En mi formación de posgrado a finales de los años ochenta, teníamos cerca de treinta camas hospitalarias en un pabellón llamado "sépticas" (1). En Colombia, donde el aborto estaba totalmente penalizado, allí estaban mayoritariamente mujeres con abortos inseguros complicados. El enfoque que recibíamos era técnico: manejo de cuidados intensivos; realizar histerectomías, colostomías, resecciones intestinales, etc. En esa época algunas enfermeras eran monjas, y se limitaban a interrogar a las pacientes para que "confesaran" qué se habían hecho para abortar. Siempre me inquietó que las mujeres que salían vivas se iban sin ninguna asesoría, ni con un método anticonceptivo. Al preguntar alguna vez a uno de mis docentes me contestó con desdén: "este es un hospital de tercer nivel, esas cosas las hacen las enfermeras en primer nivel". Al ver tanto dolor y muerte, decidí hablar con las pacientes del servicio y empecé a entender sus decisiones. Recuerdo aún con tristeza tantas muertes, pero un caso en particular aún me duele: era una mujer cercana a los cincuenta años que llegó con una perforación uterina en estado de sepsis avanzada. A pesar de la cirugía y los cuidados intensivos, falleció. Alcancé a hablar con ella y me contó que era viuda, tenía dos hijos mayores y había abortado por "vergüenza con ellos", pues se iban a dar cuenta de que tenía vida sexual activa. A los pocos días de su fallecimiento, me llamó el profesor de patología, extrañado, para decirme que el útero que habíamos enviado para examen patológico no tenía embarazo. Era una mujer en estado perimenopáusico con una prueba de embarazo falsamente positiva, debido a los altos niveles de FSH/LH típicos de su edad. ¡¡¡NO ESTABA EMBARAZADA!!! No tenía menstruación porque estaba en premenopausia y una prueba falsamente positiva la llevó a un aborto inseguro. Claro, las lesiones causadas en las maniobras abortivas la llevaron al desenlace fatal, pero la real causa subyacente fue el tabú social respecto a la sexualidad. Tuve que ver muchas adolescentes y mujeres jóvenes salir del hospital vivas, pero sin útero, a veces sin ovarios y con colostomías, para ser despreciadas por una sociedad que les recriminaba el haber decidido no ser madres. Tuve que ver situaciones de mujeres que llegaban con sus intestinos protruyendo a través de sus vaginas por abortos inseguros. Vi mujeres que en su desespero se autoinfligieron lesiones tratando de abortar con elementos como palos, ramas, gajos de cebolla, barras de alumbre, ganchos, entre otros. Eran tantas las muertes que era difícil no tener por lo menos una mujer diariamente en la morgue a consecuencia de un aborto inseguro. En esa época no se abordaba la salud desde lo biopsicosocial sino solamente desde lo técnico (2); sin embargo, en las evaluaciones académicas que nos hacían, ante la pregunta de definición de salud, había que recitar el texto de la Organización Mundial de la Salud que involucraba estos tres aspectos, ¡qué contrasentido! Para dar respuesta a las necesidades de salud de las mujeres y garantizar sus derechos, cuando ya era docente, inicié el servicio de anticoncepción posevento obstétrico en ese hospital de tercer nivel. Hubo resistencia de las directivas, pero afortunadamente logré donaciones internacionales para la institución y esto facilitó su aceptación. Decidí concursar para carrera docente con el ánimo de poder sensibilizar a profesionales de la salud hacia un enfoque integral de la salud y la enfermedad. Cuando en 1994 se realizó la Conferencia Internacional de Población y Desarrollo (CIPD) en El Cairo ya llevaba varios años en la docencia, y cuando leí su Programa de Acción, encontré nombre para lo que estaba trabajando: derechos sexuales y derechos reproductivos. Empecé a incorporar en mi vida profesional y docente las herramientas que este documento me daba. Pude sensibilizar personas del Ministerio de Salud de mi país y trabajamos en conjunto recorriéndolo con un abordaje de derechos humanos en materia de salud sexual y reproductiva (SSR). Esta nueva mirada buscaba además de ser integral, dar respuesta a viejos problemas como la mortalidad materna, el embarazo en la adolescencia, la baja prevalencia anticonceptiva, el embarazo no planeado o no deseado o la violencia contra la mujer. Con otras personas sensibilizadas empezamos a permear con estos temas de SSR la Sociedad Colombiana de Obstetricia y Ginecología, algunas universidades y hospitales universitarios. Todavía seguimos dando la lucha en un país que a pesar de tantas dificultades ha mejorado muchos indicadores de SSR. Con la experiencia de haber trajinado en todas las esferas con estos temas, logramos con un puñado de colegas y amigas de la Universidad El Bosque crear la Maestría en Salud Sexual y Reproductiva, abierta a todas las profesiones, en la que rompimos varios paradigmas. Se inició un programa en el que la investigación cualitativa y cuantitativa tenían el mismo peso y algunos de los egresados del programa están ahora en posiciones de liderazgo en los entes gubernamentales e internacionales replicando modelos integrales. En la Federación Latinoamericana de Obstetricia y Ginecología (FLASOG) y en la Federación Internacional de Obstetricia y Ginecología (FIGO), pude por varios años aportar mi experiencia en los comités de SSR de esas asociaciones para beneficio de las mujeres y las niñas en los ámbitos regional y global. Cuando pienso en quienes me han inspirado en esta lucha, debo resaltar las grandes feministas que me han enseñado y acompañado en tantas batallas. No puedo mencionarlas a todas, pero he admirado la historia de vida de Margaret Sanger con su persistencia y mirada visionaria. Ella luchó durante toda su vida para ayudar a las mujeres del siglo XX para que obtuvieran el derecho a decidir si querían o no tener hijos o hijas y cuándo (3). De las feministas actuales he tenido el privilegio de compartir experiencias con Carmen Barroso, Giselle Carino, Debora Diniz y Alejandra Meglioli, lideresas de la Federación Internacional de Planificación de la Familia, Región del Hemisferio Occidental (IPPF-RHO, por su nombre en inglés). De mi país quiero resaltar a mi compatriota Florence Thomas, psicóloga, columnista, escritora y activista feminista colombo-francesa. Es una de las voces más influyentes e importantes del movimiento por los derechos de la mujer en Colombia y en la región. Arribó procedente de Francia en la década de 1960, en los años de la contracultura, los Beatles, los hippies, Simone de Beauvoir y Jean-Paul Sartre, época en la que se empezó a criticar el capitalismo y la cultura del consumo (4). Fue entonces cuando se comenzó a hablar del cuerpo femenino, la sexualidad femenina y cuando llegó la píldora anticonceptiva como una revolución total para las mujeres. A su llegada en 1967, ella experimentó un choque porque acababa de asistir a toda una revolución y solo encontró un país de madres, no de mujeres (5). Ese era el único destino de una mujer, ser callada y sumisa. Entonces se dio cuenta de que no se podía seguir así, hablando de "vanguardias revolucionarias" en un ambiente tan patriarcal. En 1986 con las olas del feminismo norteamericano y europeo, y con su equipo académico crearon el grupo Mujer y Sociedad de la Universidad Nacional de Colombia, semillero de grandes iniciativas y logros para el país (6). Ella ha liderado grandes cambios con su valentía, la fuerza de sus argumentos, y un discurso apasionado y agradable a la vez. Dentro de sus múltiples libros resalto Conversaciones con Violeta (7), motivado por el desdén hacia el feminismo de algunas mujeres jóvenes. Lo escribe a manera de diálogo con una hija imaginaria en el que, de una manera íntima, reconstruye la historia de las mujeres a través de los siglos y da nuevas luces sobre el papel fundamental del feminismo en la vida de la mujer moderna. Otro libro muestra de su valentía es Había que decirlo (8), en el que narra la experiencia de su propio aborto a sus 22 años en la Francia de los años sesenta. Mi experiencia de trabajo en la IPPF-RHO me ha permitido conocer líderes y lideresas de todas las edades en diversos países de la región, quienes con gran mística y dedicación, de manera voluntaria, trabajan por lograr una sociedad más equitativa y justa. Particularmente me ha impresionado la apropiación del concepto de derechos sexuales y reproductivos por parte de las personas más jóvenes, y esto me ha dado gran esperanza en el futuro del planeta. Seguimos con una agenda incompleta del Plan de acción de la CIPD de El Cairo, pero ver cómo la juventud enfrenta con valentía los retos, me motiva a seguir adelante y aportar mis años de experiencia en un trabajo intergeneracional. La IPPF-RHO evidencia un gran compromiso por los derechos y la SSR de adolescentes en sus políticas y programas, que son consistentes con lo que la Organización promueve; por ejemplo, el 20% de los puestos de toma de decisión están en manos de jóvenes. Las organizaciones miembros, que basan su labor en el voluntariado, son verdaderas incubadoras de jóvenes que harán ese recambio generacional inexpugnable y necesario. A diferencia de lo que nos tocó a muchos de nosotros, trabajar en esta complicada agenda de salud sexual y reproductiva sin bases teóricas, hoy vemos personas comprometidas y con una sólida formación para reemplazarnos. En la Facultad de Medicina de la Universidad Nacional de Colombia y en la Facultad de Enfermería de la Universidad El Bosque, las nuevas generaciones están más motivadas y empoderadas, con grandes deseos de cambiar las rígidas estructuras subyacentes. Nuestra gran preocupación son los embates de ultraderecha que soportan grupos antiderechos, muchas veces mejor organizados que nosotros, que sí apoyamos los derechos y somos verdaderos provida (9). Ante este escenario, debemos organizarnos mejor y seguir dando batallas para garantizar los derechos de las mujeres en el ámbito local, regional y global, aunando esfuerzos de todas las organizaciones proderechos. Estamos ahora comprometidos con los Objetivos de Desarrollo Sostenible (10), entendidos como aquellos que satisfacen las necesidades de la generación presente sin comprometer la capacidad de las generaciones futuras para satisfacer sus propias necesidades. Esta nueva agenda se basa en: - El trabajo no finalizado de los Objetivos de Desarrollo del Milenio - Los compromisos pendientes (convenciones ambientales internacionales) - Los temas emergentes en las tres dimensiones del desarrollo sostenible: social, económica y ambiental. Tenemos ahora 17 Objetivos de Desarrollo Sostenible y 169 metas (11). Entre estos objetivos se menciona en varias ocasiones el "acceso universal a la salud reproductiva". En el Objetivo 3 de esa lista se incluye garantizar, de aquí al año 2030, "el acceso universal a los servicios de salud sexual y reproductiva, incluidos los de planificación familiar, información y educación". De igual manera, el Objetivo 5, "Lograr la igualdad de género y empoderar a todas las mujeres y las niñas", establece que se deberá "asegurar el acceso universal a la salud sexual y reproductiva y los derechos reproductivos según lo acordado de conformidad con el Programa de Acción de la Conferencia Internacional sobre la Población y el Desarrollo, la Plataforma de Acción de Beijing". No se puede olvidar que el término acceso universal a la salud sexual y reproductiva incluye el acceso universal al aborto y la anticoncepción. Actualmente 830 mujeres mueren cada día por causas maternas prevenibles; de estos decesos, el 99% ocurre en países en desarrollo, más de la mitad en entornos frágiles y en contextos humanitarios (12). 216 millones de mujeres no pueden acceder a métodos de anticoncepción moderna y la mayoría vive en los nueve países más pobres del mundo y en un ambiente cultural propio de la década de los sesenta (13). Este número solo incluye las mujeres de 15 a 49 años en cualquier tipo de unión, es decir el número total es mucho mayor. Cumplir con los objetivos marcados supondría prevenir 67 millones de embarazos no deseados y reducir a un tercio las muertes maternas. Actualmente tenemos una alta demanda insatisfecha de anticoncepción moderna, con un bajísimo uso de los métodos de larga duración reversible (dispositivos intrauterinos e implantes subdérmicos) que son los más efectivos y de mayor adherencia (14). No hay uno solo de los 17 Objetivos de Desarrollo Sostenible donde la anticoncepción no tenga un papel preponderante: desde el primero que se refiere al fin de la pobreza, pasando por el quinto de igualdad de género, el décimo de reducción de la desigualdad, entre los países y en el mismo país, hasta el decimosexto relacionado con paz y justicia. Si queremos cambiar el mundo, debemos procurar acceso universal a la anticoncepción sin mitos ni barreras. Tenemos la obligación moral de lograr la erradicación de la pobreza extrema y avanzar en la construcción de sociedades más igualitarias, justas y felices. En anticoncepción de urgencia (AU), estamos muy lejos de alcanzar lo que esperamos. Si en métodos de larga duración reversible tenemos una baja prevalencia, en la AU la situación empeora. No en todas las facultades de medicina de la región se aborda este tema, y donde sí se hace, no hay homogeneidad de contenidos, ni siquiera dentro del mismo país. Hay aún mitos sobre su verdadero mecanismo de acción. Hay países como Honduras donde está prohibida y no hay un medicamento dedicado, como tampoco lo hay en Haití. Donde está disponible el acceso es ínfimo, particularmente entre las niñas, adolescentes, jóvenes, migrantes, afrodescendientes e indígenas. Hay que derrumbar las múltiples barreras para el uso eficaz de la anticoncepción de emergencia, y para eso necesitamos trabajar en romper mitos y percepciones erróneas, tabúes y normas culturales; lograr cambios en las leyes y normas restrictivas de los países; lograr acceso sin barreras a la AU; trabajar intersectorialmente; capacitar al personal de salud y la comunidad. Es necesario transformar la actitud del personal de salud en una de servicio por encima de sus propias opiniones. Reflexionando acerca de lo que ha pasado después de la CIPD realizada en El Cairo, su Programa de Acción cambió cómo miramos las dinámicas de población de un énfasis en la demografía a un enfoque en los derechos humanos y las personas. Los gobiernos acordaron que, en este nuevo enfoque, el éxito era el empoderamiento de las mujeres y la posibilidad de elegir a través de expandir el acceso a la educación, la salud, los servicios y el empleo, entre otros. Sin embargo, ha habido avances desiguales y persiste la inequidad en nuestra región, no se cumplieron todas las metas, los derechos sexuales y reproductivos continúan fuera del alcance de muchas mujeres (15). Aún queda un largo camino para recorrer, hasta que mujeres y niñas del mundo puedan reclamar sus derechos y la libertad de decidir. Globalmente la mortalidad materna se ha reducido, hay mayor asistencia calificada del parto, mayor prevalencia anticonceptiva, la educación integral en sexualidad y el acceso a servicios de SSR para adolescentes ya son derechos reconocidos y con grandes avances, además ha habido ganancias concretas en materia de marcos legales más favorables en particular en nuestra región; sin embargo, si bien las condiciones de acceso han mejorado, las legislaciones restrictivas de la región exponen a las mujeres más vulnerables a abortos inseguros. Hay aún grandes desafíos para que los gobiernos reconozcan la SSR y los DSR como parte integral de los sistemas de salud, existe una amplia agenda contra las mujeres. En ese sentido, el acceso a SSR está bajo amenaza y opresión, se requiere movilización intersectorial y litigios estratégicos, investigación y apoyo a los derechos de las mujeres como agenda intersectorial. Hacia adelante hay que esforzarnos más en el trabajo con jóvenes, para avanzar no solo en el Programa de Acción de la CIPD, sino en todos los movimientos sociales. Son uno de los grupos más vulnerables, y de los mayores catalizadores para el cambio. La población joven aún enfrentan muchos desafíos, especialmente las mujeres y niñas; las jóvenes están especialmente en alto riesgo debido a la falta de servicios y salud sexual y reproductiva amigables y confidenciales, la presencia de violencia basada en género y la falta de acceso a los servicios. Además hay que mejorar el acceso al aborto; es responsabilidad de los estados garantizar la calidad y seguridad en el acceso. Aún en nuestra región existen países con marcos totalmente restrictivos. Las nuevas tecnologías facilitan el autocuidado (16), lo que permitirá ampliar el acceso universal, pero los gobiernos no pueden desvincularse de su responsabilidad. El autocuidado se está expandiendo en el mundo y puede ser estratégico para llegar a las poblaciones más vulnerables. Hay nuevos desafíos para los mismos problemas, que requieren una reinterpretación de las medidas necesarias para garantizar los DSR de todas las personas, en particular mujeres, niñas y en general las poblaciones marginadas y vulnerables. Es necesario tener en cuenta aspectos como las migraciones, el cambio climático, el impacto de medios digitales, el resurgimiento de discursos de odio, la opresión, la violencia, la xenofobia, la homo/transfobia y otros problemas emergentes, pues la SSR debe verse en un marco de justicia, y no aislado. Debemos exigir rendición de cuentas a los 179 gobiernos que participaron en la CIPD hace 25 años y a los 193 países que firmaron los Objetivos de Desarrollo Sostenible. Deben reafirmarse en sus compromisos y expandir la agenda a los temas no considerados en ese momento. Nuestra región ha dado ejemplo al mundo con el Consenso de Montevideo, que se convierte en una hoja de ruta para el cumplimiento del plan de acción de la CIPD y no debe permitirnos retroceder. Este Consenso pone en el centro a las personas, en especial a las mujeres, e incluye el tema de aborto invitando a los estados a que consideren la posibilidad de legalizarlo, lo que abre la puerta para que los gobiernos de todo el mundo reconozcan que las mujeres tienen el derecho a decidir sobre la maternidad. Este Consenso es mucho más inclusivo: Considerando que las brechas en salud continúan sobresalientes en la región y las estadísticas promedio suelen ocultar los altos niveles de mortalidad materna, de infecciones de transmisión sexual, de infección por VIH/SIDA y de demanda insatisfecha de anticoncepción entre la población que vive en la pobreza y en áreas rurales, entre los pueblos indígenas y las personas afrodescendientes y grupos en condición de vulnerabilidad como mujeres, adolescentes y jóvenes y personas con discapacidad, acuerdan: 33-Promover, proteger y garantizar la salud y los derechos sexuales y los derechos reproductivos para contribuir a la plena realización de las personas y a la justicia social en una sociedad libre de toda forma de discriminación y violencia. 37-Garantizar el acceso universal a servicios de salud sexual y salud reproductiva de calidad, tomando en consideración las necesidades específicas de hombres y mujeres, adolescentes y jóvenes, personas LGBT, personas mayores y personas con discapacidad, prestando particular atención a personas en condición de vulnerabilidad y personas que viven en zonas rurales y remotas y promoviendo la participación ciudadana en el seguimiento de los compromisos. 42-Asegurar, en los casos en que el aborto es legal o está despenalizado en la legislación nacional, la existencia de servicios de aborto seguros y de calidad para las mujeres que cursan embarazos no deseados y no aceptados e instar a los demás Estados a considerar la posibilidad de modificar las leyes, normativas, estrategias y políticas públicas sobre la interrupción voluntaria del embarazo para salvaguardar la vida y la salud de mujeres adolescentes, mejorando su calidad de vida y disminuyendo el número de abortos (17). ; In my postgraduate formation during the last years of the 80's, we had close to thirty hospital beds in a pavilion called "sépticas" (1). In Colombia, where abortion was completely penalized, the pavilion was mostly filled with women with insecure, complicated abortions. The focus we received was technical: management of intensive care; performance of hysterectomies, colostomies, bowel resection, etc. In those times, some nurses were nuns and limited themselves to interrogating the patients to get them to "confess" what they had done to themselves in order to abort. It always disturbed me that the women who left alive, left without any advice or contraceptive method. Having asked a professor of mine, he responded with disdain: "This is a third level hospital, those things are done by nurses of the first level". Seeing so much pain and death, I decided to talk to patients, and I began to understand their decision. I still remember so many deaths with sadness, but one case in particular pains me: it was a woman close to being fifty who arrived with a uterine perforation in a state of advanced sepsis. Despite the surgery and the intensive care, she passed away. I had talked to her, and she told me she was a widow, had two adult kids and had aborted because of "embarrassment towards them" because they were going to find out that she had an active sexual life. A few days after her passing, the pathology professor called me, surprised, to tell me that the uterus we had sent for pathological examination showed no pregnancy. She was a woman in a perimenopausal state with a pregnancy exam that gave a false positive due to the high levels of FSH/LH typical of her age. SHE WAS NOT PREGNANT!!! She didn't have menstruation because she was premenopausal and a false positive led her to an unsafe abortion. Of course, the injuries caused in the attempted abortion caused the fatal conclusion, but the real underlying cause was the social taboo in respect to sexuality. I had to watch many adolescents and young women leave the hospital alive, but without a uterus, sometime without ovaries and with colostomies, to be looked down on by a society that blamed them for deciding to not be mothers. I had to see situation of women that arrived with their intestines protruding from their vaginas because of unsafe abortions. I saw women, who in their despair, self-inflicted injuries attempting to abort with elements such as stick, branches, onion wedges, alum bars and clothing hooks among others. Among so many deaths, it was hard not having at least one woman per day in the morgue due to an unsafe abortion. During those time, healthcare was not handled from the biopsychosocial, but only from the technical (2); nonetheless, in the academic evaluations that were performed, when asked about the definition of health, we had to recite the text from the International Organization of Health that included these three aspects. How contradictory! To give response to the health need of women and guarantee their right when I was already a professor, I began an obstetric contraceptive service in that third level hospital. There was resistance from the directors, but fortunately I was able to acquire international donations for the institution, which facilitated its acceptance. I decided to undertake a teaching career with the hope of being able to sensitize health professionals towards an integral focus of health and illness. When the International Conference of Population and Development (ICPD) was held in Cairo in 1994, I had already spent various years in teaching, and when I read their Action Program, I found a name for what I was working on: Sexual and Reproductive Rights. I began to incorporate the tools given by this document into my professional and teaching life. I was able to sensitize people at my countries Health Ministry, and we worked together moving it to an approach of human rights in areas of sexual and reproductive health (SRH). This new viewpoint, in addition to being integral, sought to give answers to old problems like maternal mortality, adolescent pregnancy, low contraceptive prevalence, unplanned or unwanted pregnancy or violence against women. With other sensitized people, we began with these SRH issues to permeate the Colombian Society of Obstetrics and Gynecology, some universities, and university hospitals. We are still fighting in a country that despite many difficulties has improved its indicators of SRH. With the experience of having labored in all sphere of these topics, we manage to create, with a handful of colleagues and friend at the Universidad El Bosque, a Master's Program in Sexual and Reproductive Health, open to all professions, in which we broke several paradigms. A program was initiated in which the qualitative and quantitative investigation had the same weight, and some alumni of the program are now in positions of leadership in governmental and international institutions, replicating integral models. In the Latin American Federation of Obstetrics and Gynecology (FLASOG, English acronym) and in the International Federation of Obstetrics and Gynecology (FIGO), I was able to apply my experience for many years in the SRH committees of these association to benefit women and girls in the regional and global environments. When I think of who has inspired me in these fights, I should highlight the great feminist who have taught me and been with me in so many fights. I cannot mention them all, but I have admired the story of the life of Margaret Sanger with her persistence and visionary outlook. She fought throughout her whole life to help the women of the 20th century to be able to obtain the right to decide when and whether or not they wanted to have children (3). Of current feminist, I have had the privilege of sharing experiences with Carmen Barroso, Giselle Carino, Debora Diniz and Alejandra Meglioli, leaders of the International Planned Parenthood Federation – Western Hemisphere Region (IPPF-RHO). From my country, I want to mention my countrywoman Florence Thomas, psychologist, columnist, writer and Colombo-French feminist. She is one of the most influential and important voices in the movement for women rights in Colombia and the region. She arrived from France in the 1960's, in the years of counterculture, the Beatles, hippies, Simone de Beauvoir, and Jean-Paul Sartre, a time in which capitalism and consumer culture began to be criticized (4). It was then when they began to talk about the female body, female sexuality and when the contraceptive pill arrived like a total revolution for women. Upon its arrival in 1967, she experimented a shock because she had just assisted in a revolution and only found a country of mothers, not women (5). That was the only destiny for a woman, to be quiet and submissive. Then she realized that this could not continue, speaking of "revolutionary vanguards" in such a patriarchal environment. In 1986 with the North American and European feminism waves and with her academic team, they created the group "Mujer y Sociedad de la Universidad Nacional de Colombia", incubator of great initiatives and achievements for the country (6). She has led great changes with her courage, the strength of her arguments, and a simultaneously passionate and agreeable discourse. Among her multiple books, I highlight "Conversaciones con Violeta" (7), motivated by the disdain towards feminism of some young women. She writes it as a dialogue with an imaginary daughter in which, in an intimate manner, she reconstructs the history of women throughout the centuries and gives new light of the fundamental role of feminism in the life of modern women. Another book that shows her bravery is "Había que decirlo" (8), in which she narrates the experience of her own abortion at age twenty-two in sixty's France. My work experience in the IPPF-RHO has allowed me to meet leaders of all ages in diverse countries of the region, who with great mysticism and dedication, voluntarily, work to achieve a more equal and just society. I have been particularly impressed by the appropriation of the concept of sexual and reproductive rights by young people, and this has given me great hope for the future of the planet. We continue to have an incomplete agenda of the action plan of the ICPD of Cairo but seeing how the youth bravely confront the challenges motivates me to continue ahead and give my years of experience in an intergenerational work. In their policies and programs, the IPPF-RHO evidences great commitment for the rights and the SRH of adolescent, that are consistent with what the organization promotes, for example, 20% of the places for decision making are in hands of the young. Member organizations, that base their labor on volunteers, are true incubators of youth that will make that unassailable and necessary change of generations. In contrast to what many of us experienced, working in this complicated agenda of sexual and reproductive health without theoretical bases, today we see committed people with a solid formation to replace us. In the college of medicine at the Universidad Nacional de Colombia and the College of Nursing at the Universidad El Bosque, the new generations are more motivated and empowered, with great desire to change the strict underlying structures. Our great worry is the onslaught of the ultra-right, a lot of times better organized than us who do support rights, that supports anti-rights group and are truly pro-life (9). Faced with this scenario, we should organize ourselves better, giving battle to guarantee the rights of women in the local, regional, and global level, aggregating the efforts of all pro-right organizations. We are now committed to the Objectives of Sustainable Development (10), understood as those that satisfy the necessities of the current generation without jeopardizing the capacity of future generations to satisfy their own necessities. This new agenda is based on: - The unfinished work of the Millennium Development Goals - Pending commitments (international environmental conventions) - The emergent topics of the three dimensions of sustainable development: social, economic, and environmental. We now have 17 objectives of sustainable development and 169 goals (11). These goals mention "universal access to reproductive health" many times. In objective 3 of this list is included guaranteeing, before the year 2030, "universal access to sexual and reproductive health services, including those of family planning, information, and education." Likewise, objective 5, "obtain gender equality and empower all women and girls", establishes the goal of "assuring the universal access to sexual and reproductive health and reproductive rights in conformity with the action program of the International Conference on Population and Development, the Action Platform of Beijing". It cannot be forgotten that the term universal access to sexual and reproductive health includes universal access to abortion and contraception. Currently, 830 women die every day through preventable maternal causes; of these deaths, 99% occur in developing countries, more than half in fragile environments and in humanitarian contexts (12). 216 million women cannot access modern contraception methods and the majority live in the nine poorest countries in the world and in a cultural environment proper to the decades of the seventies (13). This number only includes women from 15 to 49 years in any marital state, that is to say, the number that takes all women into account is much greater. Achieving the proposed objectives would entail preventing 67 million unwanted pregnancies and reducing maternal deaths by two thirds. We currently have a high, unsatisfied demand for modern contraceptives, with extremely low use of reversible, long term methods (intrauterine devices and subdermal implants) which are the most effect ones with best adherence (14). There is not a single objective among the 17 Objectives of Sustainable Development where contraception does not have a prominent role: from the first one that refers to ending poverty, going through the fifth one about gender equality, the tenth of inequality reduction among countries and within the same country, until the sixteenth related with peace and justice. If we want to change the world, we should procure universal access to contraception without myths or barriers. We have the moral obligation of achieving the irradiation of extreme poverty and advancing the construction of more equal, just, and happy societies. In emergency contraception (EC), we are very far from reaching expectations. If in reversible, long-term methods we have low prevalence, in EC the situation gets worse. Not all faculties in the region look at this topic, and where it is looked at, there is no homogeneity in content, not even within the same country. There are still myths about their real action mechanisms. There are countries, like Honduras, where it is prohibited and there is no specific medicine, the same case as in Haiti. Where it is available, access is dismal, particularly among girls, adolescents, youth, migrants, afro-descendent, and indigenous. The multiple barriers for the effective use of emergency contraceptives must be knocked down, and to work toward that we have to destroy myths and erroneous perceptions, taboos and cultural norms; achieve changes in laws and restrictive rules within countries, achieve access without barriers to the EC; work in union with other sectors; train health personnel and the community. It is necessary to transform the attitude of health personal to a service above personal opinion. Reflecting on what has occurred after the ICPD in Cairo, their Action Program changed how we look at the dynamics of population from an emphasis on demographics to a focus on the people and human rights. The governments agreed that, in this new focus, success was the empowerment of women and the possibility of choice through expanded access to education, health, services, and employment among others. Nonetheless, there have been unequal advances and inequality persists in our region, all the goals were not met, the sexual and reproductive goals continue beyond the reach of many women (15). There is a long road ahead until women and girls of the world can claim their rights and liberty of deciding. Globally, maternal deaths have been reduced, there is more qualified assistance of births, more contraception prevalence, integral sexuality education, and access to SRH services for adolescents are now recognized rights with great advances, and additionally there have been concrete gains in terms of more favorable legal frameworks, particularly in our region; nonetheless, although it's true that the access condition have improved, the restrictive laws of the region expose the most vulnerable women to insecure abortions. There are great challenges for governments to recognize SRH and the DSR as integral parts of health systems, there is an ample agenda against women. In that sense, access to SRH is threatened and oppressed, it requires multi-sector mobilization and litigation strategies, investigation and support for the support of women's rights as a multi-sector agenda. Looking forward, we must make an effort to work more with youth to advance not only the Action Program of the ICPD, but also all social movements. They are one of the most vulnerable groups, and the biggest catalyzers for change. The young population still faces many challenges, especially women and girls; young girls are in particularly high risk due to lack of friendly and confidential services related with sexual and reproductive health, gender violence, and lack of access to services. In addition, access to abortion must be improved; it is the responsibility of states to guarantee the quality and security of this access. In our region there still exist countries with completely restrictive frameworks. New technologies facilitate self-care (16), which will allow expansion of universal access, but governments cannot detach themselves from their responsibility. Self-care is expanding in the world and can be strategic for reaching the most vulnerable populations. There are new challenges for the same problems, that require a re-interpretation of the measures necessary to guaranty the DSR of all people, in particular women, girls, and in general, marginalized and vulnerable populations. It is necessary to take into account migrations, climate change, the impact of digital media, the resurgence of hate discourse, oppression, violence, xenophobia, homo/transphobia, and other emergent problems, as SRH should be seen within a framework of justice, not isolated. We should demand accountability of the 179 governments that participate in the ICPD 25 years ago and the 193 countries that signed the Sustainable Development Objectives. They should reaffirm their commitments and expand their agenda to topics not considered at that time. Our region has given the world an example with the Agreement of Montevideo, that becomes a blueprint for achieving the action plan of the CIPD and we should not allow retreat. This agreement puts people at the center, especially women, and includes the topic of abortion, inviting the state to consider the possibility of legalizing it, which opens the doors for all governments of the world to recognize that women have the right to choose on maternity. This agreement is much more inclusive: Considering that the gaps in health continue to abound in the region and the average statistics hide the high levels of maternal mortality, of sexually transmitted diseases, of infection by HIV/AIDS, and the unsatisfied demand for contraception in the population that lives in poverty and rural areas, among indigenous communities, and afro-descendants and groups in conditions of vulnerability like women, adolescents and incapacitated people, it is agreed: 33- To promote, protect, and guarantee the health and the sexual and reproductive rights that contribute to the complete fulfillment of people and social justice in a society free of any form of discrimination and violence. 37- Guarantee universal access to quality sexual and reproductive health services, taking into consideration the specific needs of men and women, adolescents and young, LGBT people, older people and people with incapacity, paying particular attention to people in a condition of vulnerability and people who live in rural and remote zone, promoting citizen participation in the completing of these commitments. 42- To guarantee, in cases in which abortion is legal or decriminalized in the national legislation, the existence of safe and quality abortion for non-desired or non-accepted pregnancies and instigate the other States to consider the possibility of modifying public laws, norms, strategies, and public policy on the voluntary interruption of pregnancy to save the life and health of pregnant adolescent women, improving their quality of life and decreasing the number of abortions (17).
