prudence, and proper regard [or sound spirituality should be introduced only [or those in whom the special immaturity exists. The reasons are (1) by vows a special consecration is had according to number 2: "Thus it is that religious pro-fession is an act of religion ~nd a special consecration whereby a person dedicates himself to God." (2) Be-cause according to number 7 temporary vows are com-pletely in harmony with the greater response to God so important at the beginning of the religious life and also enable the candidate to make the consecration proper to the religious state: "For him who has heeded the call of Jesus to leave everything to follow Him there can be no question of how important it is to respond generously and wholeheartedly to this call £rom the very outset of his religious life; the making of temporary vows is completely in harmony with this requirement. For, while still retaining its probationary character by the fact that it is temporary, the profession of first vows makes the young religious share in the consecration proper to the religious state." (3) Because immaturity is the sole reason given (n. 7) for substituting another temporary commitment: "In fact, more fre-quently now than in the past, a certain number [quidam] of young candidates come to the end of their novitiate without having acquired the religious ma-turity sufficient to bind themselves immediately by re-ligious vows, although no prudent doubt can be raised regarding their generosity or their authentic vocation to the religious state. This hesitancy in pronbuncing vows is frequently accompanied by a great awareness of the exigencies and the importance of the perpetual religious profession to which they aspire and wish to prepare themselves." (4) Possibly also because the desire for the different commitment was true only of some institutes (n. 7): "Thus it has seemed desirable in a certain num-ber o[ institutes that at the end of their noviceship the novices should be able to bind themselves by a temporary commitment different from vows, yet answering their twofold desire to give themselves to God and the institute and to pledge themselves to a fuller preparation for perpetual profession." Since the Instruction describes temporary vows as a consecration that is special, proper to the religious state, and in harmony with the greater ÷ ÷ ÷ VOLUME 28. 1969 89! + ÷ .~. Fo Gallen, $J. REVIEW FOR RELIGIOUS 89~> response to God, it at least seems unfair, imprudent, and without regard for sound spirituality to deprive a novice of temporary vows when he has all the quali-ties requisite for making them, that is, when he is not affected by the special immaturity described in number 7. ¯ Some observations on this immaturity. Is this im-maturity proper to the young or is it the emotionalism that is today found in many older religious, and which the young often manifest only after continuous contact with such older religious? Isn't there a movement at this moment in the United States to give the vote to those who are eighteen years of age because the young are now more politically mature? In more than thirty states it has been the law that a girl of eighteen may marry without the consent of her parents. Is there any widespread tendency at present to change this very general law because of the immaturity of the ~young? Don't some hold that the greater physical development of modern youth argues to a greater psychological de-velopment? Does one frequently and without indoctri-nation encounter a novice who is judged to have a certain religious vocation (see also c. 571, § 2) but is too immature to take temporary vows? What factual and ob-jective investigations were made in the United States to prove the existence of such immaturity? Isn't it true that such immaturity would occur with regard to the temporary vow of chastity, not of poverty or obedience? Prescinding now from the obligation of the different commitment, don't the commandments of God still bind such a candidate and under serious sin in a violation of chastity? The simplest and most appropriate different com-mitment would be a promise to the institute to observe poverty, chastity, and obedience because (1) neither the form nor the object of the different commitment is determined in the Instruction (see n. 34) but (2) in numbers 7 and 35 the Instruction at least says it is fitting that the dit~erent commitment should in some way refer to the exercise of the three evangelical counsels, for example in number 7: "Whatever form such a temporary commitment may take, it is in keeping, with fidelity to a genuine religious vocation that it should in some way be based on the requirements of the three evangelical counsels." and (3) more directly and even categorically in number 13 the Instruction apparently says that the novice is to make profession of the evangeli-cal counsels at the end of the noviceship by temporary vows or other temporary commitment: ".that a novice.may implement the evangelical counsels of chastity, poverty, and obedience, the profession of which 'either by vows or by other sacred bonds that are like vows in their purpose' he will later make." This number of the Instruction is talking of a novice and therefore o[ the first consecration, which can be either vows or another temporary commitment. There is no alternative for the profession of perpetual vows. Other forms and objects of commitment are possible. The form and object of members in the strict sense of secular institutes is: "By making profession before God of celibacy and perfect chastity, which shall be confirmed by vow, oath, or consecration binding in conscience, according to the constitutions; by a vow or promise of obedience.by a vow or promise of poverty." (Provida Mater Ecclesia, February 2, 1947, Art. III). Some of the different forms of commitments in societies of common life without public vows are annual private vows of poverty, chastity, and obedience and the service of the poor; private perpetual vows of poverty, chastity, and obedience; promise of fidelity to the observance of the rule and constitutions; perpetual promise of observ-ance of common life and poverty; perpetual agreement to obey the rule of the institute; perpetual oath of perseverance and obedience; and perpetual oath and promise of perseverance and obedience,x The societies of common life more £requently encountered are the Daughters of Charity of St. Vincent de Paul, Eudists, Josephites, Maryknoll Missionaries, Oratorians, Pallot-tine Fathers, Paulists, Precigus Blood Fathers, Sulpicians, Vincentians, and White Fathers. Is one who makes a di1~erent temporary commitment in a state of perfection, in the religious state, a re-ligious, and a member of his institute? This is at least a very basic question and with wide implications. The negative arguments are that the Instruction nowhere says that one who makes a different temporary commit-ment is a religious and that canon 488, 7°, demands public vows to constitute a religious. On the other hand (1) vows are required only by canon law, not by divine law or the nature of the matter,2 to constitute a re-ligious, and the Instruction derogates from this canon law, as will be seen from the following arguments: (2) number 36 states absolutely that the subject is united with his institute and absolutely that he is obliged to observe its law; (3) the Instruction throughout does not differentiate between such a commitment and temporary vows (see nn. 2, 6, 10, 24, 34, 37-8); (4) num-ber 10 states explicitly that the temporary commitment is not the noviceship. If an entirely new state were being 1 See also Beste, lntroductio in Codicem, 497; Guti~rrez, Gora-mentarium pro religiosis, 38 (1959), 312-3. =See Goyeneche, De religiosis, 10-11; Guti~rrez, op.cit., 29 (1050), 72-3. ÷ ÷ ÷ VOU, JME 25, 89~ REV;EW FOR RELIGIOUS introduced distinct from that of the noviceship and temporary vows, this should have been dearly stated in the Instruction. (5) The probationary periods can last for thirteen years. This seems in itself to be un-reasonable if the subject does not become a member of the institute until the end of such time. The professed of temporary vows are members by first profession. The present canon law does not permit a duration of tempo-rary vows longer than six years, and canon 642, § 2, likens a professed of six years of temporary vows to one of perpetual vows. (6) During this prolonged time the institute would not be held in the case of such a subject to the norms of dismissal for professed but could dismiss him almost in the manner of a novice, whereas the pro-fessed of temporary vows would have also a right of sus-pensive recourse against his dismissal. Nor would canon 643, § 2, on the charitable subsidy apply, nor canon 646 on an automatic dismissal. (7) There would be an evident distinction in the rights and obligations of these subjects and the professed of temporary vows even though both would be in the same factual state of proba-tion. It is true, as number 7 states, tl~at "the profesz sion of first vows., makes the candidate share in the consecration proper to the religious state." Such a consecration, however, is required only by canon or human law, which can therefore enact that other suitable forms of commitment would also constitute a candidate in the religious state and make him a re-ligious, as also because such a candidate is always des-tined for this proper consecration in perpetual profes-sion. Religious women are nuns and their institutes are religious orders even though no one in fact has solemn vows provided at least some are destined for solemn vows from the particular law of the institute. Public vows would also remain proper to the religious state and to religious institutes since they are not had either in societies of common life nor in secular institutes. I therefore believe that the subject in a different temporary commitment is in a state of perfection, in the religious state, is a religious, and a member of his institute, but the question should be authoritatively serried by the Holy See. In the contrary opinion, those in a different temporary commitment are in a state that is neither noviceship nor profession, one also for which we have no parallel, and consequently a state of deep obscurity at least juridically. Determination o~ details b) the general chapter (n. 36). In virtue of canon 543 only a higher superior is competent to admit to the noviceship and to any re-ligious profession. The same canon demands a vote of the council or chapter for admission to the novice- ship, first temporary, and perpetual professions. The gen-eral chapter should require the deliberative vote for admission to the first temporary commitment and pre-scribe for renewals and prolongation of. such a com-mitment the same vote as is enacted in the constitutions for these acts with regard to temporary profession. The same policy should be observed concerning the superior competent for permitting an anticipated renewal of the temporary commitment, for exclusion from renewal or from the profession of perpetual vows (c. 637), and for the vote of the council in this case. The superior general with at least the advice of his council should be given the faculty of consenting to the dissolution of the com-mitment by the subject, to so consent to the request of the subject at any time during a commitment, who can then be immediately admitted to temporary vows, and with the consent of his council from the institute. Reception of ment is not necessary because it (c. 1308, § 1), and the consent of to dismiss a subject the different commit-is not a public vow the institute was suf-ficiently given and expressed in the admission to the commitment or its renewal. The general chapter could prescribe reception since such a repeated consent of the institute is not contrary to common law. The formula of the vows will have to be changed for a different commitment, for example, a promise will be to the institute, not to God as is a vow. Even if the new com-mitment does not have obedience as its express object and is therefore not productive of another obligation of obedience, superiors, as the head of the institute or of its parts, possess at least the same authority that they have over a novice and, if the Holy See decides that a different commitment is on the same juridical level as temporary vows, they possess the same authority as over a professed but without the added title to exact obedi-ence from the vow (c. 501, § 1; 502). Ganons whose application is obscure. The applica-tion of the following canons to those in a different temporary commitment should also be decided by the Holy See: responsibility for debts, 536, §§ 2-3; canonical examination, 552; dowry, 547-51; making of cession and disposition regarding personal patrimony and a civilly valid will, 569; retreat before first profession, 571, § 3; profession of a novice in danger of death. Requisites for a valid profession, exclusive of recep-tion, the necessity of three years of temporary vows, and understanding the derogations regarding a valid novice-ship in the Instruction, 572; age for profession, 573; deliberative vote for first profession, 575, § 2; written declaration of profession, 576, § 2; no intervals between renewals or perpetual profession, 577, § 1; 575, § 1; ÷ ÷ Formation VOLUME 28, 1969 895 ~. F. Gallen, S.]. REVIEW FOR RELIGIOUS 896 enjoyment of the same indulgences, privileges, spiritual favors, and suffrages, obligation of observing rules and constitutions, active and passive voice and computation of time for obtaining either, 578; illiceity and invalidity of acts contrary to the vows, 579. Acquisition of property by a professed of simple vows, change of cession and disposition, 580; renuncia-tion of personal patrimony, 581; 583, 1°; change of will, 583; 2°. Common obligations of clerics in canons 124-42, 592; obligation of common life, 594; obligation of wear-ing habit, 596; cloister, 597 ft.; religious duties, 595; right of exempt correspondence, 611; enjoyment of privileges of first order by nuns, 613, § 2; enjoyment of clerical privileges of canons 119-23, 614. Transfer to another religious institute or monastery, 632-5; 544, § 5; right of professed of temporary vows to leave at the end of a temporary profession, 637; ex-claustration, 638-9; effects of secularization, 640-3; compensation may not be sought for services given to the institute, 643, § 1; charitable subsidy, 643, § 2; laws on fugitives, 644, § 3; 645; 2386; automatic dismissal, 646; dismissal of a professed of temporary vows, 647-8; provisional return to secular life, 653. Six professed constitute a formal house, 488, 5°; precedence from first profession breaking a tie in elec-tions, 101, § 1, 1°; first profession as date of computing eligibility for office, 504; 559, §§ 1-2; prohibition of being members of third orders secular, 704; prohibi-tion of being a sponsor in baptism and confirmation, 766, 4°; 796, 3°; special jurisdiction necegsary for the confessions of religious women, 876; funerals of religious, 1221; 1124, 2°; permission for writings, 1386, § 1; punish-able for violations of common life, 2389. Obligation o[ observing the evangelical counsels. If the Holy See decides that a different temporary com-mitment is on the same juridical level as the profession of temporary vows, the evangelical counsels must be observed at least with the same obligation as the con-stitutions, no matter what be the object of the different temporary commitment because (1) not only does num-ber 36 impose after the new commitment "the obliga-tion of observing the Rule, constitutions and other regulations of the institute" and therefore a fortiori also the obligation of observing the evangelical coun-sels as more essential and important for a state of complete Christian perfection but also and more pro-foundly because (2) the observance of the evangelical counsels is necessary from the nature of a state of per-fection, as can be seen from the following direct and clear statements of only three Popes and Vatican II: "The religious orders, as everyone knows, have their origin and raison d'etre in those sublime evangelical counsels, of which our divine Redeemer spoke, for the course of all time, to those who desire to attain Christian perfection" (Leo XIII, December 23, 1900). "When the only-begotten Son of God came into the world to re-deem the human race, he gave the precepts of spiritual life by which all men were to be directed to their appointed end; in addition, he taught that all those who wished to follow more closely in His footsteps should embrace and follow the evangelical counsels" (Pius XI, March 19, 1924). "It is true that by the apostolic constitution Provida Mater Ecclesia we declared that the form of life, which is followed by secular institutes, is also to be accepted as a state of perfection publicly recognized, because the members are bound in some way to the observance of the evangelical counsels" (Pius XII, July 13, 1952).3 Vatican II affirmed: "Thus, although the religious state constituted by the profession of the evangelical counsels does not belong to the hierarchical structure of the Church, nevertheless it belongs in-separably to her life and holiness." 4 Moral obligation of a new temporary commitment. It might seem that a general chapter could also completely determine this (see n. 36), but number 34 gives a promise to the institute as an example of such a com-mitment. We are to presume words in such a document are being used in their proper sense, and in such a sense a promise produces a moral obligation. In a merely private promise to God or man, the one making the promise can oblige himself only to a light obliga-tion in light matter but in serious matter he can assume either a light or a grave obligation. May a general chapter, therefore, define the moral obligation of the new temporary commitment, for example, a promise to the institute, as only light? It could do so if it is decided by the Holy See that such a commitment is not on the same juridical level as temporary vows. Could it do so if the level is the same? Such a definition is not excluded by the nature of a commitment or promise purely in itself nor by the explicit wording of the Instruction. The light obligation can also be urged from the reason for permitting a different commitment, that is, the immaturity of a candidate. It would not 8Courtois, The States of Perfection, Dublin: 1961, M. H. Gill and Son, nn. 33, 130, 403, 474; see also Schaefer, De religiosis, n. 125; Beste, op.cit., 328; Padri Claretdani, II diritto dei religiosi, n. 3; Fanfani, II diritto delle religiose, n. 2; Bastien, Directoire canonique, nn. 9, 14; Creusen, Religious Men and Women in Church Law, nn. 4-5; Guti~rrez, ibid., 63-4, 67. ' Abbott-Gallagher, The Document~ of Vatican II, 75. 4" 4" 4" Formation VOLUME 28, 1969 89~ ]. F. Gallen, $.$. REVIEW FOR RELIGIOUS seem very practical to enact that such a candidate does not have to take the added serious obligation of a re-ligious vow if he must assume the added serious obli-gation of another form of commitment. On the opposite side it can be well maintained from the nature of the matter that it would be incongruous for the funda-mental obligations of a permanent state of life to be only light. Above all there is a reply given by the Sacred Congregation of Religious, May 19, 1949, in an entirely parallel case and in general language to the effect that the bonds assumed by the members of secular insti-tutes cannot be light in their general nature.~ The pur-pose and nature of secular institutes are given as the reason for this doctrine. A secular institute is an apos-tolic state of complete Christian perfection, and the reasoning of the Sacred Congregation appears to me to apply, at least equally, if not afortiori, to religious in-stitutes. In effect this would mean, in the promise we have advocated to the institute to observe poverty, chastity, and obedience, the same light or serious obliga-tion that is had in the religious vows. The document reads: 1. The obligations which are contracted by members in the strict sense (Art. III, §§ £ and 3) for the full pursuit of the juridical state of perfection in secular institutes (Art. III, § 2), if they are to correspond to the purpose and nature of the institute, cannot be light in their general nature and under every respect (ex genere suo atque ex omni parte). 2. On the other hand, the bonds on which this state of perfection rests, are considered so to oblige in conscience that the obligations thus produced must be called grave in their general nature (ex genere suo). 3. In individual cases, an obligation must be considered grave only when its matter must be considered as certainly grave according to the constitutions and the common teaching regarding equal or similar bonds. Moreov,er, according to the well-known rule of law (Reg. 30 in VI°), 'In obscure matters, one is obliged to Iollow only the least obligation," it cannot be affirmed in a doubtful case that an obligation is grave or more grave, for example, on the ground that an obligation arises from or is reinforced by the formal virtue of religion. 4. Just what is the nature of the bonds assumed in individual institutes and what is the precise mode of obligation---e.g., in addition to justice and fidelity, is there also and, if so, to what degree, an obligation from the virtue of religion--must be learned from the constitutions, which should give an accurate presentation of the matter, and from the formula of consecra-tion or incorporation in which the bonds are expressed. 5. Even when it is certain that there is a formal obligation arising from the virtue of religion, since there is question of vows or bonds which, although they are not fully private, nevertheless, in law, cannot be called public in the strict and specific sense and do not effect a public consecration of the' "Bouscaren-O'Connor, Canon Law Digest /or Religious, 167-8; see also Commentarium pro religiosis, 28 (1949): Larraona, 199-200; Fuertes, 292-8. person, the malice of sacrilege must not be attributed to their violation. Duration oI probation after the noviceship. The gen-eral chapter is to determine this but it is to be no less than three nor longer than nine years (n. 37). I find it difficult to see why a period longer than five years should be generally prescribed (n. 6). The total possible probationary period, that is, 2 years of postulancy, 2 of noviceship, and 9 of temporary commitment, can thus be 13 years. This would ordinarily mean perpetual profes-sion at the youngest only at the age of 30 or 31 years. Would we advise marriage only at 30 or 317 The gen-eral chapter may permit a prolongation in individual cases of a prescribed time, e.g., five years, up to the full nine years or may limit the power of prolonging, e.g., to only one year (n. 37). Precise length of dil~erent commitment. This may be made in the one act for the full length of the interval before perpetual profession, for example, five years; or for a briefer period, for example, three years, to be re-newed for two years on its expiration or to be followed by temporary vows (n. 34). The provision of canon 577, § 2, of permitting a renewal of temporary vows to be an-ticipated but not by more than a month may be also applied to the renewal of a different form of temporary commitment. Such an anticipation is permissible £rom the nature of a commitment and is not excluded by the Instruction. Must also a di~erent temporary commitment be ac-companied by the intention of renewing and of admit-ting to a renewal on its expiration? If the decision of the Holy See is that the juridical level of temporary vows and other temporary commitments is the same, the answer is in the affirmative. The explanation of the necessity of this intention in temporary vows has been the following. The religious life has ever and now de-mands stability or permanence. From its concept it is a state of life in the same way as the clerical or married state. A state of life is something that contains the note of stability or permanence. The exact permanence re-quired is defined by the Church as follows: solemn vows or simple perpetual vows are sufficient but not neces-sary; the minimum requisite is simple temporary vows. Therefore, an institute in which all the members make only annual professions of poverty, chastity, and obedi-ence fulfills this requisite. The Church further requires that temporary vows be renewed on their expiration (c. 488, 1°). This implies an intention on the part of both the religious making temporary profession and the superior admitting to this profession that, iI no obstacle ÷ ÷ ÷ Formation VOLUME 28, 1969 899 ]. F. Gallery, REVIEW FOR RELIGIOUS 900 occurs in the meantime, the vows will be renewed on their expiration. It is evident that the same necessity of this intention and its explanation apply to a different temporary commitment since the necessity of the inten-tion is required not from vows as such but from the fact that the religious state is 'a state of life and demands stability.6 Lastly, such an intention is required in secular institutes, in which the bond can be vow, oath, consecra-tion, or promise: "The bond by which the secular insti-tute and its members in the strict sense are to be united must be: 1o Stable, according to the constitutions, either perpetual or temporary but to be renewed at its expira-tion (c. 488, 1°) . ,, 7 ConIusion on temporary vows. Tkis is the appropriate place to mention the extensive confusion that has existed on temporary vows in this whole matter of a different commitment. Many talked as if a temporary vow were a most unusual and even a contradictory thing. Evidently they did not know that temporary vows were mentioned in canon law (c. 131.1) as also in practically any manual of moral theology and in canonical works that included the treatment of the vows. It was also frequently stated that the intention of renewing and of admitting to renewal on their expiration was a contra-diction of the temporary duration of such vows. This again was ignorance. The intention was not and could not have been absolute, which would have been clearly contrary to the probationary nature of the period of temporary vows. It was a conditional intention to renew the vows i[ no obstacle intervened in the meantime, S and this obstacle, if not always, would practically always have been the discovery by the institute or the subject that he or she had no vocation. There was almost an equal number of statements that a temporary profession was invalid if at the time a religious had the intention of not renewing or a superior of not admitting to a renewal on the expiration of a temporary profession. Canon 572 does not list such an intention among the requisites for a valid religious profession. Canon 488, 1°, does not append an invalidating clause to the necessity of this intention as required by canon 11. A requirement for liceity only will also sufficiently fulfill the required stability. An invalidating law according to canon 15 does not exist in a doubt of law, and there is certainly a doubt o See Larraona, op. cit., 2 (1921), 137, 209; 28 (1949), 205; Schaefer, op.ciL, n. 128; Jone, Commentarium in Codicem iuris canonici, I, 387; Padri Clarettiani, op.cit., nn. 3, 6; Vermeersch-Creusen, Epitome iuris canonici, I, n. 580; Goyeneche, op.cit., 9-10; De Carlo, Jus religiosorum, n. 2. ~ Provida Mater Ecclesia, Bouscaren-O'Connor, op.cit., 151. aSee Larraona, op.cit.o 2 (1921), 209 and note 81; 28 (1949)~ 205; Guti~rrez, ibid., 90. of law in the present caseP There was also a great deal of talk merely about promises, as if a vow were not a promise. Nor was there too much knowledge of sanctity of life and of the relation of the evangelical counsels and of vows to this sanctity. Sacred orders may not be conferred belore perpetual profession (n. 37; c. 964, 4°). For a just reason a higher superior may permit that a first profession be made outside the novitiate house (n. 20). The Instruction does not mention the commitment presumably because it is held that the prescription on place of canon 574, §1 applies only to vows. Readmission of one who legitimately left either after completing temporary vows or other commitment or a[ter being [reed from either. He may be readmitted by the superior general with the consent of his council, who is not obliged to prescribe another noviceship, nor an-other postulancy (c. 640, § 2), but is obliged to enjoin a previous period of probation and also a period of tem-porary vows or other commitment not less than a year nor less than the time that remained to be spent in this temporary probation before perpetual profession when the subject left. The superior general may prescribe a longer period of temporary vows or other commitment (n. 38). Immediate preparation for perpetual proIession and similar periods during tbmporary vows or other commit-ment. It is desirable that perpetual profession should be preceded by a sufficiently long immediate preparation something in the manner of a second noviceship. The duration and other aspects are to be determined by the general chapter (nn. 9, 35). It is also desirable that periods of withdrawing to prayer, meditation, and study be established during the time of temporary vows or other commitment (n. 25). Section IlL Application of the special norms. The par-ticular provisions axe called norms because they have been enacted for experimentation (VII). They are in effect from January 6, 1969 (VII). The norms and direc-tives of the Instruction appertain only to religious in-stitutes; other institutes of common life may but are not obliged to follow them (n. 3). Common law (canon law, laws enacted after the Code of Canon Law, laws of Vatican II, and postconciliar laws) remains in effect un-less derogated by this Instruction (I). The faculties granted by this Instruction may in no way be delegated g See Schaefer, op.cit., n. 128; Jone, op.cit., 387; Guti~rrez, ibid., note 65; Vermeersch, Periodica, 31 (1932), 122 ft.; Goyeneche, Corn. mentarium tyro religiosis, 16 (1935), 315-6; Vidal, De religiosis, n. 9, holds for invalidity. 4- 4- ÷ VOLUME 901 ~. F. Gallen, $.]. 902 to another (II), but they may be used by those who legiti-mately take the place of the superior general when there is no superior general or he is legitimately prevented from acting (IV). The same principle is true of the vicars of other higher superiors since they are actually exercising the office of the higher superior when accord-ing to the constitutions they take the place of a higher superior, such as a provincial, in the vacancy of the office, in his absence, or when he is otherwise impeded from fulfilling the duties of his office. There is nothing of such importance in the faculties granted in the Instruc-tion to higher superiors that would merit the exclusion of vicars from the exercise of such faculties. An abbot at the head of a monastic congregation is also to be understood under the name of superior general in this Instruction (III). In the case of nuns dedicated exclu-sively to the contemplative life, special norms shall be inserted into the constitutions and submitted for ap-proval, but the norms in numbers 22, 26-7 may be ap-plied to them (V). I[ the special general chapter has already been held, the superior general and his council acting collegially,x° after a careful study of all circumstances, are to decide whether a general chapter should be convoked to deliber-ate on the faculties granted to it or whether it would be preferable to await the next general chapter (VI). If they decide against the above convocation but also that the use of the faculties granted to the general chapter is urgent for the good of the institute, they, again acting collegially, have the power of putting all or some of the same faculties in use until the next gen-eral chapter provided they have previously consulted all other higher superiors and their councils and have ob-tained their two-thirds affirmative vote. These other higher superiors should have it at heart to consult previ-ously the professed of perpetual vows. In institutes with no provinces, the superior general must consult the l~rofessed of perpetual vows and obtain the affirmative vote of two-thirds OgI). The following appertain to the general chapter: with a two-thirds vote: to introduce periods of formative ac-tivity in the noviceship (n. 23) and a different tempo-rary commitment (n. 34); with the vote prescribed by the constitutions: to make determinations for the pos-tulancy (n. 12); to decide on the permissible contacts of the novices (n. 28); to permit or command studies during the noviceship (n. 29); to determine the dress of the novices and other candidates (n. 33); to determine the duration of the probation between the noviceship See REVIEW FOR RELIGIOUS, 19 (1960), 131-2. and perpetual profession and other aspects of the same probation (nn. 35-6-7); and experimentally to enact other matters that imply a change in the constitutions, for example, in numbers 16, 22, and 27. The following appertain to the superior general: with the consent of his council: the institution of a novitiate (n. 16) and of many novitiates in the same province, having consulted the interested provincial (n. 17); the making of the noviceship in a house that is not a noviti-ate house (n. 19); the readmission of one who legiti-mately left either after completing temporary vows or other commitment or after being freed from either (n. 38); alone: to permit the group of novices to reside for a time in another house designated by him (n. 16); to per-mit a small group of novices to make their noviceship in a house more suitable for community life (n. 18); with the council acting collegially: to decide on the calling of a general chapter to implement the Instruction or to permit, without a general chapter, the use of the facul-ties granted in the Instruction, after consulting all other higher superiors and their councils and having obtained the affirmative vote of two-thirds of them or of the pro-fessed of perpetual vows when the institute does not have provinces (VI). The following appertain to higher superiors: alone: to permit first profession outside the novitiate house (n: 20); to permit that first profession be anticipated but not beyond fifteen days (n. 26); after consulting the master of novices: to decide on a supplying of absence of a novice of less than three months (n. 22); and it is rec-ommended that higher superiors below the superior general previously consult the professed of perpetual vows on the use of faculties of the Instruction without having a general chapter (VI). Spiritual principles of the Instruction. In the intro-duction to the Instruction, the Sacred Congregation for Religious and Secular Institutes stated that the reason Vatican II gave no small measure of attention to reli-gious was that the Church might have a greater abun-dance of spiritual strength and be better prepared to proclaim the message of salvation to the men of our age; quoted Lumen gentium, numbers 44-5, to the effect that the state of the evangelical counsels appertains to the sanctity of the Church and that the practice of these counsels is uniquely effective for the perfection of the love of God and of the neighbor; spoke of the duty of religious institutes to renew their spiritual, evangelical, and apostolic lives; recalled that no loss was to be per-mitted in the basic values of the religious life; and de-clared the necessity of defining again the principal as-pects of this life. Formation VO'LUME 28, 1969 9O3 I. F. Ga//en,~$.l. REVIEW FOR REI.~G~OU$ 90; In the first section, which treats of principles and criteria, the Sacred Congregation reaffirmed that pro-fession of the evangelical counsels is a total consecration of one's person to God; that both from the teaching of the Church and the nature of this consecration the vow of obedience appertains to the essence of religious pro-fession; that by this consecration the religious exercises the perfection of apostolic charity, even though the apostolate is not the primary purpose of religious pro-fession; and that it may not be said that the nature of religious profession is to be changed or its proper de-mands lessened. The Sacred Congregation stated that the noviceship retains its irreplaceable role in formation; that novices are to be taught the cohesive unity that should link contemplation and apostolic activity; and that this unity is one of the fundamental and primary values of apostolic institutes. The achievement of this unity requires a~proper un-derstanding of the realities of the supernatural life and of the paths leading to a deepening of union with God in the unity of the one supernatural love for God and for man, finding expression at times in the solitude of inti-mate communing with the Lord and at others in the generous giving of self to apostolic activity. Young reli-gious must be taught that this unity, so eagerly sought and toward which all life tends in order to find its full development, cannot be attained on the level of activity alone, or even be psychologically experienced, for it resides in that divine love which is the bond of perfec-tion and which surpasses all understanding. The attainment of this unity, which cannot be achieved without long exercise of self-denial or without persevering efforts toward purity of intention in action, demands in those institutes faithful compliance with the law inherent in the spiritual life itself, which con-sists in arranging a proper balance of periods set aside for solitude with God and others devoted to various activities and to the human contacts which these in-volve (n. 5). The Sacred Congregation maintained that suitable maturity was required that the religious state be a means of perfection and not a burden too heavy to carry, as also the desirability that the perpetual con-secration to God of perpetual vows be preceded by a sufficiently long immediate preparation spent in recol-lection and prayer that could be like a second novice-ship. The second section of the Instruction is on special or particular norms and contains the following spiritual ideas and principles. The novices are to develop that union with Christ which is to be the source of all their apostolic activity; conformably to the teaching of our Lord in the gospel, the formation of the noviceship con-sists especially in initiating the novices gradually into detachment from everything not connected with the kingdom of God; that they learn to practice humility, obedience, poverty, to be instant in prayer, to maintain union with God, along with a soul receptive to the inspirations of the Holy Spirit, and to be mutually and spiritually helpful to one another in a sincere and un-feigned charity; they are to study and meditate on Holy Scripture; to be formed in the spiritual doctrine and practice required for the development of a supernatural life, union with God, and the understanding of the re-ligious state; they are to be initiated into the liturgical life and the spiritual discipline proper to their own in-stitute; they are to be given the occasions for striving to preserve faithful union with God in the active life; for the novices there is to be a balancing of periods of ac-tivity and of those given to recollection in prayer, medi-tation, and study to stimulate them to remain faithful to it throughout life, and a similar balancing is desirable during the years of formation before perpetual profes-sion. The Instruction reaffirmed the principle of the spiritual life and of Perfectae caritatis, number 8, that apostolic activity must have its source in intimate union with Christ and that therefore all the members should seek God only and above all, and unite contemplation by which they adhere to Him in mind and heart with apostolic love, in which they are associated with the work of redemption and strive to spread the kingdom of God; that novices are likewise to be formed in purity of intention and love for God and man; to learn to use this world as if they did not use it; realize that devotion to God and man demands a humble control of self; culti-vate the necessary human and spiritual balancing of the times given to the apostolate and the service of men and of the properly prolonged periods, in solitude or in com-munity, dedicated to prayer and to the meditative read-ing of the Sacred Scriptures. By fidelity to this most necessary and important program in all such institutes, the novices will gradually develop a peaceful union with God, which comes from conformity to the will of God. They must learn to discern the divine inspirations in the duties of their state, especially those of justice and charity. A mutual confidence, docility, and openness are to be fostered between superiors, the master of novices, and the novices that the master may be able to direct the generosity of the novices to a complete gift of themselves to God and lead them gradually to discern in the mys-tery of Christ crucified the demands of true religious + + + Formation VOLUME 28, 1969 905 obedience, and in this manner inspire them to an active and responsible obedience. The Instruction affirms with sufficient emphasis that the religious s~ate is different from secular institutes and from the state of the laity. ~. F. Gall~, $.1. REVIEW FOR RELIGIOUS SISTER MARY PATRICIA NORTON A New Form Community oJ Religious Government The custom that has been traditionally followed in women's religious communities of focusing all authority, responsibility, and decision-making in one person at the local, regional, and generalate level has, we believe, been a custom that grew up as a result of historical circumstances. When some of the original women's re-ligious communities were founded, there was a com-paratively small number of the members that were well educated. There has, of course, always been a local, regional, and general council to assist and advise the superior; but in actual practice the superior has gen-erally led an overburdened existence, weighed down by the responsibility of major decisions. Since the founding of the early communities, the pic-ture has changed dramatically. The rank and file sisters are no longer uneducated followers. Vatican Council II has told us that the Holy Spirit breathes up ~rom below, that is, He speaks and points out the way through the person of each and every member of the community. In the summer of 1967, the 48 Maryknoll Sisters working in Korea, considering the problems of the past, the directions of the future, and the urgings of Vatican Council II (that "all members of the community have a share in the welfare of the whole community and a responsibility for it"--~om the Decree on Ap-propriate Renewal o[ Religious Life, n. 14), began to draw up a new plan for regional government. This plan was to provide for sharing more broadly the burdens of responsibility, participation of every member in the decision-making and planning of community affairs, and to foster in each member a mature spirit of initiative and involvement. The experiment is at present under way with three elected members now jointly sharing the responsibilities that had previously belonged to the regional superior. 4, 4, Siste~ Patricia Norton is missioned at the Maryknoll Hospital; P.O. Box 77; Pusan, Korea. VOLUME 28, 1969 907 REVIEW FOR RELIGIOU$ (Note: The work of the Maryknoll Sisters in Korea is designated as a regional unit.) No one of these is superior to the others in authority or responsibility. Each one is responsible in the area that has been allotted to her: Personnel, Administration-finance, and Planning-research respectively. These three sisters are known as the Regional Team. Although each one has her area of responsibility, she does not bear this burden alone. Each of these team members has a corresponding committee of 4 regular members and one alternate member. Each committee meets once a month and the results of these meetings constitute the agenda for the meeting of the Regional Team (the three team leaders). The Regional Team also aims at meeting monthly as high priority has been placed on the value of close and frequent communications. It is felt that real participation of each and every mem-ber of the region is dependent on the thoroughness of these communications. In addition to the monthly meetings of both team and committees, good communications are fostered by availa-bility of the minutes of the Regional Team, of each of the three committees, and the publication of the agenda before each meeting. With the publishing of the agenda, each sister is invited to respond with her ideas, sugges-tions, objections, and so forth to any item on the agenda. This is one technique to insure participation by every individual. Furthermore, all those sisters who are neither mem-bers of the team nor of one of the committees become members of an interest area. The latter means that the sister has indicated her interest in one of the areas, follows the activities of that committee in par-ticular, and is ready at any time to fully participate. The Maryknoll Sisters are divided among six houses in Korea. In the event that one of these houses does not have a particular committee member, one of the in-terest area members acts as contact person for that house. Planning for this experiment began in early Fall of 1967. It was formally inaugurated at a regionwide work-shop in October of that year. Since that time it has undergone several evaluations resulting in both minor and major changes. What so far have been the advantages and disad-vantages in regard to this experiment? Some of the disadvantages: ---outsiders who have contacts with the Maryknoll Sisters do not understand it; --it is expensive (train travel and postage) and time consuming; ---it deprives the other sisters of that leisure they used to have while the superior did all the work. Some of the advantages: --it takes the heavy, burden from the shoulders of one person and spreads it" out over the shoulders of all; --it provides for the utilization of the ideas, inspira-tions, and talents of each person rather than just two or three; --it provides for decisions to be made at the level at which they are carried out; --it helps to uncover and develop leadership qualities in a wider spectrum O[ persons; ---it allows for a more truly Christian li[e [or each sister as a completely participating person, con-scious of her own role of responsibility for the success or failure of Maryknoll works in Korea; ---it cuts down dissatisfaction and provides a channel for rectifying any dissatis[actions that may occur. The comment was made by one observer: "It deprives the religious of that necessary sacrifice involved in obedience to a superior." Those who have been living ¯ this experiment would strongly differ. Obedience is not a vanished thing. It is merely the focus that has changed. Decisions are made through group-to-group or individ-ual- to-group dialogue and the individual remains open and ready to obey the results of this dialogue. It is now two years since the initial idea for this type of government was discussed. Since that time there have been many pros and cons, many wrinkles to be ironed out. It has been said by informed sources that such an arrangement Without ultimate responsibility resting in one person can never be a success. The Maryknoll Sisters are willing to concede that this may be true. But they are not willing to concede without an earnest trial. ÷ ÷ ÷ VOLUME 28, 1969 9O9 WILLIAM A. HINNEBUSCH, O.P. Origins and Development oJ Religious Orders William A. Hin-nebusch, O.P., teaches ecclesiastical history at the Do-minican House of Studies; 487 Michi-gan Avenue, Waahington, D.C. REVIEW FOR RELIGIOUS 910 An# attentive study of the origins and history of reli-gious orders reveals that there are two primary currents in religious life--contemplative and apostolic. Vatican II gave clear expression to this fact when it called on the members of every community to "combine contem-plation with apostolic love." It went on to say: "By the former they adhere to God in mind and heart; by the latter they strive to associate themselves with the work of redemption and to spread the Kingdom of God" (PC, 5). The orders1 founded before the 16th century, with the possible exception of the military orders, recognized clearly the contemplative element in their lives. Many of them, however, gave minimum recognition to the apos-tolic element, if we use the word "apostolic" in its pres-ent- day meaning, but not if we understand it as they did. In their thinking, the religious life was the Apos-tolic life. It reproduced and perpetuated the way of living learned by the Apostles from Christ and taught by them to the primitive Church of Jerusalem. Since it was lived by the "Twelve," the Apostolic life included preaching and the other works of the ministry. The pas-sage describing the choice of the seven deacons in the Acts of the Apostles clearly delineates the double ele-ment in the Apostolic life and underlines the contem-plative spirit of the Apostles. The deacons were to wait on tables; the Apostles were to be free to devote them-selves "to prayer and the ministry of the word" (Acts 6:~4~). ¯ This is the text of an address given to the annual meeting of United States major superiors of men religious held in June, 1968, at Mundelein, Illinois. x I use the words, "order," "monasticism," and their derivatives in a wide sense to include all forms of the religious life. In its strict sense "monasticism" applies only to the monks and does not extend to the friars and the clerks regular. There were, however, exceptions to the general rule that monks did not engage in the ministry. An Eastern current of monasticism, influenced by John Chrysostom, viewed missionary work as a legitimate activity of the monk; and, as we shall see, many Western monks shared this conviction. Nevertheless, missionary activity did not become an integral part of monasticism. Even after most monks became priests, they considered their vocation to lie within the monastery where they could contemplate and dedicate themselves to the service of God. Since the clergy did not embrace the religious life, with the ex-ception of those of Eusebius of Vercelli and Augustine of Hippo, the ministerial element remained generally absent from the religious life until the development of the canons regular. In itself the life of the monks was exclusively contemplative. "Tradition assigns no other end to the life of a monk than to 'seek God' or 'to live for God alone,' an ideal that can be attained only by life of penance and .prayer. The first and fundamental manifestation of such a vocation is a real separation from the world." Yet in the thinking of the monks and of the friars, who integrated apostolic activity into the religious life, their prayer, contemplation, and example were mighty forces working for the upbuilding of the Body of Christ. Foundation o[ Monasticism Though other Scriptural elements contributed to the origin of monasticism, the concept of the Apostolic life was the decisive force. This truth has been demon-strated by historians who have been studying this point for over half a century; it has recently been dis-cussed scripturally by Heinz Schiirmann, professor of New Testament exegesis at Erfurt. The historians show how the life of the Apostles and the primitive Christians influenced the origins and growth of monasticism; Schiirmann makes clear that the constitutive elements of the religious life were taught to and demanded of the Apostles by Christ. Religious life is rooted in the key Biblical texts that record the calling and formation of the Apostles. These passages determine the character of the Apostolic office and the relationship of the Apostles to Jesus. They are to be with Him, listen to Him, and follow Him. His call is rigorous and imperious. He demands commitment without reserve. Negatively, this requires a complete break with one's previous life: family, wife, home, and oc-cupation; positively, it establishes the Apostles in a state of total availability. Abandoning their possessions, their means of livelihood and, like the lily and raven, trusting completely in divine providence, they follow Christ, + ÷ ÷ Religious Orders VOLUME 28, 1969 9]] W. A. Hinnebusch, 0~. REVIEW FOR RELIGIOUS 912 putting themselves in a student-teacher, servant-master relationship to Him. All .the features of their new life with Him are already conveyed in brief in Mark's ac-count of their call: And going up a mountain, he called to him men of his own choosing, and they came to him. And he appointed twelve that they might be with him and that he might send them forth to preach (3:13-5). In this text, too, we find the first s~atement of the contemplative and apostolic elements that reappear in the religious life. They are "to be with him." Here is the contemplative element. They are "with him," devoting themselves to the "one thing necessary"--listening to His word. Yet in hearing and learning .they are made ready so "that he might send them forth to preach." As Schiirmann summarizes it: First they hear and learn, then they teach and act: "Preaching isonly one part of their life and its follows from the other." The Apostles enter irrevocably into a community of life with Jesus. They share His life and destiny: eat with Him, walk the dusty roads with Him, serve the people with Him, undergo His trials, conflicts, persecu-tions. They must be ready to hate and even to lose their lives for His sake. He wants total obedience, one based on their "faith in Him who calls and proposes the word of God in an entirely unique fashion. Their following of Christ becomes understandable only as a permanent state of profession of faith., fit] opens up a new pos-sibility of existence, a new manner of being-in-the-world, a new 'state' of life." Though the Apostles take no vows, their life is that of the three counsels. Christ imposes no greater moral de-mands on them than on all the other believers, but they alone live this close community life with Him. Not all who declare for Christ are chosen by Him to follow Him in this intimate, permanent way. Obviously Mary, Martha, and Lazarus do not. Others asked to be ad-mitted into the group of disciples but were not accepted. Mark (5:18-19) describes one case: As Jesus was getting into the boat, the man who had been afflicted by the devil began to entreat him that he might re-main with him. And he did not allow him, but said to him, "Go home to thy relatives, and tell them all that the Lord has done for thee, and how he has had mercy on thee." (See also Mt 11:28, Mk 3:35, Lk 12:8-9, 10:38-42, 9:61-2.) Being with Christ constantly, hearing His word, com-pletely obedient to His wishes, separated from family, home, and occupation, the Apostles enter a new form of existence that signifies. The prime purpose of their spe-cialized following is to declare themselves openly for Him, so that all might come to believe in Him. In a strikingly visible way their intimate following pro-claims to the Jewish world that the one thing necessary is to hear the word of Christ and to keep it. Their visi-ble, stable following becomes a sign to the world. Only after they have made this permanent commitment are they sent out to preach and to act. At every step in monastic history, whether in its ori-gins, renewals, or creation of new forms, the Apostolic life taught by Christ to the Twelve, and by them to the primitive Christian community of Jerusalem, was the leading and most powerful influence. The Gospel texts and those in the Acts of the Apostles that describe the primitive community were decisive in creating the con-cept of monasticism and in fashioning its life and usages. In the Jerusalem community we find fraternal unanim-ity, common ownership of possessions, fidelity to the teachings of Christ, common public prayer, intense pri-vate prayer. The following passages embody all these features: Now the multitude of the believers were of one heart and soul, and not one of them said anything he possessed was his own, but they had all things in common (Acts 4:32). And they continued steadfastly in the teaching of the apostles, and in the communion of the breaking of bread and in the prayers. And all who believed were together and held all things in common. And continuing daily with one accord in the temple, and breaking bread in. their houses, they took their food with gladness and simplicity of heart, praising God and being in favor with all people (Acts 2:42-7; see also 1:14, 3:1, 6:4,34; Mt 10:gff). The ministry of the word, evangelical preaching of salvation, was c~irried out by the Apostles (Mk 6:6-13; Acts 6:4), a mission that entailed indefatigable journey-ing (Mt 10:7if; Mk 6:6-13; Acts 6:4). Only the pre-dominately lay character of early monasticism delayed the full realization of the ministerial mendicant orders. For centuries monks examined and lovingly scruti-nized the texts. The power that they exercised over monastic founders is illustrated by the passage where Athanasius describes the origin of Antony's vocation in his Life of Antony: As he was walking along on his way to Church, he col-lected his thoughts and reflected how the Apostles left every-thing and followed the Savior; also how the people in Acts sold what they had and laid it at the feet of the Apostles for distribution among the needy; and what great hope is laid up in Heaven for such as these. With these thoughts in his mind he entered the church. And it so happened that the Gospel was being read at that moment and he heard the passage in which the Lord says to the rich man: "If thou wilt be perfect, ¯ go sell all that thou hast, and give it to the poor; and come, follow me and thou shalt have treasures in heaven," 4- 4- Religious Orders VOLUME 28~ 1969 W. A. Hinnebusch, O.P. REVIEW FOR RELIGIOUS As though God had been speaking directly to him, An-tony left the church, sold what he had, gave it to the poor, and went into the desert. During subsequent centuries the Scriptures lost none of their influence over monasticism. The Apostolic texts led to much more than the abandonment of riches and fleeing the world; they provided a complete program of life in community. Explaining the origins of monasti-cism about 1122 A.D., Abbot William of Saint-Thierry shows how the meditation of hundreds of years had sys-tematized the Scriptural influence: We come to this spiritual sbciety of which the Apostle Paul spoke to the Philippians (2:1-5; 3:17) in praise of the regular discipline and of the sublime joy of brothers living together in unanimity. To do justice to this discipline it is necessary to return to its beginning in the time of the Apostles, since it was the Apostles themselves who instituted it as their own way of life, according to the teaching of the Lord. Unless it was the grace of the Holy Spirit which gave them power from above to live together in such a way that all would have but one heart and one soul, so that everything would be held in common, and all would be continually in the temple in a spirit of harmony. Animated by a great !ove for this form of life instituted by the Apostles, certain men wished no longer to have any other house or any other lodging than the hbuse of God, the house of prayer. All that they did they did according to a common program, under a common rule. In the name of the Lord they lived together, possessing nothing of their own, not even their bodily strength, nor were they even masters of their own will. They lay down to sleep at the same time, they rose up together, they prayed, they sang Psalms, they studied together. They showed the fixed and changeless will of being obedient to their superiors and of being entirely submissive to them. They kept their needs to a minimum and lived with very little; they had poor clothes, a mean diet, and limited everything according to a very precise rule. Influence o[ Cassian Soon after Antony went into the desert, the influence of the Scriptures on monastic origins was enhanced by a misconception of Eusebius and Jerome, who mistakenly believed that the Apostolic life of the primitive Jerusa-lem community was followed in Alexandria, Rome, and other centers. Writing a century later, Cassian developed this misconception and found in it th~ explanation of the rise of monasticism: The conversion of the Gentiles forced an abandonment of the Apostolic way by the ma-jority of Christians, even by the clergy. More zealous souls refused to give it up and founded communities to perpetuate it. This theory was very fruitful in its effects when it was coupled with the example of Antony and Pachomius, the founder of the cenobitic life, who were inspired by the Scriptures alone. This fusion constituted a powerful op- erative force in the development of monasticism for many centuries. Scarcely any monastic 'author was read so continuously as Cassian. As late as the thirteenth cen-tury, St. Dominic was reading his Conferences. Con-stantly read and reread, Cassian's books [ashioned the medieval--and our ownnmonastic life. The Holy Spirit at Work in the Church The truth underlying Cassian's error is the almost simultaneous appearance of the religious life everywhere that the Church took root. The origin of the monastic life was a spontaneous manifestation of the Holy Spirit impelling Christians to live the life of the counsels taught by Jesus. Antony was merely the first to emerge, thanks to Athanasius, from the anonymity that conceals the virgins, celibates, and ascetics who preceded him. The impetus of the Spirit is seen particularly in the early acceptance of the virginal life by both men and women as a prime means of following the Master. From the end of the first century there are references to ascetics who lived continently "in honor of the flesh of Christ." After the third century virgins were looked upon as "the most illustrious portion of the flock of Christ" and were considered the spouses of Christ. Perfect continence, to-gether with voluntary poverty and austerity of life, was a constitutive element of the ascetical life that began to develop in the second century. Though these ascetics lived in their homes, sometimes holy women, widows, and virgins formed small communities that were marked by considerable personal freedom. The general reverence of the Church for chastity when Antony became a hermit about 300 A.D. accounts in large measure for the immediate wide diffusion of the eremitic and cenobitic forms of monasticism throughout the Christian world. The dynamic power of the Holy Spirit has been con-stantly operative during the history of the religious life. Here again there is a link with the early community of Jerusalem. These Christians, as we find their record in Acts, were very conscious of the action of the Spirit in their lives and apostolic works. Theirs was a life lived in