The present study documents a language educator's reflection on two transitions that mirror current curricular changes in undergraduate language programs in the United States. The first chronicles her personal pedagogical transformation from a general-purposes Spanish language professor and her adjustment to teaching as a visiting professor in a Spanish for Specific Purposes (SSP) language-learning environment at the United States Air Force Academy. The second reports the evolution over several decades of the Spanish language program at University of Alabama at Birmingham from a traditional general Spanish-language program to a multipurpose program. The study suggests that SSP and liberal arts values are not mutually exclusive, and it explores what Spanish for General Purposes (SGP) can learn from SSP. Spanish programs that find common ground and hybridize to respond to multiple demands of today's Spanish learners are likely to be the most successful in the future. ; To cite the digital version, add its Reference URL (found by following the link in the header above the digital file). ; A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 88 The Unexpected Spanish for Specific Purposes Professor: A Tale of Two Institutions Sheri Spaine Long United States Air Force Academy University of Alabama at Birmingham Abstract: The present study documents a language educator's reflection on two transitions that mirror current curricular changes in undergraduate language programs in the United States. The first chronicles her personal pedagogical transformation from a general-purposes Spanish language professor and her adjustment to teaching as a visiting professor in a Spanish for Specific Purposes (SSP) language-learning environment at the United States Air Force Academy. The second reports the evolution over several decades of the Spanish language program at University of Alabama at Birmingham from a traditional general Spanish-language program to a multipurpose program. The study suggests that SSP and liberal arts values are not mutually exclusive, and it explores what Spanish for General Purposes (SGP) can learn from SSP. Spanish programs that find common ground and hybridize to respond to multiple demands of today's Spanish learners are likely to be the most successful in the future. Keywords: language learning curriculum, liberal arts, medical Spanish, military language learning, Spanish for General Purposes (SGP), Spanish instruction, Spanish for Specific Purposes (SSP), United States Air Force Academy, University of Alabama at Birmingham (UAB) Introduction This academic year, I dubbed myself the unexpected Spanish for Specific Purposes (SSP) professor because specialized career-focused instruction became part of my pedagogical repertoire. Working in a SSP language-learning environment has made me take stock of what mainstream language educators can gain from exposure to the philosophy and instructional techniques of languages for specific purposes. I am serving currently as Distinguished Visiting Professor of Spanish at the United States Air Force Academy. I am a permanent Professor of Spanish at the University of Alabama at Birmingham (UAB). In this reflective paper, I chronicle two transitions. First, I share observations about my transition from general purposes language instruction to the more focused language-learning setting at the United States Air Force Academy. Language learning at the United States Air Force Academy exemplifies the definition of a Spanish for Specific Purposes (SSP) program because it is dedicated to the goal of educating future Air Force officer-leaders with a global perspective. Secondly, I narrate from an administrative/ administrator's point of view UAB's evolution from a traditional Spanish curriculum to a dual-purpose program that includes a SSP certificate. I conclude that both the United States Air Force Academy and UAB Spanish language programs provide unique insights into the curricular changes and challenges in language teaching that have emerged during the last several decades in higher education. My experiences in these respective undergraduate Spanish programs show that signature language curricula have been and can be developed to serve diverse missions of learners and institutions and that intellectual and practical needs simultaneously helped mold these A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 89 programs. The United States Air Force Academy and UAB Spanish language programs are traditional and nontraditional at the same time. I posit they will resemble our future hybridized Spanish language programs. For purposes of this paper, I understand hybridized to mean multipurpose programs that have SSP components and a liberal arts foundation. The subfield of SSP can be defined as a practice that gives language learners access to the Spanish that they need to accomplish their own academic or occupational goals (Sánchez-López, 2013). It is necessary to locate SSP within the domain of Second Language Acquisition (SLA) in order to recognize that SSP is not a departure from current theory or practices in foreign language education. The counterpoint to SSP is Spanish for General Purposes (SGP). SGP is a broad descriptor for the teaching and learning of Spanish in ways that can be exploratory in nature. It is language teaching and learning that is likely not to have a singular career focus. Along with the concept of language learning for cultural breadth, traditionally SGP has been ensconced within the notion of liberal arts education. After almost 20 years of teaching principally undergraduate SGP at UAB, I relocated to Colorado Springs to experience anew the teaching and learning of Spanish in a different context. The learning environment that I envisioned at the service academy would be focused on the specific Air Force mission within undergraduate higher education. By contrast, I am the product of a liberal arts education that was not singularly focused on a specific career. For the last several decades, I have taught students with a variety of goals, both professional and personal. The teaching and learning environment with which I am the most familiar is rooted in the model of a liberal education that has historically framed SGP programs across the United States over the last 75 years. Goals of the liberal arts education include such attributes as thinking critically, possessing broad analytical skills, learning how to learn, thinking independently, seeing all sides of an issue, communicating clearly (orally and in writing), exercising self-control for the sake of broader loyalties, showing self-assurance in leadership ability, and participating in and enjoying (cross-)cultural experience (Blaich, Bost, Chan, & Lynch, 2010). By reviewing some attributes commonly found in definitions of a liberal arts education, I highlight the cornerstone of numerous undergraduate programs in higher education. My goal is not to produce a comprehensive list of its characteristics. In fact, one finds variations in the definition of the liberal arts education tailored to suit institutional realities and needs. The elements that I emphasize in the present discussion are particular characteristics, such as analytical and critical thinking, leadership development, civic responsibility and cultural breadth, which are especially relevant to how these two Spanish language programs evolved at both the United States Air Force Academy and UAB. Although critical thinking may not be one of the characteristics that spring to mind within military education given the realities of obedience, discipline and hierarchy, critical thinking is an essential characteristic of military officers that must make decisions in complex situations. The teaching/learning of the ability to analyze critically is key in military service academies and in civilian institutions, such as UAB. UAB and arrived at the United States Air Force Academy in summer 2011. Because of the courses that I had been asked to design and teach, I knew that the United States Air Force Academy's curriculum was not about technical instruction as in Spanish for Military Purposes. In fact, my fall courses had mainstream course titles that one might find in any Spanish program: Literature and Film of Spain and Latin American Civilization and Culture. My military supervisors told me that I was invited here to bring a different perspective and pedagogy into the classroom. As my first semester unfolded, I set out to learn from diverse A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 90 pupils and faculty members and to absorb and adapt to the differences before me. The United States Air Force Academy's mission fits neatly on a sign that everyone reads upon entering the military installation: "Developing Leaders of Character." The United States Air Force Academy (2011) is an undergraduate institution, awarding the BS degree as part of its mission to inspire and develop officers with knowledge, character and discipline. Undergraduates are referred to as cadets, and this underscores both the military and academic focus of the learners. After a few weeks at the United States Air Force Academy, I realized that I had landed in a one-of-a-kind educational setting. The institution subscribes to and emphasizes many of the key core values that I associate with a liberal arts education while additionally providing technical training. As Pennington (2012) pointed out in her recent commentary in The Chronicle of Higher Education, we need to acknowledge that preparing for work and pursuing a liberal arts education are not mutually exclusive. Considering liberal arts principles and professional training as polar opposites is a deeply ingrained notion by many individuals in higher education and in society at large. This belief needs to change because of the type of complex preparation that today's students will need to flourish in the future. Below is the complete list of shared outcomes of the Unites States Air Force Academy. Even with a cursory examination, one finds intertwined traditional liberals arts concepts and elements associated with technical education for engineers, scientists and warriors: Shared United States Air Force Academy Outcomes (2011) Commission leaders of character who embody the Air Force core values. . . . . .committed to Societal, Professional, and Individual Responsibilities Ethical Reasoning and Action Respect for Human Dignity Service to the Nation Lifelong Development and Contributions Intercultural Competence and Involvement . . .empowered by integrated Intellectual and Warrior Skills Quantitative and Information Literacy Oral and Written Communication Critical Thinking Decision Making Stamina Courage Discipline Teamwork . . .grounded in essential Knowledge of the Profession of Arms and the Human & Physical Worlds Heritage and Application of Air, Space, and Cyberspace Power National Security and Full Spectrum of Joint and Coalition Warfare A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 91 Civic, Cultural and International Environments Ethics and the Foundations of Character Principles of Science and the Scientific Method Principles of Engineering and the Application of Technology Source: http://www.usafa.edu/df/usafaoutcomes.cfm?catname=Dean%20of%20Faculty Values such as critical thinking, ethics and ethical reasoning, respect for human dignity, lifelong development and contributions, intercultural competence, and oral and written communication are integral to a liberal arts education and are the foundation of cadet education. The first phrase that frames the entire list—"Commission leaders of character who embody the Air Force core values. . ."—is key to my contention that the United States Air Force Academy's type of SSP is the teaching and learning of languages in the broader context of leadership education. The direct relationship between what one associates with well-informed leaders and liberal arts values emphasizes the importance of nurturing future leaders (whether cadets or college students) that are civically and globally astute. Leadership development clearly underpins both liberal arts values and those of the United States Air Force Academy. Like many undergraduate institutions in the United States, Spanish is widely taught at the United States Air Force Academy. According to Diane K. Johnson, an institutional statistician, there are a total of more than 500 cadets (out of a total cadet enrollment of over 4,000) that are in Spanish classes (introductory through advanced) in spring semester 2012. There are also cadets enrolled in 7 other languages that are labeled strategic or enduring. Notably, there is no language major at the United States Air Force Academy. However, there is a Foreign Area Studies major. Also, cadets can declare a minor in a language. There were 327 cadets with minor in languages at the time of this spring semester 2012 snapshot. The specific mission statement of the United States Air Force Academy's Department of Foreign Languages is: "To develop leaders of character with a global perspective through world-class language and culture education." Language and culture are embedded in the concept of the kind of global perspective that a 21st-century leader must possess. From Washington DC to Wall Street, there is agreement that future leaders internationally—both military and civilian—need to be multilingual and culturally adept to be able to navigate and lead in the 21st century (Education for global leadership, 2006). According to Lt. Col. Western (2011), it is imperative that our military comprehend that maintaining world leadership and security requires a broad understanding of other languages, cultures and thought processes. Although the Department of Defense's report (2012) on "Sustaining United States Global Leadership: Priorities for 21st Century Defense" does not directly address language and cultural expertise, many of theses priorities rely on knowledge from military leaders with considerable language and cultural acumen. Historically, the language department has always had a dual purpose that has consisted of SSP focusing on developing future Air Force officers, while providing many elements of a liberal arts education. From the following list, you will see a sampling of the generic course titles. They are not a departure from what one might find at other institutions: Basic Spanish I & Basic Spanish II (Spanish 131–132), Intermediate Spanish A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 92 I & Intermediate Spanish II (Spanish 221–222), Advanced Spanish I & Advanced Spanish II (Spanish 321–322), Civilization and Culture (Spanish 365), Current Events in the Spanish-Speaking World (Spanish 371), Introduction to Peninsular Literature (Spanish 376), Introduction to Latin American Literature (Spanish 377), Advanced Spanish Readings (Spanish 491), and Special Topics (Spanish 495). The course titles do not offer clues as to how these classes might differ from the average civilian college or university classes with similar names. In my experience teaching and/or observing these classes, differences do stand out because language learners at the United States Air Force Academy focus on application of language as a skill combined with cultural and historical knowledge. The cadets also seek intellectual breadth through the analysis of multiple perspectives particularly found in intermediate- to upper-level Spanish language classes. In the first six months in residence at the United States Air Force Academy, I observed that cadets are more intellectually broad than I assumed at the outset. Cadets read about literature and culture, analyzed film, and even wrote poetry in Spanish with gusto. They do perform in the classroom with a defined career in mind. The focus on the military profession and leadership changes the daily routine in the language classroom. By emphasizing deliberate leadership and language teaching and/or learning opportunities, crosspollination enhances the classroom exper-ience and improves institutional learning outcomes. Form cannot be divorced from function in language learning, so the synthesis of leadership development and language/cultural learning occurs. Recent studies from interdisciplinary research with the neurosciences and education show that fusion between disciplines can provide effective pathways to learning (Coyle, Hood, & Marsh, 2010). Teaching Spanish at the United States Air Force Academy altered my preparations and delivery. Because of SSP, I adapted to differences that are administrative, operational, pedagogical, experiential and conceptual. First, I experienced the surface-level administrative transformations from SGP to the special brand of SSP at this institution. I learned about: Classroom rituals that include military protocols, such as calling the class to attention in Spanish, inspecting students' regulation dress and upholding other classroom standards in the target language; References to Air Force traditions and military rank in the target language; And, lock down, active shooter and natural disaster drills that might happen during class time in the target language. Additionally, there were different details in course design that reshaped my pedagogical filter. During an examination of all Spanish language course syllabi at the United States Air Force Academy, I noticed that the communities standard from the 5Cs in the Standards for Foreign Language Learning (1999) is often replaced with a different C that stands for Careers. The focus on the professional use of Spanish is starkly emphasized through this substitution. On an operational level in the classroom, staying abreast of current events in the Spanish-speaking world and being able to interpret them—such as changes in government officials, political and economic transitions in the target culture—take on greater importance while teaching at the United States Air Force Academy. For example, when A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 93 learners know that they might be assigned to carry out tasks in any Latin American country in the future, the learners understandably pay more attention to geographical details, how economic conditions impact political situations, how longstanding historical realities affect the current mood, and so on. The language-learning environment carries with it a cachet of practical information, and it also supplies complex situations and problem-solving scenarios on which future Air Force decision makers can cut their teeth. Language practice includes creating a number of hypothetical SSP situations in which cadets participate in order to foreshadow their leadership roles, such as role-play opportunities that are relevant to Air Force operations. For example, cadets might be asked what they would do and say as a United States Air Attaché or an intelligence officer stationed in Latin America. On the conceptual level, I am currently organizing and creating a seminar that is titled War in the Arts, Literature and Film in Spain and Latin America. It is a themed-humanities seminar that offers a rich lexical environment and an opportunity to focus on the profession of war, ethics, conflict and peacekeeping in the context of film, art and print texts of the Spanish-speaking world. Considering, for example, the representation of the warrior in a literary work provides an opportunity to discuss ethics and strategies and to analyze the representation of leaders across cultures. At the United States Air Force Academy, I have participated in preparing cadets to go on semester-long exchanges to foreign military academies. Some of this is done through wayside teaching at our Spanish conversation table, emphasizing the type of current and relevant social, linguistic, and cultural information that a cadet might need to function abroad in a variety of contexts and represent the United States. One way to prepare for going abroad has been to encourage and mentor cadets to volunteer for selection to host visiting military dignitaries, such as ranking delegations from the Colombian and Mexican Air Force. To prepare cadets, instructors share with them tips about how to interact appropriately and to display leadership through social intelligence and knowledge of protocol in the target language and culture. As a follow up, debriefing after these events is essential to discuss perceptions and observations and to develop cross-cultural competence. Much like teaching and interacting with SGP students, there are immediate needs, and then, there is the important long-range goal of encouraging life-long learning in Spanish. In the context of the United States Air Force, there are programs that make this objective more concrete than what is generally experienced by students in civilian colleges and universities. To take advantage of what the Air Force has to offer, I have also learned about LEAP (Language Enabled Airman Program), which provides for structured life-long language learning for specific purposes in the Air Force. According to the Air Force Culture and Language Center ("Air force culture," 2012), LEAP is designed to sustain, enhance and utilize the existing language skills and talents of Airmen in the program. The stated goal of LEAP is to develop a core group of Airmen across specialties and careers possessing the capability to communicate in one or more foreign languages. To become a participant in LEAP, Airmen must already possess moderate to high levels of proficiency in a foreign language. Individuals that apply and are accepted into the LEAP program receive regular training both face to face and online in the target language as well as have immersion opportunities at intervals during their careers. Working to encourage and help cadets apply for LEAP is another SSP goal at the United States Air Force. A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 94 These are an overview of my unexpected SSP experiences at the Air Force Academy. My transformation from SGP to SSP started with learning and applying new vocabulary that focuses on cadets' professional needs. Later, I began to think of my learners as future leaders that will need to perform and apply knowledge to make judgments about the Spanish-speaking individuals and groups. This motivated me to reorganize courses and reconceive of them with a keener eye toward performance and to explore ways to get cadets to think beyond their immediate milieu. With the overlay of leadership development and military culture, this teaching experience has driven me to operate in a more interdisciplinary fashion than before. I experienced first hand a teaching and learning climate that offers a unique hybrid of liberal arts and technical education in a military context. Perhaps the best lesson that SSP teaches is to constantly question the relevance of what you are doing in the classroom: to whom is it relevant and for what purpose? Within the Department of Foreign Languages at the United States Air Force Academy, the SSP focus on career preparation in language instruction and the liberal arts connection with leadership evolved simultaneously. This dual focus of the curriculum contrasts the reality in most civilian language departments where there was one general focus and departments are being (or have been retrofitted) to include new curricula and/or tracks. Many civilian language departments are currently transitioning from SGP programs and integrating more SSP language options. In the late 1980s and on into the 1990s, Spanish for Business and Medical Spanish courses appeared. The integration of professional courses happened in response to societal needs (Doyle, 2010). The Department of Foreign Languages at the United States Air Force Academy offers a rare, fully integrated model of the curricular common ground of career-focused language learning with an underpinning of liberal arts breadth. Conversely, civilian language programs have transitioned to dual-purpose or multipurpose programs for different reasons. In many cases, motives for transitioning programs have been to maintain relevance and enrollments. The latter was clearly the case with the Spanish language program at UAB in the 1990s. This two-fold reality raises the palpable issue of how best to organize these dual-purpose programs from both a curricular and an administrative point of view. Undergraduate language departments and programs have to meet the needs of both their general and specific constituencies. There is a general consensus in the language discipline that multiple paths to the language major, as advocated by the Modern Language Association in the report "Foreign Languages and Higher Education: New Structures for a Changed World" (2007), will be a necessity for the future survival of undergraduate language programs. With curricular reform underway, how do traditional language programs best transition from general purposes programs to hybridized programs that also house languages for specific purposes? Another obvious driver of dual-purpose Spanish language programs is the limited support for language teaching and learning. As programs transform, we need to be mindful of the realities that face most undergraduate language programs: 1) limited financial resources to support language programs, 2) staffing limitations because of faculty back-ground and adaptability, 3) reward systems that favor faculty members who work in the more established subdisciplines in the language field, and 4) multifoci and/or shifting interests of undergraduate students. Because of these conditions, exploring ways that resources can be shared intentionally and constructively will be essential to benefit general A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 95 and specific purposes language programs at the same time. The UAB Spanish language program learned to share resources and evolved into a multipurpose program. The UAB Spanish language program transitioned from SGP to include SSP gradually over several decades. This transformation aligns the department with the institution's vision and mission, which is outlined below: The UAB Vision UAB's vision is to be an internationally renowned research university—a first choice for education and health care. The UAB Mission UAB's mission is to be a research university and academic health center that dis- covers, teaches and applies knowledge for the intellectual, cultural, social and eco- nomic benefit of Birmingham, the state and beyond. Source: http://www.uab.edu/plan/ Reflecting the mission and vision at UAB, these statements clearly present the dual role of the institution: it is both medical and educational. When I joined the faculty 20 years ago, we spoke of the medical side and the academic side of campus in a way that implied a scant relationship between the two. Therefore, the undergraduate curriculum in the language department in the early years of my appointment had no relationship with the health sciences. This separation slowly eroded over the years. When I was hired in 1992, the curriculum for the UAB undergraduate language major would best be described as traditional: language and literature. UAB students studied languages for a variety of reasons, ranging from enrichment to the fulfillment of the compulsory language requirement. We had a multiquarter language requirement that was rescinded in the mid-1990s as a result of the politics between the state's community colleges and the universities. Currently, UAB has no foreign language requirement. Almost 650 students were enrolled in Spanish in spring 2012 out of an undergraduate population of close to 12,000 students ("UAB student profile," 2011). Ironically, the lack of a language requirement in the undergraduate curriculum set the department on a path toward popularizing SSP. At that time, the UAB Department of Foreign Languages and Literatures began to turn its attention to providing courses that the students demanded. As a result in the mid-1990s, UAB offered its first medical Spanish classes for undergraduate students. From that time on, I became interested increasingly in SSP for reasons that had to do with the institution's human capital both faculty and student. Also from 2002–2009, I served as chairperson of the UAB Department of Foreign Languages and Literatures. I took an administrator's interest in growing and integrating a SSP program into the existing general Spanish program. The medical Spanish courses were a good match for the interests of our student body. Approximately 40% of the freshmen that enroll at UAB declare that they are on the premedicine track. Many students are attracted to our campus because UAB houses an internationally known School of Medicine, although many freshmen abandon the premedicine track for other health-related fields. A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 96 Student interest grew in professionally focused language courses and key faculty members invested in SSP as well. In 2001, our first applied linguist in Spanish was hired in the language department. She shared her vision of starting a SSP program by offering a few courses to appeal to pre-professionals. She became the director of the nascent SSP program. Over the years, the SSP program became so popular that it evolved into a more defined and elaborate SSP certificate program ("UAB Spanish for specific purposes program," 2012) that had 62 students enrolled in the program in spring 2012. It was the first undergraduate certificate program on the UAB campus. As the program grew, the SSP Director was successful in convincing existing junior faculty to take professional development seminars in SSP and develop additional SSP courses, such as Intermediate Spanish for the Professions, Advanced Business Spanish and Advanced Spanish for Health Professionals. In 2007, we hired a Spanish instructor to develop and expand the medical Spanish courses in the undergraduate curriculum under the umbrella of SSP. She began to collaborate with the Schools of Nursing, Medicine, and Dentistry to provide short courses to their graduate students. Over time, signs of curricular integration increased between the medical and academic sides of campus. Also, there was a confluence of external events in the state of Alabama and internal events on the UAB campus that occurred in the late 1990s and the first decade of the 21st century that promoted the success of the SSP program. Prior to the 2007 recession, a rapidly growing Spanish-speaking population in Alabama had health professionals in a reactive mode because they were not prepared to handle patients that spoke limited English ("Demographic profile of Hispanics in Alabama," 2012). In 2005, UAB hosted campus-wide events around its first freshmen discussion book The Spirit Catches you and you Fall Down: A Hmong Child, her American Doctors and the Collision of two Cultures by Ann Fadiman (1997). The book was widely read across campus, especially in the School of Medicine. Fadiman's volume chronicled Hmong (not Spanish) speakers. Nevertheless, the book captured the timely problem of the critical need for communication with the foreign born in the health professions. From that year on, the importance of cross-cultural communication became part of the UAB campus dialogue. Also around this time, UAB's prominent, grant-funded Minority Health and Research Center unofficially broadened its definition of minority to include Latinos. Meanwhile, within the UAB Department of Foreign Languages and Literatures we were able to offer our first scholarship award for a Spanish major on the premedicine track in 2003. Beginning in 2003, I recall anecdotally receiving periodic inquiries from ranking individuals in the School of Medicine that wanted to collaborate. Typically, they requested the assistance of Spanish-speaking faculty with informed-consent forms. There were repeated requests for help with interpretation until the UAB clinics developed protocols to deal with Spanish-language only patients. In January 2010, we piloted a short course in Spanish (Davidson & Long, 2012) that was offered as part of the medical school elective curriculum. In 2002, the staff of the language department informally observed a trend in the increase of undergraduate students who declared a double major in Spanish and Biology/Chemistry. I procured a modest donation from a local physician for the aforementioned scholarship. All of these events fueled the popularity of the UAB SSP program and clearly defined the need for it. The current SSP program and certificate houses a number of preprofessional courses that are not limited exclusively to SSP students. The full program description can A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 97 be viewed at http://www.uab.edu/languages/languages-programs/ssp. The number of general versus pre-professional students varies from course to course, but courses such as Spanish Translation and Interpretation tend to enroll students from both cohorts, whereas Spanish for the Health Professionals enrolls few general-purposes students. Of course, the faculty members have noticed over time that our student clientele had slowly changed: two very different types of students were sitting in the same classroom. Professionally focused Spanish students and general Spanish students enrolled in the some of the same courses. This presented new pedagogical challenges for our faculty members and raised the issue: how does one meet the needs of both groups (SSP and SGP) in the context of our institution's student body? To date, this matter has not been systematically dealt with in the UAB Spanish Division. Individual professors have developed strategies, like individualizing projects, and yet, other faculty members teach to one group to the exclusion of the other. The curricular changes discussed by the Modern Language Association have come about in many language departments, and they have been welcomed by some faculty members but not by all. Embracing the notion that the traditional liberal arts language learner can cohabitate with the interdisciplinary and/or career-focused language learner (as demonstrated at the United States Air Force Academy) is key. Highlighting the philo-sophical common ground rooted in a liberal arts education is what may be perceived by some individuals as strictly technical training may help ease the transition. The next phase will be to articulate relevant practices for educators and administrators, as well as shared values and outcomes, and to provide models that show transitional programs how to achieve what I would like to call 'constructive hybridity.' I define constructive hybridity as a positive and collective effort to sort out and integrate the best of traditional Spanish language programs with different SSP practices evidencing more focused professional goals. The next task is to define the 'shared canon' between the various tracks in any given Spanish program. Obviously, this is not a one-size-fits-all charge due to different student, societal and institutional needs, but there is foundational work to be done in order to come up with more consensuses. Given my administrative experiences as a faculty member at UAB and my teaching experience at the United States Air Force Academy, I have come to realize that both general and specific missions in Spanish-language learning are not mutually exclusive. In June 2011, I marched off to Colorado to teach and to learn. I have learned that there is a place for time-tested liberal arts values within SSP programs and that hybridized programs (liberal arts and SSP) can be successful and beneficial to the learner. As suggested by the United States Air Force Academy and UAB programs, future programs in Spanish-language instruction will need to focus on our common ground to serve multiple purposes. Thus, I return to the concept that I mentioned at the outset: it is time to think hybrid. Our future undergraduate language programs will have multiple tracks/purposes. This hybridization can be as positive and enriching for both faculty members and language learners as it has been for me during this phase of my career as a language educator. Returning to my own narrative as a committed, career Spanish professor, I have no doubt that, in the future, my newfound SSP instructional acumen and orientation will inform my future general purposes classes and improve them. A TALE OF TWO INSTITUTIONS Scholarship and Teaching on Languages for Specific Purposes (2013) 98 Disclaimer The views expressed in this paper are those of the author and do not necessarily represent those of the United States Air Force Academy, the United States Air Force, The Depart-ment of Defense or the United States Government. References Air force culture and language center. (2012, May). Retrieved from http://www.culture.af.mil/leap/index.aspx Blaich, C., Bost, A., Chan, E., & Lynch, R. (2010). Defining liberal arts education. Retrieved from http://www.liberalarts.wabash.edu/storage Coyle, D., Hood, P., & Marsh, D. (2010). Content and language integrated learning (p. 25). Cambridge: Cambridge University Press. Davidson, L., & Long, S. S. (2012). Medical Spanish for US medical students: A pilot case study. Dimension, 1–13. Retrieved from http://scolt.webnode.com/ Demographic profile of Hispanics in Alabama. (2012). Retrieved from http://www.pewhispanic.org/states/state/al/ Doyle, M. S. (2010). A responsive, integrative Spanish curriculum at UNC Charlotte. Hispania, 93(1), 80–84. Education for global leadership: The importance of international studies and foreign language education for US economic and national security. (2006). Washington, DC: Committee for Economic Development. Fadiman, A. (1997). The spirit catches you and you fall down: A Hmong child, her American doctors, and the collision of two cultures. NY: Farrar, Straus and Giroux. Foreign languages and higher education: new structures for a changed world. (2007) MLA ad hoc committee on foreign languages. Profession published by the Modern Language Association, 2007 (May), 1–11. Pennington, H. (2012, April 13). For student success, stop debating and start improving. The Chronicle of Higher Education, pp. A33–A34. Sánchez-López, L. (2013). Spanish for specific purposes. In C. Chapelle (Ed.), The Encyclopedia of Applied Linguistics. Oxford, UK: Wiley-Blackwell. Standards for foreign language learning in the 21st century. (1999) Lawrence, KS: National Standards in Foreign Language Education Project, Allen Press. Sustaining US global leadership: Priorities for 21st century defense. (2012) Washington DC: Department of Defense. UAB Spanish for specific purposes program. (2012). Retrieved from http://www.uab.edu/languages/ssp UAB Student profile. (2011). Retrieved from http://www.uab.edu/home/about/student-profile-accomplishments United States Air Force Academy curriculum handbook 2011–2012. (2011). USAF Academy, CO: Academy Board. Western, D. J. (2011). How to say 'national security' in 1,100 languages. Air & Space Power Journal, 48–61. Retrieved from http://www.airpower.au.af.mil
As a Caribbean institution of Higher Learning, the University of the West Indies is seen as a major contributor to integration efforts in the Region very often mandated by CARICOM to carry out educational missions to that effect. Working in a geographically fragmented and multilingual space, foreign language education is a major preoccupation for academic departments or sections in the respective campuses. The Mona Campus, based in Jamaica, was very one of the earliest to recognize the need to add LSP courses in its curriculum as electives (Business) or as 'service courses' for other programmes (Tourism and Hospitality Management). To these existing LSP courses, the French Section at the Mona Campus added in 2003 a new LSP course geared toward International Relation students. The originality of the course lays its chosen method of delivery by total simulation. The course was offered twice since its approval and under two different schedules (two-week intensive and semester-long). This chapter discusses the impact of these two schedules on the course delivery and learning process. The comparison shows the importance of student's motivation and learning autonomy. The study also comments on the use of blended learning (on-line module complementing face-to-face delivery) and suggests that virtual reality may offer a new addition to Total Simulation for LSP. ; To cite the digital version, add its Reference URL (found by following the link in the header above the digital file). ; TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 73 French for International Conference at The University of the West Indies, Mona: Total Simulation in the Teaching of Languages for Specific Purposes Marie-José Nzengou-Tayo The University of The West Indies, Mona Gilles Lubeth The University of The West Indies, Mona Abstract: As a Caribbean institution of Higher Learning, the University of the West Indies is seen as a major contributor to integration efforts in the Region very often mandated by CARICOM to carry out educational missions to that effect. Working in a geographically fragmented and multilingual space, foreign language education is a major preoccupation for academic departments or sections in the respective campuses. The Mona Campus, based in Jamaica, was very one of the earliest to recognize the need to add LSP courses in its curriculum as electives (Business) or as 'service courses' for other programmes (Tourism and Hospitality Management). To these existing LSP courses, the French Section at the Mona Campus added in 2003 a new LSP course geared toward International Relation students. The originality of the course lays its chosen method of delivery by total simulation. The course was offered twice since its approval and under two different schedules (two-week intensive and semester-long). This chapter discusses the impact of these two schedules on the course delivery and learning process. The comparison shows the importance of student's motivation and learning autonomy. The study also comments on the use of blended learning (on-line module complementing face-to-face delivery) and suggests that virtual reality may offer a new addition to Total Simulation for LSP. Keywords: CARICOM, French for international trade, international conferences, Language for Specific Purposes (LSP), methodology Introduction Language for Specific Purpose (LSP) has developed with the expansion of international trade and the development of multilingual and multicultural working teams. Short language courses are designed at the request of enterprises or institutions in order to meet the specific demands related to the work environment. Though LSP courses have been in existence for more than three decades, their introduction in the academic programs of language majors is quite recent and has been a hot debate for several years at MLA and ADFL meetings. In the Caribbean, with the development of integration, the need for LSP has been felt as the CARICOM (Caribbean Community) started to look beyond the English-speaking Caribbean and opened itself to non-English-speaking territories (Surinam and Haiti joined the organization in 1995 and 2002 respectively while Cuba and the Dominican Republic have observer status). These political trends impacted on our foreign language offerings, stressing the need to open our curriculum to professionally oriented courses. The Department of Modern Languages and Literatures and the language sections of the two other campuses TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 74 had various responses: at the St. Augustine Campus (Trinidad and Tobago), a Latin American Studies program was developed; at Cave Hill (Barbados), a cross-faculty program in Management Studies with a minor in a foreign language was approved; at Mona, LSP courses were developed and students from other faculties were allowed to declare minors in French or Spanish. In this article, we present the circumstances surrounding the design of the latest addition to French for Specific Purpose courses offered at the University of The West Indies, Mona (UWI, Mona), the methodological choices made and their implication for assessment. Because the course has been offered twice since its approval by the University Academic Quality Assurance Committee and with two different schedules, we will compare and discuss these two delivery modes. Language for Specific Purpose at the UWI, Mona At the UWI, Mona, the introduction of French for Special Purpose came out of a pragmatic approach at a time when high schools were experiencing a high turnover of French teachers and a reduction of schools offering A-level French (equivalent to the Baccalauréat). Noting that our graduates were being hired in the insurance and tourism industries, it was thought that equipping them with professional language skills would give a 'practical' touch to our program. The recruitment of a colleague with professional experience in translation led to discussions about a more professionally oriented program. "French for Business" was the first LSP course to be designed in 1991–1992 with the creation of a level III course of French for business or "Business French." The course was developed as an elective in response to a situation in which French graduates were moving toward the business sector instead of education. In the subsequent years, other LSP courses were introduced: "French for Hospitality" in 1998–1999 and "French for International Conferences" in 2003. The introduction of this last course coincided with a drastic overhaul of the French curriculum. The offering of "French for International Conferences" came at a time when the French section of the Department was repositioning itself and revising its offerings. The course was designed with a view to attracting International Relations (IR) students while capitalizing on the latest trend in French foreign language teaching methods. The decision was based on the fact that IR majors and French majors minoring in IR outnumbered students majoring in French only. It was taken at a time when the section was going into a survival mode, taking drastic measures and moving away from the traditional language curriculum (36 credits equally divided between language and literature). The section opted for a mix of language, literature, film and culture, and French for specific purpose courses. It was a drastic choice since the section was moving away of the traditional literary offerings. Though the section has not fully recovered, it has increased its numbers and the majority of students pursuing French are double majors (French and Spanish) with a professional objective of becoming translators or interpreters, followed by IR and Linguistics majors. Total Simulation in French Foreign Language Teaching and Learning Even though Total Simulation in French Foreign Language Education was initiated in the 1970s at the BELC (Bureau d'Enseignement de la Langue et de la Civilisation Françaises à l'Étranger / Office for the Teaching of French Language and Civilization TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 75 Abroad) it did not really become mainstream until the late eighties. This approach to language teaching evolved from role playing and the need to expand role playing over a longer period of time with a view to involving diverse aspects of communication (Yaiche, 1996). Total Simulation was borrowed from continuous professional education where staff received specific training to deal with job-related situations. Total Simulation for French Foreign Language Teaching was first conceptualized by Francis Debyser, a professor at the CIEP (Centre International d'Études Pédagogiques / International Center for Peda-gogical Studies). In the 1980s, Total Simulation became more broadly accepted and moved from experimental to established status. Publishers become interested and several textbooks were published by Hachette between 1980 and 1990 (Yaiche, 1996). By the 1990s, Total Simulation was redirected toward the teaching of French for Specific Purpose (Business French, French for International Relations, Hospitality French). Total Simulation benefits today from IT and its use in the classroom. It is still at the experimental stage as is the case of 'Virtual Cabinet' for the teaching of English, which has been developed by Masters' students at University of Lyon II (http://sites.univ-lyon2.fr/vcab/demo/) or 'L'auberge' developed by University Lille III for incoming French Foreign Language Students (http://auberge.int.univ-lille3.fr/). Characteristics of a Total Simulation Course in Foreign Language Learning Total Simulation in Foreign Language Teaching and Learning could be considered revolutionary in its approach and methodology. First, the role of the teacher is transformed as he or she becomes a facilitator and a participant in the simulation instead of an instructor. For instance, in the International Conference Simulation, the teacher plays the part of the Secretariat. He or she compiles and archives the material needed for the progress of the conference. He or she also provides documents and the linguistic tools needed for the project. Secondly, simulation follows a set pattern of five stages (See Bourdeau, Bouygue, & Gatein, 1992; Yaiche, 1996). The first stage is the creation of the setting. In the case of the International Conference, it means, choosing the theme and the place of the conference. The second stage is to identify the participants. At this point, the role playing starts as the learners have to choose an identity and the country that they will represent. Learners will have to play several roles: delegates from their chosen countries (Minister of Foreign Affairs or High Ranking Civil Servant or Ambassador). At one point, they also play the part of journalists. The countries are fictitious but based on the characteristics of real countries. During this stage, learners choose their identity and civil status; they invent a short biography indicating two physical, moral, psychological, intellectual characteristics, two distinctive objects, (Yaiche, 1996). The third and fourth stages consist in conducting the simulation: the official opening ceremony and the working sessions. At this point, learners are to present their country's respective position paper. Interaction takes place as well as negotiations for a common position and action plan. During this stage, the facilitator plays an important part in ensuring the archiving of all productions and the elaboration of a data bank for the progress of the conference. Students are provided with documents and assisted in acquiring the mastery of the linguistic tools needed for the exercise (e.g., mastery of high language register for official speeches; mastery of diplomatic lexicon for the phrasing of the final resolution and the press release, TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 76 ability to write an abstract or a synthetic report from a news article, etc.). The final stage is geared toward ending the simulation. In the case of the International Conference, it is marked by the writing of the final resolution and a press conference. Since IR students are to be prepared to face and manage diplomatic incidents/crisis during negotiations, elements that could lead to such incident are introduced between the fourth and fifth stage of the simulation when students are drafting the final resolution of the conference. Students are expected to draw on their negotiating skills in order to solve the problem or assuage the potential conflict and bring the conference to a positive closing ceremony. Assessment is blended in the simulation: oral expression is assessed during the opening ceremony (a five-minute presentation) and during the press conference. Students are video recorded and marking takes place afterwards. (See evaluation sheet in appendix B). Both examiners are present to abide by University Examination Regulations. Writing proficiency is assessed through a press release and the conference final resolution, which is done individually during a traditional in-class test. It is also assessed 'outside' of the simulation through the submission of a take-home assignment, the format of which is either a précis writing or a critical review of a newspaper article related to the theme of the conference. Students are provided with a choice of articles from Le Monde Diplomatique, a well-established and recognized reference journal from which they will select an article for review or summary. LSP and Total Simulation in Jamaica and at the UWI, Mona French teachers in Jamaica were introduced to Total Simulation in 1993 thanks to a new French Linguistics Attaché who was also appointed at The University of the West Indies from 1992–1997. A specialist in Total Simulation, she organized two workshops for the Jamaica Association of French Teachers and one for the Tourism Product Development Company (TPDCo), a Jamaican state agency responsible for the training of the workforce in the tourism sector. The co-authors received additional training at the annual training seminar organized by the Centre International d'Études Pédagogiques (CIEP) held in Caen in July 1996 (Nzengou-Tayo) and July 2009 (Lubeth) respectively. The first total simulation course at the UWI was developed in 2003. Two factors contributed to the choice of this methodology. One was the renewed interest in LSP with the review of the French program. After a quality assurance review in 2003, the French section, threatened by low numbers in registration, revised its program with a stronger professional component (introduction of an additional LSP course and translation modules). The second was the institutionalization of summer courses, which offered the possibility of using an intensive format. The idea was to design a course that could imitate a real life situation: an international conference taking into account that such an event is usually limited over a period of time (1–2 weeks) and requires a full work day. The course was submitted to the University Quality Assurance Committee for approval (See course proposal in Appendix A). In the initial submission, evaluation was by 50% coursework and 50% final examination (Appendix A). However, when the course was first taught in 2006, we requested a change of the evaluation scheme to 100% coursework (50% oral presentation and 50% written assignment). The reason for this change was directly related to the philosophy behind total simulation, which required a formative form of assessment that would blend seamlessly in the simulation. TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 77 Case Study: The 2006 and 2009 Experiences Since its creation, French for International Conferences (FREN 3118) has been offered twice: first, in 2006 as an intensive summer course over two weeks, and secondly, in 2009 as a regular semester course over thirteen weeks. These two modes of delivery will be compared and discussed in this section. Course delivery schedule. In 2005–2006, during the two-week period during which the course was offered, the timetable averaged 25 hours per week with 5 daily contact hours. FREN 3118 was the only course attended by the students. Students were put in an immersion situation as they interacted with a native speaker of French during the week. During the second week, ten hours were set aside for independent research in an attempt to give students an opportunity to develop learning autonomy. In 2009–2010, the course was taught during the first semester according to the regular schedule. The timetable featured 3 one-hour sessions per week. In addition to FREN 3118, students were simultaneously registered for four other courses whose demands were competing with the French course. The fast pace of the semester (13 weeks) did not allow for a scheduled independent research. Students had to use their free time for independent research to develop their learning autonomy. The difference between the schedules of the 2006 and 2009 course delivery had an impact on the course management as well as the students' learning experience. It is evident that 2009 students did not have the same learning stimulus as the 2006 ones. They had the pressure of their other courses in term of time and workload. In addition, regular attendance was an issue since students sometimes missed classes either due to timetable clashes or assignment deadlines to meet in other courses. The running of the course was affected as each student had a part to play in the progress of the simulation and absence from class meetings affected the proceedings of the conference. Student profile and number. The course targets third-year students and requires a general language module at level III as a co-requisite. However, the co-requisite can be waived depending on the level of the students. For instance, when the course was offered during the summer 2006, it was waived for second-year students who had received a B+ in the two modules of the level II language courses. In 2009, a third-year International Relations student who had completed level I of the French language courses with A and was reading the level II language course was allowed to register. The waiver was granted based on his outstanding results at level I and also after an interview in which he demonstrated a high level of motivation and learning autonomy. In 2006, the course was offered with 9 students and in 2009 there were 14 registered students. Numbers can be an issue for conducting a total simulation course. For instance, our experience taught us that, even though Cali, Cheval, & Zabardi (1992) suggest a number of 20 participants divided according to a ratio by type of countries1 in La Conférence Internationale et ses Variantes, country-ratio balance can still be observed TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 78 with lesser numbers. Based on our 2006 experience, we recommend a minimum of 8 students. Indeed, a lesser number would not allow their distribution according to the recommended country ratio. In addition, work in commissions, which is part of the simulation process, would be less productive. Similarly, 20 is the maximum manageable number of students during total simulation. The attention to be devoted to students' progress and the group dynamics become a challenge with larger numbers. Therefore, beyond 20, the group would be divided and two concurrent simulations conducted, provided that staffing is not an issue for the institution. Topics and scenarios. On both occasions, the theme of the conference was inspired by current affairs relevant to the Caribbean region. In 2006, the conference was titled "Libre circulation des travailleurs à l'échelle mondiale: Faisabilité et conditions" (Feasibility and Conditions for a Global Free Movement of Labour). The theme was inspired by discussions taking place in the media about the Caribbean Single Market and Economy (CSME) put in place by CARICOM countries that year. The scenario was developed to involve a group of 9 countries, members of a regional organization seeking to achieve integration through free movement of workers. The 2009 edition of the conference, "Réchauffement climatique: Stratégies et équité" (Global Warming: Strategies and Equity) was inspired by the then ongoing international negotiations on global warming. The course started in September, just three months before the Copenhagen Summit. The scenario was based on the creation of an international organization, the Group of 14 (G14) specially dedicated to addressing the issue of global warming, and therefore holding its first conference accordingly. The choice of topics related to current international or regional issues stimulates the students' interest as they can have access to current reference material. They develop their critical thinking as they are exposed to various diverging opinions and asked to present their country's position at the start of the conference. For example, at the 2009 conference, the delegate of "Bonangue" expressed the country's position as follows: Conscient des graves effets [du réchauffement climatique] sur l'environnement, nous tenons à prendre action immédiatement parce que les effets poseront un problème pour le pays. Par le passé, la Bonangue a donné priorité aux revenus, dans certains cas, au détriment de l'environnement. Le pays est disposé à porter [sic] les changements nécessaires. The delegate of "Kalasie," on the contrary, indicated, "La Kalasie est favorable au recours aux crédits d'émission de gaz utilisables par les investisseurs." Another delegate from "Lisérbie" chose to stress the social impact and the importance to reach a consensus on the matter. The multiple and sometimes diverging country positions will contribute to the life of the conference as the objective is to find a common ground and sign a final resolution, which would bring the conference to a close. TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 79 Resources and methods. The course outline was developed in accordance with the prescribed textbook La Conférence Internationale et ses Variantes (Cali et al., 1992). The authors' recom-mendations were followed with some adjustments, which will be presented below. Since countries have to be fictitious to respect the principle of Total Simulation, two websites, CIA: The World Factbook, and Quid were used to establish the profile of these invented countries.2 Using the principle of 'mots-valises' students invented the name of the countries they were representing. For instance, "Lisérbie," "Kalasie" or "Dukenyah" were obviously created in reference to existing countries or regions. Other names were arbitrary and left to the students' imagination as "Cadeaux d'Ouest," "Amapour" or "Kadia." Other web resources were used in accordance with the theme of the conference and a companion website was developed on the University Virtual Learning Environment (OurVLE) (UWI, Mona "Virtual Learning Environment") to take advantage of information technology at our disposal at the Mona Campus. The 2006 intensive format. We introduced some slight variations from the standard format of the simulation. First, the course started with a screening of the French movie Saint-Germain ou la Négociation (2003) with Jean Rochefort. The objective was to highlight the objectives, modalities of diplomatic negotiations as well as to insist on the high-language register used during negotiations, which the students would have to use. Despite the historical context (the 16th century), the film was particularly suitable as it showed protocol and behind-the-scene events taking place during political negotiations. Secondly, students were given an introductory lecture on the processes of international conferences coupled with a tour of the Jamaica Conference Centre in Kingston. This was facilitated by a colleague and professional translator who worked at international conferences and was familiar with the facility. Various documents were made available online on a range of topics: international organizations pursuing regional integration through implementation of free movement of labor (the European Union, CARICOM) and a compilation of documents on immigration and globalization. In 2006, the course page on OurVLE was used only for archival purposes. The instructor, playing the part of the conference Secretary, uploaded for future reference documents that had been identified as relevant to the conference. Since the students' time were dedicated to the course, it was easy to simulate the rhythm of a conference with meetings in commission and plenary sessions. The course outline was design to be the "agenda" of the conference. The intensive format helped to develop a group dynamic based on solidarity and conviviality, which stimulated weaker students to make efforts to improve their proficiency. The 2009 semester-long format. The semester-long delivery of FREN 3118 differed from the intensive summer course on some points. The presentation by the guest lecturer and the film screening were maintained, but, due to timetable constraints, the tour of the Conference Centre did not take place. The main innovation was in the extensive use of the online module and the exploration of the functionalities offered by the Moodle platform supporting OurVLE TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 80 where all the material necessary for the presentation of the theme and the conduct of the activities of the conference were uploaded. All documents were made available online via OurVLE, expanding from print and website links to audio and video. Students' productions were added to the resources identified by the instructor. The instructor/facilitator provided the following resources: explanatory documents on global warming (its geopolitical implications and the negotiation process); documents with terminology used in diplomatic language; and audiovisual documents from France2, France3, and YouTube. A link to Yann Arthus-Bertrand's documentary Home (2009) was also put on the course portal. As Secretariat, the instructor/facilitator uploaded reports of sessions held during the preparatory phase (the preconference meetings). These reports gave students a regularly updated overview of progress made, a review of notions covered as well as the calendar of events (the schedule of meetings). Using the functionalities offered by Moodle, students were able to contribute to the development of the course portal. Using the 'upload a single file' and the forum features, they uploaded their own production, including country and delegate profiles, reports resulting from the sessions in commission and plenary sessions, and draft resolutions. The course portal was useful for archiving the various activities conducted during the course. Students were able to refer to a central repository outside of the contact hours. This tool also had financial and ecological benefits as it reduced the cost of photocopying. Indeed, whereas all documents had to be printed in 2006, only documents produced during the conference (student-generated commission and plenary reports, agenda and list of speakers) were printed for circulation in 2009. Because of the discontinuity of the timetable (3 hours spread over 13 weeks), the 2009 conference did not flow as harmoniously as the 2006 one. With competing interests, students found it difficult to dedicate themselves to the conference. Running from one class to another, they sometimes lost track of the conference objectives, which in turn had an impact on the group dynamics and progress as indicated by the results of the continuous assessment (i.e., the coursework). Evaluation and students' results. As mentioned earlier, the course assessment was done by 100% coursework. The percentage was equally divided between oral and writing proficiency (50% each). Oral proficiency was assessed as follows: delegate's address at the opening ceremony weighting 25%; delegate's interview at the press conference (15%); and one intervention as a journalist interviewing the delegates at the press conference (10%). Writing proficiency was assessed through a press release (10%), an individual proposal for the final resolution (15%), and one précis writing/critical review of document(s) (25%). Students' oral and written productions were graded using a criterion-referenced assessment grid (See Appendix B for details). In 2006, we got a 100% pass rate with results ranging from A+ to C. In 2009, the pass rate was 71.42%. With the intensive format, students demonstrated their mastery of high-level register. Students who were considered 'weak' based on their low grade in the general language courses, managed to improve their proficiency level and achieve acceptable performances in oral presentations. In 2009, there was a large gap between the TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 81 best and the weakest students (2 students got As, 4 students failed, and 8 students' grades ranged from B+ to D). Group average was 49.79%. When comparing the two groups' results, we have to admit that we had some doubts initially about the intensive format because of the limited time given to students to properly absorb the notions and the various tasks required in the course. Yet, it appears that stretching the process over a semester is not a decisive factor for improved performance. The role of group dynamics in total simulation is yet to be measured though it is generally recognized in class interaction and learning. During the regular semester, the group dynamics did not play a cohesive role as it did in the summer course where more proficient students helped to strengthen the weaker ones. Competing academic interests and irregular attendance during the regular semester also had an impact on students' low performance. Conclusion At the UWI, Mona, we introduced LSP courses in our academic programs as part of our major from a pragmatic standpoint in reviewing our curriculum. Though we are aware that LSP courses generally target professionals already in the field, as a result, the design and offering of such courses is usually preceded by a need analysis and the identification of the language processes (i.e., register, lexicon, syntax, speech acts) needed to achieve the requested proficiency (Mangiante & Parpette, 2004). Both "Business French" and "French for International Conferences" count toward the major, though only one can be taken as a core course, the other being an elective. Because LSP courses have a professional orientation, they give undergraduates the impression of being prepared for the world of work. The use of total simulation comforts this impression because of its task-based approach and the fact that it recreates a work environment with its idiosyncrasies. Combined with information technology (OurVLE), it becomes an original and valuable method. The dual-mode adds flexibility to the course and expands access to authentic material. However, success depends heavily on students' learning autonomy, which is enhanced by a tool like OurVLE. Motivation and participation are essential for the success of students as evidenced by the results of the third-year student who was accepted while doing the first module of level II French and was one of the top two students in the course. Our experience suggests that the intensive format yields better results because it reinforces student concentration, dedication, and performance, which also benefit from the positive impact of the group dynamics. Recent development in the field shows an orientation toward multimedia and information technology to create virtual worlds where Total Simulation is made possible on a large scale. The combination of the two is very promising for language learning and teaching but presents new challenges to foreign language teachers and course developers. Notes 1Cali, Cheval, & Debardi (1992) identify the following categories: developing countries, developed countries, least developed countries, and Central or Eastern European countries in transition towards market economy. The latter category being now obsolete, the decision was made to replace it with countries in the same geographical region. TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 82 2See https://www.cia.gov/library/publications/the-world-factbook/ and http://www.quid.fr. References Arthus-Bertrand, Y. (2009). Home. Home Project. Retrieved (September–November 2009) from http://www.youtube.com/homeprojectFR L'auberge. Retrieved February 21, 2010 from http://auberge.int.univ-lille3.fr/ Bourdeau, M., Bouygue, & M., Gatein, J. J. (1992). Le congrès médical: Simulation globale sur objectifs spécifiques. Ministère des affaires étrangères, sous direction de la coopération linguistique et éducative, CIEP-BELC, 1991/92. Sèvres: CIEP. Cali, C., Cheval, M., & Zabardi, A. (1992). La conférence internationale et ses variantes. Paris: Hachette, Français langue étrangère. Mangiante, J. M., & Parpette, C. (2004). Le français sur objectifs spécifiques: De l'analyse des besoins à l'élaboration d'un cours. Paris: Hachette. Le Monde Diplomatique. 2009. Paris: Editions "Le Monde." Retrieved from http://www.monde-diplomatique.fr/ Virtual Cabinet. Retrieved February 21, 2010 from http://sites.univ-lyon2.fr/vcab/demo/ Yaiche, F. (1996). Les simulations globales: Mode d'emploi. Paris: Hachette, Français langue étrangère. TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 83 APPENDICES Appendix A Original submission to the Academic Quality Assurance Committee of the UWI, Mona Campus in 2003–2004. The assessment was subsequently modified to 100 percent coursework in 2005–2006. DEPARTMENT OF MODERN LANGUAGES & LITERATURES COURSE PROPOSAL Course Title: French for International Conferences Course Code: FREN 3118 Level: 3 Semester: 1 Credits: 3 Prerequisite: A Pass in F24A (FREN 2001) Co-requisite: F34A (FREN 3001) Contact hours: 4 hours per weeks (1 lecture, 1 writing tutorial, 1 oral expression, 1 listening comprehension) Rationale: French is one of the major languages of the United Nations and other inter-national institutions. In response to increased demand for specialized foreign language courses, this course will introduce students to the technical French of international relations and negotiations Course description: This course is designed to reproduce an international conference setting during which various aspects of diplomatic negotiations will be envisaged with a view to using French at the formal/foreign affairs level. Objectives: At the end of the course students should be able to Demonstrate understanding of French spoken in a formal/diplomatic setting Read articles in French on international issues. Write press reviews, press releases in French about an international issue. Express a personal view about a topical International issue in French Express a simulated official view about a topical International issue in French Simulate an official address in French Simulate a press conference in French TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 84 ASSESSMENT 50% in-course: 3 one-hour in-class tests: Reading comprehension (15%); Writing (20%); Listening comprehension (15%) 50% Final Examination: Oral presentation (25%) and 2-hour written examination (25%) TEXTS La Conférence Internationale et ses Variantes. Chantal Cali, Mireille Cheval and Antoinette Zabardi. Paris: Hachette Livre, Français Langue Étrangère, 1995. Audio-visual material from TV5 (such as Kiosque, Une fois par mois, Le dessous des cartes). Articles from journals such as Le monde diplomatique. REFERENCES Plaisant, François. (2000). Le ministère des affaires étrangères. Toulouse: Editions Milan, Les Essentiels Milan, 2000. Kessler, Marie-Christine. (1998). La politique étrangère de la France. Paris: Presses de Sciences-Po. http://www.france.diplomatie.gouv.fr Appendix 2. Assessment grid for oral presentation Official Address: (5-minute presentation at the Opening Ceremony). Press Conference Part 1 and 2: Presentation of Country Position followed by Questions and Answer session). Students plays the country official and then the journalist parts. FREN 3118: Oral Presentation Assessment Grid NAME: Grade Comments Relevance of Arguments /5 Fluency /5 Consistent use of high-language register /3 Communicative skills /2 Accuracy and richness of vocabulary /5 Accuracy and use of complex syntactic structures /5 Accurate pronunciation /5 FINAL GRADE (25%) /25 TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 85 FREN 3118: Press Conference Assessment Grid—Presenter NAME: Grade Comments Relevance of Arguments (5 pts. x 3 = 15) Presentation Answer (1) Answer (2) Fluency (5 pts. x 3 = 15) Presentation Answer (1) Answer (2) Consistent Use of High Language Register (3 pts. x 3 = 9) Presentation Answer (1) Answer (2) Communicative skills (2 pts. x 3 = 6) Presentation Answer (1) Answer (2) Accuracy and Richness of Vocabulary (5 pts. x 3 = 15) Presentation Answer (1) Answer (2) Accuracy and Use of Complex Syntactic Structures (5 pts. x 3 = 15) Presentation Answer (1) Answer (2) Accurate Pronunciation /5 marks x 3 = 15 Presentation Answer (1) Answer (2) Unconverted Total (90 pts.) / FINAL GRADE (15%) TOTAL SIMULATION IN TEACHING LSP Scholarship and Teaching on Languages for Specific Purposes (2013) 86 FREN 3118: Press Conference Assessment Grid—Journalist NAME: Grade Comments Relevance of question (5 pts. x 4 = 20) Question 1 (Name) Question 2 (Name) Question 3 (Name) Question 4 (Name) Fluency (5 pts. x 4 = 20) Question 1 (Name) Question 2 (Name) Question 3 (Name) Question 4 (Name) Consistent use of high-language register (3 pts. x 4 = 12) Question 1 (Name) Question 2 (Name) Question 3 (Name) Question 4 (Name) Accuracy and richness of vocabulary (5 pts. x 4 = 20) Question 1 (Name) Question 2 (Name) Question 3 (Name) Question 4 (Name) Accuracy and use of complex syntactic structures (5 pts. x 4 = 20) Question 1 (Name) Question 2 (Name) Question 3 (Name) Question 4 (Name) Accurate pronunciation (5 marks x 4 = 20) Question 1 (Name) Question 2 (Name) Question 3 (Name) Question 4 (Name) Unconverted Total (112 pts.) FINAL GRADE (10%)