the ~lan of the Spirit, as Vicaire remarks. ImmediateIy after describing the primitive community, the Acts of the Apostles goes on to say: "And great grace was upon them all" (4:33). This grace made itself visible even by miracles: "And many wonders and signs were done through the apostles" (2:43). When William of Saint-Thierry, whom I quoted a few pages back, described monastic origins, he manifested the awareness the monks had that the charismatic power of the Spirit was at work among them. In William's think-ing it was the "grace of the Holy Spirit which gave [the ÷ ÷ 4. Religious Orders VOLUME 28, 1969 W. A o Hinnebusch~ O.P. REVIEW FOR RELIGIOUS Apostles] power from above to live together in such a way that all would have but one heart and one soul, so that everything would be held in common . '~ Cen-turies before, Gregory the Great, writing his Dialogues within fifty years of the death of Benedict, described the great patriarch of Western monasticism as the ideal "man of God," the spiritual father who was entirely under the guidance of the Holy Spirit. The attention paid to the miracles worked by the founders and great figtires of monastic history is not merely a thoughtless emphasis on the secondary but was motivated by. the belief that the true monk, living in community, possesses an extraordinary grace for radiat-ing sanctity and contributing to the upbuilding of the B6dy of Christ. He can even receive from the Spirit the power of working miracles. The present-day interest in the charismatic character of the religious life and the charismatic founders is a legitimate, more explicit, recognition of the power of the Spirit working through all the years of monastic history. His role in the religious life deserves more attention and should awaken in us a great hope in the future of the religious life. Antony the Hermit Monasticism entered the pages of history close to the year 300 A.D. when Antony, the great hermit, gave away his possessions and retired to the Egyptian desert. The holiness and ordered discipline of his life, characterized by solitary contemplation and a severe but lofty and well-balanced asceticism soon brought other hermits to him for direction. Great colonies of solitaries arose under Antony's direction, especially at Pispir, where he lived, and at Nitria and Scete. These disciples lived alone like their master. Antony found so many imitators because of his moral greatness at a time of growing wickedness in the contemporary world. When Constantine ended the per-secutions and began to favor Christianity, the consequent lowering of the moral level of Christian life stimulated the development of a powerful ascetical movement, in-spired by the Gospels, on the ~ringes of the populated world. Antony became the model of the movement, especially after the appearance of his Life, written by Athanasius in 357 A.D., a year after Antony died. Gre-gory of Nazianzen called it "a rule of monastic life in the form of a narrative." Athanasius, who had known Antony personally and had seen him often, considered "the life of Antony an ideal pattern of the ascetical life." He intended to hold up Antony as the exemplar of the consecrated life and induce his readers to imitate what they saw. The work enjoyed a~tonishing success and was shortly translated into various languages. Antony, earnestly desiring to die the death of a martyr, went to Alexandria in 311 A.D., when the persecution of Maximin Daja broke out, to minister to the confessors in the mines and prisons, not thinking it justified to turn himself over to the authorities. When his hopes were dis-appointed, Antony returned to his desert cell where "he was a daily martyr to his conscience, ever fighting the battles of the faith. For he practiced a zealous and more intense ascetic life." With this short passage Athanasius enriched monasticism at its very birth with a positive view of asceticism and the renunciations involved in the life of the counsels. Antony's life in the desert was a substitute martyrdom and the monk the successor to the . martyr, a concept that remains alive to this day. Pachomius the Cenobite The weakness of the ei:emitical life lay in the minimal opportunity for practicing charity. Pachomius remedied this defect when he formed a genuine fellowship based on the communal charity inherent in Christianity. He composed the first monastic Rule, in it establishing the economic and spiritual bases for the common life and providing for community government. A younger con-temporary of Antony, Pachomius first served an appren-ticeship under the hermit Palaemon. Then about the year 320 A.D. he established a monastery at Tabennisi on the right bank of the Nile. Other monasteries soon followed, so that when he died, nine for men and two for women were under his guidance. These foundations were large settlements of monks who were organized into smaller groups according to the kind of agricultural work they did or the crafts they practiced. They lived a disciplined life, practiced individual poverty and de-tachment in essential matters, supported themselves by remunerative work, gathered for prayers morning and evening, and observed the three counsels, though they took no vows. Numerous biographies testify to the esteem in which Pachomius was held and the extent of his in- ~uence. Basil the Great The eremitical and cenobitic types of monasticism spread quickly both in East and West. Basil the Great, who benefited from the experience of the previous half century bf monastic experience, became the lawgiver of Eastern monasticism when he wrote his Longer R
"Self-preservation is the first duty of a nation"Alexander Hamilton "The whole point of the doomsday machineis lost if you keep it a secret!!"Dr. Strangelove I) Introducción: El realismo, la moral y la condición humana El realismo político ha sido la teoría de filosofía política de referencia por más de dos mil años y el programa de investigación dominante en las relaciones internacionales en el siglo XX. A pesar de todos sus defectos e imprecisiones, es el paradigma a partir del cual todas las corrientes rivales se han desarrollado. Tanto Holsti (1984) como Viotti y Kauppi (1993) identifican tres grandes paradigmas en RR.II: los enfoques clásicos o realistas, los enfoques pluralistas (ej. liberalismo) y los enfoques globalizadores o neo-marxistas. El paradigma realista ha sido, sin lugar a contestación, la teoría dominante. De manera más que sucinta es posible afirmar que las dos principales escuelas en RR.II, el realismo y el liberalismo, fundan toda su filosofía sobre concepciones opuestas de la condición humana. En última instancia cualquier filosofía política no es más que un "acto de fe", porque, más allá de cualquier validación heurística o de encadenamiento lógico, ser "realista", "liberal" o "marxista", implica una concepción particular del individuo, una forma de creer y ver al Hombre sobre la cual construiremos nuestra visión de la sociedad. El liberalismo es principalmente una filosofía positiva de la condición humana, basada en la libertad, en la racionalidad, en el libre albedrío y en la perfectibilidad social y humana. La perspectiva realista, como se verá a lo largo de este trabajo, parte de suposiciones radicalmente diferentes. Un supuesto central del realismo, mas no el único, es que el hombre anhela, ansía el Poder por encima de todas las cosas. Pero, ahí donde el liberalismo ve un defecto moral destinado a ser reparado o dominado, el realismo no reconoce más que una característica inmanente al individuo. El ansia de poder, para los realistas, no es ni buena ni mala, simplemente es. He aquí una distinción central entre ambas corrientes filosóficas, mientras el liberalismo anhela un mundo como "debería ser", el realista se contenta de observar cómo es el mundo. Esto ha derivado en un par de críticas importantes hacia la escuela realista. La primera es su ausencia de "compás moral"; la segunda, más relevante para este estudio, es su incapacidad para pensar o explicar el cambio. Algo así como si en la teoría realista el individuo (o el sistema internacional para los neorrealistas), careciese de pasado y futuro y estuviese destinado a vivir el presente encorsetado por una fuerza que lo domina: su apetito de poder para los realistas clásicos y la estructura del S.I en el caso de los neorrealistas. Conviene aquí incorporar una primera distinción, así como una aclaración con respecto a la centralidad del argumento depredador de la condición humana presente en el realismo. Con respecto a la aclaración, varios teóricos que han revisado exhaustivamente el "catalogo de pensadores realistas", refutan la idea que el ansia por el poder sea un argumento central al realismo (sí puede ser subsidiario). Tanto Viotti y Kauppi (1993: 6-7) como Vasquez (1983: 18) no encuentran que la naturaleza humana depredadora sea una suposición fundamental del realismo político. Con respecto a la distinción, he aquí una primera diferenciación entre el realismo clásico y el neorrealismo (o realismo estructural). Si bien es cierto que en el neorrealismo, preocupado únicamente por un análisis estructural (distribución de fuerzas y reglas que gobiernan el S.I), la naturaleza humana está ausente de todo análisis, en el realismo clásico, ya sea el de Tucídides, Hobbes o Morgenthau, es difícil edificar cualquier base teórica sin tener recurso, por lo menos como axioma no declarado, a la condición humana. Así lo expone Shimko (1992: 288): "Assumptions about human nature were not merely afterthoughts, excess intellectual baggage, or flowery rhetorical flourishes; they were the cornerstone of the classical realist analysis of political conflict". Y en palabras de George Kennan, sobre si la divina providencia había protegido o no al pueblo estadounidense de las tentaciones del fascismo propias a otros pueblos: "Unfortunately, I know that is not true…the fact of the matter is that there is a little bit of totalitarian buried somewhere, way down deep, in each and every one of us" (Kennan, 1967:319 en Shimko, 1992:289). El realismo clásico no asume que la moral está ausente de las RR.II, como erróneamente a menudo se expone, sino que argumenta que toda acción basada en la moral es contraproducente a los intereses del estado, principalmente a su seguridad y supervivencia. Es su fundamental oposición al idealismo moral lo que ha en parte dado su nombre al realismo clásico, que se inscribe antes que nada como un enfoque teórico reaccionario al idealismo (Forde, 1995: 143). La manipulación de principios morales sólo puede debilitar la política exterior y conducir a situaciones catastróficas porque, plantean los realistas, las normas que gobiernan el S.I nada tienen que ver con la moral y, con respecto a la condición humana, negar su naturaleza es un acto de ceguera. Así lo explica Morgenthau cuando critica la intervención de los Estados Unidos en la primera guerra mundial "The invocation of abstract moral principles was in part hardly more than an innocuous pastime; for embracing everything it came to grips with nothing. In part, however, it was a magnificent instrument for marshaling public opinion in support of war and warlike policies- and for losing the peace to follow. The intoxications with moral abstractions…has become the prevailing substitute for political thought, is indeed one of the great sources of weakness and failure in American foreign policy" (Morgenthau, 1950: 834). Para Morgenthau, los intereses morales están totalmente divorciados del interés nacional. El único acto verdaderamente inmoral, para los realistas clásicos, es actuar en contra de los intereses racionales del estado. II) El núcleo duro del realismo político Antes de lanzarse al estudio de la escuela realista, de sus principales aportes así como de las críticas que se le han realizado, conviene detenerse brevemente en los postulados centrales que han hecho del programa de investigación del realismo político uno de los más fecundos de las RR.II . En complemento al falsacionismo popperiano, Imre Lakatos (1980) desarrolla la idea del programa de investigación como medio para hacer avanzar el conocimiento científico. Lakatos afirma que el progreso científico no se alcanza únicamente a través de la refutación, sino igualmente, y sobretodo, a partir de la confirmación de conjeturas audaces. La ciencia no progresa automáticamente a través del rechazo de teorías, es más, Lakatos avanza que, para que un programa de investigación pueda progresar es necesario preservar un "núcleo duro" de supuestos fundamentales que serán centrales en el desarrollo de cada programa. Este núcleo duro del programa de investigación es, por decisión metodológica, infalsificable (Lakatos, 1980:112). El núcleo estará rodeado por una "cintura protectora", un conjunto de teorías e hipótesis (derivadas de los supuestos del núcleo duro), destinada a explicar los hechos observados así como predecir nuevos. La validación de estas teorías fortalecerá el núcleo, pero su rechazo, y he aquí una de las innovaciones metodológicas de Lakatos, no invalidará el conjunto del programa de investigación. Un programa será rechazado únicamente cuando un programa rival demuestre un mayor "poder heurístico". ¿Cuál es entonces el núcleo duro del realismo político?, ese conjunto de supuestos infalsificables que, a la manera de axiomas o dogmas, sustentan toda la construcción teórica del programa de investigación del realismo y que están más allá de cualquier cuestionamiento ontológico. Dependiendo de los autores, 3, 4 o hasta 5 son los "dogmas" realistas. Sin embargo, conviene aclarar que no todos los autores realistas adhieren ciegamente a la integralidad de estos supuestos a la manera de un tipo ideal weberiano. Como ya dije, el supuesto de la "naturaleza humana", por ejemplo, es cuestionado. Asimismo, algunos autores resaltan algunos principios por sobre otros. Sin embargo, a pesar de ciertas disensiones entre teóricos sobre el tratamiento y alcance de cada uno de estos axiomas, existe un consenso sobre la centralidad de estas cuestiones en la teoría realista. A mi entender, el realismo político se sustenta en los siguientes principios. A) Los estados son los actores principales de las RR.II; B) El estado es unitario y racional; C) El interés nacional, entendido en términos de seguridad nacional, debe ser la principal preocupación del estado y guiar su política exterior (Los estados buscan el poder); D) La anarquía es la norma que regula el accionar de los estados en el Sistema Internacional. Los tres primeros principios resurgen en prácticamente todos los teóricos realistas como los tres axiomas centrales (y únicos para algunos) del realismo político. Por otra parte, la centralidad del argumento de la anarquía dependerá en gran medida de si la consideramos o no como una característica secundaria o derivada del primer supuesto (el mundo es anárquico porque está compuesto sólo por estados soberanos). Veremos igualmente que si bien la anarquía no es un principio central para la mayor parte de los realistas clásicos como Tucídides o Hobbes, ya que no existiría "de por sí", la anarquía sí representa para los neorrealistas un supuesto fundamental. Ciertos teóricos, inclusive dentro de la escuela realista, han considerado que la anarquía del S.I ha sido por momentos "exagerada" y que existen en los hechos ciertas reglas, normas y mecanismos de cooperación que limitan y regulan el accionar de los estados. En este caso, el concepto de anarquía no sería un supuesto central del realismo. Vasquez (1883: 18) propone que otra suposición central al realismo es que existe una clara distinción entre la política doméstica y la política internacional, y que las relaciones internacionales representan una lucha por el poder y la paz. Entender como funciona esa dinámica, y encontrar formas o normas para dominarla, debe ser el propósito de la disciplina de las relaciones internacionales. Los estados son los actores principales de las RR.II: Otros actores no estatales, transnacionales o internacionales no son tan importantes, principalmente porque no ejercen el monopolio de la violencia interna o no tienen la capacidad de representar una amenaza física a la integridad del estado. Actores como las organizaciones internacionales (N.U, OTAN), no son sujetos de análisis importante ya que están compuestas por estados soberanos e independientes y, por lo tanto, no son autónomos de las partes que los componen. El estado es unitario: Por unitario se entiende que el estado es una única unidad política, soberana sobre su propio territorio. Independientemente de los diferendos internos o de los procesos de negociación políticos o burocráticos que puedan existir, el estado sólo tiene una posición en el concierto internacional. El estado es racional: Los realistas asumen que el estado siempre adoptará la decisión más eficiente, dados los recursos y capacidades disponibles y en un contexto de incertidumbre e información incompleta, para alcanzar sus objetivos (Legro y Moravcsik, 1999: 12). La racionalidad del estado pasa, para los realistas, casi exclusivamente por garantizar su seguridad y buscar el poder. La racionalidad del estado no puede desasociarse de la naturaleza de anarquía del S.I. Es sólo a través de la respuesta racional del estado ante las condiciones de anarquía internacional, que el realismo puede pretender establecer pautas y regularidades en el comportamiento, necesarias al establecimiento de una ciencia que explique comprensivamente el accionar de los estados (Forde, 1995: 145). Un concepto interesante es el de la naturaleza de las preferencias del estado o, dicho de otra manera, del interés nacional. Se tratará este tema en detalle más adelante, pero valga aquí una primera aclaración. El realismo, al asumir que las preferencias de los estados son fijas y mutualmente excluyentes o conflictivas (la seguridad o la búsqueda del poder), se aleja de la "tentación reduccionista" de buscar las causas de la acción del estado en los procesos domésticos de formación y negociación de preferencias, así como de las interpretaciones moralistas, utópicas o legalistas de la naturaleza de la política internacional (Legro y Moravcsik, 1999:14). El realismo propone entonces que las RR.II son un perpetuo proceso de negociación sobre la conquista, distribución y redistribución de recursos y bienes escasos. III) Poder, Sistema y Seguridad Dos cuestiones son centrales al pensamiento realista: el Poder y el Sistema. Ambos conceptos pueden ser pensados desde una perspectiva estática o dinámica. El poder estático representaría el conjunto de atributos o capacidades, militares, económicos, tecnológicos, diplomáticos y otros que posee un estado. El Poder dinámico debe ser pensado, no como un absoluto, sino como la capacidad de influenciar el accionar de otros estados. En este sentido, la influencia de un estado en el plano internacional no depende únicamente de su dotación objetiva de poder, sino de a) su voluntad de usar dicho poder, b) la percepción que los otros estados tengan de su voluntad a utilizar dicho poder, c) su influencia efectiva sobre otros estados (Viotti y Kauppi, 1993: 44). Es innegable que para muchos realistas el poder es la principal herramienta de presión para influenciar el resultado de la negociación interestatal y que este resultado es proporcional al total de las capacidades materiales (Legro y Moravcsik), 1999: 17). En otras palabras, en un mundo entre iguales (estados soberanos) los poderosos tienen más opciones que los débiles, cuya única opción a menudo es sufrir la dominación del más fuerte. El primero en expresar esta idea, dos mil años antes que Maquiavelo, fue Tucídides en su Historia de la Guerra del Peloponeso, en el famoso diálogo de los Melios, cuando los emisarios atenienses advierten a los melios (libro V: verso 89): "…lo saben ustedes tan bien como nosotros, la justicia sólo forma parte del razonamiento humano cuando las fuerzas en presencia son iguales, de lo contrario, los fuertes ejercen su poder y los débiles deben inclinarse ". En relación al concepto de sistema, una corriente minoritaria (principalmente behaviorista), ve al sistema como un conjunto de interacciones entre el estado y otros actores no estatales. La corriente mayoritaria, entiende el sistema como las diferentes distribuciones de capacidades o de poder entre los estados y las normas que regulan dichas relaciones, principalmente: la anarquía y la incertidumbre (Viotti y Kaupi, 1993: 45-46). Por los tanto, los realistas ven el mundo como una competencia constante por recursos limitados. Lo que cuenta no son las capacidades absolutas, sino el cambio relativo en las capacidades de los actores (Schweller, 1997: 928). Para reflexionar sobre la idea de seguridad y como ésta resulta indisociable de las nociones de poder y sistema, conviene profundizar sobre la brevemente mencionada noción de anarquía, para así reconstruir el encadenamiento lógico del realismo. La anarquía, pieza clave en el entendimiento de la teoría realista implica que, en un sistema internacional compuesto por estados soberanos y autónomos, no existe autoridad superior a la de los estados. La anarquía conlleva que no existe jerarquía entre los estados en el S.I. Si bien es cierto que hay estados más poderosos que otros, y he aquí la diferencia entre autoridad y poder, ningún estado tiene una autoridad superior, ningún derecho legal a gobernar a otro por el solo hecho de ser más poderoso. De esta visión de un mundo anárquico, podemos extrapolar por lo menos dos aspectos importantes que se relacionan con la falta de confianza, o la desconfianza preventiva en la que incurren los actores de las RR.II. y que afectará la seguridad de los estados y del sistema. El primero es que el estado sólo puede contar consigo mismo ya que no existe una autoridad central (a la imagen del Leviatán de Hobbes), capaz de hacer respetar las reglas y compromisos acordados a nivel internacional. Por lo tanto, los estados se encuentran en una situación de self-help. El segundo punto derivado de la anarquía del sistema es lo que ha pasado a denominarse como el dilema de seguridad, que funciona de la siguiente manera: en un contexto de desconfianza y self-help, un estado procederá a armarse para preservar su seguridad frente a cualquier posible amenaza. El dilema radica en que mientras un estado más se arma (aunque sus intenciones sean puramente defensivas), más amenaza la seguridad de terceros estados, quienes, desde una óptica puramente racional, recurrirán a un proceso similar para defenderse de cualquier posible amenaza del primer estado (es la lógica detrás de cualquier carrera armamentística). Así lo expone Waltz (1988: 619): "The uneasy state of affairs is exacerbated by the familiar security dilemma, wherein measures that enhance one state´s security typically diminish that of others. In an anarchic domain, the source of one´s own comfort is the source of another worry". En virtud de la anarquía del sistema internacional, por más que todos los actores conscientemente busquen la paz, la racionalidad del estado (salvaguardar su seguridad) lo conducirá a la única alternativa posible: igualar o superar el armamento rival. Así es como Tucídides explica la guerra entre Atenas y Esparta. Esparta, temerosa del aumento del poder militar ateniense se lanzó en su propia campaña de alianzas para contrarrestar cualquier cambio desfavorable en el balance de poder. Dadas las condiciones del sistema y la naturaleza de los actores que acabo de enunciar, los teóricos, realistas y otros, han pretendido siempre encontrar la fórmula mágica que garantice un S.I más seguro. Parte de esos esfuerzos tienen que ver con el estudio de la teoría de juegos que, aplicada al estudio de las relaciones internacionales, intenta descifrar los diferentes escenarios de cooperación y conflicto, las normas, los incentivos o las amenazas que provocarán determinados comportamientos (siempre entendidos desde la perspectiva de un actor racional) y promoverán la seguridad o la inseguridad en el S.I. Los escenarios más conocidos son los de la "caza del ciervo" de J. J Rousseau, y el dilema del prisionero. El problema de aplicar la teoría de juegos a las relaciones entre estados radica en que, para que la estrategia sea exitosa (o sea, que todos los casos posibles de "jugadas" puedan ser previstos), la información con que cuentan los actores debe ser perfecta (Wagner, 1983: 345). Sin embargo, para los realistas, y en particular para los neorrealistas, la incertidumbre es parte central de la estructura en el S.I. A menudo, los estados actúan como "cajas negras" que proveen escasa o nula información otra que el resultado directo de sus políticas exteriores (Glaser, 1997: 195). Una pregunta interesante es la de saber si ¿el dilema de seguridad es una resultante de la naturaleza del sistema o, si por el contrario, es construido por los estados? Para Alexander Wendt (1995: 73), uno de los principales teóricos de la escuela constructivista, el dilema de la seguridad, así como la idea de anarquía, no están dados por el sistema o por la "naturaleza", sino que son construcciones sociales. Para él, el dilema de seguridad es producto de percepciones intersubjetivas de los estados que, impregnados de una desconfianza generalizada, asumen siempre lo peor en las intenciones de los otros actores. Si, como asume Wendt, el dilema de la seguridad es una creación, o más bien una percepción de los estados, estaría también en ellos la posibilidad de llevar adelante políticas que eviten crear dicho dilema. La respuesta realista ha sido en parte de argumentar que los constructivistas, así como los liberales, magnifican el nivel de competición y conflicto en la teoría realista. Sería más correcto afirmar que muchos realistas (principalmente los realistas defensivos) no ven a los estados como entidades ontológicamente agresivas e identificadas negativamente con la seguridad de otros, sino más bien como actores egoístas, y, por lo tanto, indiferentes a la seguridad ajena, salvo en los casos en que esta los afecte negativamente (Glaser, 1997: 197). La anarquía y la incertidumbre del S.I, ligadas al dilema de la seguridad, han provocado un quiebre de la escuela neorrealista entre los defensores de un realismo ofensivo y los que apoyan un realismo defensivo. Tanto los neorrealistas ofensivos como defensivos parten de los mismos supuestos, algunos de los cuales comparten con los realistas clásicos: los estados poderosos son los principales actores de las RR.II (en esto difieren de los realistas clásicos); los estados son racionales (maximizan sus recursos para alcanzar sus objetivos, en este caso su seguridad) y, producto de la anarquía y de la incertidumbre del S.I, nunca pueden estar del todo seguros de las intenciones de los otros estados y se encuentran entonces en una situación de sef-help; por lo tanto, la principal preocupación de los estados es asegurar su seguridad y supervivencia (security seekers), es decir, minimizar la probabilidad de ser conquistados o destruidos por otros actores; por último, para asegurar su seguridad en el contexto de self-help, los estados procederán a armarse y contarán con capacidades ofensivas y defensivas. Los realistas ofensivos mantienen que los estados intentarán siempre maximizar el poder, mientras que los realistas defensivos proponen que los estados buscan antes que nada mantener el status quo y, por lo tanto, buscarán balancear el poder dentro del sistema internacional. John Mearsheimer (2001) ha sido el principal proponente del realismo ofensivo, mientras que Kenneth Waltz y Stephen Walt del realismo defensivo. Este debate ha provocado la emergencia de una teoría relacionada con el balance entre las estrategias defensivas y ofensivas. Los teóricos se han abocado a estudiar si es posible separar ambas estrategias (en particular en un contexto de supremo desarrollo tecnológico) y si las variaciones entre ofensa-defensa pueden alterar las probabilidades de la guerra y de la competencia en materia de seguridad. Esta teoría, desarrollada en los años 70, ha sido utilizada exhaustivamente para explicar los diferentes escenarios de cooperación y conflicto, las carreras armamentísticas o el control del armamento, la formación de alianzas o las formas óptimas de disuasión, e igualmente para estudiar si los estados buscan ganancias absolutas o relativas. La teoría ofensa/defensa (Offense-Defense Theory ) plantea que existe un balance entre ofensa y defensa que determinará la eficacia relativa de las estrategias de seguridad ofensivas y defensivas. Las variaciones en las dotaciones de ofensa y defensa afectarán los patrones de las relaciones internacionales y de la política exterior. La teoría avanza que el conflicto internacional y la guerra son más factibles de ocurrir cuando la ofensiva lleva la ventaja, mientras que la paz y la cooperación más factibles cuando la defensa tiene ventaja (Lynn-Jones, 1995: 660-661). En materia de seguridad y de relacionamiento internacional, los estados tiene dos estrategias básicas (o una combinación de las dos) para maximizar su seguridad: ofensivas o defensivas. La opción defensiva implica que el estado intenta defender el territorio y los recursos que controla e imposibilitar así cualquier tentativa de conquista sobre su territorio. La estrategia defensiva asume igualmente que dicho estado no busca expandirse, conquistar o destruir un estado rival. La estrategia ofensiva, por el contrario, utiliza la conquista militar para aumentar los recursos del estado, conquistar, intimidar o someter a otros estados que puedan representar una amenaza para el primero. Igualmente, a través de la expansión agresiva, el estado busca cimentar su fortaleza defensiva Lynn-Jones, 1995: 665). Para los ofensivos, la incertidumbre de las acciones contrarias, así como la capacidad de cualquier estado de contar en cualquier momento con determinadas capacidades ofensivas, lleva a que la mejor manera para sobrevivir en un estado de anarquía, sea la de ganar poder a expensas de un estado contrario (Mearsheimer, 2001: 31). El realismo ofensivo parte del supuesto que los estados buscan antes que nada (o exclusivamente) garantizar su seguridad y supervivencia (security seekers) y consideran a los otros estados rivales como agresores en potencia y deben por lo tanto asegurarse ganancias de poder relativas. Mearsheimer argumenta que los estados buscan maximizar su posición de poder relativa ya que la seguridad depende grandemente de la ventaja militar de un estado sobre otro (Mearsheimer, 1994: 11). Esto tiene dos consecuencias, la primera es que la noción de poder es relacional (o dinámica) para los neorrealistas y la segunda es que bajo esta suposición, el dilema de la seguridad corre el riesgo de agravarse. Para los neorrealistas defensivos, esta visión es errónea. Argumentan que el nivel de inseguridad se reduce cuando los estados adoptan una posición defensiva, o más precisamente, cuando el ratio defensa/ofensa aumenta. Una clara ventaja ofensiva hará que la expansión o la conquista sea más factible, provocando el comportamiento agresivo de los estados "codiciosos" y aumentando el dilema de la seguridad. Contrariamente, una fuerte posición defensiva hace de la conquista una posibilidad más remota y aumenta la seguridad colectiva (Montgomery, 2006: 156). Ciertos autores han criticado la offense-defense theory porque consideran que es imposible determinar el balance entre ofensa/defensa porque todas las armas modernas pueden ser utilizadas, casi sin excepción, tanto en una estrategia ofensiva como defensiva (Mearsheimer, 1994: 23). Por lo tanto, si no es posible determinar el ratio ofensa/defensa, la teoría carecería de aplicación práctica. En respuesta a estas críticas, los defensores de este enfoque han argumentado que resulta irrelevante el tipo de arma utilizado (ofensiva o defensiva), lo que cuenta y debe ser objeto de medida o evaluación, es la capacidad de las fuerzas atacantes de derrotar a las fuerzas defensivas (Glaser, 1997:199). En ese caso, podríamos preguntarnos ¿qué pasa, o qué es necesario para que una fuerza defensiva superior se transforme en fuerza ofensiva? *Este artículo fue presentado en la 9° sesión el Seminario Interno de Discusión Teórica 2013, organizado por el Departamento de Estudios Internacionales de la Universidad ORT Uruguay. Germán Clulow es Licenciado en Estudios Internacionales por la Universidad ORT –Uruguay, Master en Ciencia Política por la Université de Genève – Suiza, y Master en Estudios de Desarrollo por el Instituto de Altos Estudios Internacionales y de Desarrollo (IHEID-The Graduate Institute) Ginebra, Suiza.