Issue 32.2 of the Review for Religious, 1973. ; Review ]or Religious is edited by faculty members of the School of Divinity of St. Louis University, the editorial offices being located at 612 Humboldt Building; 539 North Grand Boulevard; St. Louis, Missouri 63103. It is owned by the Missouri Province Educational Institute; St. Louis, Missouri. Published bimonthly and copy-right (~) 1973 by Review ]or Religious. Composed, printed, and manufactured in U.S.A. Second class postage paid at St. Louis, Missouri. Single copies: $1.25. Sub-scription U.S.A. and Canada: $6.00 a year; $11.00 for two years; other countries, $7.00 a year, $13.00 for two years. Orders should indicate whether they are for new or renewal subscriptions and should" be accompanied by check or money order payable to Review ]or Religious in U.S.A. currency only. Pay no money to persons claiming to represent Review ]or Religious. Change of address requests should include former address. R. F. Smith, S.J. Everett A. Diederich, S.J. Joseph F. Gallen, S.J. Editor Associate Editor Questions and Answers Editor March 1973 Volume 32 Number 2 Renewals, new subscriptions, and changes of address should be sent to Review for Religious; P.O. Box 6070; Duluth, Minnesota 55802. Correspondence with the editor and the associate editor together with manuscripts, books for review, and materials for "Subject Bibliography for Religious" should be sent to Review for Religious; 612 Humboldt Building; 539 North Grand Boulevard; St. Louis, Missouri 63103. Questions for answering should be sent to Joseph F. Gallen, S.J.; St. Joseph's Church; 321 Willings Alley; Philadelphia, Pennsylvania 19106. Religious and Social. Security William Quinn, F.S. . Brother William Quinn,F.S.C., is the Assistant to the President of the Conference of Major Superiors of Men of the USA; Suite 114; 1330 New Hampshire Avenue, N.W.; Washington, D.C. 20036. For some years the Internal Re~)enue Service of the U.S. Government has recognized that religious with the vow of poverty require a specific treatment under the law. In virtue of their vow of poverty, religious have no income in the sense in which this word is used by Internal Revenue Service. What-ever salary they might earn is in reality earned as an agent of their order, not for themselves personally. Because of this, religious have been exempt from the federal income tax; when the Social Security System was begun in 1936, .religious were excluded for the same reason: They had no income upon which to base the Social Security tax and which would serve to determine the level of benefits upon retirement or disability. In 1967 the House of Representatives of the U.S. Congress passed legislation extending Social Security coverage to members of religious orders under a vow of poverty. However, when the matter was considered in the Senate, representatives of religious orders requested time for further study of the effects of coverage. The provision was not included in the Senate: passed bill which went to conference, and th~ conference agreed to post-pone the matter pending study of the orders. The status of religious under Social Security was not changed in the Social Security Amendments of 1967. The 1972 Provisions The provision for extending coverage to members of religious orders that is contained in the 1972 Amendments to the Social Security Act is based upon recommendations submitted to the Congress by a joint Social Security study committee, established by the two conferences of religious superiors in the U.S., LCWR and CMSM. 210 / Review for Religious, Volume 32, 1973/2 On October 30, 1972, President Nixon signed into law the Bill, H.R. 1, entitled Social Security Amendments of 1972; this Bill is now known as P.L. 92.603. The Bill provided many modifications in the existing Social Security legislation, but Section 123 is of particular interest to religious since its heading is: Coverage for Vow-of-poverty Members of Religious Orders. Religious orders are given the option of electing coverage under Social Security for their members under a series of rather well-defined conditions. The option is open-ended, that is, there is no time limit for when this option must be exercised, but it is irrevocable once it has been made. It will then be binding upon all present and all future members of the order. This new legislation recognizes the special situation of religious with the vow of poverty by creating for the purpose of Social Security coverage a unique definition of "wages": "The term 'wages' shall include the fair market value of any board, lodging, clothing, and other perquisites furnished to such member." Two things might be remarked about this definition: First, it is in no way related to the salary a particular religious might be receiving, and second, every religious in the order has an assignable "wage." The services performed by the religious might actually be carried out in an institution such as a school or hospital, but for the purposes of this Bill these services are deemed to be performed by the religious as an employee of the religious order. The obligation of paying the Social Security taxes members of the order falls upon the order, and not the particular institution for which the religious might be working. The effect of this legislation is to allow religious orders (or an autono-mous subdivision, such as a province or an independent monastery) the option of entering the Social Security system. The rates of taxation, the conditions for claiming disability, and the requirements for old-age benefits are the same for religious as all other participants in the Social Security pro-gram. A retroactive feature is built into the legislation, to allow the order to make the effective date of coverage any time'up to five years previous to the date of election of coverage. The order must pay the accumulated back taxes for all of its members, starting with the chosen effective date, but in so doing a number of older religious Will qualify immediately for old-age and Medicare benefits. The answers to specific questions about eligibility, tax rates, and bene-fits must be found in publicatigns of the Social Security Administration, or by consulting local offices of the Administration. These questions and answers are part of the daily routine of these offices and should not present any great difficulty. Special Questions Some questions, however, do pertain directly to religious, and some of these present rather difficult technical considerations. Examples of these Religious and Social Security might be: What is an autonomous subdivision of an order; are alien mem-bers of the order living in the United States covered; what about U.S.A. citizens, living and working in a foreign country; when is a religious retired? It is relatively easy to know when a lay worker in a business enterprise is retired. The case of one who stops working and who is no longer paid a salary is rather obvious, but even with the layman there may be some diffi-culty in establishing the fact of retirement. This would occur, for example, in the case of a self-employed person who would substantially reduce the time devoted to employment. In the case of a religious, where the "wage" is calculated on the basis of room and board and other perquisites furnished to him by the order, the question as to when the religious is to be considered as retired becomes more difficult. Retirement, for a religious under Social Security, is defined in the new legislation as the situation in which the religious no longer performs the duties usually required (and to the extent usually required) of an active member of the order. In spelling out the interpretation of this definition for the benefit of the religious superiors who will have to make the certification of retirement, the Social Security Administration calls attention to two con-siderations: a comparison of the nature of the work being performed before retirement with that performed after, and the amount of time devoted to this service. Should a sister, for example, be assigned to the motherhouse after fifty years of teaching and there devote herself to monitoring the phone, it is clear that she has retired. The case is more difficult, say, for a con-templative sister who gradually grows more feeble with age and who is not able to keep up the pace of former years. She is considered to be retired, for Social Security purposes, when the religious superior certifies that she is no longer able to perform the services required of active members. A Typical Illustration The operation of the new Social Security legislation could perhaps best be appreciated by considering a particular case as a typical illustration of how the law would work out in practice. Suppose, for example, that Brother John Doe, born in 1917, has taken a vow of poverty as a member of a re-ligious order. Suppose further thai the prov.ince of his order elects to partici-pate in Social Security by filing the appropriate Certificate of Election, with an effective date of January 1, 1973. The tables of eligibility for retirement benefits and for hospital insurance (Medicare) indicate that 31 quarters of coverage are needed in order to be fully insured; this means that Brother John Doe must have paid Social Security taxes on his "wages" for 31 quarters, at least, in order to be fully insured. An important parameter in the discussion is the amount of "wages" on which Brother John Doe pays the tax. This is an amount arrived at by the religious superior of his province as a result of considering the fair market 212 / Review ]or Religious, Volume 32, 1973/2 value of the board, lodging, clothing, and other perquisites furnished mem-bers of the province. Suppose for the sake of our illustration that this figure is $2,500 per year. The province, beginning in 1973, must pay a Social Se-curity tax for Brother John Doe at a rate of 11.7%, or $292.50 per year. The tax rate will remain at 11.7% until 1978, when it will increase to 12.1%. This rate will continue through 1980; from 1981-85 it will be 12.3%; 1986-1997 it will be 12.5%. This tax must be paid until Brother John Doe becomes disabled or until he retires. Brother John Doe will reach the age of 65 in 1982. At this time he may apply for old-age benefits. By 1982 he will have earned 36 quarters of coverage, and he will therefore be qualified for both retirement and Medi-care benefits. The amount of Brother's retirement benefits are calculated on the basis of his average "wage" over a period of 26 years (this number is given in a Social Security table, depending on date of birth and whether the person is a man or woman). In Brother John Doe's case his total earnings are 9 × $2,500 or $22,500; this divided by 26 gives his average yearly earn-ings as $865, or $72 a month. The Social Security Administration table of benefits indicates that Brother John Doe qualifies for the minimum benefit of $84.50 per month, or $1,014 per year. American Experience of Mortality Tables show that, on the average, men who reach age 65 will live another 15 years. Applying this figure to Brother John Doe gives his total old-age benefits as $15,210. Medicare Provisions After reaching 65, Brother John Doe automatically qualifies for Medi-care, Part A, the hospital insurance part of the health insurance program. This provides payment for services received as a bed patient in a hospital, or in an extended care facility, or at home as a patient up to 90 "hospital days" or 100 "extended care days" or 100 "homeohealth visits." The details of these benefits are spelled out in Your Medicare Handbook published by the Social Security Administration. After reaching age 65, Brother John Doe may elect to participate in Part B of Medicare which is a medical insurance program that helps pay for doctors' services, medical services and supplies, and other health care services. The cost of this insurance is reevaluated by the Government an-nually, but was $5.60 per month for the period July 1971-July 1972. Again, the details of this insurance program are contained in the same Handbook referred to above. Brother John Doe may continue to work after reaching age 65; should he do so, he will continue to pay Social Security on his wages. Further, the first $2,100 of his wages do not influence the old-age retirement benefits he receives, but the $400 beyond $2,100 (recall that our example set Brother John Doe's wages at $2,500) reduces his benefits by a proportion of one dollar for each two dollars earned over $2,100, or, in our example, by Religious and Social Security $200. Upon retirement, Brother John Doe would receive the full amount of his retirement benefit and would no longer pay the Social Security tax. Upon his death, a cash benefit of $251 is paid the beneficiary of Brother John Doe. However, for Social Security purposes Brother John Doe has no dependent survivors; after the deathbenefit is paid, no further benefits are paid on Brother John Doe's account. The Question Facing Each Religious Order Each religious order is now faced with a rather complex question-- what would be the economic consequence of exercising the option of joining the Social Security system. The order becomes liable to the Social Security tax on all its present members add all future members; it also gradually qualifies its members through quar.ters of coverage for the benefits of the Social Security program, chiefly disability, retirement, and Medicare. The order must make a careful evaluation of its age profile, its wage level, and its health and mortality experience.', to arrive at a prudent judgment as to lhe advisability of joining the Social Security program. The retroactive feature of P.IS. 92.605, Section 123, requires special consideration. This will allow religious who have recently retired, or those who will retire in the next several years, to qualify for full coverage, but the price that must be paid is the back Social Security tax for all members of the order who were active at the effective retroactive date. This date may be any number of quarters up to '~a maximum of 20 prior to the date of election of coverage. The effect of not choosing the retroactive feature is that some of the present older religious will not qualify for Social Security benefits, nor will they be eligible for Part A of Medicare after reaching age 65. Detailed information on Social Security matters is contained in the .publications listed below. Also, more specific reference to Social Security as it affects religious with a vow of poverty is given in the series of questions and answers that follow. Critical Social Security Questions Question 1. For purposes of the law relating to the Social Security coverage of religious (P.L. 92.603), what are considered wages? Answer. Wages for the purpose of this law shall include the fair market value of any board, lodging, clothing, and other perquisites furnished to a member by the order or autonomous subdivision thereof or by any other person or organization pursuant to an agreement with the order or subdivi-vision. Question 2. Does the law provide for a minimum or maximum amount for evaluated maintenance? Answer. The legislation specifically provides that the evaluated mainte-nance shall not be less than $100 per month. The maximum of course 214 / Review [or Religious, Volume 32, 1973/2 would be $10,800 under the 1972 amendments. The committee reports emphasize that the evaluation shall be on a reasonable basis. There is no indication that cost accounting principles must be applied. The committee reports also emphasize the understanding that there will be one established or evaluated wage for all of the members of the order regardless of the position which they occupy. Question 3. Are religious subject to both Social Security and income taxes? Answer. This law does not affect the vow of poverty but rather confirms it. Therefore, there would be no income tax liability on evaluated board and lodging. The Social Security taxes imposed on wages are limited by the law to orders which waive their tax exempt status for the limited purpose of Social Security coverage. Question 4. Will the religious be required to file any income tax forms? Answer. No, this law is not based on the self-employment concept as in ~the case of ministers. The only form filed is that which is required of tile employer; that is, the order or a subdivision thereof. Question 5. Who determines the level of income for a particular religious order or autonomous subdivision thereof? Answer. This is determined by the religious super:,or, based on a study of the actual situation existing with the members of the order or subdivi-sion thereof. Question 6. The order or subdivision thereof decides whether or not to come into the Social Security System; how is this decision made? Answer. The law does not specify how the decision is to be made. The provincial may get to~ether with the council and make the decision. Alterna-tively, the entire membership might be polled on the question. Question 7. If the order elects to come under Social Security, is this election irrevocable? Answer. Yes. Question 8. How many quarters of coverage are necessary in order to be fully insured under Social Security? Answer. Ultimately, the answer depends on the date of birth of the person being considered. It is necessary to go to a table supplied by the Social Security Administration to find the answer to this question. It should be observed here that, depending on the age of the individual, it may not be necessary to have as many quarters of coverage to secure Medicare coverage. This too depends on Social Security Administration tables. Question 9. Is it economically advantageous for a religious order to participate in Social Security? Answer. It is difficult to give a generalized answer to this question. It must be determined for each individual order. Three of the most signifi-cant factors are: the level of wages of the members of the order, the age distribution of the members of th+ order, and the benefits which would be Religious and Social Security / :215 receivable, that is, old age and survivors benefits, Medicare coverage and disability insurance and death benefits. Question 10. What retirement benefits are paid to a retired religious who has been fully insured under Social Security? Answer. This depends on the level of "income" on which the religious paid Social Security taxes during the years he was acquiring the necessary number of quarters of coverage; however, there is a minimum benefit paid to everyone who has the requisite number of quarters. At present this minimum is $84.50 per month or $1,014 per annum. Question 11. What is the situation with respect to a religious who pays Social Security taxes for ten years and then leaves the order? Answer. The credits a religious earns toward Social Security coverage belong to him/her as an individual; should the religious leave the order he takes the earned eligibility with him into secular life. Question 12. A religious man with sufficient quarters of coverage to be fully insured reaches age 65 but continues to work; that is, he is not retired in the technical sense of the term. What is his status under Social Security? Answer. Upon reaching the age of 65 the religious who has earned the required quarters of coverage may apply for Social Security benefits and he would be entitled to the same. If he continues to work, that is, he is not retired, the order must pay the Social Security taxes on his wages even though he is receiving old age benefits. If his wages are $2,100 or less, there would be no reduction of his old age benefits. If, on the other hand, they are in excess of $2,100 there would be a reduction of one dollar for every two dollars in excess of $2,100. The above answer would apply to a member of a religious order of women with the exception that she would be eligible for Social Security at the age of 62. Her benefits, however, would be somewhat reduced. Under the 1972 amendment a man may likewise be retired at 62 but his benefits would be reduced. Question 13. Is there any significant difference in the Social Security law as it applies to men or to women? Answer. The age at which women may receive benefits, and is the nor-mal retirement age for women, is 62, whereas it is 65 for men; however, men may retire at 62 and receive i'educed benefits. The required quarters of coverage to be fully insured differs for men and for women. The exact details should be checked with table~ supplied by the Social Security Administration. Question 14. Is there any time limit in which to elect coverage? Answer. No, an election may be made at. any time the order so desires. Question 15. Is there any time limit for electing retroactive coverage? Answer. No; however, if. the order defers the election of retroactive coverage for a significant amount of time it will be more costly when the order does elect to come in on a retroactive basis. The rate for the retro-active purchase of coverage is determined by, existing tax rates during the :216 / Review ]or Religious, Volume 32, 1973/2 five year period. For example, if an order elected five years retroactive cov-erage in December the tax rate for 1967 and 1968 would be 8.80%; for 1969 and 1970 it would be 9.60 and for 1971 and 1972 it would be 10.40. In 1973 the rate will be 11.70 and by 1978 it will rise to 12.10. In addi-tion to the increased costs it is possible that some religious will not be covered if the retroactive buy-in is deferred for a substantial period of time. Some members, for example, may retire and, consequently, will not be cov-ered in the retroactive purchase. Question 16. Must one elect for a retroactive period of five years or may one elect for a lesser number of years? Answer. The order may elect to "buy in" for any number of years it wishes, the maximum being five. Question 17. If a religious is active during the retroactive period and alive at the time of election but no longer a member of the order should he be counted in determining retroactive coverage? Answer. Yes. Question 18. When must the order pay for the retroactive coverage? Answer. By the end of the quarter in which the election is made. This payment must be made in a lump sum; there is no provision for an install-ment buy-in. Question 19. May an order elect coverage before the forms and regula-tions are finalized? Answer. Yes; notification of election of coverage may be sent to your district Social Security office. Question 20. When should a religious secure a Social Security number? Answer. As soon as possible. It is not necessary to have Social Security coverage in order to acquire a number. Acquisition of a number might speed receipt of benefits when an election is finally made. Question 21. If a religious subject to a vow of poverty performs ser-vices not required by the order but merely with the approval of his or her superior may he or she receive the benefit of this law? Answer. No, the services performed must be at the requirement of the religious order or subdivision thereof. Question 22. If a religious receives board and lodging from another organization (parish) how shall the wages be determined for Social Se-curity purposes? Answer. The tlat rate which is adopted for all religious shall prevail. Question 23. How much would it cost to buy in retroactively for a five year period at an evaluated wage of $100 per month? Answer. It would cost $612 per member who was active during the five year period and alive at the time of election. Some Available Literature 1. Social Security Handbook (SSI 135). This is available from the Religious and Social Security / 217 Superintendent of Documents and provides o]~erall ~nformatlon but nothing more recently than 1969. It will be 3 to 6 rrionths, before anything like its counterpart will be brought out. The volume c~sts $2.25. 2. Your Medicare Handbook (DHEW ,Publication; SSA 72-10050). This is available from the Superintendent of Documents at 35 cents in bulk rate, free for a few copies. The Handbook is available to anyone entitled to Medicare. 3. Your Social Security (DHEW SSA 72-10035). This provides gen-eral information and is available free from the Superintendent of Documents. 4. If You Become Disabled (SSA 73-10029). Available free even in bulk. 5. Your Social Security Earnings Recordi (DHEW 73-10044). Avail-able from the Superintendent of Documents. 6. How Medicare Helps You When You Go to the Hospital (DHEW 72-10039). This may be free in bulk. 7. Estimating Your Social Security Retirement Check (SSI 47). Avail-able free. Theological Reflections on the Ordination of Women Committee on Pastoral Research and Practices The Committee on Pastoral Research and Practices is a committee of the' National Conference of Catholic Bishops. Foreword This report prepared by the Committee on Pastoral Research and Practices has been approved for publication by the Administrative Committee of the National Conference of Catholic Bishops. The report is not definitive. It deals only with the question of ordination to diaconate and priesthood, leaving aside the question of installation of women in ministries of lector and acolyte. It is a contribution to the con-tinuing dialogue on a subject of great importance. Its purpose is to encour-age further study and discussion while making honest efforts to identify the major questions which must be examined in depth before conclusive answers can be given. We are conscious of the deep love for the Church which underlies the growing interest of many women in the possibility of ordination. Our own appreciation of their indispensable contribution to the life of the Church underlies this effort at honest dialogue. Other churches are also engaged in a study of this question. While their reflections have been helpful to us, we hope ours may be helpful to them. Theological Reflections on the Ordination ot Women The question of ordaining women is an old one in the Church, but it has not yet been thoroughly researched for Catholic theology. There is no explicit authoritative teaching concerning the ordination of women that settles the question. The topic should be given exhaustive study. The theological reasons for and against the ordination of women need to be developed in careful and 218 The Ordination of Women / 219 objective fashion. A thorough study is required not because of sociological trends, but because of developments in the Church within the past decade. The encyclical Pacem in terris (no. 41) in 1963 listed the emancipation of women as a positive development of modern times. The Pastoral Constitution on the Church in the Modern World (nos. 9, 29) in 1965 rejected any discrimination based on sex. The admission of women as auditors to the last two sessions of Vatican II (1964-65), the proclamation of St. Theresa of Avila as Doctor of the Church (1970), the discussions on this subject in the Third Synod of Bishops (1971)--these trace a considerable recent development concerning woman's role in the Church. The revelation given in Galatians 3:28 shows the equality before God of every Christian: "There does not exist among you Jew or Greek, slave or freeman, male or female. All are one in Christ Jesus." In the Church then there is no distinction of persons: Discriminatory lines have been erased by Christ. In the Church there can be no discrimination. The basic text and basic teaching, however, do not mean that there are not different ministries in the Church, or that one ministry is to be pre-ferred over another--as the same St. Paul taught in 1 Cor 12:4-14: 1. In spite of this doctrine of the equality of all in Christ, no woman has ever been pope, bishop, or priest. At the present time it cannot be proven or disproven that women were ever ordained deacons. It is Church law (Canon 968) that women are not eligible for orders. Several scriptural and theological justifications have been proposed to explain why women are not eligible for ordination. They are here listed-- in a general order of increasing importance--with some brief comments. 1. In the Old Testament, authentic priesthood was limited to males. The Aaronic priesthood and the levitical service (a service somewhat analogous to the diaconate) were similarly limited to males (cf. Exodus 28, Leviticus 8). This was in keeping with the strongly patriarchal Hebrew society. Be-cause we accept the law as invested with divine authority, we accept this limitation of Old Testament priesthood to men of one family within one tribe of Israel as expressing God's will-for the Old Testament. The exclusion of most males and of all females was then also God's will. This entire presen-tation, however, seemingly has no direct bearing on the issue at hand. We of the New Testament are studying the will of God concerning the New Testa-ment priesthood of Jesus Christ. 2. In the New Testament there is mention of a woman who was called "deaconess" (Rom 16:1) and of other women serving as deacons (1 Tim 3:11). Similarly in the early centuries of the Church, and especially in the East, there were deaconesses. Unfortunately no clear conclusions can be drawn from this information. There is no way at present to determine whether these women were called by this title in a formal or an informal way, whether the women in scripture were wives of deacons .who aided their deacon hus-bands, whether they were ordained, whether any ordination they received 220 / Review for Religious, Volume 32, 1973/2 was sacramental, etc. The uncertainty of Scripture scholars concerning an "order" of deaconess is illustrated in the Jerome Biblical Commentary, 53: 136; 57: 21. A similar uncertainty seemingly exists concerning the deaconess in the early Oriental Church. This deaconess tradition is helpful in approach-ing the present question. However, we must beware of constructing a case for or against the sacramental ordination of women on such fragmentary and indefinite information. 3. Saint Paul repeatedly directed that women hold to a subordinate posi-tion in the Church, keep silence in the Church, keep their heads covered, tend the home and family, etc. (cf. 1 Cor 11:2-16; 14:33-36; Eph 5:22-24; Col 3: 18; Titus 2:5; cf. 1 Pet 3: 1-7). There seems to be little question but these texts are of Pauline authority alone. The developments of the past decade in the Church listed in this letter, and the authorized functioning of women as lectors and commentators, further demonstrate that these Pauline texts should not be cited as arguing against the ordination of women. 4. The New Testament doctrine on "headship" as reflected in the order of creation is given to justify the leadership of men and the subordination of women in the Church (cf. 1 Cor 11:3-12; 1 Tim 2:8-15). This same reasoning is advanced to explain the ordination to the priesthood of men but not of women. This doctrine of the dependence of woman on man is seem-ingly the teaching of Genesis (cf. JCB 2:18) as well as of Saint Paul (cf. supra). However, much further study is needed before conclusions can be drawn. 5. The incarnation is given as a reason for the ordination of men only. The word of God took on flesh and was made man--as a male. This then was the divine plan. It is stated that this divine plan is expressed in the person of Christ (cf. Decree on the Ministry and Li]e o[ Priests, no. 2). It is argued that a male priest is required to act in the person of the male Christ. 6. The selectivity of Christ and of the early Church presents another ap-proach. It is known that Jesus did not hesitate to contravene the law and sociological customs of his time. Yet Jesus selected only men as his apostles and disciples. Further, the replacement for Judas was to be specifically one of male sex (Acts, 1:21 in the Greek), even though women who fulfilled the other conditions were present and available. Similarly the seven assistants to the apostles (Acts 6:3) were all men, even though the work was to be that of serving widows. This limitation to men, it is argued, goes beyond socio-logical conditions of that day and points to a divine choice. 7. Revelation is made known to us from tradition as well as from Sacred Scripture (cf. Constitution on Divine Revelation, nos. 8-10). It is then necessary for theology in this question to look to the life and practice of the Spirit-guided Church. The constant practice and tradition of the Catholic Church has excluded women from the episcopal and priestly office. The-ologians and canonists have been unanimous until modern times in con- The Ordination of Women / 221 sidering this exclusion as absolute and of divine origin. Until recent times no theologian or canonist seemingly has judged this to be only of ecclesiasti-cal law. It would be pointless to list the many authorities and the theological note that each assigns to this teaching. However, the constant tradition and practice of the Catholic Church against the ordination of women, interpreted (whenever interpreted) as of divine law, is of such a nature as to constitute a clear teaching of the ordinary magisterium of the Church. Though not formally defined, this is Catholic doctrine. These seven approaches have been used to document the exclusion from ordination of women. From them we attempt to draw six somewhat tentative conclusions: 1. Reasons no. 5 and no. 6 call for considerable further study in order to measure their validity. 2. Reason no. 7 is of ponderous theological import. Its force will not be appreciated by those who look for revelation and theology in Scripture alone, and who do not appreciate tradition as a source of theology. Because of rea-son no. 7 a negative answer to the possible ordination of women is indicated. The well-founded present discipline will continue to have and to hold the entire field unless and until a contrary theological development takes place, leading ultimately to a clarifying statement from the magisterium. 3. This question is extraordinarily complex. It is influenced by the indi-vidual's point of departure, viewpoint, and choice of terminology. Even in this study some helpful distinctions have not been spelled out for the sake of brevity. It would seem that neither Scriptural exegesis nor theology alone can give a clear answer to this question. The ultimate answer must come from the magisterium, and the current question is whether the magisterium (as reason no. 7 explains) has already given a definite and final answer. And at this level of doubt, only the magisterium itself can give" ultimate clarification. 4. It is possible to draw distinctions between the diaconate and the epis-copal- priestly order, and within the diaconate itself. Assuming that the diaconate is of ecclesial and not divine, institution, and that it can be sep-arated from the sacrament of orders, it would seem possible that special study be given to the possibility of a diaconate of service, non-sacramental and non-liturgical, which would be conferred on women. It has been noted that Pseudo-Denys in the 5th century made such a distinction within the diaconate. 5. Some contemporary writings on this subject approach priestly ordina-tion as "power" rather than service, and speak of a "right to ordination." Such views appear to overlook the clear doctrine that priestly ministry is service to the People of God, that no Christian has any right to ordination, and that it involves the mystery of God's free election. One who is not an ordained priest is not thereby, a lesser Christian, a lesser minister, or a victim of discrimination. In the Church there are many ministries, but all Christians do not have all charisms, and the hearts of all should be set on the greater 222 / Review ]or Religious, l/olume 32, 1973/2 gifts of God's love (1 Cor 12:4-13:3). Further, all Christians share in the common priesthood of the faithful (cf. Constitution on the Church, no. 10); from among these some are chosen by God to minister to the others by priestly service. In such a context should this question be presented. 6. Beyond the question of theological possibility is the further considera-tion o~ what is pastorally prudent. For the present, however, we can see from theology only a continuation of the established discipline. Considering the strength of that discipline and the numerous uncertainties detailed in this paper, the needed study on this question is now just beginning. As is evident, every one of the points listed in this report calls for a major study. The German theologian Ida Friederike Gorres reminds us that it is God's will and plan that must be determinant in this question: The Catholic priesthood is a unique phenomenon, springing solely from the faith, the doctrine, the history, the growing self-consciousness of the Church: not from the religious needs of the Catholic people, certainly not from any principles or theories concerning the rights of men and women, nor yet from the necessity of particular functions which could be assigned at will to various persons. The one and only exemplar of the Catholic priest is the living person of Jesus Christ, in his relationship to the Church: in the mystery of the one, perfect, indissoluble life he leads, with her (Catholic Transcript, Dec. 17, 1965). Pluralism in the Works of Karl Rahner with Applications to Religious Life Philip S. Keane, S.S. Philip S. Keane, S.S., is the Vice Rector of St. Patrick's Seminary; 320 Middlefield Road; Menlo Park, California 94025. As a working theologian moves from place to place, he finds himself being asked questions on a wide variety of subjects and his interests tend naturally to move towards those questions which he is asked over and over again. In the past twelve to eighteen months there is no question which I have been asked about more frequently than the theological meaning of pluralism. The question has come from virtually all segments of the Christian community, but it has been asked with special urgency by the members of religious communities, with at least one religious community having enough concern about the issue that it has called for a serious study of pluralism in its newly adopted constitutions.1 Pluralism a Perennial P~oblem In a certain sense I have found the repeated questions about pluralism amusing. My amusement has come from the fact that my questioners (sisters in particular) so often seem to be presupposing that pluralism is a brand new issue, perhaps even a .brand new toy, which theologians have just lately discovered. Some of the questioners seem very excited about this new issue as if it will solve all their community living problems while others are quite frightened by it, but they all seem to have the idea that pluralism is a totally new problem. This I find amusing inasmuch as pluralism is a perennial problem which theologians have .wrestled with for centuries; it is hardly a new issue. Many of today's older theologians such as Karl Rahner aConstitutions o] the Sisters o] St. Joseph o] Carondelet, a Congregation o] Pontifical Right, St. Louis, 1972, p. 29. 223 224 / Review ]or Religious, Volume 32, 1973/2 have been working with pluralism for 30 or 40 years, that is, since before a number of my excited questioners were born. Thus perhaps the first point to be made to those who are either nervously or excitedly asking about theologi-cal pluralism today is that it is anything but a totally new theological concept. Nonetheless, theological plurfilism is a most important issue for the whole Church today and for religious communities in particular. Also, it is an issue which is not well understood especially from the theological view- . point. Hence, the goal of this article will be to aid our understanding of pluralism as a theological reality by presenting the concept of pluralism found in the works of Karl Rahner and by applying this concept to the situation of the religious community today. In the past 10 or 15 years Rahner has written very extensively and incisively on pluralism'-' and his work on the theme should surely be a help to us in forming a workable theological concept of pluralism. Divisions and Presuppositions Our reflections on the theology of pluralism will be divided into five parts: first, pluralism as a basic theological reality; second, the unique character of pluralism today; third, some consequences of today's pluralism for the Church as a whole; fourth, pluralism and the oneness of our faith; and finally the implications of pluralism for religious community life. The first four parts will gather and coherently organize Rahner's ideas on plural-ism. The final section will move beyond what Rahner says explicitly, but it will seek to be faithful to his views on pluralism. An important note before beginning the explanation of Rahner's writings on pluralism is that, as with any Rahnerian topic, the vastness and.depth of Rahner's total theological synthesis are such as to render the treatment of a particular Rahnerian theme such as pluralism somewhat difficult without at least some grasp of the whole of Rahner. In our particular case, for example, Rahner's metaphysics of human knowing as bipolar (explicit and implicit), his concept of God as indescribable mystery, his explanation of Christianity as an openness to all that is genuinely human, and his concept of man as ~Rahner's major articles on pluralism include "The Theological Concept of Con-cupiscentia," Theological Investigations (hereinafter T1) [8 volumes 1961-71; vs. 1-6, Baltimore: Helicon; vs. 7-8, New York: Herder and Herder], v. 1, pp. 347-82; "The Man of Today and Religion," TI 6, pp. 3-20; "A Small Question Regarding the Contemporary Pluralism in the Intellectual Situation of Catholics and the Church," ibid., pp. 21-30; "Reflections on Dialogue within a Pluralistic Society," ibid., pp. 31-42; "Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, pp. 17-29; "Philosophy and Theology," Sacramentum Mundi (New York: Herder and Herder, 1968-70), v. 5, pp. 20-4; "Theological Reflections on the Prob-lem of Secularization," Theology o] Renewal (New York: Herder and Herder, 1968), v. 1, pp. 167-92; "Pluralism in Theology and the Oneness of the Church's Profession of Faith," Concilium, v. 46 (1969), pp. 103-23; and "Glaube des Christen und Lehre der Kirche," Stimmen der Zeit, July 1972, pp. 3-19. Pluralism in Rahner / 225 a future-oriented being whose most fundamental virtue is hope are all themes which form a substratum for his theology of pluralism? These themes will be given brief explanations as needed and the reader less familiar with Rahner is advised to consider them carefully when they occur. Pluralism as a Basic Theological Reality First of all then, what is the basic theological meaning of pluralism? Rahner began to develop his thinking on this matter in his well known 1941 article on concupiscence.4 Therein while discussing Heidegger's distinction between human person and human nature, Rahner makes the point that the human person, the source of human freedom and human longing for God, can never fully dispose of himself in a single action. Instead, man's person finds himself limited by man's nature as a material or incarnate spirit. Man cannot make a total act of movement towards God, an act which is uni-formly effective in all the aspects of human nature. For man's person which freely seeks God lives in an insuperable tension with his nature which limits his ability to move towards God. Some years later (1959) Rahner explained this kind of thinking further in another context when writing about the mystery of God) Here the point is that the mystery of God so totally tran-scends human knowledge that no concrete human experience or human expression can ever fully encapsulate the mystery of God. This mystery which is at the very root of man's being constantly eludes man's efforts to grasp or formulate it. At the level of concrete human knowing man does not have a total understanding of God. Rather man in his materiality and there-fore in his limitation has only partial knowledge of the mystery of God. The more he learns about God the more there is to learn, for God will always be the mystery who exceeds the depths of our understanding.~ Our life then is a day by day effort to see, follow, and love God more clearly, nearly, and dearly as the popular song from Godspell puts it. All this of course is no new insight. St. Paul said the same thing centuries ago: "Oh, :~Good background reading on these themes includes "Dogmatic Reflections on the Knowledge and Self-Consciousness of Christ," TI 5, pp. 199-201; "The Concept of Mystery in Catholic Theology," TI 4, pp. 36-73; "Anonymous Christians," TI 6, pp. 390-8; "On the Theology of the Incarnation," T) 4, pp. 105-20; and "The Theology of Hope," Theology Digest, Sesquicentennial issue, 1968, pp. 78-87. ¯ ~"The Theologi~:al Concept of Concupiscentia," TI 1, pp. 347-82. For what follows see especially pp. 368-9. In recent articles Rahner has explicitly shown how his present thinking on pluralism is rooted in his early writings on concupiscence; for example, "Theological Reflections on the Problem of Secularization," Theology o] Renewal, v. 1, pp. 187-8. 5"The Concept of Mystery in Catholic Theology," TI 4, pp. 36-73, especially pp. 46-8. 6Rahner pushes this position about God as absolute mystery to its ultimate radicality when he argues that God will still be m. ystery for us in heaven (ibid., pp. 53-60), and that in God all the mysteries of our faith are ultimately one (ibid., pp. 61-73). 226 / Review ]or Religious, Vohtme 32, 1973/2 the depths and the richness of the wisdom of God; how incomprehensible his judgments are, how unsearchable his ways" (Rom 11:33). Unavoidable Pluralism Putting these ideas together, we can see that both man's unlimited desire to choose God in freedom and his ceaseless yearning to know God with his intellect are limited in such a way that in actual fact man only chooses and knows God through a series of particular or partial acts of choice or knowledge. His choice of God comes through a multiplicity of human choices, his knowledge of God comes through a multiplicity of human acts of knowing.; All this leads Rahner to a basic dictum of his religious or theological anthropology, namely, that the inherently limited and seriated character of all human choice and knowledge of God means that all human experi-ence of God has about it a necessary and unavoidable element of multiplicity or pluralism. Since man cannot fully embrace the mystery of God in single actions, he must experience God through many actions. Pluralism thus be-comes a basic or fundamental element of man's relationship to God. Rahner states this in many ways in his works. He states that man is ever subjected to the agony of pluralism,s and even more strongly he calls pluralism a radical or irreducible fact of human existence.'~ Because God made man as a material or embodied spirit, man cannot escape from pluralism, from the fact that he must learn about God, and indeed about all of life bit by bit, part by part. There just is no other way for the human spirit. Any form of mysticism which tries to escape from man's bodiliness and multiplicity is a pseudo-mysticism in the opinion of Rahner?° It is particularly important to note that since Rahner's concept of plural-ism is founded upon man's way of knowing and choosing God, it is a radi-cally theological concept, that is, a concept asserting a basic aspe.ct of man's relationship to God. This is significant today because very often pluralism is bandied about as a sociological or political concept, whereas Rahner's idea of it is much deeper. The trouble with those who limit their concept of pluralism to sociology or political science is that, whether they like pluralism or not, they can very easily look upon it as a fad which will pass away. In :Rahner uses both Scotist approaches (the limitations of our freedom) and Thomist approaches (the limitations of our knowledge) in explaining pluralism theologically. In later years he tends mostly towards knowledge oriented or Thomist examples, perhaps most celebratedly with his concept of "gnoseological concupiscence" ("The-ological Reflections on the Problem of Secularization," Theology o] Renewal, v. 1, p. 187). But both ways are possible for him. Slbid., pp. 190-1. :"'Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, p. 22. 1°Hearers o] the Word (New York: Herder and Herder, 1969), pp. 77-9. Pluralism in Rahner / 227 particular those threatened by pluralism will wait for it to pass if they view it as a fad. But pluralism is not a passing fad. Its basic point is that no two of us ever experience and formulate our approach to God in exactly the same way. We are truly moving towards the "many mansions in our father's house." Ultimately then we must see pluralism as a theological issue. Problems of Pluralism Rahner's language in describing the fundamental phenomenon of pluralism raises some interesting questions. Why does he describe man as "subjected" to pluralism? Why does he call pluralism agonizing? Why did he begin to develop his treatment of it in the context of a theology of con-cupiscence? The answer to all these questions is that in Rahner's view it is man's irreducible pluralism which makes it possible for man to sin. It is precisely man's ability to explicitly grasp only partial goods or values which enables him to sin, to sin by absolutizing one or some of these partial values and thus shutting himself up in the finite,~1 closing himself to the unfathom-able mystery of God. The agony for man is that he experiences or perceives value only in partial and thus plural realizations. His very way o~ being drives him towards the multiple or plural values. The temptation to ab-solutize such values is the temptation to sin. Rahner's whole theology of hope, of man as a being who must be open to the future, a being who must refuse to absolutize the partial values of the present, is, of course, echoed here.l~ These thoughts bring up another problem. Do pluralism's close connec-tions with concupiscence, and hence its status as the occasion which renders sin possible make pluralism a bad or evil thing? Definitely not! This rejection of a condemnation of pluralism is one of the most emphatic rejections in Rahner's entire theological system. His whole reason for beginning to write about man's concupiscent movement after multiple and partial values was to insist that such movement cannot be called fundamentally evil?:' Rahner holds that it was the all good God who made us .as material and pluralistic beings and that, therefore, we must accept ourselves as we are in faith, in hope, and in love. Rahner is determined to teach that we should love the nature God gave us and this means that we must openly embrace our radi-cal, God-given pluralistic state. We simply cannot flee from it, agonizing though it may be. Are we ready to accept Rahner's challenge on this point? The Unique Character of Pluralism Today Our reflections so far have shown us that pluralism is a basic constituent of man's experience of God affecting all men at all times. But another vital 11,,Thoughts on the Possibility of Belief Today," 7~1 5, p. 10. V-'For a position similar to Rahner's on this point see Wolfhart Pannenberg, What is Matt? (Philadelphia: Fortress, 1970), pp. 68-73. ~:t"'The Theological Concept of Concupiscentia," TI 1, pp. 369-71. 228 / Review ]or Religious, Volume 32, 1973/2 point needs to be made. Why is it that pluralism, always a part of man's situation before God, has become such a particularly pressing concern in our times? Why are so many in religious communities suddenly talking about it? Why has a man like Rahner written so much on pluralism in recent years? To put all these questions more precisely we should ask the following: Is there something specifically unique about pluralism in the 20th century? Are there new factors today which further complicate man's fundamentally pluralistic situation? In answer, the first assertion to be made is that Rahner very definitely feels that 20th century pluralism is a specifically unique phenomenon in the history of the human race. He explains the uniqueness of 20th century pluralism by referring to the tremendous, historically unparalleled explosion in human knowledge which is taking place in our century.TM Man has prob-ably learned more (and therefore appropriated more multiple or plural values) since the beginning of our century than he learned in all the previous centuries combined. Thus, specialization has become the byword of our age. Each individual human being is learning more and more about less and less. Human communication is becoming harder and harder. In the 19th century those who went to college or graduate school could be rela-tively certain that their studies would include a good deal of the "liberal arts" and that they would arrive at basically similar value systems. Even in the early 20th century this was still so. Today, however, people are sent away to school to study various disciplines (art, sociology, psychology, literature, mathematics, and so forth) and they come home with such varied value systems that for all practical purposes they are speaking in different languages. Many segments of society experience this problem in-cluding religious communities. The situation is especially burdensome for persons in authority insofar as persons in authority are never again going to be able to learn enough to understand all the varied value systems and languages of the people under them. A Qualitatively New Situation Rahner gives his position on the uniqueness of 20th century pluralism a deeply radical meaning when he refuses to explain today's pluralism on a merely quantitative basis, that is, on the basis of the increased number of plural values which different men are learning about today. Rather he holds that the numerical increase in man's knowledge of pluralistic values has placed mankind in a qualitatively new situation,x'' The qualitative l~"Reflections on the Contemporary Intellectual Formation of Future Priests," T! 6, pp. 114-20; "Reflections on Dialogue in a Pluralistic Society," ibid., pp. 39-40; and repeatedly elsewhere in Rahner's works on pluralism. ~z"Pluralism in Theology and the Oneness of the Church's Profession of Faith," Concilium 46 (1969), p. 104. Pluralism in Rahner / 229 difference is this: In the past the number of insights and values known to man was limited enough that it was at least possible in principle for one person or one group of persons to gather together the known human insights and values in such a way as to formulate one coherent worldview or philosophy of life which could be accepted and embraced by all men at least in a given part of the world. Further, in the past, the world's great civiliza-tions (Western, Oriental, African, American) were so insulated from one another by "cultural no-man's lands" that the fact of one civilization's philosophy of life not including the values known to other civilizations made no difference in practice,a'~ Today, however, the whole world is different; the barriers between the great civilizations are collapsing, and the number of pluralistic insights and values has so increased that it is simply impossible for any person or group to embrace all known values and thus establish a worldview which can attain anything approaching a universal acceptance by a civilization or civilizations.1~ This is why Rahner says that 20th century pluralism has put man in a qualitatively new situation: man can no longer thematize universally acceptable worldviews. 20th century pluralism is therefore radi-cally new. The adjectives which Rahner uses to describe it become stronger and stronger as the years pass. He describes today's pluralism as irreduc-ible, indomitable, unconquerable, unsurpassable, and so forth,as Another way of describing the qualitative difference between today's pluralism and that of the past might be to say that in former times the plural values perceived by man could be conquered by inclusion within one philosophical worldview so that they were reduced to diverse aspects of that worldview, to diversities within one philosophical system. But the differing values of today cannot be conquered or reduced to one system; thus we no longer have diversities within a system but instead we have something much more radical, we have a pluralism which is in Rahner's words unconquerable and irreducible. Rahner never precisely uses the words diversity and pluralism to characterize the old and new aspects of human multiplicity, but such a terminology certainly seems to fit in with his description of the qualitative difference between today's pluralism and that of former centuries. In any case the point is that pluralism, while ~"Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, p. 22. ~r"A Small Question Regarding the Contemporary Pluralism in the Intellectual Situa-tion of Catholics and the Church," TI 6, p. 22, and in a number of other places in Rahner's works. ~SAmong many examples of Rahnerian language of this type are: "Theological Reflec-tions on the Problem of Secularization," Theology o] Renewal, v. 1, pp. 188-90; "Reflections on the Contemporary Intellectual Formation of Future Priests," TI 6, p. 117; "The Man of Today and Religion," ibid., p. 20; "Pluralism in Theology and the Oneness of the Church's Profession of Faith," Concilium 46 (1969), p. 107. Review ]or Religious, Volume 32, 1973/2 always a fact for man before God, presents us with a new series of problems in our times. Consequences of Today's Pluralism for the Church What should be the attitude or response of Christianity towards the qualitatively new phenomenon of 20th century pluralism? Six different aspects of Christianity's response to today's pluralism can be distinguished. The first of these aspects is a general picture of Christianity's response to pluralism; the remaining five are specific consequences of the new pluralism for the Church. First then and in a general way, it can be said that throughout his writings Rahner comes across very strongly as a man who is deeply con-vinced that one of Christianity's most vital and essential tasks for our times is to accept and embrace the pluralistic situation which God has given us today just as all men in ages past have had to accept the experience of pluralism which God gave them. This open thinking is found in Rahner's works on non-Christian religions,19 on the secularity and godlessness of today's world (which Rahner says we must bravely and courageously accept because it has a positive meaning and challenge for us),-°° and on the pluralistic sciences which he espouses and encourages.21 Even the shrinking of the Church in today's pluralistic world must be accepted ~vithout fear and loved by the Christian as part of God's plan for us, part of salvation history?-° Definitely, theret~ore, Rahner sounds a clarion call to the 20th cen-tury Church to face without fear or escapism the task which God has given us of coping with the new pluralism. I have little doubt but that in future centuries, Rahner's brilliant and insightful challenge to the Church on this matter will be one of the things for which he will be most remembered. In so many ways it can be said that for Rahner the name of the game for the Christian today is to be open. The whole thrust of Rahner's thinking on anonymous Christianity suggests this. Specific Consequences Secondly and more specifically, Rahner holds that in the light of modem pluralism Christianity must give up the idea that its entire message and value system can be embraced in any one philosophical system and in par: ticular it must give up the idea that the Thomistic philosophical system can continue to be the one decisive dialogue partner in which all Christian in-ag" Christianity and the non-Christian Religions," TI 5, pp. 115-34. =°"The Man of Today and Religion," TI 6, pp. 1 I-2. '-'1"Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, p. 27. "-'~"The Present Situation of Christians: A Theological Interpretation of the Position of Christians in the Modem World," The Christian Commitment (New York: Sheed and Ward, 1963), pp. 3-37. Pluralism in Rahner / 231 sights can be expressed to the world. Rather in the future Christianity will simply have to accept a who~le host of diaiogue partners (the arts, the be-havioral, social, and pure sciences, Oriental philosophies, and so forth) in expressing the Gospel messa'ge to the world. Rahner says this explicitly at least twice~3 and gives many other hints of it as well. For instance, he says that we must study all the great philosophies of the world because in an anonymous way they may be,' as much or more Christian than our explicitly Christian philosophy. In other words we are moving into an age of Christian philosophies and worldview!, instead of an age of a univocal Christian philosophy and worldview. Note carefully that Rahner who is a Thomist never says that Thomism sl~ould be abandoned as a philosophy. What he does say is that Thomism can no longer be given the absolute, monolithic status ascribed to it in the 15ast by the Church. Instead it must constantly criticize itself, realizing that it can never express the fullness of the truth of God. It must relentlessly op.en itself to the lns~ghts of other philosophies, which must in their turn be~ open to it. No longer will there be any one philosophy of life (in the sense values) upon which the Chu~rch or communities within it can operate.~' Thirdly as a consequence of pluralism for the Church Rahner holds that since theology depends on philosophical thinking for its mode of ex-pression, the fact that there can no longer be only one exclusively Christian philosophy suggests directly that there can no longer be one theology in the Church. Instead there Will be many theologies, a fact that the Church I ¯ " must bravely accept as Rahner puts it. no way denies our oneness of faith (Rahner calls it credal oneness) but it does demand that in the future our expressions of the one faith will be plural, in accord with the plu~iformtty of human experience. Next, and closely related to the idea of many theologies, Rahner argues I . that the magisterium or teac, hmg office of the Church finds itself cast into a whole new situation by tod.ay's pluralism.-oG Rahner points out that on rare occasions the teaching office[of the Church will have to continue to operate in the traditional mode, that [is, by rejecting this or that theological formula-tion as inconsistent with the faith,z7 Much more often, however, Rahner holds that in today's plurahst~c world the magisterium will have to take on z~"Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial ~ssue, 1968, p. 18; 'Phdosophy ~nd Theology" Sacramentum Mundt, v. 5, p. 23. ~4This position does not deny the underlying unity of our faith, a matter we shall consider later. '-'SIbid., pp. 23-6. Rahner does speak herein of a sense in which there is still one theology, but this will emerge in our forthcoming consideration of our one faith. "-'Glbid., p. 26; "Pluralism in Theology and the Oneness of the Church's Profession of Faith," Concilium 46 (1969), pp. 112-3. ~7"Pluralism in. Theology and the Oneness of the Church's Profession of Faith," Concilium 46 (1969), p. 113. 232 / Review for Religious, Volume 32, 1973/2 a new function, a function which can be well described as a challenge func-tion rather than a judgment function. The idea of this challenge function of the magisterium is that no longer can the teaching Church understand all the formulations of all the theologians as it did in the past. Thus the Church will often not be in a position to judge the works of an individual theologian. But she can challenge him. She can urge him to be certain that his formula-tions are faithful to the Christian tradition. By so doing the teaching Church can render real service to the individual theologian and to the Christian community as a whole. Obviously a magisterium which challenges more than it judges will have to be more trusting of its theologians, trusting that they are faithful to our traditions even when the magisterium is not totally clear on how the new formulas of theology relate to the faith. Rahner states that this new challenge aspect of the Church's teaching office is already occur-ring. 2s The whole situation also suggests to Rahner that today's magisterium will generally refrain from proclaiming new dogmas, as it refrained at Vatican II. A fifth consequence of pluralism for the Church today is a fact which we previously alluded to, namely, that persons bearing authority in the Church (including bishops, pastors, religious superiors, and so forth) are placed in an extremely difficult but still very important position by con-temporary pluralism. All of us, therefore, should be deeply sensitive to the burdens of those who hold ecclesial office. Rahner points out that at times such authorities may have to exercise authority traditionally, saying no to this or that.-09 In most cases, however, office bearers in today's Church will follow the style of the new magisterium by challenging their subjects rather than judging them. In this context a particularly important task for Church authority figures will be to maintain openness, that is, to keep any of their subjects or groups of subjects from so locking themselves to a partial set of values (whether liberal values or conservative values) that they fail to be genuinely open to the mystery of God and thus commit the ultimate human sin of absolutizing finite values. Need for Constant Dialogue The last and perhaps most important implication of contemporary plural-ism is that in our times Christianity must engage in a constant and genuine dialogue with itself and with the world around it. Since today's man realizes that his philosophy of life can never be a total or absolute system, he must constantly seek to correct and expand his own viewpoint by dialoguing with other men. Rahner points out that genuine Christian dialogue is truly possible in a pluralistic society because for the man of faith all true values in 2s"Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, p. 27. 29"The Future of Religious Orders in the World and Church of Today," Sister Forma-tion Bulletin, Winter, 1972, p. 7. Pluralism in Rahner / 233 various philosophical and theological systems are seen to be rooted in the one mystery of God. Values not rooted in the mystery of God are not true values and will be shown as such in the dialogue. Hence as we journey through history together, there is hope that men can come to understand how their partial expressions of value are integrated in the absolute mystery or absolute future of man which is God. Those of course who lack faith will not see human differences as resolvable even in our future in God. But for those of us who do believe, there is hope that full unity will be attained in the eschaton. And in this hope we can keep on talking with each other despite repeated misunderstandings. Our age is peculiarly an age of going to meetings, and no doubt many of us get tired of meeting after meeting. But, if we are to be Christians in these pluralistic times, it seems we must keep on having meetings no matter how boring they, become. As Rahner sees it, dialogue is the only possible mode of coexistence for mod-ern Christian persons."~° In ending this section an observation which ought to be made is that none of these consequences of pluralism we have just reviewed really solve the problem of how the Christian is to live and form community today. For in all honesty we have to face the fact that pluralism as it now exists is a new problem which the generations who have preceded us did not face in the way we face it. Thus nobody today really knows how to cope with our pluralism and our inability to form worldviews which large scale segments of society can accept. Rahner makes some suggestions on the matter for the Church as a whole, but even he admits that he is far more asking the question about pluralism than answering it.~1 This lack of answers to the challenge of pluralism may not make us feel comfortable, but we must realize that that is where we are. Pluralism and the Oneness of Our Faith An especially nagging question seems to underlie much that we have said. Is pluralism something like the dualisms of former centuries with their many gods? Does pluralism have some effect on our faith in one God? In the Rahnerian thought world the answer is quite simple. Theological plural-ism positively does not weaken the oneness of our faith; if anything it strengthens that oneness by focusing us on the true source of our faith instead 'of on the more superficial sources of unity upon which we too often relied in the past. To understand Our oneness in faith in Rahner's system, we must advert to a basic theme of Rahner's theological anthropology or vision of man, namely that there are two poles or levels to human exis- :~°"Reflections on Dialogue within a Pluralistic Society," TI 6, p. 35. The whole article is valuable on dialogue. :~lThis point is made clear by the title and substance of Rahner's article, "A Small Question Regarding the Contemporary Pluralism in the Intellectual Situation of Catholics and the Church," TI 6, pp. 21-30. 234 / Review lor Religious, Volume 32, 1973/2 tence.3~ One of these poles, in fact the more obvious of them, is the pole of concrete human activity and experience. This is the pole of human expres-sion, of human speech, of explicit consciousness and choice. On this pole or level the effects of man's materiality and limitation are clear, and thus man operates from this pole in a radically pluralistic fashion. He has many con-crete acts of learning and many forms of speech. He makes many choices. There is, however, another, a deeper and ultimately more significant level to human existence, a level which precedes the level of the concrete and multiple. This is the level of man's preconscious existence, of his deepest self-awareness before his God. Those who speak of man's funda-mental option are referring to this level of man's life. On this level rather than multiplicity and a myriad variety of human acts of knowledge and choice, man, if he is a believer, has a basic and simple openness to his God. On this level man in his radical openness no longer experiences a pluralism of values. Instead he knows one Lord and one faith. He and his neighbor may not be able to describe their faith in the same way, but as believers they are surely experiencing the one ineffable God. This level of transcen-dent human openness to God makes Christian faith community real. Our faith, therefore, is not hindered by pluralism. In fact, pluralism only serves to buttress our faith, because it forces us to realize that our faith can only be genuine faith if it is based on the unfathgmable mystery of God. No other source but this mystery can stand as an adequate ground for us as believers. Surely with this ground we can cry out in the words of Malachy: "Have we not all one father? Has not the one God created us?" (Mal 2:10). The Foundation in Tradition Rahner's position on human openness to the ineffability of God as the source of our faith and upon (he inevitable pluralism which begins to ensue as soon as we start expressing that faith finds much support both in the tradition of the Church and in modern authors. Traditionally, for instance, Christian authors have emphasized that the ways of knowing God by specific affirmation (via allirmativa) or negation (via negativa) had a validity .but still a clear limitation. Thus traditional authors appealed to a third way of knowing God, to the way of eminence or transcendence (via eminentiae), that is, to a primal recognition by man of the mystery of God. As Henri de Lubac has pointed out this third way is really the first and most fundamental way. a3 Among modern authors Bernard Lonergan in his new book, Method in Theology,34 gives particularly noteworthy support to Rahner's idea that we 3'-'"Dogmatic Reflections on the Knowledge and Self-Consciousness of Christ," TI 5, pp. 199-201. a:~Henri de Lubac, The Discovery o! God (New York: Kenedy, 1960), pp. 122-3. 