The study of the military veterans' experience in higher education has coincided with the history of the GI Bill® and the various iterations of the benefits of this program, beginning with the original version following WWII. With the latest version, the Post 9/11 GI Bill®, institutions of higher education have experienced the highest enrollment numbers of veterans since the conclusion of the Vietnam Conflict. Institutions have historically been reactive in support of new waves of veterans entering higher education. This study sought to gain the perspective of veterans, as to how the institutions have been serving veterans by creating a veteran friendly campus through the admission, enrollment, and veterans services processes. The study also sought to gather the veterans' perspective related to how well faculty and staff understand the military experience, and how well veterans have been integrated into the classroom environment and into higher education in general. In addition, the study sought to measure the perspective of veterans with disabilities and their specific experience in higher education. A survey of the veteran experience was conducted in 2-year and 4-year institutions in a western state. Results indicated that although improvements have been made in relation to veterans in this study, there are still areas that need addressing in order to improve the veteran experience in overall. The veteran, the institution, and the community in general can benefit immensely as veterans use their GI Bill® benefit to pursue higher education, and then put that education to work upon graduation. It is incumbent on institutions of higher education to ensure that a veteran friendly process is in place, in order to attract and retain veterans through graduation. ; MILITARY VETERAN EXPERIENCE 2 Acknowledgements I would like to thank my parents, Robert E. and Janice D. Czech, for their sound example, for instilling proper values, and for exemplifying good character. Without them and who they were, I would not be where I am or who I am today. I would also like to express appreciation to my family and friends for their unwavering support to me during the process of completing my graduate degree. Without their support I do not believe I would have endured my many struggles to meet this goal. My appreciation to Dr. Peggy Saunders for her guidance throughout this process, and to my many professors for their patience and understanding throughout each semester. Their wisdom and intuition allowed me to flourish as a non-traditional student, in an environment that seemed foreign. I would like to acknowledge the foundation of hard work, leadership, and service that I learned during my 22 years in the United States Anny. It was not always easy, but the lessons learned have helped me to endure this graduate degree process. Finally, thanks to my graduate committee chair Dr. Natalie Williams. She was my guide, advisor, and champion during this final project. Without her outstanding patience, understanding and depth of knowledge I would have never made it to my goal. MILITARY VETERAN EXPERIENCE 3 Table of Contents NATURE OF THE PROBLEM . 7 Literature Review . 9 Introduction . 9 Historical Foundations . 10 WWII Era GI Bill® (Original) . 10 Korean Era GI Bill® . 11 Vietnam Era GI Bill® . 12 Post-Vietnam Era Veterans Education Assistance Program (VEAP) . 12 Montgomery GI Bill® and Reserve Programs . 13 Post 9/11 GI Bill® (Current) . 13 GI Bill® Use (as of Fiscal Year 2013) . 14 Effects of the Post 9/11 GI Bill® on Higher Education . 15 Veterans with combat related disability issues . 19 Accommodating veterans with disabilities on campus . 20 Veterans' with disabilities . 25 Reintegration into Society . 28 Higher education: Weathering the perfect storm . 30 Summary . 32 PURPOSE . 34 METHOD . 36 Participants . 37 MILITARY VETERAN EXPERIENCE 4 Instruments . 38 Procedure . 3 8 Data Analysis . 41 RESULTS . 43 Demographic Data . 43 Overall Experience in Higher Education . 44 Website Navigation . 44 Admissions . 45 Enrollment Services . 46 Veterans Services Office . 47 Faculty Awareness, Classroom Environment, and Campus Life . 48 Service-connected Disability . 51 DISCUSSION . 53 Implications of Results . 55 Limitations . 61 Future Research . 62 Summary . 63 REFERENCES . 65 APPENDICES . 69 Appendix A: Veterans Survey . 70 Appendix B: IRB Approval . ; . 74 Appendix C: Survey Results Spreadsheet. . 76 MILITARY VETERAN EXPERIENCE 5 List of Tables Table I. Respondents by branch and years of service, and by branch and gender . 37 Table 2. Summary of Survey Responses by Section, with Totals by Section and Response Type . 52 MILITARY VETERAN EXPERIENCE 6 Abstract The study of the military veterans' experience in higher education has coincided with the history of the GI Bill® and the various iterations of the benefits of this program, beginning with the original version following WWII. With the latest version, the Post 9/11 GI Bill®, institutions of higher education have experienced the highest enrollment numbers of veterans since the conclusion of the Vietnam Conflict. Institutions have historically been reactive in support of new waves of veterans entering higher education. This study sought to gain the perspective of veterans, as to how the institutions have been serving veterans by creating a veteran friendly campus through the admission, enrollment, and veterans services processes. The study also sought to gather the veterans' perspective related to how well faculty and staff understand the military experience, and how well veterans have been integrated into the classroom environment and into higher education in general. In addition, the study sought to measure the perspective of veterans with disabilities and their specific experience in higher education. A survey of the veteran experience was conducted in 2-year and 4-year institutions in a western state. Results indicated that although improvements have been made in relation to veterans in this study, there are still areas that need addressing in order to improve the veteran experience in overall. The veteran, the institution, and the community in general can benefit immensely as veterans use their GI Bill® benefit to pursue higher education, and then put that education to work upon graduation. It is incumbent on institutions of higher education to ensure that a veteran friendly process is in place, in order to attract and retain veterans through graduation. MILITARY VETERAN EXPERIENCE NATURE OF THE PROBLEM With the passing of the Post 9/11 Veterans Educational Assistance Act (2008), also known as the Post 9/11 GI Bill®, colleges and universities are seeing higher enrollment by military veterans than they have since the conclusion of the Vietnam Conflict (Cook & Kim, 2009; Rumann & Hamrick, 2009), and the intricacies and implementation of this new GI Bill® has caused confusion and frustration for both the veterans and university staff. After WWII, the Servicemen's Readjustment Act of 1944 (or GI Bill®) granted unprecedented educational and economic benefits to veterans. Other GI Bill® programs and adjustments have been made over the years, but the Post 9/11 version was said to be the most generous since the WWII era GI Bill® (Radford, 2009). 7 With the most recent changes to the GI Bill®, veteran presence was expected to grow on campuses across the country and therefore schools have had to adjust to meet the new demand (Cook & Kim, 2009; Rumann & Hamrick, 2009). Many of the veterans, active military and active military reservists (92%) currently enrolled in university indicated that education should play a role in post-service transition (Zoli, Maury, & Fay, 2015). Many veterans currently enrolled in higher education were exposed to direct and indirect conflict and suffer from Post-Traumatic Stress Disorder (PTSD), Traumatic Brain Injury (TBI), and other physical and psychological challenges. Church (2009) said that "returning veterans will have a wide range of medical diagnoses and related health problems that will have a temporary or chronic impact on their living, working, learning, MILITARY VETERAN EXPERIENCE and relationship functions" (pg. 44). These issues make it difficult for veterans to adjust to a higher education setting, and cause tangible problems for their academic progress. 8 Although there are many positive qualities that veterans bring to an institution of higher education, many also bring with them these battle related issues. These issues make it difficult for veterans to adjust to this setting. The American Council on Education (ACE) found that veterans reported problems meeting academic expectations, while managing service connected injuries, including PTSD and TBI (Steele, Salcedo, and Coley, 2010). Not all veterans will openly disclose the visible and invisible injuries they have, so it is incumbent on colleges and universities to develop welcoming programs that meet these challenges (Church, 2009). This lack of self-disclosure could lead veterans to underutilize traditional campus disability services and therefore not receive the accommodations that may make their experience more manageable. Unfortunately, most post-secondary schools are ill prepared to meet the needs of these Veterans, creating lost opportunities for both the Veteran and the institution. Schools that are slow in meeting the challenges that the veterans present, find they are reacting rather than being proactive in meeting veteran needs. If institutions of higher education do not work to understand this veteran population, then it is likely to lead to an unsuccessful experience for the veteran and the institution (Brown & Gross, 2011). There are areas where higher education is generally meeting the needs of veterans, like including veteran issues in strategic planning, offering specific programs and services for veterans, recognizing prior military experience with college credit, assisting veterans with finding counseling services, providing financial accommodations, and providing counseling on veterans' educational benefits. But there are many areas that still show MILITARY VETERAN EXPERIENCE room for improvement including assisting veterans' transition to college, developing faculty and staff awareness of veteran specific issues, meeting the needs of veterans with military related disabilities, assisting re-enrolling veterans, and providing peer to peer experiences for veterans (Cook & Kim, 2009). Literature Review Introduction This literature review will first establish some historical background relating to the GI Bill®, including changes that have taken place since its establishment following WWII. It will highlight the benefits of each version, especially the original version and the most recent version known as the Post 9/11 GI Bill®, and demonstrate the problems caused by the large influx of new veterans in higher education. Next, it will highlight some of the issues veterans have in a higher education setting related to their combat related disabilities and experiences, and the lack of preparation and forethought by colleges and universities related to these new veterans. Historical IFoundation~1office1] 9 The relationship of higher education and the military dates back to the 1862 Morrill Act, which established military training programs at land-grant institutions (Rumann & Hamrick, 2009, 2010). Subsequently, just prior to WWI, Congress passed the 1916 National Defense Act (NDA) which provided colleges a leading role in training soldiers. The NDA also established the three components of the military: the active duty military component, the military reserve component, and the state National Guard component. In addition, it created the Reserve Officers' Training Corps (ROTC) that standardized what had been solely independent military training programs at colleges and MILITARY VETERAN EXPERIENCE 10 universities. These were the fotmdations of the relationship between the military and higher education. Even though the NDA was established prior to WWI, many veterans were unsatisfied with the benefits offered to them, which resulted in significant economic and social unrest. This dissatisfaction prompted the writing of Servicemen's Readjustment Act of 1944 (Rumann & Hamrick, 2009). WWII Era GI Bill(RJ (Original). With the large numbers of military veterans returning home after WWII the Servicemen's Readjustment Act of 1944 (i.e., GI Bill®) granted unprecedented educational and economic benefits to these veterans. After much strnggle, this act was passed by congress and signed into law by President Roosevelt on June 22, 1944 (Rumann & Hamrick, 2009). When signing the GI Bill®, President Roosevelt said "It gives emphatic notice to the men and women in our armed forces that the American people do not intend to let them down" (Department of Veterans Affairs, 2013, para. 24). This trnly generous WWII era GI Bill® provided many financial and educational benefits to veterans and their families. Additionally benefits included living stipends, Veterans were given loan guarantees for homes, farms and businesses (e.g., nearly 2.4 million loans from 1944 to 1952), as well as unemployment pay and employment assistance (Department of Veterans Affairs, 2013). By the time the original GI Bill® had ended in 1956, 7.8 million of the nearly 16 million WWII veterans had used education benefits to some extent. In the peak year of 1947, veterans made up 49% of all college admissions. One interesting fact is that although there was an unemployment benefit available, less than 20% of the funds set aside for this benefit was used by the veterans. The total cost of this original version of MILITARY VETERAN EXPERIENCE the GI Bill® was $14.5 Billion (Department of Veterans Affairs, 2013; Military.com, 2006). 11 Many names have been given to this generation of veterans that served in WWII, such as the Greatest Generation, the G .I. Generation, and the Civic Generation. Regardless of the label, the impact of this generation due in large part to the GI Bill® education benefits, is immeasurable and can be felt to the present. In her book, Mettler (2005) stated that ''.just as the G.I. Bill transformed the lives of veterans who used it, they in tum helped change America" (p. 11 ). This GI Bill® opened up educational opportunities to those other than the privileged in America. Higher education that had previously been reserved for mainly white, native-born, Protestant Americans prior to WWII, was now a possibility for those that were Jewish, Catholic, African American, immigrants, and the working class. This changed the landscape of America forever (Mettler, 2005). Korean Era GI Bill.® The Veterans Readjustment Assistance Act of 1952, or Korean Conflict GI Bill®, was instituted to carry on the tradition of taking care of those who served and fought for their country. It was approved by President Truman on July 16, 1952. It was available for use by veterans who served between June 27, 1950 and Febrnary 1, 1955. Although this GI Bill® still provided education benefits and living stipends, as well has loan guarantees, it left the employment assistance up to the individual states. By the time this program ended in 1955, some 43% of the over 5.5 million veterans of the Korean Conflict had used their education benefits to some extent. Total cost to the country was $4.5 Billion and over 1.5 million loans were guaranteed, meaning the MILITARY VETERAN EXPERIENCE government guaranteed a portion of the loan to the lien holder in case of default (Department of Veterans Affairs, 2013; Military.com, 2006). Vietnam Era GI Bill.® 12 The Veterans Readjustment Act of 1966, or Vietnam Era GI Bill®, was signed by President Johnson on March 3, 1966. It retroactively covered post Korean Conflict veterans who served after February 1, 1955 and continued for veterans who served until May 7, 1975. It again provided education benefits, for the first time including active duty military members, and again loan guarantees. Between 1966 and 1989, 6 million Vietnam veterans, 1.4 million Post-Korean veterans, and 7 51,000 active duty military used this education benefit to some extent. More than $42 Billion was spent on this version of the GI Bill®, and 4.5 million loans were guaranteed (Military.com, 2006). Post-Vietnam Era Veterans Education Assistance Program (VEAP). VEAP was a transitional program that bridged the gap between the Vietnam Era GI Bill®, and the Montgomery GI Bill®. Veterans, who entered after December 31, 1976 were eligible for education benefits under this version, but unlike the previous versions this one required a contribution by the military member and they had to choose to participate upon enlistment. The participant contributed through payroll deductions up to $2700 and the government then matched two dollars for every dollar contributed for a maximum of $5400. If one chose not to participate, then they had no money for education available at the end of their service. In addition to this money for education, the loan guarantees continued (Military.com, 2006). MILITARY VETERAN EXPERIENCE 13 Montgomery GI Bill® and Reserve Programs. The Montgomery GI Bill®, named for its sponsor Representative G.V. (Sonny) Montgomery, was established in 1984. Representative Montgomery was the chairman of the House Veterans' Affairs Committee and worked to support veterans. For the first time a version of the GI Bill® also included education benefits for those serving in the reserve components, although at a reduced benefit to their active duty counterparts. A reserve member had to enlist for 6 years, and after serving 6 months they could begin using their education benefit. It again required the active military member to contribute toward their future education, with matching funds by the military. An active duty veteran was eligible if they served after 30 June, 1985 and had to enlist for a minimum of 2 years. This program continues to be used by veterans up to this day, and overlaps with the new Post 9/11 GI Bill® (Department of Veterans Affairs, 2013; Military.com, 2006). Post 9/11 GI Bill® (Current) The newest of the GI Bill® education and benefit programs is called the Post 9/11 Veterans Educational Assistance Program (Post 9/11 GI Bill®). It was signed into law in July of2008, and became effective August 1, 2009. The Post 9/11 GI Bill® is the most comprehensive bill since the original in 1944. It provides benefits to service members, both active and reserve, who served at least 90 aggregate days of active military service after September 10, 2001. This means that an active duty member and a reserve component member serving the same amount of active duty time will receive the same benefit. The benefit can be used while still in the active military or reserve component and after discharge (Post 9/11 GI Bill Overview, n.d., Department of Veterans Affairs, 2014). MILITARY VETERAN EXPERIENCE 14 The Veterans Administration (VA) pays up to 100% of the student's tuition and fees for their education, based on the amount of service after the date of eligibility. The tuition and fees provided under this version of the GI Bill® are sent directly to the educational institution. This GI Bill® also includes up to $1000 per year for textbooks, a living stipend while emolled in school, based on cost ofliving which averages $1368 per month nationally, a one-time relocation payment of $500 for those relocating from a rural area to attend school, and for those still on active duty in the military the opportunity to transfer some or all of the benefit to their children (Post 9/11 GI Bill Overview, n.d.; Department of Veterans Affairs, 2014). The benefit is tiered depending on how much active duty service was rendered after September 10, 2001. For instance if the member served at least 36 months of active duty service, then they receive 100% of the benefits. For 30-36 months it is 90%, 24-30 months is 80%, 18-24 months is 70%, 12-18 months is 60%, 6-12 months is 50%, and 90 days to 6 months is 40% (Post 9/11 GI Bill Overview, n.d.). GI Bill® Use (as of Fiscal Year 2013). With the increased benefit of the Post 9/11 GI Bill® came a new wave of college bound military veterans and reserve members, and in some cases their family members to whom they have transferred benefits. The higher educational institutions around the country will need to prepare for this new wave, just as they had to prepare and react to the wave of veterans entering school following WWII. The Institute for Veterans and Military Families, at Syracuse University, conducted a multi-pronged study to gain a better understanding of social, economic, and wellness concerns of the newest generation of veterans. There are over 3.9 million MILITARY VETERAN EXPERIENCE 15 veterans identified as disabled by the Veterans Administration (VA). Of those, 43% were from the Gulf War era and beyond. Additionally, of the more than 8,500 respondents in that study 58% reported a service related disability. Of those in the survey that reported service-connected disability, 79% said that the disability created obstacles for them when they transitioned to civilian life. In fact, 12% indicated the disability hindered starting higher education, and 28% said the disability created obstacles in completing their higher education. These same veterans indicated that of the many motivations to join the military, 53% said that educational benefits were a reason they joined, followed by a desire to serve their country at 52%. In the research 92% of respondents indicated that education should play a role in post-service transition. The response to this particular question indicated how overwhelmingly important education is to the most recent service members and veterans, and showed intent to further their education. A study of GI Bill® usage by veterans was published providing data through fiscal year 2013. The study indicated that in the Fiscal Year (FY) of2009 the Veterans Benefits Administration (VBA) reported just 34,393 students using the Post 9/11 GI Bill®, but in FY 2013 the total was up to 754,229 students. If all of the current GI Bill® benefit programs are included, there were 1,091,044 students (FY 2013) using benefits. Payments from the Post 9/11 GI Bill® in FY 2013, to students and colleges, was over $10 billion, with the total from all GI Bill® programs being over $12 billion (Department of Veterans Affairs, 2014). Effects of the Post 9/11 GI Bill® on Higher Education. Military veterans are likely to enroll or reenroll in higher education following military service. It is incumbent upon these institutions to be prepared, in order to make MILITARY VETERAN EXPERIENCE 16 the veterans' transition easier (Rumann and Hamrick, 2009). This is especially the case with the advent of the generous benefits of the Post-9/11 GI Bill®. The researchers further pointed out that because of generational and societal perspectives, many current administrators and faculty have most likely not experienced military service. This has caused issues with how faculty and staff at institutions relate to veterans. Rumann and Hamrick (2009) suggested that building relationships with outside veteran organizations could bridge the gap that may exist. In addition, they suggested that campus administrations could provide opportunities for students, staff, and faculty to better understand aspects of military service, complimenting a broader focus on diversity on campuses. In their more recent study, Rumann and Hamrick (2010) focused on a small group of National Guard and reserve veterans who had returned from wartime deployments to re-enroll in school. The veterans experienced things such as lingering high stress levels related to their deployments, a maturity gap that had developed between them and traditional undergraduate students, personal relationship issues, and identity related issues. Cook and Kim (2009) took a broader look at easing the transition of service members on campus. Their study involved surveys returned by 723 institutions across the country. The study found that there was a varied approach to serving veterans, with no obvious pattern as to which programs and services were provided, or what entity on campus was responsible, and reported that nearly two thirds of colleges and universities that did offer veteran services have increased those services since September 11, 2001. MILITARY VETERAN EXPERIENCE 17 In the same study, researchers came to the conclusion that there were areas where higher education was generally meeting the needs of military students, and areas where institutions could improve. Some examples of areas where institutions met veteran needs were including veteran issues in strategic planning, offering specific programs and services for veterans, recognizing prior military experience with college credit, assisting veterans with finding counseling services, providing financial accommodations, and providing counseling on veterans' educational benefits (Cook & Kim, 2009). Areas that needed improvement included helping veterans transition to a college environment, providing professional development to faculty and staff on veteran transition issues, training of staff on meeting the needs veterans with brain injuries and other military related disabilities, streamlining of administrative procedures for veterans enrolling or re-enrolling, and providing opportunities for veterans to connect with peers on campus. With the expected influx of students using the Post-9/11 GI Bill®, institutions need to address these areas of weakness when it comes to veteran services and programs. In their report, Brown and Gross (2011) stated that successful management of military students brings benefits to all involved: the student; the academic institution; and the community. Part ofthis management includes understanding the characteristics of veteran and active military students. Radford (2009) detailed many characteristics of veterans and military undergraduates. The study states that: Slightly more than 3 percent of all undergraduates enrolled during the 2007-08 academic year were veterans, and slightly more than 1 percent were military service members. Among these military undergraduates, about 75 percent were MILITARY VETERAN EXPERIENCE veterans, 16 percent were military service members on active duty, and almost 9 percent were military service members in the reserves. (p. 6) 18 The researcher also detailed issues faced by military undergraduates who wished to attend college: Difficulty transitioning to life after military service; experiencing psychological and/or physical post-war trauma; readjusting to personal relationships; and adapting to a new lifestyle. Radford also highlights that veterans can face bureaucratic red tape from the Department of Veterans Affairs (VA) relating to their education benefits as well as from the college or university staff who were often not well versed in the details of those benefits. Many veterans face obstacles and challenges in using the Post-9/11 GI Bill® and transitioning to college (Steele, Salcedo, & Coley, 2010). Challenges noted included expectations different from their military experience, balancing academics and other responsibilities, relating to non-veteran students, managing service-connected injuries and disabilities. They also noted institutional efforts to adapt to the new GI Bill® benefits. Schools reported increased staff workloads of 50% to 200% related to the new influx of veteran students. The researchers (Steel, Salcedo, & Coley, 2010) noted some of the reasons behind this influx were, increases in total GI Bill® enrollment over previous years, lack oflmowledge in details of the new law, coordination with student accounts offices with respect to receipt of payments, the need to submit enrollment verification of each veteran student, and the need to assist veteran students in understanding their benefits. Institutions could more effectively serve veteran students according to the results ofa focus group study (Steel, Salcedo, & Coley, 2010). Institutions that encourage MILITARY VETERAN EXPERIENCE 19 veterans to self-identify early, ensure veteran program administrators are adequately trained, and that other staff and administration are trained on the new GI Bill®, tend to have more effective programs for veterans. The institutions should employ disability and mental health staff who understand veterans' issues, have consistent policies for college credit for military training, have veteran specific orientations and informational sessions, and encourage veteran student organizations on campus (Steel, Salcedo, & Coley, 2010). Veterans with Combat Related Disability Issues One challenge America faces as the more recent conflicts wind down, is that there will be more veterans with disabilities returning from military service, and these veterans will be seeking higher education. It will be important for staff and faculty of associated schools to be prepared to assist these veterans with disabilities in their transition (DiRarnio & Spires, 2009). The veterans that find it especially difficult to adjust to higher education are those with combat related disability issues, including hidden issues such as Post Traumatic Stress Disorder (PTSD) and Traumatic Brain Injury (TBI). Survivability from combat injury has increased and therefore an increase in veterans with disabilities on campus is inevitable. In the most recent conflicts, nearly 85% of those receiving combat injuries are surviving due to advances in protective body annor, use of coagulants, and advances in the military medical evacuation system (Madaus, Miller II, & Vance, 2009). The Veterans Administration (VA) reported that in 1986 there were 2,225,289 military veterans with service-connected disabilities. By 2013 the number of veterans with service-connected disabilities had climbed to 3,743,259, mainly due to exposure to the MILITARY VETERAN EXPERIENCE 20 most recent conflicts in Iraq and Afghanistan and the increased survivability from combat injury (Department of Veterans Affairs, 2014b). Researchers from a study of veterans with three major conditions (e.g., PTSD, TBI, and major depression) reported that 18.5% of those returning from the most recent conflicts had PTSD or depression, and 19.5% reported experiencing TBI during their deployment. Of the veterans responding to the study, 11.2% reported PTSD or depression but no TBI, 7.3% reported PTSD/depression and TBI, and 12.2% reported just TBI (Tanielian & Jaycox, 2008). More recent casualty statistics reported to congress indicate that, approximately 118,829 military members/veterans deployed between 2000 and 2014 were diagnosed with PTSD. During the same period 307,283 were diagnosed with some form ofTBI (Fischer, 2014). Colleges and universities across the country need to find ways to accommodate these new military veterans that may be coming to their institutions, but especially those with these sometimes unseen disabilities. The Disability Services (DS) offices on campus will need to take a leading role in this accommodation. Accommodating Veterans with Disabilities on Campus. In a study of the role of the DS staff in accommodating veterans with disabilities, 237 members of the Association on Higher Education and Disabilities completed a survey, responses indicated that only 33% were comfortable or knowledgeable about campus efforts to serve these wounded warriors. Additionally, only 17.3% felt they had above average ability to serve these veterans (Vance, Miller II, 2009). There is a need to develop veteran friendly programs that reduce red tape, and have a designated point person or office. Other recommendations were to have an ongoing campus dialogue MILITARY VETERAN EXPERIENCE 21 which includes members of the DS staff, work on collaboration with other campus professionals, and work to collaborate in educating faculty and staff on the unique needs of these veterans (Vance & Miller II, 2009). There have been many discussions on how to accommodate veterans with disabilities on college and university campuses. The American Council on Education (ACE), with support from the Kresge Foundation and the Association on Higher Education and Disability and America's Heroes at Work conducted a "Veterans Success Jam" in May of2010. The "Veteran Success Jam'', was a three-day online collaboration that brought together thousands of veterans and their families, active service members, campus leaders, nonprofit organizations, and govermnent agencies from around the country. Recommendations were generated for colleges and universities accommodating veterans with PTSD and TBI (American Council on Education, 2010). During discussions at the Veterans Success Jam it was determined that overall veterans bring a lot of good qualities with them to campus, such as a higher degree of maturity, experience and leadership qualities, familiarity with diversity, and a level of focus not seen in their peers. Unfortunately, these qualities have been earned at great personal expense, and may well affect their educational goals. Campuses that are prepared to handle these challenges will rnake the transition of these veterans much easier, and the schools will benefit from being seen as veteran friendly (American Council on Education, 2010). Part of preparing to properly serve and accommodate these veterans is to understand what PTSD and TBI are, and what effect they may have on the academic MILITARY VETERAN EXPERIENCE 22 progress of these students. It is imperative that faculty and staff be educated and aware of these possible challenges (American Council on Education, 2010). Traumatic Brain Injury (TBI) in veterans usually involves a blow or concussion to the head which may include a penetrating head injury, which disrupts the function of the brain itself. These are most often associated with contact with an improvised explosive device (IED). Generally TBI can result in long and short-term issues, but most people get better over time. For those with mild cases of TB I, about 80% of the cases from the most recent conflicts, the recovery time can be as little as 3-6 months (American Council on Education, 2010). Post-traumatic stress disorder (PTSD) is a psychological injury that develops in response to exposure to an extreme traumatic event or events over time. PTSD trauma may include threatened death of oneself or others, serious injury, and even just the constant threat of personal injury. This creates a feeling of fear and helplessness that actually changes the brains chemical and hormonal balance. For some victims the symptoms will disappear when they are no longer exposed, yet for others they persist over a long period of time. Flashbacks or reliving events can happen in PTSD cases, which bring the stresses back to the forefront. These victims can sometimes avoid these feelings by avoiding events or situations that may trigger them. Usually PTSD symptoms manifest themselves within a few months, but they can take years to appear (American Council on Education, 2010). Staff and faculty may find it helpful to know what cognitive difficulties may be manifested in a veteran with PTSD or TBI. Each person manifests symptoms differently, so it hard to generalize. These symptoms can be things such as: difficulty in MILITARY VETERAN EXPERIENCE 23 concentration and attention; challenges processing infonnation; learning and memory deficits; sluggish abstract reasoning; and slowed executive functioning including problem solving, planning, insight, and sequencing. These veterans may also experience stressors outside the classroom involving home life, work, sleep disturbances, trouble managing time, and panic attacks (American Council on Education, 2010). When considering how to accommodate veterans with these types of disabilities it is best to understand that PTSD and TBI .symptoms are expressed in very unique ways. Standard procedures for accommodating a student with disabilities may not work with these veterans. In addition, in extreme cases, PTSD and TBI may also lead to depression and suicidal thoughts. These symptoms can be aggravated by academic pressure, health concerns, relationship issues, sleep problems, and substance abuse issues. Some factors that may have a positive effect on these veterans are social support by other veterans, professional medical treatment, good health and eating habits, and participation in recreational activities (American Coimcil on Education, 2010). Institutional faculty and staff should also be aware that not all veterans with PTSD or TBI will require disability accommodations to be successful in education, while others may. If they do require and qualify for special accommodations they will normally fall under either the Americans with Disabilities Act of 1990, or Section 504 of the Vocational and Rehabilitation Act of 1973. So adjustments may be made for these veterans, as they are with others with disabilities, as long as the accommodations do not change the overall academic program in question (American Council on Education, 2010). MILITARY VETERAN EXPERIENCE 24 Another factor to consider is that these veterans are less likely than their peers on campus to access special accommodations for which they may qualify. There are many reasons this may occur such as pride, lack of understanding campus resources on their part, or the feeling that faculty and staff do not understand PTSD or TBI. It is necessary to realize that most staff and faculty have not experienced anything close to what these veterans have been exposed to in combat (Rumann & Hamrick, 2009). Faculty and staff must be informed in other ways because of the lack of exposure to military experiences and lifestyle. Increased awareness by faculty and staff can also meet the needs of broader commitment to diversity on campus (American Council on Education, 2010; Rtunann & Hamrick, 2009). Faculty and staff should know that the manifestation of symptoms, and even the diagnosis of these conditions, may not occur until well after they leave the military. Therefore, they may come to the campus undiagnosed. Becoming aware of the outward signs of PTSD and TBI could present opportunities to counsel veterans on possible accommodations, for those that have not already made arrangements with the DS office on campus. Of course, veterans must be willing participants and never be coerced (American Council on Education, 2010). Faculty and staff would also find it useful to become aware of other veteran resources on campus and in the community that may be helpful in the veterans' transition to the college or university setting. These could be resources such as the Veteran Student Services office, Veterans Upward Bound (VUB), the local Student Veterans of America chapter, or various community veteran resources like the Veteran Service Organizations (American Legion, Veterans of Foreign Wars (VFW), and Disabled American Veterans MILITARY VETERAN EXPERIENCE 25 (DAV)), the Veterans Administration (VA) hospital, and others. Partnering with outside organizations would help university staff in handling veteran specific issues (American Council on Education, 2010; Rumann & Hamrick, 2009). In general faculty and staff should understand that most veterans are new to their disabilities as well and may be unaware of their rights as disabled students to receive accommodations for an identified disability. The process of getting and accepting help can take time for these veterans. Sometimes their military background can hinder them, mainly due to the stigma of weakness that can be placed upon someone in the military with disabilities or shortcomings. Faculty and staff should also be aware that there are many other disabilities that veterans may bring to campus in addition to PTSD/TBI such as loss oflimb(s), severe burns, deafness, vision issues, and general learning disabilities (American Council on Education, 2010). Veterans with Disabilities. In a study published in 2012, focus groups were held involving 31 veterans who had self-reported PTSD symptoms. Transcripts of the sessions were analyzed to establish dominant themes in the responses of these veterans. Findings indicated that veterans with PTSD. needed services in a variety of different areas, and they also had some specific recommendations for easing their transition (Ellison, et al., 2012). The veterans in the study found it important for the schools to provide services for educational planning, including helping them to prepare for the rigors of higher education. The reality is that many of these veterans went into the military because they felt they were not ready for college. The veterans felt they needed help with counseling on the educational goals, and in choosing an appropriate major (Ellison, et al., 2012). MILITARY VETERAN EXPERIENCE 26 Another concern for these recent veterans is being able to reintegrate into society after their military service. Many of them left from their parents' homes right after high school without learning to live civilian life on their own. The veterans indicated the sudden change in social, psychological, and environmental norms from the military to civilian life created concerns. These concerns included homelessness, lack of family support, medical and/or addiction needs, physical disability needs, financial difficulties, and the how to balance their education and living needs (Ellison, et al., 2012). One theme that manifested itself across the veterans was the need for guidance and counseling regarding their GI Bill® and VA benefits. The veterans indicated that when calling veterans services they had difficulty reaching an actual person who could answer questions for them. When they did reach an individual, this person lacked proper knowledge of benefits, or could not properly cotmsel them on the pitfalls of choosing one educational benefit over the other. The staff at these offices need to be knowledgeable and infonnative (Ellison, et al., 2012). These veterans were concerned over the impact that their PTSD would have on their educational attainment. They indicated high anxiety dnring classes which could be triggered by things such as loud and sudden noises, hypervigilance while traveling to school, or anything that might remind them of their combat experience. Some indicated that they coped with these difficulties by using medication, positioning themselves at the back of the class, trying to choose classes with fewer students, or even evening or online classes. The veterans also expressed concern with perceived difficulties in memory and concentration in class, and the need for special accommodations (Ellison, et al., 2012). MILITARY VETERAN EXPERIENCE 27 The veterans provided some possible ways that institutions could mitigate some of the difficulties that they face. They indicated the need for on campus outreach services from VA facilities where the veterans normally gather. The younger veterans also expressed a need for more outreach by veterans their own age and not just by groups of what they perceived to be veterans old enough to be their fathers (Ellison, et al., 2012). Peer support was another area where they felt services could be utilized to their benefit. The veterans felt that being able to interact with veterans who have had similar experiences, would help them to navigate the difficulties of the environment. There is an unseen trnst bond that fellow veterans feel from each other, especially if they know they have each served in similar combat situations. The veterans thought that a program of veterans providing counseling to veterans would be ideal and that one-on-one service settings would be best (Ellison, et al., 2012). These veterans also suggested that there should be some coordination between services received with their VA education benefit and with the clinical services related to their PTSD treatment. Veterans were concerned with the logistics of managing their schooling and the case management involving their treatment. The veterans suggested that there be some coordination between the schools and the VA to have school representatives available at the VA facilities for question and answer sessions related to higher education, as well as maybe some workshops related to college preparation. The veterans also wondered if it were possible to have individual advocates that would walk them through the processes such as admissions, financial aid, and enrollment (Ellison, et al., 2012). MILITARY VETERAN EXPERIENCE 28 The veterans also suggested that there is a big change between the structured life of the military and the less structured civilian culture. Veterans felt in the military they had less autonomy and flexibility, and were concerned that their dependence on the military structure could hinder them in college persistence. Veterans felt that the process on campus needed to be streamlined and clear in order for them to better cope with the process. A one-stop-shop for veteran student services was suggested (Ellison, et al., 2012). Another concern was the perceived disconnect from the social networks the veterans relied upon prior to serving in the military. Having experienced many traumatic combat related experiences, and feeling a veteran no longer fit into groups or social settings that veterans may have been included in prior to their service. The veterans' social networks had become those that were fonned in the military and the transition back to civilian social networks was difficult. Veteran student groups on campus and national student veteran organizations could help ease these concerns (Ellison, et al., 2012). Reintegration into Society As veterans return from conflicts they have difficulties reintegrating into work environments, educational environments, social interactions and relationships, general physical functions, and sound emotional well-being. This is especially true for veterans that return with disabilities such as PTSD and TBI (Ostovary & Dapprich, 2011). As related specifically to (re)integration in education, veterans find both challenges and opportunities await them. The challenges come in many different forms and veterans need help navigating them upon entering the higher education environment. MILITARY VETERAN EXPERIENCE The opportunities depend on the approach to veterans established in each school (Ostovary & Dapprich, 2011). 29 One of the challenges faced in educational (re )integration is the loss of the direct benefits veterans were used to receiving in the military. Veterans are used to their day to day needs being taken care of for them with relative ease for the most part. Veterans' educational benefits can sometimes be delayed. The veterans are encouraged to apply for their GI Bill® benefits soon after discharge, yet the process of receiving these benefits is not immediate. This urgency in using the education benefit may cause the veteran to feel rushed into college enrollment and amplify things such as anger, irritability, and poor concentration in school. Classroom settings can also be a challenge and veterans may be affected by class size and noise, placement in the room, and attention and concentration issues. The veterans themselves report problems with the rigors of the curricuhun, social interaction with other students, and their perceived limits to services on campus (Ostovary & Dapprich, 2011). Educational satisfaction of veterans relates to how the respective institution of higher education works to become veteran friendly. Colleges and universities need adapt to the needs of new veterans as they transition. A veteran friendly campus is one that collaborates all services related to the (re)integration of veterans with disabilities. The services should include veteran centers on campus, veteran specific orientations, intramural programs for disabled students, and a campus-wide focus on veteran services. In addition, a student veteran organization should be established on campus. These organizations may improve interaction between veterans and traditional students, and between veterans and faculty and staff (Ostovary & Dapprich, 2011). MILITARY VETERAN EXPERIENCE 30 As has been the pattern of past generations, social and political change has occurred when veterans return from the fight, including those that return with disabilities. Following WWI the change came in the form of what was called the Commission on National Aid to Vocational Education and Disabled Veterans Act. Following WWII the change was known as the Serviceman's Readjustment Act. Then after Vietnam the program was called Veteran's Readjustment Assistance Act. Our newest veterans with disabilities are covered under the provisions of the Americans with Disabilities Act Amendment Act (AD AAA) of 2008 (Ostovary & Dapprich, 2011 ). Higher Education: Weathering the Perfect Storm. It has been said that the return of veterans from recent conflicts in Iraq and Afghanistan, along with the passage of the ADAAA, and the comprehensive benefits of the new Post 9/11 GI Bill® have created a so-called perfect storm that higher education has to overcome (Grossman, 2009). How higher education reacts will detennine how well they navigate the storm. Veterans with disabilities have historically been seen as assertive when it comes to their civil rights and educational benefits earned during their service. Many have been through traumas of the battlefield and will have been diagnosed with PTSB, TBI, and other issues (Grossman, 2009). Institutions of higher education will have to adapt to and learn to accommodate these veterans. Postsecondary institutions can become overwhelmed by this new influx of veterans with disabilities, or it could see this as an opportunity for positive changes. These new veterans could become the wakeup call that higher education needs, or a stumbling block. To weather the storm they will need to look at this challenge from a MILITARY VETERAN EXPERIENCE 31 new perspective and come up with new solutions that include a campus-wide response to accommodating veterans, and a Universal Design (UD) approach to their education (Burnett & Segoria, 2009; Grossman, 2009). The researcher (Grossman, 2009) lays out the challenges that come along with this perfect storm, and that higher education institutions will have to decide how they meet the challenges. First, they have to decide to prepare for this new population of veterans, of which they have had little if any experience dealing with. This will require training of faculty, staff, and DS staff on the characteristics and needs of these veterans. Although the AD AAA makes it clear that institutions are not required to fundamentally change their programs, but when it comes to veteran accommodations they may need to determine what really is fundamental. Veterans with PTSD and TBI require adjustments (accommodations) to the status quo, yet at the same time they do not want to be coddled (Grossman, 2009). The second challenge for colleges and universities is to develop veteran outreach activities that encourage them to enroll in college, take advantage of earned accommodations, and persist to graduation. They will need to address veterans with disabilities that hesitate to self-identify, that bristle at even being called or considered disabled, but that still need to be informed of campus benefits. Outreach activities should take place at locations where veterans may congregate (on and off campus), on social media cites, and at local military base education centers where possible. Veteran-specific student organizations, clubs, and fraternities may also be developed to inform veterans. For the most part these veterans are not used to the academic culture surrounding MILITARY VETERAN EXPERIENCE 32 disability accommodations and need help reviewing their documented disabilities or help obtaining proper documentation (Grossman, 2009). The next challenge noted is that veterans need someone on campus that can support them when the challenges and rigors of academic life arise. Ideally this would be someone with military experience generally similar to the individual veteran experience. Veterans with disabilities need to have someone they know can relate to their specific needs, and challenges, and be sympathetic to their cause (Grossman, 2009). Finally, colleges and universities need to be up to the challenge that this is an ongoing opportunity to help these current veterans and those that may come in the future. The higher education institutions should realize that America has made a commitment to these veterans and that part of that commitment is to their proper education. The commitment to this opportunity has to stay consistent, perpetual, and always focused on meeting the needs of these veterans with disabilities (Grossman, 2009). Summary There has been a long history established of federal assistance for veterans leaving military service, especially since WWII concluded. The GI Bill® has become a major part of those benefits. The original GI Bill® was a very generous benefit that provided an educational opportunity to millions of veterans following WWII, and literally changed society for generations. The newest version, the Post 9/11 GI Bill®, once again offers a tremendous benefit to veterans transitioning from the military and entering higher education environments around the country. This new GI Bill®, along with the large number of veterans leaving service following the wars in Iraq and Afghanistan, have facilitated the need for change MILITARY VETERAN EXPERIENCE 33 and adaption of student services at these institutions of higher education. Some of these colleges and universities have done better at adapting than others, but the need for all to make the change is required. Reintegration of these veterans into society, and more specifically into education, is critical for their well-being. These veterans almost always need help navigating the challenges faced in a higher education environment. Colleges and universities must change and adapt as society does in relation to veterans. Many of these new veterans coming to higher education have been exposed to combat and may have disabilities, including PTSD and TBI, which will need to be accommodated. Adjustments will need to be made by faculty and staff in order to address the educational needs of these veterans with disabilities. How these adjustments are made, and how effective they are in helping the veterans transition, will impact the experience of both the institutes of higher education the veterans they serve. MILITARY VETERAN EXPERIENCE 34 PURPOSE With the passing of the Post 9/11 GI Bill®, colleges and universities have seen the greatest influx of veterans in higher education since the end of the Vietnam conflict (Cook & Kim, 2009; Rumann & Hamrick, 2009). This new GI Bill® benefit is the most generous since the end of WWII (Radford, 2009) which has resulted in higher veteran enrollment, and has required colleges and universities to adjust policies and procedures to meet the needs of these veterans. In research by Zoli, Maury, and Fay (2015) of more than 8,500 military members and veterans, 92% said that education should play a role in post-service transition. Unfortunately most colleges and universities were inadequately prepared to meet the needs of this new influx of veterans and have been reactive in making the necessary adjustments to meet their needs (Brown & Gross, 2011). Many of these new veterans have returned with disabilities related to their wartime experiences, such as PTSD and TBI, which require additional considerations and accommodations. These veterans with disabilities have both temporary and chronic health issues that have affected their educational experience (Church, 2009). Faculty, staff, and related student services offices need to work together to meet the needs and special accommodations of these veterans with disabilities. The purpose of this study was to detennine veterans/veterans with disabilities perspectives on how well they have been integrated and accommodated at the community college and university level in a western state. The study sought to determine how veterans with disabilities perceive overall services for injured veterans on campus, accommodations and disability services for veterans, and supportive services that allow veterans to persist and graduate from a post-secondary school. MILITARY VETERAN EXPERIENCE 35 The primary research questions were: 1. To what extent do veterans feel that their respective college or university has developed a veteran friendly campus by streamlining the admission, enrollment, and veteran services processes? 2. To what extent do veterans feel faculty and staff have an adequate understanding of the experiences of military veterans and are faculty and staff aware of helpful ways of integrating or reintegrating them into the classroom and into higher education in general? 3. To what extent do veterans perceive that colleges or universities adequately understand and accommodate veterans' with disabilities, specifically those disabilities related to combat related issues such as PTSD and TBI? MILITARY VETERAN EXPERIENCE 36 METHOD To address the purpose of this study, a needs analysis through survey research was conducted using the perspectives of veterans at both a university and community college in a western state. Veteran attitudes and perspectives were gathered related to their experiences during the admissions and emollment processes at their institutes of higher / education. Additionally the participants considered disabled, due to PTSD or TBI, were further queried relating to their specific experiences on campus. The study was conducted using a survey consisting of 4-point Likert scale questionnaire (Appendix A), with follow-up open-ended questions. The Likert scale questions were used to measure the overall perception of veterans' experiences in higher education. The open-ended questions were used to identify common themes and opinions from these same veterans. Additional survey questions were provided for veterans who self-identified as having PTSD and/or TBL The study was of particular interest to the researcher due to past experience in the military, work experience serving veterans on campus, and experience as a student having used GI Bill® benefits for graduate studies. The researcher served in the U.S. Army for over 22 years retiring in 2005, was grandfathered into the Post 9/11 GI Bill® benefits after retirement, and used those benefits in pursuit of a Master of Education degree at a university in a western state. Additionally the researcher is a service-connected veteran with disabilities. The researcher worked with veterans at a university as a staff member in a Department of Education program called Veterans Upward Bound (Department of Education, 2014), and was a member of a university committee of concerned faculty and staff, dedicated to creating a veteran friendly environment. MILITARY VETERAN EXPERIENCE 37 Participants The study surveyed veterans attending a university and a community college in a western state, who were associated with the Veterans Upward Bound (VUB) program at each campus. The survey was distributed to 158 veterans who participated in VUB between 2013 and 2015. Total respondents to the survey were 33, a 23% response rate. As with the military in general, it was anticipated that the majority of the respondents would be male (see Table 1). Part of the survey allowed the veterans to identify whether they had a serviceconnected disability for PTSD and/or TBI. Those that identified themselves as disabled due to PTSD/TBI were further queried, to gather information related to their particular experiences regarding disability accommodations and services on campus. Table I. Respondents by branch and years of service, and by branch and gender. 0-5 years 6-10 years 11-19 years Retired 20+ Male Female Army 4 4 1 1 8 2 Navy 2 1 NIA 1 3 1 Air Force NIA 4 NIA 4 5 3 Marine Corp 5 2 NIA NIA 6 1 Nat. Guard NIA NIA NIA 1 NIA 1 Reserve 1 2 NIA NIA 3 Total 12 13 1 7 25 8 MILITARY VETERAN EXPERIENCE 38 Instruments This research was conducted using a survey of questions related to the veterans' experiences and satisfaction level with campus services, including questions specifically for those veterans who identified themselves as having a service-connected disability (Appendix A). The questionnaire measured levels of satisfaction or dissatisfaction with each topic. No neutral response was offered to the respondents. The researcher's rationale being that the veterans were either satisfied or not with each aspect of their experience on campus. The open-ended questions required a written response that allowed the respondents to express deeper feelings related to the topics. These were used to further identify common themes. Procedure The study identified veterans enrolled in VUB using program specific database software known as Blumen® (Compansol, 2012). The database is used to track the progress of veterans in VUB and was readily available to the researcher. Although the researcher had access to the veterans in the VUB program, Institutional Review Board (IRB) permissions were requested in accordance with institutional procedures. The IRB request included all survey instruments and informed consent forms required for the study. Once approval of the study was given (Appendix B), the researcher obtained a current number ofVUB participants served between 2013 and 2015, and began the survey process. MILITARY VETERAN EXPERIENCE 39 An email was sent to 158 veterans emolled in VUB between 2013 and 2015. The initial email introduced the study and asked each veteran to participate in the survey. The email made clear that their participation in the survey was consent for their data to be used in the study. The veterans were instructed that these surveys would include descriptive information such as background, age, and sex, but that no identifiable information would be published in the results. Of the initial 158 emails sent, 15 were rejected due to invalid emails, and two veterans specifically requested not to be contacted further and were removed from the participant list. The final pool was 141 veterans. One week after the initial email, a second email was sent to each veteran with a link to the survey and they were asked to complete it as quickly as possible. After a two week response period the researcher sent the link again, to offer those veterans who have not yet responded the opportunity to participate. Due to minimal response, the survey link was then sent out two additional times before it was determined that the maximum voluntary response was likely reached. There were a total of 33 completed surveys received, or a 23% response rate approximately. Of those received, eight women veterans completed the survey, or 24%. Unfortunately researchers have found that response rates to online surveys are significantly lower than paper surveys, despite various practices used to lift total responses. It was reported that online surveys had response rates 23 % lower than that of paper surveys (Nulty 2008). Nulty suggests the following procedures as a way to boost response rates from online surveys such as: MILITARY VETERAN EXPERIENCE 1. "Pushing" the survey using an easy access URL sent directly to the participants. 