34New York: Herder and Herder, 1972. In our context see especially pp. 265, 323, 326-30. Pluralism in Rahner / :235 all share one ineffable faith despite our various perceptions of that faith. Lonergan's insistence that true objectivity in man is not an "out there now real" set of facts, but rather man's honest habit of mind as he keeps him-self attentive, intelligent, reasonable, and responsible would seem to place faith on the deepest level of human openness while realizing that faith will be expressed in various formulations. Even more explicitly, Lonergan's carefully reasoned argument that what is permanent in our dogmas is their meaning, not their formula supports Rahner's effort to place faith at the core of the human person while being open to pluralism on other levels of human perception or choice. Perhaps the title of Rahner's article "Pluralism in Theology and the Oneness of the Church's Profession of Faith" sum-marizes all this very nicely?5 We may have to use many words but we still have the Word of God. Pluralism thus creates no fundamental faith problem. It helps us to see that our faith must be based on the mystery of God. Our openness to this mystery is the primary source of our existence as a faith community. It is true, of course, that Christians need other levels of communal togetherness and organization besides this primary mystery of faith level. Some of these other or "second level" approaches to community will be considered in what follows about religious communities. First, however, we must realize that none of these other levels will have any meaning unless we begin by seeing ourselves as united on the primal level of faith in God. Implications of Pluralism for Religious Community Life~ With less specific guidance from Rahner, but in the spirit of all that we have seen, what can be said about the implications of contemporary plural-ism for religious communities in the Church? First, if we accept the idea that a religious community is called to be a genuine sign of hope to the whole Church and if contenlporary theological pluralism is one of the most critical and fundamental challenges facing the Church today, the task of opening itself to and coping with man's radically pluralistic situation is one of the most formidable and vital tasks facing the religious community today. It seems to be the kind of issue concerfiing which the religious community must live up to its eschatological nature as a sign of transcendent hope for the whole Church, a sign that real Christianity is possible in the modern pluralistic world, a sign to the Church of where she is going. It is an historical fact that over the centuries, religious com-munities have been leadership organizations in the Church in times of crisis. :~SA section of Lonergan's new book has almost exactly the same title (pp. 326-30). a6White the title of this section speaks of religious communities, surely the remarks herein can be taken as referring to the various n6ncanonical religious groups in the Church today as well as to the canonically approved religious communities. Indeed, the noncanonical groups may have an especially important task in showing religious communities their possibilities in our pluralistic world. 236 / Review ]or Religious, Volume 32, 1973/2 In our times pluralism is the crisis and millions of persons throughout the world are seeking to overcome the alienation which can exist in our plural-istic world. New experiments in communal living abound. In the crisis of pluralism can the religious community live up to its historic role of leader-ship for the future? Second, if religious communities do face up to this challenge of assuming a leadership function in showing the Church its role in a pluralistic society, probably the most realistic forecast which can be made is that the days ahead are going to be days of agony and suffering for religious communi-ties, agony because of the very nature of pluralism, and because no one right now knows precisely what to do about pluralism. This does not mean at all that religious communities should give up hope or lose faith, but it does mean that the years ahead and the paths to adapting to pluralism are going to be most difficult. Just one example of this difficulty will be that almost in-evitably more religious will have crises of faith and perhaps leave com-munities, even later in life?7 For an honest facing of pluralism will create more options for the religious and these options will create more crises. Third, it would seem that the option being taken by a few communities of refusing virtually all change and forward movement simply is not a viable option in the light of the theology of pluralism. With the greatest respect for the good faith of the leaders and members of these communities, there is an honest question about how such nondialoguing communities can continue to exist in our pluralistic .world. It is true that these communities are doing rather well as far as incoming candidates are concerned. But are these candidates accepting the vocational task of building community amidst the pluralism which God has given us all? Or are they fleeing from that task and seeking after a security which refuses to admit that pluralism exists? The Option of Fragmentation Fourth, and of special importance, the option of "fragmentation," the option of a larger religious community dividing itself into two or more smaller groups with each group representing a particular viewpoint would also seem to be foreign, at least in principle, to Rahner's theology of plural-ism. Many religious are heard to call for this option today when there is so much clamor about the bigness of organizations and the value of small, intimate communities. While I can see real value in religious communities working out living arrangements based on small, relatively homogeneous groups, I would argue that the large community structure with its varying viewpoints should be retained in our pluralistic world. My reasons for saying this is that there would seem to be a great possibility that smaller groups of religious in cutting off dialogue with other thinking about religious ::rKarl Rahner, "The Future of Religious Commonities in the World and Church of Today," Sister Formation Bulletin, Winter, 1972, p. 4. Pluralism in Rahner / life would become ineffectual, would fail to grow in maturity, and would stand in a real danger of closing in on themselves in such a way as to become unresponsive to the demands of a pluralistic society. Incidentally, the danger of a select group becoming closed would be just as great for a progressive group as for a conservative group. The Pharisees are the classical example of a progressive group who closed in on themselves and subsequently became of little value to society. Further, the fragmentation option for religious seems to ignore another of Rahner's noteworthy themes, namely that the power inherent in a larger organization can be a genuinely redemptive value in a pluralistic society.3s The foregoing remarks against the fragmentation of religious com-munities should not be taken as an absolute stand against such fragmenta-tion. Rather these remarks are a general or "in principle" statement. Rahner himself points out that in some hopefully exceptional cases in life there is so little possibility of creating understanding that a particular dialogue must be broken off so that a group can keep dialoguing at all."~ In these cases other forms of dialogue must replace the broken ones, since genuine dialogue is essential for human coexistence in a pluralistic society. There have been a few cases in recent years of religious communities dividing; and who are we to say that these particular terminations of dialogue were not genuine in-spirations of the Holy Spirit, genuine efforts to establish other forms of dia-logue when one form had become impossible? In general, however, dialogue between differing viewpoints is so essential in a pluralistic society that the option of fragmentation should not be taken except under extreme and oppressive circumstances. Experimentation and Incarnationalism Fifth, if the religious community accepts its leadership mission for the world, and if it refuses the anti-change and fragmentation options, it be-comes clear that the most helpful (and also most difficult) option for a religious community today is to let its structures become open to genuine dialogue and pluralism in such a way that the community becomes truly re-flective of the actual condition of the whole Church today. This will mean as Rahner sees it that the religious community will be engaged in a constant process of. experimentation as it seeks to face up to new perceptions of value in our pluralistic world?" Such experimentation will stem from all levels in a community: individuals, groups, and organized authority. Only through such experimentation will a religious community achieve the true openness and dialogue needed in a pluralistic ~ociety. ~S"Theology of Power," TI 4, pp. 391-409. :~:~"Reflections on Dialogue within a Pluralistic Society," Ti 6, pp. 40ol. ¯ "~"The Future of Religious Communities in the World and Church of Today," Sister Formation Bulletin, Winter 1972, pp. 6-7. 238 / Review ]or Religious, Volume 32, 1973/2 Lastly, a religious community living amidst pluralism must advert to what Rahner calls the "incarnational principle" of Christianity.'1 This principle means that the ineffable faith unity which we share in the depth of our being must somehow become incarnate, must somehow be incorpo-rated into tangible structures. Otherwise we could never experience our faith unity. More particularly, a religious community as a small unit in the Church can never embrace all the possible incarnations or concrete ex-pressions of faith value. A religious community is thus only one form of faith expression. It is only one "social institutionalization''42 of Christianity. All this implies that in addition to its underlying faith unity, a religious community will necessarily have to embrace certain second level values (the first level is always our faith), certain particular incarnations of the mystery of God. Such second level values are genuinely worthwhile in a pluralistic society for they do lead us to the one God, though in a limited way. Traditionally, the second level values around which religious com-munities have been organized have included the confession of the members of a community (Roman Catholic), their apostolate, their sex, their vowed life, their prayer, their communal living, and so forth. Openness and Second Level Unifiers Now what, in our pluralistic society, can be said about religious com-munities' second level sources of unity? Two main points must be made. First, important though these second level unifiers are, they are not ab-solute expressions of the mystery of God. Thus the place, meaning, and even the continued existence of such second level unifiers of a religious community are subjects which cannot be exempted from dialogue if a re-ligious community is going to be genuinely open to the pluralism of today's world, to our inability to form a total worldview as we did in the past. A religious community which seeks to be open to the absolute mystery of God is not absolutely open to that mystery if it absolutizes any other points besides the one mystery. And when a religious community says that values such as the vows do not call for further dialogue and understanding, it is precisely absolutizing something other than the mystery of God; it is sub-mitting to the ultimate temptation created by our pluralistic situation, the temptation of seeking particular goods instead of the good. It would be most paradoxical if today's religious community were to submit to this temptation. The whole history of religious communities has been one of protest (by vows) against the absolutization of partial human goods such as marriage, wealth, and power. And even though this protest has had tremendous impact in the history of salvation, can a religious corn- 41"Membership of the Church according to the Teaching of Pius XII's Encyclical 'Mystici Corporis Christi,'" TI 2, p. 34. a~Karl Rahner, "Reflections on Dialogue within a Pluralistic Society," TI 6, p. 31. Pluralism in Rahner / 239 munity absolutize its means (and its understanding of this means) of dialoguing with the world, of showing the world where it must move in the spirit of Christian hope? Many examples of how a religious community must be open to dialogue about second level values could be cited. Apostolates obviously need to be reconsidered today. The vow of poverty is in great need of reassessment inasmuch as the mere fact that one cannot dispose of his or her own funds does not make one poor if he or she belongs to a rich community.4'~ To take another example which has probably been thought of a good deal less, who are we to say that religious communities are always going to remain ex-clusively Roman Catholic? Granted that Vatican II has already described the other Churches as true ecclesial realities, granted that Eucharistic Inter-communion is probably not too far off, granted that many young people in the other Christian confessions (especiall.y young women) find an idealism, way of life and apostolic zeal in Catholic-religious communities for which there is no parallel in their own confessions, and finally granted that more and more the real need is for a united Christianity to show its value to a secular (and sometimes atheistic) world rather than for Catholicism to show its value to Protestantism or vice versa, might it not ultimately be-come a genuine call of the Spirit for the Catholic religious communities to accept members from other confessions? While not offering an absolute answer, I hope the example at least helps make the point that dialogue on the values which I have called second level in the religious life seems to be an inescapable consequence of the theology of pluralism. Necessity of Second Level Unifiers Our second major observation on religious communities and second level values or unity sources is a strong reminder that, granted that these values are a constant subject of dialogue, growth, and change, a religious community movement simply cannot exist without some sort of second level value commitment and organization. The religious community must operate through a concrete value-unity structure in order to be open to ultimate value. It must have a concrete vocation if it is going to have a vocation at all. It cannot have its absolute, transcendental goal (the mystery of God) without expressing this goal in concrete goals. A religious community's concrete vocation and concrete goals are so necessary sociologically that, in the midst of all the open dialogue about them, they should be seen as a requirement for membership in the community. Those who do not agree with a religious community's particular goals may be perfectly good Christians, but a community will only retain its societal identity insofar as its members agree upon a particular sociological format for moving towards the mystery of God. This is why Rahner argues that authority in a religious community 43On this point see Karl Rahner, "The Theology of. Poverty," TI 8, especially p. 172. 240 / Review jor Religious, Volume 321 1973/2 may sometimes have to operate in the traditional yes or no method. Surely the yeses or noes of a religious community's authority can never be more than provisional since the community's self understanding and consequent second level values will grow and change in dialogue. But the fact remains that the growth process of permanent religious commitment (and this is what permanent commitment is, a growth process) can only function at a particular point in space and time through the acceptance of second level goals.44 Religious communities which have forgotten this point in recent years have had their troubles as a result. Conclusion By way of a concluding thought, especially for those who are fearful of what will happen to religious communities as they face their future with all its pluralism, I would like to make the very joyful and hopeful point that there are already some indications that an honest, pluralistic dialogue on religious life's second level values will probably do a great deal more to reinforce rather than to downgrade the traditional wisdom of the Church on religious life even though this wisdom may not be asserted as absolutisti-cally as it was in the past. For instance, I have noted and been truly inspired by the fact that Christian virginity has been emerging as a very deep seated value in the lives of some members of the noncanonical religious com-munities in which it is required neither by Church law nor by any public vow. In an era when so many priests, brothers, and sisters are questioning celibacy and virginity, this is most refreshing; it suggests that our pluralistic, open-ended society (which is, after all, God's gift to us) is not so much a thing to be feared as it is a genuine opportunity for spiritual growth. Per-haps it will teach us some things we have been trying to learn all along. ¯ ~4The insistence of second level goals does not of course imply anything like the detailed agreement which existed when religious communities operated from a homogeneous worldview. But some admittedly evolutionary sociological coherence on the second level is a necessity. Pluralism and Polarization among Religious George M. Regan, C.M. Father George Regan is associate professor of theology at St. John's University; Grand Central and Utopia Parkways; Jamaica, New York 11432. The recently published sociological and psychological studies of priests in the United States have no counterpart as yet in special studies about religious men and women. Tempting hypotheses could be constructed on the basis of personal experience and impressions about the levels of maturity and self-actualization among religious, about their attitudes toward authority, and about their opinions on specific issues such as birth control, celibacy, divorce, and liturgical practices. The surveys of priests indicated that widespread disagreement exists among various segments of the Catholic clergy on such issues and that deeply polarized attitudes seem rooted in profound ideologi-cal differences. In the absence of hard data leading to actual percentages of religious who hold certain views, one can nevertheless reflect on the divergence experienced firsthand in contacts with religious communities these days. Pluralism of approach, outlook, and conviction characterize religious at all levels of the same community at times, and comparison of one community with others easily substantiates this impression of diversity, which has re-placed the former uniformity. Pluralism reaches into all levels of community life, encompassing not only particular questions such as order of day, con-crete regulations on government, poverty, and style of dress, but also more fundamental aspects of the institute's l!fe, such as its purpose and nature in the larger Church, its basic ideals and values, and its charismatic qualities for today's world. Members thus find themselves split deeply at official chapters and in less formal gatherings on the most fundamental meanings of their religious life and on many more superficial issues. Coupled with this pluralism has arisen a sense of alienation, an outright bitterness about 241 242 / Review ]or Religious, Volume 32, 1973/2 the frustrating experience of division, or an aimless confusion. Polarization of groups may be discerned not infrequently. The vitality of individual religious and of entire communities has suffered immeasurably as a conse-quence. This extensive pluralism and the resulting polarization constitute a rich and inviting ground for thorough exploration by specialists in various fields. At times in recent years, some religious have tended to look upon their problems as mainly theological in nature, but further reflection casts grave doubt on the accuracy of this claim. In particular, the psychological and social factors of given attitudinal differences and divisions often feed into the situation more than do the theological and philosophical viewpoints espoused. This may be seen clearly in many contemporary divisions which have emerged between young and old, or between liberals and conservatives. Such divergences often manifest features closely resembling matters dis-cussed in development psychology or sociology in general. This article will concentrate principally on the more theoretical and intellectual roots of today's pluralism which underlie the theological, psychological, and sociological differences. In a sense, it will address the issue of the basic framework within which various groups of religious operate. It will not offer a litany of the specific differences which separate religious, nor will it provide a "medicine chest" of remedies. Our more limited purpose is simply to reflect on the different levels and .origins of pluralism in the ways of thinking and acting among relig!pus and to inquire into some possible means of coping with its sometimes unhappy results. The Death of Old Theory In an address to a committee of American bishops in which he inter-preted the results of the sociological survey of priests, Andrew Greeley claimed that "we have not yet discovered that our fundamental problem is the collapse of old theory combined with the non-appearance of new theory." In his usage, theory means those goals, values, models, and basic assumptions that allow the given human grouping to interpret and order phenomena, to justify its own existence, to explain its purposes to outsiders and new members, to underwrite its standard procedures and methodologies, and to motivate its members toward its goals. Though Greeley's comments regarding such theory concern priests alone, his approach has direct bear-ing on the question of the emergence of pluralism in all areas of American Church life, including religious communities. According to Greeley, the old theoretical structure began to crumble in the United States about ten years ago, and it has now disappeared, never to be restored. This rigid and unconscious theory emerged as a mixture of post-Tridentine garrison Catholicism and American immigrant Catholicism. It laid stress on loyalty to the Church, certainty and immutability of an-swers, strict discipline and unquestioning obedience, a comprehensive Pluralism and Polarization Catholic community, suspicion of the world beyond the Church, avoidance of re-examination of fundamental principles, and clearly defined models of behavior. The reasons substantiating .this theory were largely extrinsic and suasive, not decisive, for they were justified by one's loyalty to the teachings and structures of the Church and not by their intrinsic rationality. When various elements of this theoretical structure were thrown into doubt, the entire theoretical structure collapsed without warning. Since all rules, however minor, were viewed as immutable and unquestioned, change in even a few rules such as "meat on Friday" exposed the shaky foundations of the whole structure. The very suddenness of the change had excluded any opportunity to rethink the grounds of past assumptions and when these assumptions fell into disrepute, confusion resulted. Greeley believes that there exists virtually no theoretical perspective to replace the old theory, for the fads and fashions, clich6s and slogans of recent years lack sound and solid scholarship. His remedies for this situation center on the indis-pensability of scholarship in all areas of Church life. Scholars must get to work on building a new theory; and all levels of the Christian community must manifest openness, respect, and understanding for the results of their scholarship. One might justifiably criticize various elements of Greeley's presenta-tion, which sometimes verges more on polemical journalism than on ob-jective analysis. Sweeping generalizations about the old theory's "avoidance of re-examination of fundamental principles," and about the former lack of rational foundations do not ring completely accurate. One may well disagree with the actual cogency of the intrinsic reasons advanced for many past approaches, but it strikes one as gross exaggeration to deny their very existence, as Greeley seems to do. Consequences ot the Loss o~ the "Old Theory" His overall analysis seems true enough, however, and its application to the current situation which exists in many religious communities also seems clear. In a peculiar fashion and perhaps more strongly than in the priesthood, many religious institutes had embodied the chief marks of the "old theory" which Greeley describes. Disappearance of these characteristics or questionings about their presentday relevance have split many a com-munity or left it adrift aimlessly. The basic goals, values, and assumptions of past approaches to religious life constitute the kind of "old theory" which has undergone increasing challenge. Debates about such funda-mentals have obviously far more import than does disagreement about more superficial features in religious communities. How often does one not hear religious, usually older in age, wondering about the seeming decrease in loyalty to the community and its traditions among some members, the ever-changing views of the young, the lack of discipline and compliance with authority which has grown, the intrusion ~/44 / Review for Religious, Volume 32, 1973/2 of what seems a worldly spirit, the lessening in time devoted to formal prayer, an overstress on personal fulfillment, an endless questioning of basic goals, values, and principles, and the advancement of vague and im-precise models of religious conduct? It takes little effort to draw the sharp contrast between these tendencies and the "old theory" formerly in effect. Another group of members, on the other hand, may criticize the present situation and urge change from precisely an opposite vantage point: Why has the community not updated more its apostolate, life style, government, and spirituality? Why do institutional requirements outweigh personal needs? Such conflicting comments and complaints signal at the least that the members of the religious community have failed to agree on some essential aspects of their life together. Onguing Crisis If one were to accept Greeley's views, then a religious community which lacks agreement on a theory in this deep sense of goals, values, and basic assumptions must of necessity expect ongoing crisis, for it lacks the founda-tions needed by any human organization. Without such organizational ele-ments agreed to substantially by the members, the religious community will lack the tools to provide a rationale for its existence, thereby undercutting its ability to attract new candidates and to motivate its present members. The conflicting expectations of its members, furthermore, would in all likeli-hood lead to frustration and anger, which may become repressed and then manifested only in hidden agendas. The real issues which separate may appear rarely in open discussion; a superficial facade of friendly toleration may mask underlying divisions. Instead of religious' testing one another's assumptions in healthy confrontation and seeking to incorporate whatever seems of value, defensive listening may begin whereby one person listens caret~ully in order to gather information, or better ammunition, to contra-dict. In extreme cases, open hostility or full withdrawal into silence may eventuate. Such problems parallel closely communications difficulties de-scribed extensively in marriage counseling literature. In such an atmosphere, not only deterioration of the human relationships involved, but also de-terioration of the persons themselves must set in eventually. Need for Substantial Agreement This sobering prospect lends a special urgency to the continuing task of striving to clarify and reach substantial agreement on the fundamentals of each religious community. If the members differ broadly on the very purpose and values of the community, how can they realistically expect one another to pursue vigorously and in unison some common goals? The various issues which polarize groups may, in fact, be symptoms of the deeper pathology in the religious community: a lack of common goals, values, and assump-tions essential to the life of the organism. For example, when large numbers Pluralism and Polarization / 245 of religious in a teaching community favor direct social work for the poor, the issue of the apostolic purpose of the institute should be addressed courageously. Similarly, communities which experience sharp and immense diversity among the members on their inner identity as contemplatives or apostolically oriented religious should discuss the matter openly, rather than avoiding the problem or simply drifting indecisively into a new identity through the sheer force of circumstances. When religious of the same community differ enormously on such a basic point of their common life as that of the character of the institute, they have little reason to hope for harmonious concord on lesser ideals and values. The more that significant pluralism enters these foundational areas of goals, values,, and basic assumptions regarding the community itself, the more the members should expect a sense of aimlessness, disunity, and confusion, it would seem. Unless some shared meanings emerge at these deep levels of their life together, religious must prepare for the inevitable results which flow from vague and overly general goals and values. Un-fortunately, dialogue may at times neglect these basic levels of religious life and concentrate on the more superficial, day-to-day aspects or happenings. Such failure may even carry over into official discussions at chapter and the like where extreme defensiveness or closed-mindedness can prevent needed exchange of opinions among the members. In a positive way, therefore, it seems incumbent on religious, especially those in higher authority, to raise these issues when disagreement exists below the surface and to foster free airing of views in the hope of clarifying goals and values. This seems a healthier solution than pretending outwardly that the members amicably share the same opinions. Some meeting of minds may follow more readily in this unhampered atmosphere, despite the anxieties created by confronta-tion. The Roots of Change Greeley's analysis of the contemporary situation in the Church and in the American priesthood is professedly that of a sociologist. When he speaks of the disappearance or collapse of the old theory, therefore, he refers hardly at all to the philosophical and theological underpinnings of the old theory, which he discusses more in empirical terms. Appreciation of these more theoretical dimensions may assist us in gaining additional insight into the roots of pluralism and in evaluating proposed means of coping with it. We shall direct our attention to two matters in particular: the emergence of pluralism in ecclesiology today, and the shift from a classicist to an his-torically conscious worldview. Pluralism in Ecdesiology Though Greeley mentions the death of post-Tridentine garrison Cathol-icism, he does not explore the highly juridical theology of the Church which 246 / Review ]or Religious, Volume 32, 1973/2 had justified these tightly knit patterns of behavior. This ecclesiology often found direct application to the models of authority and the corresponding structures employed in religious communities. The overcentralization, lack of sufficient subsidiarity, and overly juridical conception of authority found in the Church at large and in diocesan structures existed in religious com~ munities as well and rested its common roots in this understanding of the Church. This former approach to a theology of the Church had the added implication of overstressing the divine element of the holy Church, in too great contrast at times with the so-called profane world. In failing to give enough weight to positive elements outside the Church and to see God present there among men, "this understanding lent a basis to a spirituality tinged with suspicion of the world, "merely natural" or human values, and human institutions. God's self-communication seems relegated more readily to the more narrowly institutional context of the Church and open dialogue with the world appears foreign or dangerous in this conception. Religious communities which operated within this conceptual framework more natur-ally took on reservations about contacts with the world and the need to separate oneself from its perverting influences gained favor. By way of contrast, many contemporary writings which view the Church as servant and healer of the total human society understand her as essentially related to the world; and they take a far more accepting view of human values and institutions: the Church "goes forward together with humanity and experiences the same earthly lot which the world does. She serves as a leaven and as a kind of soul for human society as it is to be renewed in Christ and transformed into God's family" (The Pastoral Constitution on the Church in the Modern World, no. 40). The more that individual religious communities as a whole have taken on this more openly secular approach, which views the world and human values more favorably, the more they customarily take a somewhat negative view of factors which are viewed as separating the religious from the world or from human customs. Resulting Disagreements Inevitable disagreements must exist in religious communities and throughout the entire Church so long as disagreement exists on such funda-mental approaches to a theology of the Church. Pluralism among religious in this basic theological area sometimes underlies the members' differing convictions on contact with or separation from other people, openness or closedness to human standards and patterns of conduct, and general in-volvement with or disassociation from ordinary human events. Disputes about religious garb, about freedom to come and go, about visiting with laity or entering into friendship with them, and about attendance at or participa-tion in recreational or sports activities sometimes stem from more profound differences about the way in .which religious are conceived of in their rela-tionship to "the world." An implicit ecclesiology often seems at work in the Pluralism and Polarization / 247 way people think about such concrete matters. Similarly, disagreements in ecclesiology are bound to influence one's notions of Church authority. These disagreements become manifest frequently in the comments or criticisms by religious that they find their community's authority too centralized in the person of the provincial authorities or the local superior; or that col-legial bodies such as consultations of the local house are given mere lip service by the local superior; or that decisions which can be reached by themselves individually or at the local level are reserved to higher authority. Once again, these issues seem symptomatic of the more profound ideological differences in ecclesiology which separate Catholics today. Though such disagreements seem inevitable in today's climate of plural-ism, the destructive manner of coping with them found so often need not exist. More comments will be made on this topic later in this article, but some reflections seem pertinent even at this stage. Disagreement can at times be a constructive and enriching force in human relationships, within toler-able limits and depending on how people react. Deep differences should be faced squarely in a climate of open communication, if some valid hope remains of fostering closer harmony and unity in community. To bury di-vergences o~r to treat only the symptoms or external manifestations of pluralism and the resulting polarization insures an eventual destruction of interpersonal sharings promotive of personal growth. It would be more worthwhile to plunge tactfully into the more basic levels of disagreements, which in this case touch on the very nature of the Church and of ecclesiasti-cal authority. One's assumptions, spoken and outspoken, should be brought to light in mutual respect and openness. A willingness to temper one's views, to grant honesty and good will to the other party, and to speak about issues, not personalities, seems a minimum condition in such dialogue. In this deeper context where lie the roots of more shallow differences, mere pragmatic techniques for bettering the current situation will prove in-sufficient. Though the American passion for such practical programs may