2. Frequent reminders to the participants, at least 3, however some researchers in the study were concerned with irritating the survey population. 3. Involving academics with a vested interest, to remind possible participants. 40 4. Somehow persuading participants that the data from their responses will be used usefully and taken seriously. 5. Providing rewards of some sort, prizes, points, extra credit, etc. But some cautioned that students should do it because it is worth their time, versus extrinsic motivators that may skew the sample. 6. Help students to understand how to give constructive criticism, which can help their open-ended responses. 7. Create surveys that seek constructive criticism, which encourages participation and avoids the pitfalls of simple numerical rating surveys. During the data collection process, some of these tactics were employed to increase response rates. As indicated earlier in this research, multiple emails with an easy to access URL were used, providing frequent reminders, participants were informed that their data would be used to improve the situation of current and future veteran students, and the survey was constrncted in a way that would allow the veterans to provide constrnctive criticism using both a Likert scale survey and follow-up open-ended comments. MILITARY VETERAN EXPERIENCE 41 Based on the researcher's work with veterans for over 10 years prior to this study, the response rate for the current research was not a surprising. Most veterans have been reluctant to participate in extracurricular activities and assignments given through VUB, due to their busy life and their focus on the requirements of their education which effect their grades. In addition, female veterans seem more likely to participate than male veterans. Female veterans made up only 16% of the initial pool of veterans to whom the survey was sent, but responded at a rate of 24%. Additionally, of those who responded 33% indicated they had been diagnosed with PTSD and/or TBI. Data Analysis The survey was administered and gathered over the course of a semester and the results were analyzed. Data were reviewed on a regular basis as the surveys were returned by the respondents. The researcher reviewed the responses for overall concepts, emerging patterns, and overarching categorization. The data were described and interpreted to answer questions posed by the research on the military veteran experience in higher education in a western state. An ecological psychology approach was talcen to analyze the participant's perspectives related to their environment (Boudah, 2011). Ecological psychology is the study of the relationship of humans and their environments, and how that enviromnent affects the inhabitants. In this case the higher education environment and military veterans. The researcher collected the data over time and then coded the data for analysis. During coding the researcher worked to identify patterns, developed categories, and MILITARY VETERAN EXPERIENCE looked for common themes and trends. As new responses crune in, patterns categories and themes were changed and adjusted as necessary. 42 The researcher then moved beyond the patterns, categories and themes to develop a theory based on a review of the causes, consequences, and relationships of the veteran perspective. The researcher brought a theoretical sensitivity to the subject based on past experience in the military and current work with veterans on college and university crunpuses. MILITARY VETERAN EXPERIENCE RESULTS 43 The survey questions were broken down into demographic data, and seven survey sections: (a) overall experience in higher education, (b) website navigation, (c) admissions, (d) enrollment services, (e) veterans services office, (f) faculty awareness/classroom enviromnent/campus life, and (g) service-connected disability. Likert scale answers were gathered, and the respondents were also given the opportunity to comment on each section as well. See the Likert scale results (Appendix C). Demographic Data Based on the survey answers in this section, the researcher received a good mixture of military veterans. Of the respondents, seven indicated they were retired military (typically a minimum of20 years served), one had served 11-19 years, 13 had served 6-10 years, and 12 had served in the military 0-5 years. As to the question of how long each veteran had been out of the military before starting college, nine veterans had been out just 0-6 months, only three 7-12 months, seven had been out 1-2 years, three had been out 3-5 years, and 11 had been out of the military over five years. Of the veterans who responded, 25 were male and eight were female. Combat zone experience was high among respondents, which reflects the fact that the military has been involved in one conflict or another for over a decade. Of the 33 respondents 25 had been deployed to a combat zone, including six of the eight female veterans. There was a fairly even mixture of veteran students attending two or four year postsecondary institutions as well. Of the respondents, 10 were attending a 2-year institution and 13 were attending a 4-year institution. The rest were either imminently MILITARY VETERAN EXPERIENCE 44 graduating, starting school the following semester, or were just not enrolled in school at the time of the survey. The military branch breakdown of the respondents were 10 that had served in the Army, four from the Navy, eight from the Air Force, seven from the Marines, and four who had served in a reserve component. Overall Experience in Higher Education When asked iftheir overall experience in higher education had been positive, nearly 73% either agreed or strongly agreed with the statement, and the remaining 27% disagreed or strongly disagreed. As to whether their school was working to accommodate veterans, 66% either agreed or strongly agreed and the remaining 33% disagreed or strongly disagreed. And finally as to whether veteran programs/benefits have improved since they have been at school, nearly 56% either agreed or strongly agreed, while 44% either disagreed or strongly disagreed. Open ended comments from this section included one from a veteran who said, "Seems to be more difficult once you've been identified as a veteran." Another veteran commented, "Some departments are set up in such a way that Veterans who use their G .I. Bill do not get the full benefits. ([e.g.] the Automotive Department) Some of the classes have 25 hours of seat time for 1 week with homework and is considered part time." Website Navigation The respondents overwhelmingly agreed that their respective college/university website was easy to find online, with 100% that either agreed or strongly agreed. Once they found the site 75% either agreed or strongly agreed that the site was easy to navigate, MILITARY VETERAN EXPERIENCE 45 while 25% reported a negative experience and either disagreed or strongly disagreed that the website was easy to locate. When it came to veteran-specific webpages, 60% either agreed or strongly agreed that it was easy to locate veteran-specific webpages and that they were either in one location or easily linked. Yet 40% disagreed or strongly disagreed, and found the webpages more difficult to locate. The respondents that either agreed or strongly agreed that veteran webpages were clear and understandable was about 73%, with about 27% that disagreed or strongly disagreed. Finally, over 93% of the respondents either agreed or strongly agreed that contact information for Veterans Services was easy to find on the website. When asked to comment about website navigation, one veteran said, "Veterans Services website need[s] a complete makeover. Veterans Upward [B]ound need[s] some life to it, graphics. Still have very old pictures. Out of date. Its 2015 folks." Admissions A clear 100% of the respondents either agreed or strongly agreed that online admissions application was easily fotmd, clear, and understandable. Over 68% either agreed or strongly agreed that the application clearly asked them to identify as a military member or veteran, with approximately 31 % that either disagreed or strongly disagreed that the application clearly asked them to identify as a military member or veteran. The vast majority of the veterans, over 96%, either agreed or strongly agreed that the admissions office was easy to locate on their campus if needed. Approximately 63% either agreed or strongly agreed that the admissions staff was helpful, were able to answer MILITARY VETERAN EXPERIENCE veteran related questions, and understood veteran related procedures while over 36% disagreed or strongly disagreed. 46 Just over 53% of the veterans either agreed or strongly agreed that the procedure to transfer in credit for military experience was clear and understandable, while nearly 47% disagreed or strongly disagreed. As to whether their respective school offered veteran-specific orientations or information sessions, approximately 53% disagreed or strongly disagreed. Nearly 47% agreed or strongly agreed. When asked whether the overall admissions process was veteran friendly, nearly 70% either agreed or strongly agreed that it was, while about 30% disagreed or strongly disagreed that the process was veteran friendly. Comments on admissions included one veteran who said, [About the application] "the box that asks if you are a vet is a small box that most vets don't see." [As to whether the staff was helpful] "When you ask any questions on the phone, as soon as you say you're a vet, they transfer you to Veteran Services, even though your question is about admissions." [In reference to veteran orientation] "Some orientations include a portion for vets, but most don't." Another veteran commented, "I honestly can't remember if Veteran status was an option on the application. The local VA office had to add me as Veteran with school. There is a disconnect somewhere." Enrollment Services When asked about enrollment services, over 85% ofrespondents either agreed or strongly agreed that the online registration process was clear and understandable, with just over 14% disagreed or strongly disagreed. Nearly 94% of the veterans either agreed or strongly agreed that the registrar's office was easy to locate on their respective campus. MILITARY VETERAN EXPERIENCE 47 The veterans were also asked if they had access to an advisor for help planning and choosing courses, as well as assistance in enrolling. Approximately 74% of the respondents either agreed or strongly agreed, with just about 26% that disagreed or strongly disagreed. As to whether the registrar office staff were familiar with veteranspecific needs, only about 45% either agreed or strongly agreed, and 55% didn't feel their needs were met. Over 78% of the veterans surveyed either agreed or strongly agreed that enrollment deadlines, add/drop periods, and the semester schedules were made clear, while approximately 22 % disagreed or strongly disagreed. One veteran said concerning enrollment services, "I specifically had to ask for an adviser with a military background to assist me. It was difficult to process to figure out what classes I needed to finish my degree with the military. The other advisers gave a generic tutorial on general education classes which was helpful to a point. To be fair it was extremely difficult to get assistance from the military." Another veteran commented, "I could find no specific counselor to meet with to plan a course schedule. That was left up to the advisor for the degree you majored in. Getting a meeting with that person is absolutely ridiculous and time consuming. Not easy in the slightest." Veterans Services Office When it came to ease of locating Veterans Services on campus, almost 85% either agreed or strongly agreed that it was no problem, with the remaining 15% who either disagreed or strongly disagreed. Some 78% ofrespondents either agreed or strongly agreed that the staff was friendly, welcoming and knowledgeable on GI Bill® benefits, but the 22% remaining either disagreed or strongly disagreed. The majority of the veterans, just over 77%, either agreed or strongly agreed that procedures for certification of GI MILITARY VETERAN EXPERIENCE Bill® benefits clear and understandable, or they were explained adequately. The remaining 23% either disagreed or strongly disagreed. Nearly 81 % of the respondents either agreed or strongly agreed that the Veterans Services staff helpful in giving guidance for registration each semester, with the remaining 19% either disagreed or strongly disagreed. 48 When asked if problems with GI Bill® benefits were resolved for them in a timely manner, over 84% indicated that they either agreed or strongly agreed, with 16% that either disagreed or strongly disagreed. Comments about Veterans Services Office included one veteran who said, "The Veterans Student Services were very helpful, lmowledgeable and professional." While another commented, "The Veterans Services Office was able to answer my questions and refer me to the appropriate services I required, however, I wondered why other school officials hadn't referred me to Veterans Services first. I could have avoided a lot of confusion and wasted time." Faculty Awareness, Classroom Environment, and Campus Life When asked about whether their school had offered a reintegration program to help with transition, about 57% indicated that their school did not offer this type of program, and either disagreed or strongly disagreed. Only 43% either agreed or strongly agreed that a reintegration program was offered. Over 63% of the respondents either disagreed or strongly disagreed that their professors were aware of veteran resources on campus, with the remaining 3 7% who agreed or strongly agreed that professors were aware. Some 70% of respondents either agreed or strongly agreed that their instructors/professors interacted well with them, and MILITARY VETERAN EXPERIENCE 49 honored the veterans' confidentiality requests. The remaining 30% disagreed or strongly disagreed. When asked if veterans were aware of instructors being trained about what the military experience is like, over 60% either disagreed or strongly disagreed that the instructors had been trained, and only 40% agreed or strongly agreed that they were. As to whether the respondents felt they were treated fairly and respectfully on campus, almost 82% agreed or strongly agreed. The remaining 18% either disagreed or strongly disagreed. About 87% agreed or strongly agreed that they were allowed to share their military experiences when appropriate, while the remaining 13% disagreed or strongly disagreed. Of the veterans that responded, 80% agreed or strongly agreed that allowances were made for specific veteran seating needs. Nearly 82% agreed or strongly agreed that classroom populations are manageable in size and encourage learning, while the remaining 18% veterans disagreed or strongly disagreed. Peer mentoring programs allow veterans to get assistance with coursework, directly from other veteran students. Just over 64% of the respondents agreed or strongly agreed that their school had a peer mentoring program for support of veterans, while almost 36% disagreed or strongly disagreed. In addition, over 65% of the veterans agreed or strongly agreed that their school had a relationship with veteran service organizations, such as The American Legion, Disabled American Veterans, and the Veterans ofForeign Wars, that can assist veterans in obtaining further benefits, with the remaining respondents disagreed or strongly disagreed. Also, about 87% of the respondents agreed or strongly agreed that their school allowed the Veterans Administration (VA) to have a MILITARY VETERAN EXPERIENCE presence on campus to assist with things such as mental health counseling, education benefits, veterans with disabilities' benefits. 50 In regards to Student Veteran Organizations (SVO), about 47% agreed or strongly agreed that they were aware their school had a SVO on campus, but about 53% disagreed or strongly disagreed. Many colleges offer a "one-stop-shop" for any resource on campus related to veterans, such as Veteran Services, VUB, Admissions, Registration, and Disability Services. This helps the veterans by providing a streamlined process for administrative offices and support resources needed while applying for and attending college. Just 58% of veterans agreed or strongly agreed that their school offered such a resource, while the remaining 42% disagreed or strongly disagreed. When asked to comment on faculty awareness, classroom environment, and campus life, a veteran commented "A one-stop shop for veterans/military issues would be very beneficial." Another veteran commented, "The VA office was moved from the student services building to a building on the outskirt of campus. It should be co-located with other student services. Their current facilities are inadequate for study or parking. I pushed hard to assist and establish a veteran student organization with no luck. Finally, it was hard transition from the "military life" and it would have been nice to have a fellow Vet as a mentor." Another veteran said, "Veterans services are on opposite ends of the campus and not located "on campus" per se. The Veterans Services Office used to be located in the administration building on campus and it was more convenient to walk between the registrars, cashier, and Vet services when problems or questions arose, but MILITARY VETERAN EXPERIENCE last summer is was moved outside of the building and it now seems disconnected from the school." Service-connected Disability Of those that responded to this question of the survey, just over 35% (11) indicated that they had been diagnosed with PTSD, TBI, or a combination of the two illnesses. Nearly 83% of these veterans with disabilities agreed or strongly agreed that the staff of Disability Services, at their campus, were friendly, welcoming, and had an understanding of veteran-specific disabilities. 51 About 71 % of the veterans with disabilities agreed or strongly agreed that Disability Services staff had an understanding of the cognitive difficulties related to PTSD/TBI, and were trained to counsel veterans, while the remaining veterans with disabilities disagreed or strongly disagreed. As to whether Disability Services helped veterans deal with the stigma related to being "disabled", almost 74% agreed or strongly agreed, and the remaining 26% either disagreed or strongly disagreed. Over 82% of the veterans with disabilities agreed or strongly agreed that Disability Services coordinated with the VA to properly accommodate the veterans with disabilities on campus, while almost 18% disagreed or strongly disagreed. Just over 83% of veterans with disabilities agreed or strongly agreed that classroom accommodations are given to veterans with PTSD/TBI diagnoses, while nearlyl 7% disagreed or strongly disagreed. About 84% agreed or strongly agreed that test-taking and test location accommodations were given to veterans with these diagnoses, with the remaining that either disagreed or strongly disagreed. Finally, when asked whether Disability Services collaborates to educate other campus professionals MILITARY VETERAN EXPERIENCE 52 about veterans with disabilities' needs, 80% of the veterans with disabilities agreed or strongly agreed that they did, and 20% disagreed or strongly disagreed. Of those veterans that indicated they had either PTSD or TBI, one commented "If provisions are available at Weber State University for Disabled Veterans I am not aware of them." And finally, another commented "I experienced Sexual trauma in the military and received disability accommodations finally after three years at college. It would be helpful to have a female Psychologist for female veterans. I don't feel comfortable sharing my anxiety issues with a male." Table 2. Summary of responses by survey section, with the totals by section and response type. Section Strongly Agree Disagree Strongly Survey Sections Responses Agree Disagree a. Overall 93 27 34 14 18 Experience (3) b. Website 155 36 88 22 9 Navigation (7) c. College 224 48 111 43 22 Admissions (7) d. Enrollment 152 29 86 26 11 Services ( 5) e. Veteran Services 153 57 67 20 9 Office (5) f. Faculty 388 82 167 92 47 Awareness/ Classroom Environment (13) g. Service- 147 64 53 12 18 connected Disability (7) MILITARY VETERAN EXPERIENCE DISCUSSION 53 As seen in the review of previous research on this subject, the study found that with the passing of the Post 9/11 GI Bill®, colleges and universities have seen the greatest influx of veterans in higher education since the end of the Vietnam conflict, some 40 years ago (Cook & Kim, 2009; Rumann & Hamrick, 2009). In research by Zoli, Maury, and Fay (2015) of the more than 8,500 military members and veterans who participated, 92% indicated that education should play a role in post-service transition. This new GI Bill® has resulted in higher veteran enrollment, and has required colleges and universities to adjust policies and procedures to meet the needs of these veterans. The previous research found that most colleges and universities across the country were inadequately prepared to meet the needs of this new influx of veterans and had been reactive in making the necessary adjustments to meet their needs (Brown & Gross, 2011). Research also showed a need for improvement in areas related to veterans such as assisting veterans' transition to college, developing faculty and staff awareness of veteran specific issues, meeting the needs of veterans with military related disabilities, assisting re-enrolling veterans, and providing peer to peer experiences for veterans (Cook & Kim, 2009). Previous research also suggested that institutions that encourage veterans to selfidentify early, ensure veteran program administrators are adequately trained, and that other staff and administration are trained on the new GI Bill®, tend to have more effective programs for veterans. The university should employ disability and mental health staff who understand veterans' issues, have consistent policies for college credit for military MILITARY VETERAN EXPERIENCE training, have veteran specific orientations and informational sessions, and encourage veteran student organizations on campus (Steel, Salcedo, & Coley, 2010). 54 The current study provided an opportunity to obtain the perspective of the veterans, in one western state, as to how their respective college or university was adapting to this change. The study sought to determine veteran/veterans with disabilities' perspectives as to what extent they have been integrated and accommodated at the community college and university level. In addition, the purpose of the study was to also determine how veterans with disabilities perceive overall services for injured veterans on campus, accommodations and disability services for veterans, and supportive services that allow veterans to persist and graduate from a post-secondary school. Specifically the study sought to determine to what extent the institutions of higher education have developed a veteran friendly campus, determine to what extent does the institutional faculty and staff have an adequate understanding of the military experience, are reintegrating veterans into the classroom and into higher education in general, and to determine to what extent do the institutions adequately understand and accommodate veterans with service-connected disabilities such at PTSD and TBI. What the current study demonstrated is that progress has been made in relation to this study group but there is still room for improvement, and that colleges and universities should continue to move in a positive direction. These institutions should focus on improving all aspects of interaction with military veterans to include improving the veteran experience through proper integration, user friendly web-based resources, veteran-specific admissions and registration procedures, proactive veteran services, faculty and staff awareness and training, developing a welcoming classroom MILITARY VETERAN EXPERIENCE environment, improved veteran integration in campus life, and also improved disability services and accommodations for veterans witb disabilities. Implications of the Results 55 There are very meaningful reasons why institutions should do tbe best job possible when serving, managing, and educating veterans. As pointed out in the previous research reviewed, Brown and Gross (2011) showed that successful management of military students brings benefits to all involved: the student; the academic institution; and the community. The study sought to measure how the veterans felt that the institutions of higher education were doing in that respect. Overall, the results of tbe current research on the veteran perspective was quite positive. The survey results indicated that, in general, there were 949 (72 % ) positive responses to survey questions and 363 (28%) negative responses (Appendix C). This by no means indicates that there have been no negative impacts on veterans at the institutions involved, but it demonstrates tbat strides are being made in a positive direction when it comes to the veteran experience at the these schools. A portion of the survey addressed the research question related to how the veterans felt their respective college or university had developed a veteran friendly campus through streamlining the admission, enrollment, and veteran services processes. When it came to the admissions process, most of the survey participants felt that the admissions process was generally smooth and could be viewed as veteran-friendly, but over one-third of the veterans thought that the admissions staff was not helpful and lacked understanding of veteran-specific issues. Also a clear procedure for transferring credit for military experience is warranted, based on tbe nearly one-half of veterans MILITARY VETERAN EXPERIENCE 56 unsatisfied with that process. This would indicate that staff training related to veteranspecific issues and problems that arise could reduce that level of dissatisfaction. Another possible option would be to have a staff member with military experience available to assist veterans. The admissions process is likely the first stumbling block that these veterans have in starting their higher education journey, so it is incumbent on the institutions to ensure veterans are welcomed, treated fairly, and that veteran needs are being addressed. Once admitted to an institute of higher education, veterans must tackle the enrollment process and find coursework suited for their chosen academic major. This can be a daunting task for veterans, many of whom have never been in a higher education environment. Over one quarter of the veterans responding to the survey felt that they did not have access to an advisor that would work with them in choosing and enrolling in courses. It is critical that veterans are advised properly, given the fact that their GI Bill® benefits are finite. Veterans cannot afford to waste time or money on coursework unrelated to their major. In addition over one half of the respondents felt that the registrar staff was unfamiliar with veteran-specific needs. If a staff member is unaware of the VA policy (e.g. against paying for courses unrelated to the veteran's major) and improperly advises the veteran, then it may create financial for the veterans. Again, training on veteran related issues and/or the presence of a veteran staff member may mitigate these kinds of problems. Veterans Services is a critical part of the veteran experience on the community college and university campus, especially for those veterans using GI Bill® benefits. It can become financially difficult on veterans if they have issues with receiving their MILITARY VETERAN EXPERIENCE educational benefits, so Veterans Services must be efficient when certifying veterans' benefits. 57 Most survey responses relating to Veteran Services were positive, but some found that veteran services was hard to locate, that the staff was unfriendly, and that the process for obtaining GI Bill® benefits was not clear or explained properly. Some also had trouble getting proper guidance from Veteran Services during registration each semester, or when veterans experienced problems with receiving GI Bill®benefits, the problems were not resolved in a timely manner. Not all veterans will be satisfied with how a particular process unfolds, but veterans utilizing Veteran Services on campus should feel that the staff there are on the veterans' side to the best extent possible. Veteran Services should viewed by the veterans as an ally on campus, and staff should do the utmost to accommodate veteran needs. This office should be a safe haven where veterans can come for support when they are frustrated by other campus services and procedures. Interaction with instructors and professors make up most of the personal contact veterans have in higher education. Ideally they should have some knowledge about veteran issues and resources available. The second research question attempted to determine if veterans felt faculty and staffhad an adequate understanding of the experiences of military veterans. Additionally, the study attempted to determine veterans' perception as to whether the faculty and staff were aware of helpful ways of integrating or reintegrating them into the classroom and into higher education in general. Some of the difficulties that veterans face in higher education involve under informed MILITARY VETERAN EXPERIENCE faculty, their negative classroom experiences, and general non-involvement in campus life and activities. 