obscure one's vision, religious communities must accept the need of dealing with these more profound, theoretical dimensions of these issues. If reli-gious communities are to adopt even more moderate thrusts of contemporary theologies of the Church and of ecclesiastical authority, for example, they should at least acquaint all members with a more positive view of the world beyond the Church. Leaders in each community must also embody the con-viction that authority means service, not naked power disguised under new forms; that collegial functioning flows from Christian coresponsibility as members of the community; that love, trust, and friendship must be present in any effective Church leader and perhaps even more in a leader within a religious community. This kind of new theory, if it be that in contrast to some past distorted notions, surpasses mechanical techniques of improving government and the community's stance vis-?a-vis the rest of mankind. To expect that religious superiors familiar with another approach to authority 248 / Review ]or Religious, Volume 32, 1973/2 can automatically learn and adopt this new theory and behavior seems rather unrealistic. Practice based on such theory would go a long way in alleviating some tensions which exist among those who doggedly hold to outmoded con-ceptions of the Church and of authority, and those who stridently favor newness uncritically, perhaps urging the abandonment of most structures and of practically any interpretation of authority. Once more, unless some attempt is made to deal with issues below their surface and to strive for some limited agreement in fundamentals, religious communities cannot rightfully expect polarization to lessen, let alone disappear. A Changed Worldview Beyond Greeley's empirical analysis and the implications of the ecclesi-ological factors described above, we can explore still further to the deeper roots of today's pluralism in religious communities. Catholic authors in recent years have noted a significant shift in the basic worldview whereby we do philosophy and theology these days, and whereby we approach prac-tical solutions to questions in Church life. By worldview, these authors mean the fundamental framework whereby one interprets and orders reality and thus arrives at more detailed convictions. Bernard Lonergan in dogmatic theology, Charles Curran in moral theology, John Courtney Murray in matters pertaining to religious freedom, and Avery Dulles in ecclesiology have all referred to a contemporary change from a classicist worldview to an historically conscious worldview, which they all see as having immense ramifications in their areas of concern. Greek philosophy and Christian thought represented by thinkers ranging from Augustine to Thomas Aquinas to nearly all Catholic theologians until quite recently employed an approach which emphasized man's ability to grasp the essence of reality through his reasoning faculty. This so-called "classicist worldview" left little room for change, variation, or uncertitude. Since reason can easily enough penetrate to the essence of reality, im-mutability, certitude, timelessness, and absoluteness characterized such varied matters as moral principles, images of the Church, Church laws, and inherited patterns of conduct. In moral issues, for example, this thought pattern leaves little room for variability and relativity because of cultural diversity, historical development, or concrete circumstances. A variety of universal, negative norms, "Thou shalt nots," became part and parcel of the moral theology built on this worldview. In ecclesiology, this approach favored descriptive notes which emphasized similar qualities of unchange-ableness, universality, absoluteness, and certainty. The canon law elaborated in former times also mirrored this conception of reality. Modern influences of personalism, phenomenology, and existentialism and the scientific spirit of modern times bore in on Catholic philosophers and theologians in recent decades and turned the tide against this classicist Pluralism and Polarization / 249 worldview for many an author and, seemingly, for our entire Western cul-ture. The historically conscious worldview embodied in many Catholic writ-ings today views man and his world as evolving and historical, rather than as static and unchanging. Progress, development, and growth are seen as marking man and his world, and these qualities should carry into all philosophical, theological, and practical understandings of Christian life. A stress on the human person in his subjectivity and concreteness, on this man or men, rather than simply on "man," characterizes the contemporary in-quiry. The individual's feelings and non-rational states understandably receive more attention in this approach. Since concreteness, change, and diversity are such prominent features, tentativeness and openness to excep-tion replace the past tendency to formulate a host of absolute understand-ings. Pluralism and Worldviews Results of this shift in worldviews can be seen clearly in recent debates in the field of Christian moral theology. The uniqueness and unrepeatability of the individual person and his myriad moral situations have eroded for some authors the very possibility of articulating general moral norms with an absolute force, the "Thou shalt nots" so familiar in past presentations of Catholic morality. Rather than centering their treatment of a question like divorce, contraception, or pre-marital relations on the essence of marriage and human sexuality, for instance, authors writing in this vein will tend to discuss the empirical consequences and concrete circumstances of divorce, contraception, and pre-marital relations in order to arrive at their moral reflections on the proposed conduct. Nearly all authors show some reliance these days on this historically conscious view of man, though most have combined this with some continuing reliance on man's essential structures. This eclecticism does, however, lead inevitably to a spectrum of theological opinions, instead of the one "Catholic opinion" found in moral writings in use even into the past decade. A main result of this shift in worldviews and the accompanying eclecti-cism, consequently, has been the emergence of pluralism in many areas of Catholic thinking and living. One answer no longer exists for many issues in theology, philosophy, and Church life. Catholics' opinions run the spectrum from the essentialism inherited from past approaches through all shades of combinations to the other pole, new approaches heavily conditioned by existentialism, process thought, and consequ.entialism. Many common em-phases can, of course, be discerned in contemporary writings: a stress on the human person in his freedom, dignity, and personal fulfillment; the possibility of more room for change in previously accepted theological opinions, in social customs and law, and in Church structures; a thrust toward service in the world, rather than an emphasis on the dangers of con-tamination from the world; and an understanding of the Church more in 250 / Review ]or Religious, Volume 32, 1973/2 terms of the persons involved than in terms of institutions. These common emphases do not, however, lead to one new theory; they lead instead to new theories, new theologies, new understandings of the Church and ecclesiastical laws, customs, and structures. In a real sense, a new theory has developed which permits and even fosters a plurality of theories, of theologies, and of understandings. Pluralism constitutes a key-note of such "new theory." Disappointment may well await those who urge and expect some new univocal theory in the sense of an all-comprehensive and wholly coherent system of goals, values, and models of appropriate behavior and assumptions for the Church at large. Such a theory seems un-likely to appear on the horizon in the foreseeable future, if at all. What seems far more plausible and realistic to expect is an acceptance of pluralism in theology, philosophy, Church structures, and social customs and laws. Worldviews and Polarization This contrast between the classicist and historically conscious worldviews has influenced greatly the polarization so evident in religious communities today. At the roots of the various groupings whose labels have become pop-ularized-- liberal vs. conservative, old vs. young, secular-minded vs. cultic --often lies this more fundamental difference in the very approach to reality which religious and other Catholics now have. Inevitably, religious working within the historically conscious worldview will be more prone to accept or even to foster change in structures, in theological understandings, in the manner of doing Christian service to the world, in the proper exercise of authority in their community, and in traditional laws and customs. Since their entire outlook on reality promotes change and development in the name of human and Christian progress, and diversity and tentativeness in all formulations, which must of necessity be time-conditioned, they will urge these qualities in all aspects of religious life. Bedause their worldview con-centrates more on the human person in his concreteness and uniqueness, they will react strongly against whatever structures, institutions, and under-standings hinder the individual's fulfillment. A deeper interpersonal sharing at a different level of friendship than found in traditional approaches to religious life will leave these religious unsatisfied with forms of life which they find impersonal, institutionalized, and shallow. De~ires for small group-living frequently result from their reaction to such weaknesses, which they discern in large religious houses. Such issues as those of optional celibacy for secular priests, the ordination to priestly ministry of women, freedom of life style for priests and religious in such matters as dress, residence, and occupation, remarriage or readmis-sion to the sacraments of the divorced, and collegial living without a local authority in the person of a superior flow more naturally from a person whose fundamental outlook remains open to newness and progress in the sense described and whose value system places great emphasis on the indi- Pluralism and Polarization / :251 vidual person's development. Often enough, the individual religious will not have clearly articulated the theoretical foundations of his basic worldview or framework for thinking and judging; he simply finds himself doing it rather consistently without much reflection. No more than for many a person operating within the classicist worldview, his basic presuppositions and unarticulated theory rarely enter formally into discussion. Unless other members of religious communities come to appreciate this basic contrast in worldviews, they will find it most difficult to understand the rationale for many present-day movements and for viewpoints like those described previously. They will greet each new issue in the community with dismay, wondering why large numbers of their own community fail to see things their way. "Where have they gone wrong?" may be their continuing puzzled query. They will not grasp that an entirely different framework, the historically conscious worldview, has its own inner logic, as compelling for its adherents as their own classicist approach. One need not, of course, actually agree with the historically conscious worldview in its main lines or certainly in its applications. Unless one has some minimal understanding ot~ its overall thrust, however, one seems doomed to confusion, so far-reaching has been its influence and acceptance. Rancor and anger leading to hardened opposition of polarized camps may eventually set in. This seems already to have occurred in numerous instances in religious communities and rela-tions have become strained or, in some cases, non-existent. The Danger of Worsening The pluralism of opinions has threatened and disturbed many religious precisely because it has unsettled the foundations of their entire worldview and the conclusions which flow from it. The wonder, at times is that more polarization fails to exist, given the chasms in viewpoints. A hankering after the former uniformity in outlook and the accompanying security may under-standably have crept into one's (onsciousness in this charged atmosphere. Condemnation of unexamined new approaches as untenable or foofish may prove the only sustainable defense for the threatened and vulnerable person trained in another way in a different era. Conversely, religious who operate within the historically conscious Worldview may retreat into an unsubstan-tiated dogmatism in reaction to this rejection which they sense in their fellow religious. The wounded feelings they experience may lead some into frustrated withdrawal, whose sequel will be loneliness and depression. In overreaction, others may lash out negatively against traditional values and customs, denying in the process the continuity with the past which will insure the future. This unhealthy and mutally destructive atmosphere will breed a polarization far removed from the ideals of Christian community. Unless some steps toward amelioration of this situation can be under-taken, the current crisis in some religious communities seems likely to con-tinue and to deepen. An already bad situation may worsen. In particular, 252 / Review ]or Religious, l/olume 32, 1973/2 the strong, balanced, and idealistic candidates needed so badly in religious communities will not be attracted to a divided and polarized group who seem unable to live the unity their very notion implies. A deep and urgent crisis exists; yet the tone of given communities sometimes manifests business as usual in an atmosphere of unrealistic hope for a better future. Doomsday prophets are usually proved wrong and their message hardly accords with Christian hope. Yet Christian hope has always avoided the twin shoals of despair and presumption. Both undue pessimism and unwarranted optimism remain excluded. Coping With Pluralism and Polarization What suggestions can be offered for coping with pluralism and its fre-quent companion, polarization? At the outset, it would be profitable to recall that any such discussion should proceed within the prayerful recol-lection of Jesus' prayer "that they may all be one, even as you Father in me and I in you; that they may all be one in us." Religious communities' unity must fit within this larger context of the unity among men and the unity of the Church, as prayed for by Jesus. Constant prayer for faithfulness to the gospel ideal of loving union with all one's neighbors should mark every Christian. I-Iow much more so in those situations when religious experience disunity, discord, and polarization? Prayer for one another, reflection on those features which the religious share in common, and a positive desire for loving union should receive more emphasis than often seems the case. Besides these most fundamental suggestions, several more come to mind. First, it would seem helpful as a starting point to realize and expect that pluralism will be unavoidable in the years ahead in most areas of Church life and theology. Pluralism will not simply go away overnight, if at all. The fundamental differences in outlooks among Catholic moral theologians, for example, in such basic matters as the existence of absolute norms, the epistemology of theological ethics, the use of Sacred Scripture, the binding force of the Church's teachings on moral matters, the importance of esti-mating consequences and employing empirical data, all point to long-reaching splintering into various camps of moral theologians for the fore-seeable future. Logically, authors who disagree on such basic items must disagree also in matters pertaining to medical ethics, sexual ethics, social issues, or any other concrete moral question. Similarly, the different worldviews employed by religious who live under the same roof or in the same province dictate perforce some degree of continued divergence on matters pertaining to their religious lives. Keeping these facts in mind, expectation of pluralism in a realistic way may cut away some of the unnecessary emotional defenses which hinder rational analysis of the new premises and conclusions. In this unhampered atmosphere, de-fensiveness will diminish, hopefully, and reasoned consideration and genuine dialogue, in the sense of a candid exchange of views, may follow the more Pluralism and Polarization / 25
This essay discusses the relation between urban spaces and street festival as an example of a creative industry. To begin with, several terms are presented as part of a theoretical approach to fully understand the concept of street festivals, then two cases studies of street festivals will be presented and analysed: The Iberoamerican Theatre Festival of Bogotá and Rock al Parque Festival both from Bogotá, Colombia. The essay has a chapter dedicated to the relationship between festivals and economic development. ; Cultura y desarrollo; Esfera pública; Festival Iberoamericano de Teatro; Festivales callejeros; Habermas; Rock al Parque ; 1 An Act of Faith: Two Cases Studies Of Street Festivals As Examples Of Development. ANDRÉS GUILLERMO CHAUR1 Course Title: Theories of the Culture Industry: work, creativity and precariousness Course Code: CU71015A Date: 13 January 2014 1 Beneficiario COLFUTURO 2013 2 3 «Culture is the be all and end all of development» L.S. Senghor, poet (Senegal, 1906-2001) Introduction This essay discusses the relation between urban spaces and street festival as an example of a creative industry. To begin with, several terms are presented as part of a theoretical approach to fully understand the concept of street festivals, then two cases studies of street festivals will be presented and analysed: The Iberoamerican Theatre Festival of Bogotá and Rock al Parque Festival both from Bogotá, Colombia. The essay has a chapter dedicated to the relationship between festivals and economic development. It is important to mention that the starter point of this essay was precisely to give an introductory background of the importance that has have those two case studies in the development of the city. It is not a secret that Colombia has suffered a period of violence and instability since the second part of the XX century so at first glance it is curious to study and research about an almost contradictory topic such as Culture in a "war country". But at the same time, the "beauty" of this study relies precisely in its contradictory nature: How a country with those characteristics can hold two of the most important and respected free theatre festivals and music festivals in all Latin America? This essay will try to explain that culture when it's conceived with some specific characteristics will bring democracy and peace. A series of deep and abstract concepts will be discussed. This essay was thought just as an introduction and approximation to the topic of public and private, public sphere, culture and development just to mention some examples. Same with authors and thinkers used to elaborate the structure of this study. Once again it should be taken as an approximation rather than a full and elaborated research. The aim is to structure a series of ideas and concepts around one thesis: Those festivals have helped to make Bogotá a better city thus that is the main point of the relation between urban spaces and creativity: It fosters a better understanding of a society overall. At the end of the essay, in the appendix section, some photos are presented to visually recreate the two festivals, its dimensions and its importance. Although, like every 4 transcendental event, in order to understand the magnitude of The Iberoamerican Theatre Festival and the Rock al Parque Festival one have to experience in person. Cities as spaces for the public To fully understand the concept of "Public Realm" and "Public Sphere", one has to address the theory of the city and its relation with the concept of public and private. The concept of "city" has had many meanings through time. There are different ways to approach the concept; however, for the nature of this essay an urban sociological perspective will be approached. Mumford (1937) states the city as a space undoubtedly bonded with the development of human potential: "a city is an expression of the human spirits, and they exist to nurture human personality"2. Weber (1921), one of the founders of modern sociology sees a city in terms of connectivity and settlement between commuters, in that way, the concept of a city, according to Weber, is about the networking, the political and economic participation and the organization among communities. Landry (2013) defines the city as "a complex organism and in constant movement with perspectives, opinions and priorities about what is right often clashing"3. Simmel (1950) explained the correlation of man and the scenarios created by the capitalism and modern society called "The Metropolis". There is always a struggle between the man (individual) and his society (public): "The deepest problem of modern life arises out of the attempt by the individual to preserve his autonomy and individuality in the face of the overwhelming social forces of a historical heritage, external culture and technique of life"4. Simmel's concept of a city as a place where modern man struggle to find his individuality within "overwhelming social forces" is key to understand the theory of the city, specifically one attached with the words: Public -Private. Sennett (1996) in his book "The Fall of the 2 Mumford, L., 1937. What is a city?. In: Scoutt, S and Stoutt, F. ed. 2011. The city reader. Taylor and Francis. pp.91-96. 3 Landry,C. 2013. Civic Urbanity: Looking at the city afresh (PDF). Hangzhou International Congress, "Culture: Key to Sustainable Development", 15-17 May 2013, Hangzhou, China. Available at: http://www.unesco.org/new/fileadmin/MULTIMEDIA/HQ/CLT/images/Charles_Landry_Hangzhou_Congress.pdf (Accessed 12 January 2013). 4 Simmel,G. 1950. The Metropolis and Mental Life. In Miles, M; Hall, T and Borden, I. The City Cultures Reader. Ed. 2000. pp. 12-19. 5 public man" gives an account of the city as the scenario where those 2 concepts are correlated. He starts explaining the meaning of public and private. Although its historical background, coming from the Greeks and the idea of Oikos and Polis as the Private and Public respectively, Sennett comments that "the public" in modern times, started to develop in the eighteen century that is as a direct consequence of the industrial revolution and the liberalism ideas coming from The Enlightenment. "Public came to mean a life passed outside the life of family and close friends. In the public region diverse, complex social groups were to be brought into ineluctable contact the focus of this public life was the city"5 The public life is also the ground to understand modern democracy and public political institution. Sennett, citing Hanna Arendt's book The Human Condition shows how the public life in cities can be a scenario where ideas and opinions are discussed and debated. "Private circumstances have no place in the public realm". 6 Arendt even manifests that cities are "democracy's homes"7 This notion of public started to be more evident when places to meet strangers (people from outside the private sphere) within the city started to grow up. Examples of those "places" are the coffee houses and salons (Habermas will mention those examples to explain his theory of public sphere). Those spaces are called "Public Realm" by Sennett. Public Realm, in other words, are spaces where strangers meet. This encounter is characterized by "anonymity". In "The Conscience of The Eye" Sennett (1992) also says that anonymity is the power of modern cities: "The power of the city lies in its diversity; in the presence of difference people have at least the possibility to step outside themselves (.) The city can give them experiences of otherness"8 The concept of Teatro Mundi is an interesting way to look at the public sphere. According to Sennett, "Teatro Mundi" are spaces full of vitality, differences and disorder. Places where the differences connect and all citizens participate: "Society is a theatre and people are actors". This essay will discuss Teatro Mundi in detail in the chapter related to street festivals. . 5 Sennett, R. 2003. The Fall of Public Man. Penguin, New Edition. 6 Sennett, R. 2008. Reflections on the Public Realm in Bridge, G and Watson, S. A companion of the City. Blackwell Publishers. pp. 380-387. 7 Sennett, R. 2008. The Public Realm. (online) Richard Sennet Website. Available at: http://www.richardsennett.com/site/SENN/Templates/General2.aspx?pageid=16 (Accessed 13 January 2014) 8 Sennett, R. 1992. The Conscience of the Eye: The Design and Social Life of Cities. W.W Norton & Company. 6 In the next chapter, this essay will discuss in-depth different theories about the public realm specially the ideas of Habermas about the public sphere and his theory of action communicative. Habermas and the Public Sphere Even though the previous chapter gave an account of the concepts of private-public, it is important to highlight them according to the theory of Habermas. Recognized as one of the most influential sociologist and philosopher of our times, Habermas theories of the public sphere (phrase from the German Öffentlichkeit), and modern democracy as well as his theory of action communicative have been enormously influential for modern sociology9. Firstly Habermas' thought is marked in the tradition of the Frankfurt School. His first mayor publication "The Structural Transformation of the Public Sphere" argues that instrumental rationality is implicit in the Public Sphere. However, Habermas took distance from the classical notion of the critical theory when argues that participation in the public sphere (he exemplified the coffee shops and the salons in Paris and London in the XVIII century) is free and autonomous in order to shape a common good: "The public sphere consisted in voluntary associations of private citizens united in a common aim, to make use of their own reason in unconstrained discussion between equals"10(Later on, Habermas is going to present how mass media eroded individuality and declined the public sphere). It is important to mention the dichotomy of the words public-private for Habermas. Although different, both are dependents to each other. In that way the private sphere and the public sphere instead of being exclusive are inclusive. Susen (2011) defines the public sphere, taking into account Habermas' theory, as: "The socialized expression of individuals' reciprocally constituted autonomy: individuals are autonomous not in isolation from but in relation to one another, that is, in relation to a public of autonomous beings".11 9Finlayson, J .2005. "Habermas, a very short introduction". Oxford University Press. 10 Habermas,J. 1991. The Structural Transformation Of The Public Sphere. MIT Press. 11 Susen, S. 2001. Critical Notes on Habermas's theory of the public sphere. (online). City University of London. Available at: http://tinyurl.com/lhy4j4z. (Accessed 13 January 2014). 7 Several questions came to mind: How this socialization is constructed? What does an autonomous individual mean? And how can individual reach autonomy? For Habermas, the answer relies on a rational communicative action. The aim of the public sphere is to create a consensus through the active participation of all individuals involved. This consensus is created by a rational approach of the language: "The public sphere is a collective realm in which individuals' cognitive ability to take on the role of critical and responsible actors is indicative of society's coordinative capacity to transform itself into an emancipatory project shaped by the normative force of communicative rationality"12. Rationality in terms of Habermas does not consist in knowledge per se but "how speaking and acting subjects acquire and use knowledge"13. This type of rationality is different from the instrumental rationality from the Enlightenment, widely criticized by the Frankfurt School, since it is "practical, epistemological and more important, intersubjective"14. The public sphere, considering the above, not only describes the space where the encounter occurs but moreover, the public sphere has within itself an emancipator and a transformative component. Some critics find Habermas ideas "too utopian and idealistic"15. The next chapter the link between Habermas and Sennett notion of Public Realm in the city will be tracked. The Open City Sennett takes Habermas as a mayor inspiration for constructing his idea of the Public Realm in the city. According to Sennett (2008), Habermas does not tie the public sphere to any particular place, such as a town centre for instance. Even new technological media as the 12 Ibid. 13 Hahn, L. 2000. Perspective On Habermas. Open Court Publishing. 14 Susen, S. 2001. Critical Notes on Habermas's theory of the public sphere. (online). City University of London. Available at: http://tinyurl.com/lhy4j4z. (Accessed 13 January 2014). 15 Ibid. 8 Internet could be seen as an example of public sphere: "In today's cities, an internet cafe would be more likely to excite him than Trafalgar Square" 16 The place where strangers meet, as Sennett defines Public Realm, could be anywhere: An event, a medium, etc. that encourages communication between strangers. Eventually, Sennett argues, cities that promote those types of encounters are called cities with open systems and on the contrary, cities that lack a real public realm or just promote the privatization of spaces are called cities with closed systems. Based on sociologist Jane Jacobs(1961) and her book "The death and life of great American cities"17, Sennett(2006) imagines a city with a closed system with two attributes: Equilibrium and Integration18. Equilibrium is related with balance, with harmony and with a static idea of conceiving a city. Public Spaces as spaces full of differences, dissents and disorders are not part or are reduced in a closed system. By integration, Sennett means that everything is connected and is part of a greater and unique vision. Thus, everything that is not part of that unique vision is expelled and rejected: "The logic of integration is to diminish in value things that don't fit in (.) Closed system cities refuse to evolve and has paralysed urbanism", concludes Sennett. Opposing a closed system, the open system is all about diversity and finding a place for differences, dissents and disorders. It is about complexity, about how a place adapts itself to the always changing community and its processes. Sennett lists three elements of an open city: Passage territories, incomplete form and development narratives. Passages territories means to diffuse boundaries and different territories within the cities; incomplete form is regarding "empty spaces" so the public can interact in it. Development narratives means to allow dissident voices to express and to fully participate. Wirth (1938) summarize the above by saying: "The juxtaposition of divergent personalities and modes of life tends to produce a relativistic perspective and a sense of toleration of differences"19 Taking into consideration the above characteristics of an open city, one can say that an open city is a place for democracy, "not in the legal sense but in the physical experience" says 16 Sennett, R. 2008. Reflections on the Public Realm in Bridge, G and Watson, S. A companion of the City. Blackwell Publishers. pp. 380-387. 17 Jacobs, J .1961. The death and life of great American cities. Random House, New York. 18 Sennett, R 2006. The Open City. (online). Urban Age- LSE. Available at: http://esteticartografias07.files.wordpress.com/2008/07/berlin_richard_sennett_2006-the_open_city1.pdf. (Accessed 13 January 2014) 19 Wirth, L .1938. Urbanism as a Way of Life. (online) Chicago Journals. Available at: http://www.jstor.org/stable/2768119 (Accessed 13 January 2014). 9 Sennett 20. This thesis is important to understand the importance of public spaces in construction of a fully democratic society and thus is connected to the idea of development and equality. ¿What are examples of an open system? Can one give an account of a public sphere? The next chapter will give an account of the relationship between the street festivals and the public sphere, understanding them as a significance example of public realm. Street Festivals and the Public Sphere To begin with, Street Festivals or Urban Festivals as any other cultural event placed in the public sphere are related of what Durkheim called "collective effervescence". As Durkheim pointed out when a group gathers to perform a "religious ritual" experiences a sense of encounter and unity, "leading participants to a high degree of collective emotional excitement or delirium"21. However as Sassatelli(2011) adds, although Festivals are also part of a collective delirium, taking all participant apart from the everyday life, they are also places where the social encounter is made of "polyvalent performances, rather than unified signifiers of a consensual collective conscience"22 Sassatelli complements that street festivals contrasted with museums: By its living dimension as well as its unrestrained sensory experience. Sennett (1992) also talks about spaces "full of live" as narrative spaces where every dweller constructs a disorder and kaleidoscope meaning of the public. This could lead to the erosion of the boundaries of high and low culture in the sense of the Frankfurt School understood the "cultural industries". namely they turn into instances of communication and instances of production of collective meanings and desires. 20 Sennett, R 2006. The Open City. (online). Urban Age- LSE. Available at: http://esteticartografias07.files.wordpress.com/2008/07/berlin_richard_sennett_2006-the_open_city1.pdf. (Accessed 13 January 2014) 21 Durkheim, E .2008. The Elementary Forms of Religious Life. Oxford Paperbacks. 22 Sassatelli, M. 2011. Urban Festivals and the Cultural Public Sphere: Cosmopolitanism between Ethics and Aesthetics in Delanty, G; Giorgi L and Sassatelli, M. Festivals and the Cultural Public Sphere. Routledge. Pp 12-19 10 If Habermas, the notion of the "Public Sphere" is related as the area where rational individuals communicate to each other to discuss their social problems; nowadays as McGuian(2011) argues, there are different ways to look at the public sphere, not only inside a rational communicative system as Habermas states, but from other types of communication that also create a sense of public sphere. One of those "public spheres" is the cultural public sphere, namely a sphere within the public where different modes of communications, for instance "affective-aesthetics and emotional are articulated with the public and the private"23 "The public sphere nowadays operates though various channels and circuits of mass popular culture and entertainment facilitated the routinely mediated aesthetic and emotional reflections on how we live and imagine the good life (.) festivals are the aestheticization of politics as the ground for festivals is the democratization of an independent thought by the spectators transformed into active actors". . Although McGuian theorized the cultural public sphere for the mass media and populism culture, undoubtedly street festivals share that conception in an emotional and aesthetic way of "come together as a public" and to transcend the private sphere into a societal integration as Habermas explained. Fabiani (2011) explained as well: 24 Street Festivals are also part of the Sennett's idea of "Teatro Mundi". Spaces operated in an open system, where strangers meet through a "rhetorical way, acting in order to be 23Mc Guian, J. 2011. The Cultural Public Sphere- a critical measure of public culture? in Delanty, G; Giorgi L and Sassatelli, M. Festivals and the Cultural Public Sphere. Routledge. Pp 79-92. 24 Fabiani, J. 2011. Festivals, local and global: Critical interventions and the cultural public sphere. in Delanty, G; Giorgi L and Sassatelli, M. Festivals and the Cultural Public Sphere. Routledge. Pp 92-108 Involvement rather than contemplation Instances of communication and community building Erosion of the boundaries between high and low culture Construction of Identity Produce meanings and desires Box 1. Characteristics of Street Festivals according to Sassatelli(2011). 11 credible" 25 In the next chapter, this essay will discuss the implications of street festivals in the sustainable development of a city. Different approaches coming from the research of the UNESCO on the relationship between culture and development as well as the studies of the creative class by Michael Florida and the Creative cities by Michael Landry. . People act as in they were in a "role playing" to create a sense of "equality", even if they do not share their same social class, race, sexual orientation, etc. Street Festivals have this "communicative power" of involve everyone together. Street Festivals as mechanism for sustainable development How could we connect street festivals as examples of the cultural public sphere with the idea of development? In other words, is there any connection between street festivals, understood as a cultural manifestation, and sustainable development? This chapter will introduce the concept of "Culture for Development"26 In the last few decades, UNESCO programs have been focused in how culture should be at the centre of economic development in developed and especially in developing countries. One of the last attempts to foster that was the Hangzou Congress in 2013 in China. The final conclusion was: "Placing Culture at the Heart of Sustainable Development Policies"; a term coined by UNESCO in a variety of its programs wide world specially for developing nations and will give an account of the link between that term and street festivals as examples of a cultural industry. 