58 The researcher believes that it is critical to the long-term viability of veteran students, for them to be understood, accommodated, and integrated into these institutions. Over one half of the veterans indicated that their respective school either did not have an integration program, or if it did they were unsatisfied with results. In addition, nearly two thirds of veteran respondents indicated that their instructors and professors were unaware of veteran resources on campus. All staff and faculty should be aware of resources that benefit veterans, which can serve to make things easier on the veteran, staff, and faculty. The study results indicate that over one half of the veterans in the survey perceived that the faculty were not adequately trained to understand the military experience. Some colleges across the country have establish a "basic training" type program for faculty to help them be more aware of different aspects of the military experience, to help them to understand and be sympathetic. For example Purdue University, and the Veterans Success Center there, offers "Green Zone Training" to discuss what it means to serve and what veterans bring to campus. With fewer and fewer staff and faculty having military experience themselves, a program like this would be beneficial and enlightening as more veterans pursue higher education. On a positive note, the veterans overwhelmingly felt that they were treated fairly and respectfully, and were given the opportunity to share their experiences when they felt comfortable doing so in class. Approximately 30 % of the veterans who responded did not feel that the faculty honored the veterans' confidentiality requests. Some veterans really want to blend into MILITARY VETERAN EXPERIENCE 59 the fabric of the campus and do not feel comfortable being singled out or identified as a military veteran. Faculty should be sensitive to this on an individual basis, and avoid calling attention to a veteran who may not want to be identified that way. Some veterans are uncomfortable speaking of their military experiences in class, or relating it to their education, especially if it involves combat experiences. Although if comfortable in sharing, veterans' experiences can contribute to classroom learning environment and to the learning experience of all students overall, so faculty need to be sensitive and aware. Peer mentoring and student veteran organizations are other programs that have been beneficial to veterans on campuses across the country. Veterans learning and being mentored by other veterans can be another way to increase retention of veterans at the respective college or university. Organized student groups can give similar kinds of support to veterans (e.g. Student Veterans of America). An experienced veteran in college can help newer student veterans get through the difficult times by showing these fellow veterans how they survived themselves. Over one third of the veterans in the survey did not feel that there was a sound peer mentoring program, or at least an effective one at their respective schools. In addition, over one half of the veterans in the study indicated that their school did not have an adequate student veteran's organization. This study also attempted to determine how veterans with disabilities perceived their college or university understood and accommodated veterans' disabilities, specifically those related to combat related issues such as PTSD and TBI. Recent casualty statistics reported to congress indicate that, approximately 118,829 military members/veterans deployed between 2000 and 2014 were diagnosed MILITARY VETERAN EXPERIENCE 60 with PTSD. During the same period 307,283 were diagnosed with some form ofTBI (Fischer, 2014). In the study by Zoli, Maury, and Fay (2015), the researchers reported over 3.9 million veterans had been identified as disabled by the Veterans Administration (VA). Of those, 43% were from the Gulf War era and beyond. Additionally, of the more than 8,500 respondents 58% reported a service related disability. Of the veterans that reported a service-connected disability, 79% indicated that the disability created obstacles for them as they transitioned to civilian life. In regards to pursuing higher education, 12% indicated the disability hindered beginning higher education, and 28% said the disability created obstacles in completing higher education (Zoli, Maury, and Fay, 2015). It is critical that colleges and universities across the country find ways to accommodate these military veterans who may be attending to their institutions, but especially those with these unseen disabilities. The Disability Services (DS) offices on campus will need to take a leading role in this accommodation. The DS staff should be at the forefront when it comes to service-connected veterans with disabilities. In this study, of the veterans who identified as being disabled due to PTSD and/or TB!, over 82% agreed that DS staff at their campus were friendly and welcoming, and had an understanding of veteran-specific disabilities. It was by no means unanimous, with about 18% disagreeing, so there is room for improvement. The DS staff also seemed to have at least some understanding of the cognitive difficulties of those veterans experiencing PTSD/TBI issues, and these veterans felt the staff had adequate training to counsel them in relation to these issues. The DS staff was also widely viewed as being helpful to veterans struggling with the stigma that is felt by being called "disabled". MILITARY VETERAN EXPERIENCE 61 The results indicate that most of the veterans with disabilities were receiving accommodations in the classroom, and for test-taking, as well as these veterans feeling positive about how the DS staff educated other campus professionals about veterans with disabilities' needs. There were some veterans that disagreed, but the majority seemed to have had a positive experience with Disability Services. There were 14 7 combined responses to survey questions related to veteran disability, with 117 (79%) being positive in nature. The DS office and staff seem to be serving veterans adequately, with room to improve. Limitations Although the surveys were conducted in only one western state, the researcher believes that the results can be viewed in the broader context in that improvements are being made in higher education for this new influx of veterans. Others may argue that the results of the research are not adequately generalizable based on the sample size. The researcher agrees that the response rate for the survey was not ideal, but given that overall response rates for online surveys are traditionally low, the researcher felt that there were enough data to proceed. Veterans tend to focus on what directly effects their education, and therefore if the veteran does not see a relation to coursework and grades they tend to be less interested in extracurricular inquiries (Quaye & Harper, 2014). In reviewing the demographic data, it appears that there was a well-represented sample of our military, in years served, branch of anned service, deployment to combat zones, and gender. There appeared to be few if any over-represented veterans in the specific categories, other than females (see Table 1). MILITARY VETERAN EXPERIENCE 62 Future Research The study can be expanded by conducting future research to include more colleges and universities in different regions of the country. Including more veterans in varied geographical and demographically diverse areas of the country would build a broader picture of how higher education is doing in serving, managing, and educating veterans. Future research could also include the use of varied survey tools including online surveys, mailed surveys, convenience surveys, one-on-one interviews, and group discussions. The study sought to measure only the perspective of the veterans from the beginning of the research project, using a convenience sample of Veterans Upward Bound (VUB) participants. Future research could also measure the perspectives of institutional staff and faculty as well as a broader spectrum of veterans, in order to identify any possible disconnects and common ground between veteran and institutional perspectives. An institution of higher education may believe that it is doing all it can to adequately serve veterans, whereas the veterans feel that there is room to improve. This needs analysis was undertalcen to inform the institutions of higher education regarding the perspectives of military veterans. It will infonn universities, and the entities that support those veterans, ways to improve the veteran experience. Additionally, the results will provide a veteran perspective in hopes of better meeting the needs of college and university veterans. It is recommended that future research will review these data and aslc additional questions of the veterans and university faculty and staff to better support those who have served on the country's behalf. MILITARY VETERAN EXPERIENCE 63 Summary The study began with historical background and context on the GI Bill® from the beginning in 1944, to the present configuration. With the newest iteration of the GI Bill® and the generous benefits to veterans, colleges and universities are seeing higher enrollment by military veterans than they have since the conclusion of the Vietnam Conflict (Cook & Kim, 2009; Rumann & Hamrick, 2009). The literature review showed that institutions of higher education were ill prepared to meet the needs of this new influx of veterans, and had been reacting to the challenge rather than being proactive and anticipating changes that needed to be made. In addition, due to higher rates of survivability in combat, many of the veteran students entering higher education now have returned from conflict with injuries and illnesses such as PTSD and TBI. Previous research showed that nearly 85% of those receiving combat injuries are surviving due to advances in protective body armor, use of coagulants, and advances in the military medical evacuation system (Madaus, Miller II, & Vance, 2009). In the current study, the researcher sought to measure the veteran perspective as to how the institutions of higher education are doing in relation to serving veterans in general, as well as veterans with disabilities. The study findings were more positive than expected, based on prior research, with 949 (72%) positive responses to survey questions and 363 (28%) negative responses (see appendix A). This could plainly be an indicator that the institutions of higher education in the western state involved are doing better than elsewhere, or a broader indicator that the veteran experience is improving generally. MILITARY VETERAN EXPERIENCE 64 The current research showed that improvements were being made, based on the perspective of the veterans involved. The responses to the research survey were generally positive, with some exceptions. This indicates that the institutions where these veterans have attended, are making strides in a positive direction. Responses from the survey participants did show that there are many areas relating to veterans that have room for improvement though. It is the intent of the researcher to make these results available to higher education institutions, in order to facilitate the needed improvements. The results also indicated that most of the veterans with disabilities were mostly positive about the institutions meeting veterans with disabilities' needs. There were some veterans that disagreed, but the majority seemed to have had a positive experience with Disability Services on campus. As reported earlier in the study, there were 14 7 combined responses to survey questions related to veteran disability, with 117 (79%) being positive in nature. The DS office and staff seem to be serving veterans adequately, with room to improve. The researcher has concluded that there are still challenges ahead for veterans in higher education, but that the process in moving in a positive direction. Veterans are seeing these improvements and are becoming more optimistic in their outlook. The more optimistic that veterans become, the better the retention and graduation rates will become. Colleges and universities must work hand-in-hand with the veterans to improve the experience for faculty, staff, and student veterans in the future. The individtial veteran student, the higher education institutions, and the community at large will benefit from these improvements. MILITARY VETERAN EXPERIENCE REFERENCES 65 American Council on Education (2010). 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MILITARY VETERAN EXPERIENCE APPENDICES Appendix A: Veterans Survey Questions Appendix B: IRB Approval Letter Appendix C: Survey Results Spreadsheet 69 MILITARY VETERAN EXPERIENCE APPENDIX A Veterans Survey Questions Veteran Experience Questions and Comments All survey questions (except open-ended comments) will have one of the following responses: Strongly Agree, Agree, Disagree, and Strongly Disagree, Not Applicable (N/A). a. Overall Experience in Higher Education 1. My overall experience on the campus has been positive. 2. My school seems to be working to accommodate military veterans. 3. Veteran programs/benefits have improved since I've been at my school. b. Website Navigation 4. The website for the college/university was easy to find online. 5. Once fmmd, the website was easy to navigate once found. 70 6. It was easy to find veteran specific web pages, they were one location and/or were easily linked. 7. Information on the veteran pages was clear and tmderstandable. 8. Contact information for Veteran Services was easy to find. c. Admissions 9. The online admissions application was easy to find, and was clear and understandable. 10. The application clearly asks individuals to identify as a military member or veteran. 11. When needed the admissions office was easy to locate. MILITARY VETERAN EXPERIENCE 12. The admissions staff was helpful, able to answer veteran related questions, and understand veteran related procedures. 71 13. Procedures for military experience transfer credits were clear and understandable. 14. The college/university offered veteran specific orientations of information sessions. 15. Overall the admissions process was veteran friendly. d. Enrollment 16. The online course registration process was clear and understandable. 17. The registrar's office was easy to find on campus. 18. Veterans have access to an advisor to help plan, choose proper courses, and enroll in classes. 19. Staff from the registrar's office is familiar with veteran-specific needs. 20. Enrollment deadlines, add/drop periods, and semester schedule were made clear. e. Veteran Services Office 21. The Veterans Services Office was easy to find on campus. 22. The Veterans Services staff were friendly and welcoming, were knowledgeable with all aspects of the GI Bill®. 23. Campus procedures for GI Bill® certification were clear and understandable or were explained. 24. The Veteran Services staff were helpful in giving guidance for registration each semester. 25. Problems with my GI Bill® benefits were resolved in a timely manner. f. Faculty Awareness/Classroom Environment/Campus Life MILITARY VETERAN EXPERIENCE 72 26. The college/university offered a (re)integration program to help veterans transition into higher education. 27. Instructors/Professors are familiar with veteran resources on campus. 28. Instructors/Professors interact well with veteran students and honor veterans' confidentiality requests. 29. Instructors/Professors have been trained on what the military experience is like. 30. Military veteran students are treated fairly and respectfully on campus. 31. Instructors/Professors allow veterans to share military experiences when appropriate. 32. Allowances are made for specific veteran seating needs when necessary. 33. Class populations are manageable in size and encourage learning. 34. The college/university has a peer mentoring program providing veteran to veteran support. 35. The college/university has a relationship with Veteran Service Organizations (American Legion, DAV, VFW, etc.). 36. There is an established veteran student organization on campus. 37. The college/university allows the Veterans Administration (VA) to have a presence on campus. 38. The college/university has a "one stop shop" where veterans can go for services. Disabled Veteran Experience Questions and Comments g. Disability Services 1. The Disability Services staff was friendly and welcoming, and understands veteran specific disabilities. MILITARY VETERAN EXPERIENCE 2. Disability Services staff understands cognitive difficulties related to PTSD/TBI, and have been trained to counsel veterans with PTSD/TBI. 3. Disability Services helps veterans to deal with the stigma related to being "disabled". 4. Disability Services coordinate with the VA to properly acconnnodate disabled veterans. 5. Classroom acconnnodations are given to veterans with documented PTSD/TBI diagnoses. 6. Test taking and testing location accommodations are given to veterans with documented PTSD/TBI diagnoses. 7. Disability Services staff collaborates well with other campus professionals to educate them on disabled veteran needs. 73 MILITARY VETERAN EXPERIENCE APPENDIXB WEBER STATE UNIVERSITY Institutional Review Board April 29, 2015 Daniel Czech MC 4401 Weber State University Ogden, UT 84408 Daniel, Your project entitled "The Military Veteran Experience in Higher Education" has been reviewed and is approved as written. The project was reviewed as "exempt" because it involves using curriculum and assessments which would normally be used. Subjects are considered adults and may choose not to participate. Informed consent is required for participation. Notification of the study and how data will be reported are appropriate. No individual subject data will be revealed. All subject information will be confidential. Dr. Williams is the chair of the committee who will oversee this study. Anonymity and confidentiality are addressed appropriately, and the type of information gathered could not "reasonably place the subjects at risk of criminal or civil liability or be damaging to the subjects' financial standing, employability, or reputation" (Code of Federal Regulations 45 CFR 46, Subpart D.) You may proceed with your study when district/site approval is given. Please remember that any anticipated changes to the project and approved procedures must be submitted to the !RB prior to implementation. Any unanticipated problems that arise during any stage of the project require a written report to the !RB and possible suspension of the project. A final copy of your application will remain on file with the !RB records. If you need further assistance or have any questions, call meat 626-7370 or e-mail me at lgowans@weber.edu. Sincerely, Linda Gowans, Ph.D. Chair, Institutional Review Board, Education Subcommittee 74 MILITARY VETERAN EXPERIENCE Title of Project: Primary Investigator(s): Approval Number: Reviewer: Date: April 29, 2015 The Military Veteran Experience in Higher Education Daniel Czech 15-ED-088 Linda Gowans, Ph.D. Chair, Institutional Review Board Education Subcommittee COMMITTEE ACTION YOUR PROPOSAL (PROJECT) AND CONSENT DOCUMENTS HA VE BEEN RECEIVED AND CLASSIFIED BY THE HUMAN SUBJECTS IN RESEARCH COMMITTEE AS: _High Risk __ Moderate Risk _X _Low Risk BY THE FOLLOWING PROCESS: _Full board review_ Expedited review_X_Exemption THE PROJECT HAS BEEN: _x Approved __ Not Approved COMMENTS: See Attached Approval Letter Linda Gowans, Ph.D. --- IRB EDUCATION SUBCOMMITTEE CHAIR INVESTIGATOR'S RESPONSIBILITY AFTER COMMITTEE ACTION 75 The federal regulations provide that after the committee has approved your study, you may not make any changes without prior committee approval except where necessary to eliminate apparent immediate hazards to the subjects. Further, you must report to the committee any changes that you make and any unanticipated problems involving risks to subjects or others that arise. 4/29/2015 REVIEW DATE MILITARY VETERAN EXPERIENCE 76 APPENDIXC Su rvey R esul tsS > prea ds heet Survey Section Question Strongly Agree Disagree Strongly N/A Total (excluding Number Agree Disagree N/A) a. Overall . . ·· .·.I ••••• . ·:· ' -' . ·. .·· .· . . . Experience . · . . ' . . . . .·· . . • 1 12 12 5 4 0 33 2 11 11 4 7 0 33 3 4 11 5 7 6 27 b. Website . . . . ·. ·.· . . . · . . •. Navigation . ··. . . . . . 4 10 22 0 0 1 32 5 5 19 8 0 1 32 6 5 13 9 3 3 30 7 6 16 4 4 3 30 8 10 18 1 2 2 31 College . ·. . · . c. . . . ' • . Admissions ·.·. . . · . . I . .· . 9 7 22 0 0 4 29 10 6 16 8 2 1 32 11 10 22 1 0 0 33 12 4 17 8 4 0 33 13 6 11 10 5 0 32 14 7 8 10 7 1 32 15 8 15 6 4 0 33 d. Enrollment . I . . ' ': < ·. I . I ' I . Services . .• . · . . .· . . . ·.· . ' . 16 5 19 2 2 4 28 17 9 21 2 0 0 32 18 7 16 7 1 0 31 19 1 12 11 5 3 29 20 7 18 4 3 0 32 e. Veteran Services Office 21 11 17 4 1 0 33 22 12 13 5 2 1 32 23 12 12 5 2 2 31 24 13 12 4 2 2 31 25 9 13 2 2 7 26 MILITARY VETERAN EXPERIENCE 77 f. Faculty Awareness/ Classroom Environment 26 1 11 9 7 5 28 27 3 8 13 6 3 30 28 8 13 4 5 2 30 29 2 5 14 6 6 27 30 6 21 5 1 0 33 31 8 19 3 1 2 31 32 7 13 4 1 8 25 33 11 16 4 2 0 33 34 7 11 8 2 4 28 35 5 14 8 2 3 29 36 5 10 10 7 1 32 37 9 18 2 2 1 31 38 10 8 8 5 1 31 g. Service-connected Disability 1 10 9 1 3 9 23 2 9 6 3 3 11 21 3 9 8 3 3 9 23 4 10 9 1 3 9 23 5 8 7 1 2 14 18 6 10 6 1 2 13 19 7 8 8 2 2 12 20
RAPE AND SHAME IN J.M. COETZEE'S DISGRACE Salman Muhiddin English Literature, Faculty of Languages and Arts, Surabaya State University salmanlatieff@gmail.com Drs. Much. Khoiri, M.Si English Department, Faculty of Languages and Arts, Surabaya State University much_choiri@yahoo.com Abstrak Pemerkosaan adalah setiap tindakan yang tidak diinginkan , manipulasi atau pemaksaan dalam bentuk aktivitas seksual. Tindakan pemerkosaan berdampak bagi pemerkosa dan korbannya. Dampaknya terhubung ke masalah psikologis , seperti kecemasan , depresi , dan gangguan mental lainnya serta perilaku moral yang bermasalah. Skripsi ini difokuskan pada tindak perkosaan yang dialami oleh karakter dan bagaimana hal itu menyebabkan rasa malu dalam novel Disgrace karya JM Coetzee. Secara khusus, tujuan skripsi ini adalah untuk mendeskripsikan bagaimana gambaran perkosaan yang dialami oleh karakter dan untuk mengungkapkan bagaimana perkosaan itu menyebabkan rasa malu dalam novel Disgrace karya J.M. Coetzee. Dalam analisisnya, skripsi ini menggunakan beberapa proses analisis , yaitu: (1) mengklasifikasikan kutipan-kutipan yang sejalan dengan masalah laporan, (2) menggambarkan tindakan perkosaan yang telah dialami oleh karakter, (3) mengungkapkan bagaimana pemerkosaan menyebabkan malu. Hasil analisis menunjukkan bahwa ada tiga macam pemerkosaan yang digambarkan dalam cerita. Pemerkosaan pertama terjadi antara David dan pekerja seks bernama Soraya. Pemerkosaan kedua terjadi antara David dan muridnya, Melanie. Yang ketiga dialami oleh putri David, Lucy. Setelah pemerkosaan itu, pelaku dan korban perkosaan merasa malu. David sebagai pemerkosa mendapatkan aib dan tekanan publik dari komite universitas dan mahasiswanya. Dia kemudian meminta maaf kepada keluarga Melanie. Sedangkan korban akan merasa malu untuk tampil di publik karena mereka takut aibnya terbongkar. Kata Kunci: Pemerkosaan, Malu, Aib Abstract Rape is any unwanted, manipulated or coerced forms of sexual activity. The act of rape has an impact to both the rapists and the rape survivors. The impact is connected to psychological problems, such as anxiety, depression, and other mental disorders as well as problematic moral behaviour. This study focuses on the characters' experience in raping and being raped, and how it leads to shame in J.M. Coetzee's Disgrace. In particular, the purpose of this study is to describe how rape is depicted by the characters and to reveal how the characters' rape leads to shame in J.M. Coetzee's Disgrace. In the analysis, this study does some processes of analysis, they are: (1) classifying the quotations which are in line with the problem of statements, (2) describing the rape that has been experienced by the characters, (3) revealing how rape leads to shame. The result of the analysis shows that there are three kinds of rape which is depicted in the story. The first rape is happened between David and the prostitute named Soraya. The second rape is between David and his student, Melanie. The third one is experienced by David's daughter, Lucy. After the rape, the rapist and the rape survivors get shame. David is getting disgrace and gets public pressure from the university committees and the students. He then ask for apologize to Melanie's family. While the rape survivors are getting shame after being raped. They are shame to make a public appearance because they are afraid of being discovered or found out by another person. Keywords: Rape, Shame, Disgrace INTRODUCTION The definition of rape varies state-to-state and can include anything from touching to actual penetration, but, generally, rape is any "unwanted, non-consensual, manipulated or coerced forms of sexual activity" (http://www.umich.edu). The act may be carried out by physical force,coercion, abuse of authority or against a person who is incapable of valid consent, such as one who is unconscious, incapacitated, or below the legalage of consent.The termrapeis sometimes used interchangeably with the termsexual assault, and the term of violent change into rape survivor. The rape effects can include both physical trauma and psychological trauma. Rape will also lead to shame. The feeling is connected to psychological problems such as eating disorders, substance abuse, anxiety, depression, and other mental disorders as well as problematic moral behavior. The shame is also reformed from some culture that sees the rape victims are dirt. For example, a rape victim especially one who was previously a virgin, may be viewed by society as being damaged. According to Alliance, victims in these cultures may suffer isolation, be disowned by friends and family, be prohibited from marrying, and be divorced if already married, or even killed. This phenomenon is known as secondary victimization. Secondary victimization is the re-traumatization of the sexual assault, abuse, or rape victim through the responses of individuals and institutions. Rape also affects the rapist. If someone known as a rapist he will be the public enemy. The rapist may lose their dignity, job, and friends. Punishment for rape in most countries today is imprisonment. Thus he will get ashamed but the right term for rapist is disgrace. On the previous study Feminine Shame Masculine Disgrace, Nurka put little bit different from shame, "people with disgrace will automatically being shame. Disgrace is brought from without ('put to shame'), or is directed outward from its source ('a person who or thing which is the cause or source of disgrace')." (Nurka, 2012: 311). J.M. Coetzee is a South African writer born under the apartheid government. Coetzee is unveiling many fragile topics in South Africa from many of his books. He elegantly put the theme rape over the race to depict the social condition of 'New South Africa'. Rape of women by men has occurred throughout recorded history and across cultures. As the novel background, South Africa is often labeled the rape capital of the world. The prevalence of rape, and particularly multiple perpetrator rape, is unusually high. Coetzee puts the concept of rape and shame in novel 'Disgrace'. The narrative follows a white South African professor's, David Lurie, escape to his daughter's farm, after he raped his student, Melanie. The farm is soon attacked and robbed by three black men, and the daughter raped. As father and daughter piece together their strained relationship and individual lives, they must reconcile their positions in the "New South Africa," to Lucy, is gang-raped by three men on her smallholding in the Eastern Cape, but she chose to say nothing about what happened to her. She decided to take the shame on her own. While on David, he rents a room in Grahmstown to help his daughter at the market once a week and to dedicate himself to the disposal of the dogs' bodies at the shelter. He cannot back to Cape Town because he has nothing left there for his disgrace. The university had replaced him with another professor. Once he went to Melanie house bring up all his disgrace to ask for forgiving to her parents for what he did through Melanie and family. In accordance of background study above, it can be simplify to discuss among two problems that emerge as significant concern toward this novel. How rape is depicted by the characters in J.M. Coetzee's Disgrace? How the characters' rape leads to shame in J.M. Coetzee's Disgrace? To answer the first problem, this study uses the concept of rape. Rape is a multidetermined behaviour that will ultimately be explained only by models incorporating a multitude of dimensions." (Prenkty and Knight, 1991: 657). The dimensions that are possibly to explain rape are through feminist theory, evolutionary theory, self-controlled theory, narcissistic theory, and crime theory. (Lowell, 2010: 159-161). Those theories can be used to help explain how rape occurs. Feminist theorists explain that the culture of male dominance is responsible for rape occurring. On his book Rethinking Rape, Cahill simply delivered that feminist theorists assert that rape is only one symptom of the larger problem of a male dominated society. Feminist theorists see rape as more of a violent act than a sexual act, and claim that rape is inspired by political motivations to dominate and degrade. Feminist theorists also deny that rape has an individualistic nature, but claim that rape is "nothing more or less than a conscious process of intimidation by which all men keep all women in a state of fear" (Cahill, 2001:16). Self control theory can lead to a man committing rape against a female. It is based on the premise that the male sex drive is uncontrollable. Men with this belief say that their sexual urges cannot be controlled and they are not responsible for their actions. Proponents of this theory "[propose] both that men's sexual energy is difficult to control and that women have a key role in its loss of control," since women deny sex to men who have to relieve their sexual drive (Polaschek & Ward, 2002, p. 13). This theory can be tied to Gottfredson and Hirschi's low self-control theory. Low self-control theorists posit that, since criminal acts provide immediate gratification, criminals will engage in them because they are not able to defer gratification. A biological explanation of rape includes Thornhill and Palmer's evolutionary theory of rape .Proponents of this theory claim that those men who were able to force their sexual desires on women were able to reproduce more efficiently, and thus have more offspring with their traits. Thornhill and Palmer are "dismissive of rape theories that emphasize the role of culture and learning in the acquisition of rape-prone traits, arguing that culture is only possible because individuals have evolved capacities that enable them to learn" (Siegert & Ward, 2002:6). Another theory that can explain rape is the narcissistic reactance theory, which is also tied to Gottfredson and Hirschi's (1990) low self-control theory. In this theory, narcissists are defined as having a "lower proneness to shame and guilt," having "unrealistically positive self-evaluations," and being "especially likely to respond to bad evaluations by blaming other sources, including the evaluator and the technique of evaluation" (Baumeister et al., 2002: 3). These theorists claim that the, "tendency to respond to esteem threats by getting angry and blaming others may contribute to the elevated level of interpersonal difficulties that narcissists report" (Baumeister et al., 2002: 4). The second problem is using the concept of shame. Some victims of rape are feeling dirty, devalued, and humiliated as a result of a sexual assault. Feelings of shame are often related to the powerlessness and helplessness victims experience during a sexual assault. Shame may also be a reaction to being forced by the assailant to participate in the crime. Shame is the painful feeling of having done or experienced something dishonourable, improper and foolish. Shame is what prevents many survivors from speaking about what happened to them. Shame is an attack on the survivor as a person. It is the feeling you get when you are sure that someone will think poorly of you because you were assaulted. Shame is longer lasting, and ultimately more dangerous than guilt. The feeling of shame is so intense for rape victims that many of them never tell anyone what happened to them. Even in psychotherapeutic settings, victims of rape often avoid talking about what happened to them. (http://www.healthyplace.com/abuse/articles/guilt-and-shame-of-being-raped/, retrieve on: 15 April 2014). Shame is already bears the germ of guilt. Shame becomes guilt when the social norms are internalized as one's own feelings of value and when self-condemnation anticipates public exposure. This presupposes the development of a personal centre, with the beginning capacity to regard oneself as the originator of one's actions, to evaluate and feel responsible for them. In contrast to shame, guilt is no more bound to the immediate presence of the other; its impact is more lasting. The event one is to be blamed for sin in the past. Thus the present rejection of shame becomes the already executed expulsion of elementary guilt. Instead of being exposed to, and paralyzed by, the others' gazes, the culprit feels, as it were, already abandoned. (Thomas Fuchs, 2003: 8). RESEARCH METHOD Research method that used in this analysis here must be qualified as an applying in literary appreciation. The thesis is regarded as a descriptive-qualitative study and uses a library research. This study uses novel of J.M. Coetzee, entitled Disgrace that published by Vintage, Random House, 20 Vauxhall Bridge Road, London, Great Britain, 1999 as the main data of the study. The data are in the form of direct and indirect speech of the characters, dialogues, epilogues and quotations which indicate and represent aspect of rape by the characters that lead to shame. This thesis is using the library method in collecting the data. It does not use the statistic method. That is why it is not served in numbering or tables. Library research used an approach in analyzing this study. The kind of library research which is used here is intensive or closely reading to search quotations or phrases. It also used to analyze the literary elements both intrinsic and extrinsic. The references are taken from library and contributing ideas about this study from internet that support the idea of analyzing. The analysis is done by the following steps: (1) Classification based on the statement of the problems. This classification is used to avoid the broad discussion. There are two classifications in this study. They are the depiction of rape and how it leads to shame. (2) Describing David Lurie's and Lucy's rape which is stated from the quotations or statements. (3) Describing how the shame and disgrace they got which is stated from the quotations or statements. (4) Revealing the relations between rape and shame. The quotations that showed how the characters' rape leads to shame are taken as data. (5) Drawing the conclusion based on the analysis which is in line with the problems. ANALYSIS The first analysis is the depiction of rape. In Disgrace the rape parted in three different background and motif. The first rape is from David to Soraya the prostitute woman. David uses his financial advantages to buy woman for sex. After the relationship with Soraya ended David engage to a scandal with his Student Melanie. David admits that he misused his authority as a lecturer to have sex with his student. This depicts the condition of male domination particularly in South Africa. The last rape happened to David's' daughter, Lucy. She raped by three black African intruders. The rape of Lucy remains mystery for her silence to not tell the policemen about the incident. In his age of fifty two, and divorced, David proclaim that he has solved problem of sex rather well even without a wife. However, the reason of his 'solved problem of sex' for over one year is Soraya, a high-class prostitute girl from an escort service. She is a coloured woman that David has a historical interest. She has a honey brown body. She is tall and slim, with long black hair and dark, liquid eyes. Simply said this beautiful girl becomes his sources of happiness. "It surprises him that ninety minutes a week of a woman's company are enough to make him happy, who used to think he needed a wife, a home, a marriage" (Coetzee, 1999:5). David's ideal marriage is with a wife that is a prostitute, but for him only and only at certain times. He met Soraya only on Thursday. On the other day he is back to his normal life. With Soraya he already find the happiness he belief. It makes him thought; there is no need to search for another life destination such as home and real wife. It made David rely on prostitution in his sexual life. Prostitution as the solution allows him to fantasize that a woman mirrors his wishes. He bought sex he wanted and she got extra money from him. For David money is no problem concerning that he lived alone with his salary as a professor and lecturer. As a consequence, he paid double for her. At least his money is worthy for finds her entirely satisfactory. As a customer, David is on dilemma seeing this prostitution. He knows that every woman in the prostitution is perforce. Women in prostitution would leave if they could. The term is an indicator of their hopelessness. "They tell stories, they laugh, but they shudder too, as one shudders at a cockroach in a washbasin in the middle of the night" (Coetzee, 1999:8). In their mind, they see that women in prostitutes are disgusted with their customer, so does the customers. Soraya just pretended to keep their customer satisfied. Prostitutes sometimes talk of the feeling of power they experience when they are with their customer. They are talking about a feeling of control when engaged in sexual acts. They soon feel the disadvantages of that particular way of life. It also exposes the fragility of the illusion of control over what another subject wants. If a man wants a woman to want what he wants, he can only force her to pretend to want his desire and then he has also to deny that pretence. David then met Melanie, his student. He treats her under the wine and romantic music, the Mozart clarinet quintet. He made his move to seduce Melanie in some conversation. He talked about poetry, music, food, and his past life. Then, after he offered some liqueur, the higher alcoholic drink, he said directly to Melanie, asking her to do something reckless. He touch her and said "You're very lovely . Stay. Spend the night with me." (Coetzee, 1999: 16). Melanie refused his liquor but accept a shot of whisky in her coffee. She should say no at that time instead wonder and ask why. She trapped to this conversation: 'Why?' 'Because you ought to.' 'Why ought I to?' 'Why? Because a woman's beauty does not belong to her alone. It is part of the bounty she brings into the world. She has a duty to share it.' (Coetzee, 1999: 16) As a professor of language and communication, David, could easily manipulate the words, he says. The way he talked to Melanie reflects his experience through many women. "Smooth words, as old as seduction itself." (Coetzee, 1999: 16). He says it indirectly to make Melanie believes what he belief. He makes the statement so convincing and become hard to decline. Melanie herself was mistaken to ask more to David, because she did not know how to deal with him. Instead saying 'why', she should say 'no' to David when he asked her to stay. So she would not get in this complicated situation. Maybe she should already say 'no' when David asked her to come to his house. David was in a grip of something and he would not let it go. However, what is done is done. The next day David asked Melanie to go lunch. Again, Melanie cannot reject David offer. There is still time for her to tell a lie but she is too confused, and the moment passes. In the restaurant, they got an awkward situation because Melanie lost her appetite and there was a long silent. Then David asked to Melanie about what is on her mind: `Is something the matter? Do you want to tell me?' She shakes her head. `Are you worried about the two of us?' `Maybe,' she says. `No need. I'll take care. I won't let it go too far.' Too far. What is far, what is too far, in a matter like this? Is her too far the same as his too far? (Coetzee, 1999: 19) After the harassment from David a day before, Melanie must wonder about his plan. The women should worry about her safety. Because feminist, Cahill, agree that one of the rape purpose is to take women into state of fear, and it is he responsibility of masculinity and the construction of patriarchy. Men are possible to keep women as a fragile creature and need protection. Knowing that Melanie may feel bad about this situation, David guarantees that the thing would not go too far, he put Melanie to feel safe at least. This is another tactical seduction that is done by David. He manipulates the situation and manages it like there is nothing happen like everything is fine. It is not hard for him to do it concerning that Melanie was an easy target for him. The rapist always seeks the powerless people to be his target. Finally, they have sex for the first time. Even though, it is not the first time for both of them. David took Melanie to his house after getting lunch in the restaurant. They did it on the living room with rain sound pattering. Melanie is passive on the first time they have sex. While David finds the act of her passivity is so enjoyable. Melanie is passive like Soraya. She does not crawling, bite, and aggressive. She is his typical woman he was searching for. He was having sex with another whore after Soraya left him. But he did not like it because she is aggressive. So he never does it again with her. His desire was only on Melanie this time. It is stated in the novel that "She struck up a fire in me" (Coetzee, 1999: 166). Fire is a symbolization of energy that can stimulate one's desire. This fire heat up his libido that pushes him doing something undesired to the core. In the rape theory, David can be considered as narcissistic because he tend to be willing to do whatever it takes to achieve the goal that they want from a relationship, including rape. In this theory, narcissists are defined as having a lower proneness to shame and guilt, having unrealistically positive self-evaluations, and being especially likely to respond to bad evaluations by blaming other sources, including the evaluator and the technique of evaluation. Narcissistic suits David as a rapist. He has lower sense of shame, as teacher and student he took Melanie to go out lunch just the two of them. Considering that he is the famous person in the city, people will wonder what is he up to. In the restaurant he seduced her and ask her to do something wild. He is implying that she has to have sex with him. But the relationship become a scandal that makes him lost his job. After realizing that there's nothing left for him in Cape Town, David wanted to change the atmosphere. He moved to the east across the country to the rural town of Salem in the Eastern Cape, where his daughter Lucy lives alone on a smallholding, growing vegetables to sell at the Saturday market and running a kennel for dogs. David begins a new life there, helping Lucy at the market, assisting Lucy's neighbour Petrus with odd jobs as "I am the gardener and the dog-man" (Coetzee, 1999: 64), and volunteering at the Animal Welfare Clinic with Bev Shaw. Lucy is leftish which make her the reversal of her father. She even did not want call herself a boss by Petrus. She is not individualist but socialist. She helps people no matter who they are. But this time she made big mistake by risk herself to strangers. Lucy tells David to stay outside while she takes the tall man indoors to use the phone. The second man runs in to the house behind them and locks David out. In a total panic, David let go of the bulldog's strap and commanded the dog to go after the boy. Then he kicks down the kitchen door. David tried to save Lucy but he felt someone whack him over the head. He falls down, barely conscious, and feels himself being dragged across the floor. When he realize, he's locked in the bathroom and wondering what's going on with Lucy. The second man comes in to get the car keys from David and then locks him back in. Meanwhile, he looks out and sees the tall man with a rifle. The tall man starts shooting the dogs one by one, splattering brains and guts all over the place. And if that isn't bad enough, the second man and the boy come back in the bathroom, douse David with alcohol, and set him on fire, luckily just his hair catches burning and he extinguishes himself in the toilet. They leave, stealing David's car. David and Lucy are left to deal with everything that just happened. During this whole nightmare, Petrus is nowhere to be found. After being raped, Lucy decided to not report the rape to the police. The silent of Lucy depict the subjugation or conquest. "No I am not blaming you, that is not the point. But it is something new you are talking about. Slavery. They want you for their slave." (Coetzee, 1999: 159). Lucy response him and disagree with "Not slavery. Subjection. Subjugation." (Coetzee, 1999: 159). This makes Lucy as the rape survivor depend on men to get protection. The second analysis is about how rape leads to shame. In Disgrace the rape that experienced by the rapist and the rape survivor transform and effect their life worst then before. From the previous study Nurka classified the effect of rape by gender: (1) Female as the object will get shame, (2) men as the subject will take disgrace. (Nurka, 2012: 310). The male character, David Lurie, got disgrace after doing sexual harassment to his student, Melanie. As the rapist, David will be haunted by his sin and losing his reputation and his job. While Lucy, the rape survivor got shame after being raped. The act of rape means to take away by force which the dignity is to be taken. Loosing dignity makes woman feel shameful. It turns out that the act of rape is not only giving shame feeling to the victims but also to the rapist. Soraya knows about the attachment of shame for being prostitute. Then when she met David in the midtown, she was afraid if the public know who she is. This is because David is the famous person in Cape town. "He has always been a man of the city, at home amid a flux of bodies where Eros stalks and glances flash like arrows" (Coetzee, 1999: 6). Concerning that shame is social affect associated with being discovered or found out by another person, she knew that he is the famous person in the city. It is too risky to stay in public with him. There is a high possibility that her secret will spread. Then to keep her pride for her children Soraya decided to quit the job. She did not want her children knows their real mother is. So she decided to resign from the escort and disappeared from that business. David ought to end but he pays a detective to tracking Soraya instead. When he got the number he makes a call. Soraya surprise and wondering abot how he gets the numbers. She did not talk for a moment. She wondered because the agency has a rule about keeping the former prostitutes identity. After the silent she said "I don't know who you are,' she says. 'You are harassing me in my own house. I demand you will never phone me here again, never." (Coetzee, 1999: 10). After this moment he did not contact Soraya anymore. For Melanie, after she gets the coercive sexual by David, she becomes a different person in class. She even absent when it was on midterm test. Then she told her boyfriend that her professor have sex with her. The boyfriend then angry to him and vandalize his car, deflated the tires and injected a glue on both door. "After this coup de main Melanie keeps her distance. He is not surprised: if he has been shamed, she is shamed too." (Coetzee, 1999: 31). The gossip may be starting to spread so she tries to not meet him. But on Monday she reappears in class and beside her, leaning back in his seat, hands in pockets, with an air of cocky ease, is the boy in black, the boyfriend. The student in the class knew about what is going on from the gossip. They are clearly waiting to see what the professor will do about the intruder. Professor let the boyfriend intrude to the class but then he asked Melanie to come to the office and tell her to not let the boyfriend do that again. After that moment Melanie never come to the class anymore. Furthermore, after being ashamed she decided to give up her study in the university. Thus her father asked David to tell Melanie to not give up. At this moment, Melanie's father , Mr. Isaacs did not know that David is the causes of his daughter wanted to quit the university. As David thought "I am the worm in the apple… how can I help you when I am the very source of your woe?" (Coetzee, 1999: 37). After knowing that David rape his Doughter Mr. Isaacs tell him that what e sad done is not right. He imply that he does not sending her daughter to the nest of viper that poisoned her daughter with the act of rape. He feels ashamed about what was happen. He disappointed that an educated person like Professor David do an embarrassing and stupid thing. After the university fired David, Melanie continued her study. From the university scandal Melanie is regarded as victims and the professor is the one who responsible. Thus the disgrace runs to David. Even though Mr. Isaacs' family got ashamed too from his rape they not reported this to the policemen. David is lucky this time. It is obvious that the rape survivor will blessed with so much shame. It is also happened on Lucy. The first thing she did is staying at home. She does not want to go outside. The trauma and the fear will grow upon her. In earlier days after the rape he stated that he was nothing, heist e dead person. She did not want to meet people too. She would rather hide her face, and he knows why. Because of the disgrace. Because of the shame…. Like a stain the story is spreading across the district. Not her story to spread but theirs: they are its owners. How they put her in her place, how they showed her what a woman was for. (Coetzee, 1999: 115) It is a related to shame that person who gets shame will hide itself from public. Lucy was avoiding he people talk and question. It takes a time to recover from this trauma. But she could not let it go to long because if she do not going outside she will lose her job and stall in the market. To replace her, David and Petrus doing her job in the market. The damage that is given to Lucy, the rape survivor, may attached forever. She felt everything will never be the same. "One is never oneself again?" (Coetzee, 1999: 124). Is "Lucy" still "Lucy"? Lucy also emphasizes the existence of herself "I am not the person you know. I am a dead person and I do not know yet what will bring me back to life." (Coetzee, 1999: 161). With nothing to left she got nothing to lose. Then she decided to take consequences of human body in pain. Lucy takes the consequences of human body in pain. "I must learn to accept. To start at ground level. With nothing. Not with nothing but. With nothing. No cards, no weapons, no property, no rights, no dignity." (Coetzee, 1999: 205). From the sentence above it is shown that Lucy is starting to understand her condition after being raped. She decided to start her business in farm and her vendor. Although she realises that she has nothing left. The rapist also takes her dignity that is the biggest loose after the rape. A woman without a dignity will judge herself as a shameful person. She also feels that she has no right to her own land and properties. It is because Petrus take over it. As the rapist, David Lurie got public pressure from university committee and the students. At first he does not confess that he is guilty. But after her daughter being raped by three African intruders he contemplate and change his attitude. Then he ask for apologize to Melanie's family. After the scandal of lecture and his student were reported in university newspaper, the university made a committee. When answering the question, David giving no clue to the judges. David was making confusing issues to them. The committee not wanted to force David to make apologize. They wanted to help David to keep doing his career by making a statement to make it clear. But he resisted by saying "I am being asked to issue an apology about which I may not be sincere?" (Coetzee, 1999: 58) David's refusal to be "disgraced" can be read as a warlike strategy in the realm of sexual politics. For by renouncing the assault, David transfers the shame he feels upon Melanie in an attempt to strengthen his wavering masculinity and suppress her intimidating femininity. He plead guilty when he was in the committee. He remains silent and giving no story from his side. When David asked someone in the neutral position that is his former wife, Rosalind. She told him that he should have known that he is too old to be meddling with other people's children. He should have expected the worst from the scandal. She also blame the two for all that happened. `Don't blame her! Whose side are you on? Of course I blame her! I blame you and I blame her. The whole thing is disgraceful from beginning to end. Disgraceful and vulgar too. And I'm not sorry for saying so.' (Cortzee, 1999: 45) David feels disgrace on himself but he still cannot accept it. He said nothing to the committee and plead guilty. But from her former wife explanation he cannot resist it. Even though he must be so angry when he heard what she said. But he controlled his emotion and accept the disgrace given by the rape. For earlier, David is described as "mildly smitten with Melanie" and that "it was no great matter: barely a term passed when he did not fall for one or other of his charges" (Coetzee, 1999: 11-12,). Masquerading as the tragic subject of the ungovernable impulse of Eros, David publically justifies and renounces the stigmatization of Melanie's rape.David's lack of a sincere apology and his refusal to publically acknowledge the assault, along with his fanciful illustration of himself as a "servant of Eros" (Coetzee, 1999: 52) demonstrates the way in which disgrace (though masked as desire) is felt by men as a response to threatening femininity. Spurned and embarrassed by the loss of his womanizing charms, David's shame is directed into lust, later to be passed off as "Eros" when he encounters Melanie Isaacs, whom he refers to as "Melanie: the dark one" (Coetzee, 1999: 8). As with Soraya, David's seduction of Melanie is an attempt not only to reclaim sexual privilege, but to emphasize the traditional patriarchal procedures of the European culture, in which such privilege, like Lurie himself, is embedded. The worst thing from David's disgrace is how he, an intellectual person which had title a professor, becomes a person who can do nothing except working in bad place. To be a dog-man, that he already underestimate it on Petrus. By the time, David realized that he can't do nothing but accept what the destiny does. The situation that makes him to take any job turned David into a rational man. What David has and does in the university, which let him to become an intellectual people, disappear when he moved out. He then realized that what he writes about Byron and natural poets all this time is all about the death person. He never writes something in contemporary. CONCLUSION There will be two conclusions which are in line with the statement of problems. The first conclusion is about the depiction of rape in the novel Disgrace. The second conclusion is about how rape lead to shame through the rapist and the rape survivor. From the analysis that has been done about the depiction of rape. It can be concluded that that the author, J.M. Coetzee use the rape to describe the condition of race in post apartheid. All the rape in this novel is interracial rape. There are three kinds of rape experienced by three female characters. The first and the second rape was done by David, white male character that desiring ethnic women. He lived in promiscuity or womanizer that used to have sex with a lot of women. Then in the end he involved in scandal with his student, Melanie. Then the third rape was done to David's daughter, Lucy. She was being raped by three African intruders. The first rape is happened between David and the prostitute, Soraya. On his age of 50 he has no plan to married again. Thus, it made David rely on prostitution in his sexual life. His ideal marriage is with a wife that is a prostitute, but for him only and only at certain times. He met Soraya only on Thursday. On the other day he is back to his normal life. With Soraya he already find the happiness he belief. It makes him thought; there is no need to search for another life destination such as home and real wife. Prostitution gives the solution that allows him to fantasize a woman to mirrors his wishes. This can be classified as rape concerning that every women in prostitutes would leave if they can and she has to do it because there are no other choices. But in the end Soraya decided to quit the job as prostitutes so he has no other place to suit his lust. Then, accidently David met Melanie on the way home. She is his student from romantic class. Melanie is a colored girl, this make David interest to her concerning that he is desiring ethnic women. He forced her to have sex. He did not force her physically but seduced her with suggestive words. The relationship between them then became a scandal in the campus and also became the talk of the city. He left the town and visits his daughter in other town to run away from the situation. During his visits to his daughter, three black men attack Lurie and Lucy at home. The men lock Lurie in a bathroom and rape Lucy in the bedroom. The second half of the novel deals with the aftermath of that moment. Lucy did not want to tell the police and keep silent about what happened to her. She also rejected her father offer to move to Holland. She claimed that it is a private matter and not to be shared. With nothing to left she got nothing to lose. Then she decided to take consequences of human body in pain. Accepting the subordinates , she is willing to sacrifice herself, brings peace between the different racial groups in South Africa. The second conclusion is about how rape lead to shame. In Disgrace the rape that experienced by the rapist and the rape survivor transform their life worst then before. The act of rape means to take away by force which the dignity is to be taken. Loosing dignity makes woman feel shameful on herself. While the rapist that considered as a thief will judge as disgraceful person after the rape. The male character, David Lurie, got disgrace after doing sexual harassment to his student, Melanie. As the rapist, David will be haunted by his sin and losing his reputation and his job. While Lucy, the rape survivor got shame after being raped The first shame is from the prostitute, Soraya. She felt the shame for being prostitute because every prostitutes is attached to shame. Then to keep her pride for her children, Soraya decided to quit the job. She did not want her children knows their real mother is. So she decided to resign from the escort and disappeared from that business. The second shame is from Melanie that involved in scandal with her lecture, David. She was shame for being reported even as victims. She often not attended the class even it was a midterm test. But she still survives to continue his study to university. This is maybe because David was kicked out from the university and not to be someone near her. The third shame is from Lucy, she raped by three African intruders. She is a lesbian that live alone in the small town. She thought that the rape that she got is the payment for living in South Africa. She felt that the rapist wants her to back home to Europe because the westerner's does not belong to South Africa. Then she decided to stay and stay silent about the rape, and keeping her shame as a private matter. The last disgrace is from David, as rapist, David Lurie got public pressure from university committee and the students. At first he does not confess that he is guilty. He loses his job as a professor and turn to be an animal's clinic assistance for killing unwanted dog. After her daughter raped by three African intruders he then contemplates and changes his attitude. He ask for apologize to Melanie's family for his feeling guilty that he never confess before. The ending of the novel shows us that Lucy as the rape survivor could start her life again from the start. She continued to seeding a new plan even she is on pregnancy. He father, David, started to understand that he live in South Africa. Then, he stop complaining about the condition. Disgrace ends with Lurie staying on in Graham's town, continuing to help out at the animal clinic. The open ending of the novel shows Lurie playing excerpts from his opera in the making on a makeshift toy banjo to the three legged dog, Driepoot, who is awaiting his turn for mercy killing. REFERENCE Abegunde, Babalola. 2013. Re-Examination of Rape and Its Groing Jurisprudance under International La. Journal of Politics and Law. Vol. 6, No. 4. Abbey, A., Parkhill, M., Clinton-Sherrod, A. & Zawacki T. 2007. A comparison of men who committed different types of sexual assault in a community sample. Journal of interpersonal violence. Baumeister, R., Catanese, K. & Wallace, H. 2002. Conquest by force: a nacissistic reactance theory of rape and sexual coercion. Review of general psychology Bushman, B., Bonacci, A., Dijk, M. & Baumeister, R. (2003). Narcissism, sexual refusal, and aggression: testing a narcissistic reactance model of sexual coercion. Journal of Personality and Social Psychology. Cahill, A. (2001). Rethinking rape. Ithaca: Cornell University Press Coetzee. J.M. 1999. Disgrace. London: Vintage, 2000 Fuchs, Thomas. 2003. The Phenomenology of Shame, Guilt and the Body in Body Dysmorphic Disorder and Depression. Journal of Phenomenological Psychology. vol. 33, no. 2. Gottfredson, M. & Hirschi, T. 1990. A general theory of crime. Stanford: Stanford University Press Lowell, Gary. 2010. A Review of Rape Statistics Theories and Policy. Undergraduate Review. Massachusetts: Bridgewater State University. Nurka, Camille. 2012. Feminine Shame/Masculine Disgrace. Journal of Cultural Study. University of Melbourne Prentky, R. & Knight, R.1991. Identifying Critical Dimensions for Discriminating Among Rapists. Journal of Consulting and Clinical Psychology Siegert, R. & Ward, T. 2002. Rape and evolutionary psychology: a critique of Thornhill and Palmer's theory. Journal of Aggression and violent behavior
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