27 25 Sennett, R. 2008. Reflections on the Public Realm in Bridge, G and Watson, S. A companion of the City. Blackwell Publishers. pp. 380-387. and described 9 main ideas to do so: Integrate culture within all development policies and Programmes; Mobilize culture and mutual understanding to foster peace and reconciliation; Ensure cultural rights for all to promote inclusive social development; Leverage culture for poverty reduction and inclusive economic development; Build on culture to promote environmental sustainability; Strengthen resilience to disasters and combat climate change through culture value; safeguard and transmit culture to future generations; Harness culture 26 Culture and Development. 2013. UNESCO- Culture. (Online) Available at: http://www.unesco.org/new/en/culture/themes/culture-and-development (Accessed 13 January 2014) 27 UNESCO. 2013. The Hangzhou Declaration. UNESCO- Culture. (Online). Available at: http://www.unesco.org/new/en/culture/themes/culture-and-development/hangzhou-congress/ (Accessed 13 January 2014). 12 as a resource for achieving sustainable urban development and management; Capitalize on culture to foster innovative and sustainable models of cooperation. 28 Landry (2008) also talks about the benefits of cultural industries in a city and how the creativity of those industries will foster economic development and social cohesion: "Culture can also strengthen social cohesion, increase personal confidence and improve life skills, improve people's mental and physical well-being, strengthen people's ability to act as democratic citizens and develop new training and employment routes".29 Florida (2003) shows the relationship between creativeness and development. His theory of human capital, called creative capital theory, shows how by fostering tolerance, high education levels and social adaptation to changes, a social class can help to develop their communities. This creative class and its idea of create "new forms of meanings"30 The bond between the cultural public sphere with democracy and the idea of an Open City, explained before, is also a seminal part of how through cultural manifestations, a society can develop and tackle social problems. are attached to the idea of UNESCO's Culture for development program. Case Studies: The Iberoamerican Theatre Festival of Bogotá and the "Rock al Parque" Festival This essay will present two cases studies of street festivals and its relation with the city and its sustainable development: The Iberoamerican Theatre Festival of Bogota (Festival Iberoamericano de Teatro de Bogotá) and The Rock al Parque Festival. Both represent two major fields in the cultural industries in Bogotá such as the performative arts and the music. 28 Ibid 29 Landry, C. 2008. The Creative City: A toolkit for Urban Innovators. Earthscan Editions. 30 Florida, M (2003). Cities and the creative class. (Online). Available at: http://uv.vuchorsens.dk/r/KAZ/Undervisning%202012-2013/GEOLOGI/B%C3%A6redygtighed/Befolkning%20og%20b%C3%A6redygtighed/GetFile.pdf (Accessed 13 January 2014). 13 Firstly the chapter will introduce a context of each festival and then discuss around 5 main axes how the two festivals help to development in specific ways. Iberoamerican Theatre Festival of Bogotá Declared in December 2013 as "cultural heritage of Colombia"31, The Ibero-American Theatre Festival of Bogotá is a biannual cultural event held in Bogotá and organized by the Fundación Teatro Nacional (National Theatre Foundation) an NGO dedicated to theatre with private and public funding. It is considered as one of the most important theatre festival in Latin America and the most significant cultural event in Colombia32 The history of the festival is in every sense "quixotic": Launched in 1988 when the country was immersed in drug-related violence and when the public institutions and the general idea of democracy were at crisis, Ramiro Osorio, a renowned cultural entrepreneur and Fanny Mikey, considered one of the icons of theatre and culture in Colombia, created the theatre Festival as a "Act of Faith" in order to promote culture as an answer to defeat the prevailing violence of those years. . It is important to mention somehow the significant role of the National Theatre Foundation in the conformation and development of the theatre in Colombia. Founded in 1981 by Fanny Mikey, an Argentinean émigré, with the play "El Rehén" nowadays has three major venues with a wide programme throughout the year as well as an art college a social programme for deprived communities and an international tours of their plays33 The first Ibero-American theatre festival, held from 25th march to 3th of April 1988, gathered 59 theatres companies from 21 countries with an estimated of no more than 100.000 spectators. In 2012, 26 years later, the festival had more than 3 million spectators and 200 theatres companies from 32 countries and 5 continents. 34 31El Espectador. 2013. Festival de Teatro de Bogotá, declarado patrimonio cultural de la Nación. El Espectador, (Online) (Last updated 11December 2013). Available at: . http://www.elespectador.com/noticias/bogota/festival-de-teatro-de-bogota-declarado-patrimonio-cultu-articulo-463508. (Accessed: 13 January 2014). 32 Cepeda, A .2010. FESTIVAL IBEROAMERICANO DE TEATRO DE BOGOTÁ- IMPACTO Y SUPERVIVENCIA. Instituto Complutense de CC Musicales. 33 Ibid 34 Ibid 14 The conception of the festival as a "carnival of the city" relies on the stress in the use of the public space: There are plays presented in the streets, plazas and parks from all over the city: From slums to rich areas covering all significance area of the city. In 2012, the festival presents 218 street plays in 4 major parks (Simón Bolívar, Tunal, Nacional y Plaza de Bolívar) 7 public spaces for street plays, 4 community centres, 2 big parades starting from the north of Bogota (Calle 80) until the Bolivar's Square, the biggest plaza in Bogotá. The Festival was in 11 out of the 21 districts of Bogota. In average, around 2, 5 millions of spectators participate in the festival. 35 "Rock al Parque" Festival In March 2012, Bogotá was chosen by the UNESCO as Creative City of Music along with European cities such as Bologna (Italy), Ghent (Belgium), Sevilla (Spain) and Glasgow (Scotland).36 This recognition is part of the strategy of the secretary of culture of Bogotá of positioning the city as a major culture hub in Latin-American especially in the music field. In recent years and after the creation of the central roadmaps namely the "Políticas Culturales Distritales 2004-2016"37 The link between urban public spaces and public festivals as cultural policies is more visible in the "Festivales al Parque" (Park Festivals) which consists in five annual free music festivals held in different times of the year and performed in important free venues and public parks. They are managed and executed by the Institute for arts in Bogotá (A sub division of the Secretary of Culture of Bogotá) "IDARTES". and the "Plan Decenal de Cultura 2011-2021" the music field and their relation with public spaces have being an important core of the cultural policies in Bogotá. There are 5 "festivales al parque" dedicated to the 5 most popular rhythms that conformed the music scene in the city: Hip Hop, Jazz, Colombia (traditional music) and Rock. Created in different years, the "Festivales al Parque" conforms a local identity and a cultural highlight of the city. 35 Ibid 36 Cultura y Entretenimiento. 2012. Bogotá fue declarada capital mundial de la música. EL TIEMPO. (Online). Available at: http://www.eltiempo.com/entretenimiento/musica/ARTICULO-WEB-NEW_NOTA_INTERIOR-11842506.html (Accessed 13 January 2014) 37 IDARTES. 2004. Políticas Culturales Distritales (Online) Available at: http://www.culturarecreacionydeporte.gov.co/sites/default/files/politicas_culturales_distritales_2004-2016.pdf (Accessed 13 January 2014). 15 The pioneer and the biggest in terms of audience of the "Festivales al Parque" is "Rock al Parque" a 3 days rock festival created in 1995 and hosted in the biggest public park of the city, Parque Simón Bolivar; it was organized by musicians Mario Duarte and Julio Correal as a strategy to create a bond between citizens of different socio economic background with the public space during the Antanas Mockus' mayor. The XVIII edition of the festival in 2012 congregated more than 70.000 people per day, making the Festival, the biggest public rock festival in Latin America in terms of audience38. Places for sustainable development: conclusions studies. Although each festival has its own characteristics a study conducted by Obgregón (2007) shows 5 main conclusions that "Rock al Parque" festival has brought to the city. In a similar study done for the Iberoamerican Theatre Festival, Cepeda (2010) also concluded that the festival helped the city in similar ways of the five elements of Obregon. Those five elements also share the same roots of the elements of Culture for Development by the UNESCO. This is an interesting discovery that shows how festivals if they are organized inside the language of Open City -Teatro Mundi (Sennett) and in the Cultural Public Sphere all share similar benefits: 38 Obregon, J. 2007. Desconfianza, civilidad y estética. Universidad Nacional de Colombia. Improve the image of the city Create a sense of identity Help to build an audience Visibilization of a minority group Tolerance and social cohesion. Box 2. Five mains benefit of the Iberoamerican Theatre Festival and Rock al Parque Festival to Bogotá. 16 1. Improve the image of the city Both festivals improve the image of the city, for both its inhabitants and foreigners audiences. Leguizamón, Moreno and Tibazisco(2013) have argued the relation between the festivals and the local economy especially in the touristic field: "Bogotá is a touristic destiny who takes advantage of its public festivals as an important opportunity to retain tourists interested in performing arts because they visit the city only one time. This advantage depends on quality improvements which tourist perceived around touristic products and services offered like: security, hospitality, environmental practices, mobility and connectivity."39 UNESCO (2001) has also states how cultural tourism has increased in recent years: In 2010, international tourism generated 919 billion dollars in export earnings. Emerging and developing countries accounted for 47 per cent of world international tourism arrivals and 36.9 per cent of world international tourism receipts in 2010. Cultural tourism presently accounts for 40 per cent of world tourism revenues. Taking into account the statistics of the monitoring centre for culture of IDARTES conducted in 2011 the percentage of tourist that visited the city exclusively to assist to "Rock al Parque" Festival were 16,16% compared to 6,03% in 199740. 2. Create a sense of identity Wyss (2012) states that for 17 days, "the Iberoamerican Theatre Festival transformed a chaotic metropolis like Bogotá (more than 8 million inhabitants) into a cultural Mecca", The general director of the Festival, Ana Marta de Pizarro also argues than the festival is "the carnival of the city, crime rates are significantly reduced and the general atmosphere of the dwellers is of great joy and party"41 39 Leguizamon, M; Moreno, E and Tobavizco N. 2013. Impacto turístico del Festival Iberoamericano de Teatro de Bogotá. (online) Available: . http://www.pasosonline.org/Publicados/11113/PS0113_06.pdf (Accessed 13 January 2014) 40 IDARTES. 2011. Observatorio de Culturas. (online) Available at: http://www.culturarecreacionydeporte.gov.co/observatorio/medAlparque.html. (Accessed 13 January 2014). 41 Wyss, J. 2010. Bogota theater festival: a bright mask for a once grim city. (Online) Available at: http://carpetbagbrigade.files.wordpress.com/2012/09/miami-herald-dios-callings-english1.pdf. (Accessed 13 January 2014) 17 Similar to Wyss, Obregon citing Cante(2007), says that the idea of Rock al Parque has brought a sense of "social cohesion through the construction of an identity of tolerance and coexistence. It creates a civil culture in the city"42. 3. Help to build an audience Obregon (2007) and Cepeda (2010) states that one of the most important benefits of Rock al Parque and the Iberoamerican Theatre Festival is that those events have helped to build an audience in music and performative arts respectively. In the case of Rock al Parque, the event helped to massify a genre that wasn't part of the mainstream in Colombia as Rock. According to IDARTES (2011), almost 60% of the audience that assisted to the Festival in 2011 has been to a different free rock concert. Almost 80% has already assisted to more than two versions of Rock Al Parque. Cepeda (2010) concludes that the Iberoamerican Theatre Festival has collaborate to "enrich the theatre market in the city and to put it in one of the top in Latin America". 65% of the public, who assisted to the Festival in 2010, has seen a play regularly outside the Festival, according to the study. 4. Visibilization of a minority group This point is connected to the last conclusion. By building an audience, the festivals helped to make visible an audience. In Rock al Parque an "underground culture" as the rock scene, stigmatized before as "antisocial, started to have a better image in the community. IDARTES (2011) indicates that 60% of the audience of Rock al Parque has been to a Rock Concert without any kind of stigmatization43. 5. Tolerance and social cohesion Another important point about the two festivals is regarding the social cohesion and zero violence culture that promotes. Cepeda (2010) is very emphatic describing the impact of the Iberoamerican Theatre Festival with the violence and crime rates in the city: 42 Obregon, J.2007. Desconfianza, civilidad y estética. Universidad Nacional de Colombia. 43 IDARTES. 2011. Observatorio de Culturas. (online) Available at: http://www.culturarecreacionydeporte.gov.co/observatorio/medAlparque.html. (Accessed 13 January 2014). 18 "The festival has contributed since its beginning to the peace process in Colombia. This festival dared to make public performatives acts in the streets when the crimes rates were really high. Those events had an amazing and significative success. One could say that in the 17 days of the festival, crimes and violence stops. Police informs that the crime rates during those two weeks are the lowest of the year."44 93,48% of the spectators of the 2011 "Rock al Parque" felt that the event help to promote a non-violence culture. Still, both festivals shares the unique values of the "Teatro Mundi": Every spectator is equal, no matter his race, gender, social class, etc. The rates of zero violent deaths in the history of both festivals are also an example of how those events are truly places for democracy and peace. Conclusion As it has been seen through the different chapters that conform this essay, the benefits of creating public cultural events in urban spaces bring, undoubtedly a notion of democracy and development. Although Habermas did not specifically discuss street festivals and public festivals in urban spaces as examples of his theory of both public sphere and the theory of communicative action, the essay helped to shape a theoretical background to such events according to Habermas's notions. In the end, the link between Cultural Public Spaces and the UNESCO definition of Culture for Development was an interesting discovery that is worthwhile to keep researching. As mentioned in the introduction, the aim of the essay was to create a structure to understand the Iberoamerican Theatre Festival and the Rock al Parque Festival as examples of cultural public sphere and based on that give an account of the relationship between those spaces and the idea of development. Culture and Cultural manifestations are always moving and changing as society itself. Street Festivals are manifestations that definitely have to be fully addressed. All the rich variety of characteristics that those kinds of events possesses as the essay presented, make them a unique type of cultural products. Could culture transform a society? Definitely. Not only culture transformed society but improves it. Bogota is a better city, with more possibilities with events like the ones studied. In the future, and as part of a cultural policies plan, More events such those, should be created. This is the only recommendation of this essay toward the future, taking into account 44 Cepeda, A .2010. FESTIVAL IBEROAMERICANO DE TEATRO DE BOGOTÁ- IMPACTO Y SUPERVIVENCIA. Instituto Complutense de CC Musicales. 19 that the existing legislation "protect" the two festivals, that in the end, are part of the cultural heritage of the city and the nation. 20 Appendix Photos a. Iberoamerican Theatre Festival45 45 All photos: Humar, Z., 2012. En fotos, Bogotá y su fiesta de las mil caras. [electronic print] Available at: http://www.bbc.co.uk/mundo/video_fotos/2012/04/120405_fotos_galeria_festival_teatro_bogota_aw.shtml [Accessed 12 January 2013]. 21 22 b. Rock al Parque Festival46 46 All photos: Lopez, J., 2013. Bogotá Rock al Parque. [electronic print] Available at: http://tinyurl.com/oabvlmt [Accessed 12 January 2013]. 23 24 Bibliography • Cepeda, A. 2010. 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In this dissertation, we are mainly interested in the interactions between poverty and one of its greatest dimensions1, namely health. More specifically, we will focus on their inequalities: does poverty inequality have more effect on poverty than health level? Does health inequality matter to poverty? Poverty and health are two related concepts that both express human deprivation. Health is said to be one of the most important dimensions of poverty and vice-versa. That is, poverty implies poor health because of a low investment in health, a bad environment and sanitation and other living conditions due to poverty, a poor nutrition (thus a greater risk of illness), a limited access to, and use of, health care, a lower health education and investment in health, etc2. Conversely, poor health leads inevitably to poverty due to high opportunity costs occasioned by ill-health such as unemployment or limited employability (thus a loss of income and revenues), a lower productivity (due to loss of strength, skills and ability), a loss of motivation and energy (which lengthen the duration of job search), high health care expenditures (or catastrophic expenditures), etc3. But what are the degree of correlation and the direction of the causality between these two phenomena? Which causes which? This is a classic problem of simultaneity that has become a great challenge for economists. Worst, each of these phenomena (health and poverty) has many dimensions4. How to reconcile two multidimensional and simultaneous events? 1 Aside the income-related material deprivation. 2 Tenants of the ?Absolute Income? hypothesis for instance show that absolute income level of individual has positive impact on their health status (Preston, 1975; Deaton, 2003). Conversely, lack of income (and the poverty state it implies) leads unambiguously to poor health. For other authors, it is not the absolute level per se, but the relative level (i.e. comparably to others in the society) that impacts most health outcomes. This is the ?Relative Income? hypothesis (see van Doorslaer and Wagstaff, 2000, for a summary). 3 See Sen (1999) and more recently Marmot (2001) for more information. 4 Poverty could be seen as monetary poverty, human poverty, social poverty, etc. Identically, one talks of mental health, physical health, ?positive? and ?negative? health, etc. So a one-on-one causality could not possibly exits between the two, or will be hard to establish. We?ve chosen the first way of causality: that is, poverty (and inequality) causes poor health. As justification, we consider a life-cycle theory approach (Becker, 1962). An individual is born with a given stock of health. This stock is supposed to be adequate enough. During his life, this stock is submitted to depreciation due to health shocks and aging (Becker?s theory, 1962). We could think that the poorer you are, the more difficult is your capacity to invest in your health5. Empirically, many surveys (too numerous to be enumerated here) show that poor people6 do have worse health status (that is, high mortality and morbidity rates, poor access to health services, etc.). It has been established that poor children are less healthy worldwide, independently of the region or country considered. It is generally agreed that the best way to improve the health of the poor is through pro-poor growth policies and redistribution. Empirically, one of the major achievements of these last two decades in developing countries is the improvement in health status of populations (notably the drop in mortality rates and higher life expectations) following periods of (sustained) economic growth. However, is this relation always true? In some countries as we will see later in this thesis, while observing an improvement in the population?s welfare, the converse is observed in its health status, or vice versa. If health and poverty are so closely related, they should theoretically move in the same direction. But the fact that in some countries we observe opposite trends suggests that some dimensions of health and poverty are not or may not be indeed so closely related, as postulated, and that they may depend of other factors. 1. The Purpose of the Study. 5 Another justification is that many authors have studied the problem the other way. Schultz and Tansel (1992, 1997) for instance showed that ill-health causes a loss of revenues in rural Cote d?Ivoire. Audibert, Mathonnat et al. (2003) also showed that malaria caused a loss of earnings of rural cotton producers in Cote d?Ivoire. 6 Usually defined from some income or expenditure-related metric or some assets-based metric. The ultimate goal of our dissertation in its essence is to measure inequality in health7 in developing countries using mainly Demographic and Health Surveys (DHS, henceforth)8. It deals with interactions between poverty and one of its greatest dimensions, putting aside the income-related material deprivation, namely health. It therefore measures inequality in health status and access to health and discusses which policies should be implemented to correct these inequalities. That is, it aims to see how much rich people are better off and benefit from health interventions, as compared to the poor, and how to reduce such an inequality. The present dissertation contains four papers that are related to these questions. Our main hypothesis (that will be tested) is that poverty impacts health through inequality effects9. Graphically, we can lay these simple relationships as: The dashed line in the figure above suggests that income inequality could impact health directly. But we consider that this direct effect is rather small or negligible, as compared to the indirect effect through inequality in health. Therefore, inequality in health is central to our discussion. To measure inequalities in health, we face three challenges: 7 And corollary health sanitation (access to safe water, toilet and electricity). Though electricity is more a measure of economic development that health measure per se, we add it here as a control for sanitation and nutrition: for example women could read more carefully the drugs? notices, or warm more quickly foods; more generally, electricity often improves the mental and material wellbeing of households. It also conditions health facility?s performance. 8 And potentially other surveys. In this case, we mention explicitly the survey(s). 9 The other important factor that could impact health is the performance of the health system. This is discussed in the Chapter 3. Health Assets Inequality Health Inequality Poverty (Assets Index) - measuring welfare (income metric) and subsequently inequality in welfare, - measuring health, - and measuring inequality in health. The measurements can be conducted using two approaches (Sahn, 2003): - Directly by ranking the households or individuals vis-à-vis their performance in the health indicator; we thus have a direct measure of inequality in health. This is suitable when the health indicator is continuous (such as weight, height or body mass index). According to Prof. David E. Sahn, that approach ?which has been referred to as the univariate approach to measuring pure health inequality, involves making comparisons of cardinal or scalar indicators of health inequality and distributions of health, regardless of whether health is correlated with welfare measured along other dimensions?. - Indirectly by finding a scaling measure such as consumption or income or another indicator (assets index for instance)10 that would help ranking the households or individuals (from the poorest to the richest), and see what are their performance in the health variable of interest. We are therefore measuring an indirect health inequality. The indirect method is mostly suitable when the health indicator is dichotomous (for example whether the individual has got diarrhoea last 2 weeks, or ?have the child been vaccinated?, or ?place of delivery?) or is a rate (such as child mortality). Again, quoting Prof. Sahn, ?making comparisons of health across populations with different social and economic characteristics is often referred to in the literature as following the so-called `gradient? or `socioeconomic? approach to health inequality. Much of the motivation for this work on the gradient approach to health inequality arises out of fundamental concerns over social and economic justice. The roots of the gradient will often arise from various types of discrimination, prejudice, and other legal, social, and economic norms that may contribute to stratification and fragmentation, and subsequently inequality in access to material resources and various correlated welfare outcomes?. While the first method would appear quickly limited for dummy or limited categorical health variables because of the small variability in the population, the second approach could also be 10 Or more generally any other socioeconomic gradient such as education, gender or location. impossible when no information is available to scale the units of observation in terms of welfare. We?ll be mostly focusing on the second approach, as did many health economists, and also due to the nature of the DHS datasets in hand and the indicators that we are investigating. 2. Strategy, Methods and Structure. Measuring wealth-related inequality in health implies in the first stage defining and characterizing the poor. Who are indeed the poor? Traditionally, monetary measures (income or consumption) have been used to distinguish households or people into ?rich? and ?poor? classes. Indeed, it is agreed that the ?incomemetric? approach is one of the best ways to measure welfare11. However, it sometimes, if not often, happens that we lack this essential information in household survey datasets. Especially in our case, the DHS datasets do not have income nor consumption information. Then, how to characterize the poor in this situation? For a long time, economists have eluded the question. But soon, it became evident that an alternative measure is needed to strengthen the ?poverty debate?. In the first part of our dissertation, we start by providing a theoretical framework to find a proxy for wellbeing, in the case where consumption or income-related data are missing, namely by discussing the use of assets as such a proxy. The first part of this thesis is relatively long, as compared to the second. However, this is justified, due to its purpose. The goal of the first part of the dissertation is to participate to the research agenda on poverty. It attempts to measure it in a ?non traditional?12 way. 11 There is a consensus in the economic literature that income is more suitable to measure wealth or welfare in developed countries while consumption is more adequate for developing ones due to various reasons such as irregularity of incomes for informal sector, seasonality, prices, recall periods, trustworthy, etc. (see Deaton 1998 for detail). 12 i.e. a non monetary way. The main rationale for this first part therefore is thus to find a new, non monetary measure to characterize in best, life conditions, welfare and then the poor. This measure is referred to as the ?assets index?. Indeed, as the majority of developing countries are engaged more and more in fighting poverty, inequality and deprivation, more and more information on the state of poverty13 is needed. If in almost all these countries, many household surveys have been implemented to collect information on socioeconomic indicators, the major indicator that is needed to analyze poverty (namely income or consumption data) is unfortunately not often collected due to various reasons (time, cost, periodicity, etc.). Even, if they were collected, the quality of the data is often poor. Therefore, economists tend to rely more on other indicators to compensate for the absence of monetary measures. One of the indicators often used are the assets owned by households. The question arose then how to use these assets to characterize the poor in this context? How to weight each of them? In a first attempt, many economists built a simple linear index by assigning arbitrary weights to the assets14. In a seminal paper, Filmer and Pritchett (2001) propose to construct the so-called ?assets index? which could be used as a proxy for consumption or income. It is commonly agreed that their methodology follows a ?scientific? approach, thus is more credible. In their case, they use a Principal Component Analysis (PCA, henceforth) to build their assets index. Since, many other economists have followed in their footsteps which we label in our dissertation, the ?material? poverty approach (as opposed to the monetary one) since it is based on materials (goods and assets) owned by the households or individuals. Because of the importance of the subject (poverty) and because the method is pretty new and original, this first part of our thesis is as said quite long as compared to the second one and has two papers which focus mainly on poverty and inequality issues and their connections with economic growth. In this part, we start by presenting a methodology of measuring non monetary (material) poverty, when a consumption or income data is not available. We show how one can obtain robust results using assets or wealth variables. Once the method is clearly 13 And more generally welfare. 14 For example a television is given a weight of 100, a radio 50, and so on. But this is clearly not a `scientific? way to proceed, as there is no rational ground in giving such weights. tested and validated, it is then confronted to real data. We show that the index shares basically the same properties with monetary metrics and roughly scales households in the same way as does the consumption or income variables. We discuss the advantages and also the limitations of using the assets index. The important thing to bear in mind is that, once it is obtained, it could be used to rank the observational units by wealth or welfare level. - The first chapter defines in a first section poverty and how it is usually measured (by the income metric approach). We discuss the limitations of the use of income/expenditure and what could be alternative measures. We then propose in section 2 the assets metric as a proxy for poverty measurement and test the material poverty approach on international datasets collected by the DHS program. We explore the material poverty and inequality nexus in the world and how Sub-Saharan Africa (SSA)15 compares with other regions. We show, using that index and DHS data, that poverty, at least from an assets point of view, was also decreasing in SSA as well as in other regions of the world. This result contrasts with other findings such as Ravallion and Chen (2001) or Sala-i-Martin (2002) that show that, while other regions of the world are experiencing a decline in their (monetary) poverty rates, SSA is lagging behind, with rates starting to rise over the last decade. Therefore, two different measures of welfare could yield opposite results and messages in terms of policies to implement to combat poverty. Moreover, the method we use not only allows observing changes over time for each country, but also provides a natural ranking among countries (from the poorest to the richest). In this chapter, aside the measure of welfare and poverty, we also discuss in a final section the impact of demographic transition on economic growth and therefore on poverty. Indeed, demographic transition is a new phenomenon that is occurring in developing countries, especially African ones. Its negligence could lead to underestimating poverty measures (both material and monetary) by underestimating real economic growth rates. We show that changes in the composition and the size of households put an extra-pressure on the development process. While traditional authors have not considered the impact of these 15 SSA countries are Benin, Burkina Faso, Central African Republic, Cameroon, Chad, Comoros, Republic of Congo, Côte d?Ivoire, Ethiopia, Gabon, Ghana, Guinea, Kenya, Lesotho, Madagascar, Malawi, Mali, Mauritania, Mozambique, Namibia, Niger, Nigeria, Rwanda, Senegal, South Africa, Tanzania, Togo, Uganda, Zambia and Zimbabwe. The ?rest of the world? is represented by Armenia, Bangladesh, Bolivia, Brazil, Colombia, Dominican Republic, Egypt, Guatemala, Haiti, Honduras, India, Indonesia, Kazakhstan, Kyrgyz Republic, Moldova, Morocco, Nepal, Nicaragua, Pakistan, Paraguay, Peru, Philippines, Turkey, Uzbekistan, Vietnam and Yemen. changes, we show that taking this into account implies higher economic growth rates than those actually observed or forecasted. - Once the assets index approach is established and tested on international data, the question arose how it performs as compared to the monetary metric. Indeed, if monetary measures remain the reference, then our assets index should share some common properties with them. The second chapter assesses the trends in material poverty in Ghana from the assets perspective using the Core Welfare Indicators Questionnaires Surveys (CWIQ). It then compared these trends with the monetary poverty over roughly the same period. We show that the assets index could be used and yields the same consistent results as using other welfare variable (such as income, consumption or expenditure). Therefore, using two consecutive CWIQ surveys, we find that material poverty in Ghana has decreased roughly by the same magnitude as monetary one, as found in other studies by other authors such as Coulombe and McKay (2007) using Ghanaian GLSS16 consumption data. Thus, this chapter could thus be viewed as providing the proof that the material and the monetary approaches could be equivalent. The second part of our dissertation seeks how to define and measure health and inequality in health. While the definition of health is not obvious, we propose to measure it with child mortality rates. Our main rationale in doing so is that low child mortality generates, ceteris paribus, higher life expectancy17, thus is an adequate measure of a population?s health. This may not be true in areas devastated by wars, famines, and HIV and other pandemics where child mortality could be high (in this case, the best measure should be life expectancy by age groups). Also, the reader should bear in mind that in fact, child mortality could be itself is a good indicator for measuring the (success of the) economic development level of a society as a whole (Sen, 1995), mainly because in developing countries, child mortality is highly correlated to factors linked to the level of development such as access to safe water, sanitation, vaccination coverage, access to health care, etc. - In the third chapter, we focus on measuring overall population?s health. For this, we estimate child mortality in SSA and compare it to the rest of the world. We explore the 16 Ghana Living Standard Surveys. 17 By construction, life expectancy at birth is highly correlated and sensitive to child mortality (it is based on child mortality rates for various cohorts). Lower child mortality rates lead to higher life expectancy and vice versa. determinants of child mortality using mainly a Weibull model and DHS data with socioeconomic variables18 as one of our major covariates. The use of the assets index information is to see how these quintiles behave in a multivariate regression framework of child mortality (i.e. how they affect child mortality). We find, among others, that mother?s education and access to health care and sanitation are one of the strongest predictors for child survival. Controlling for education and other factors, family?s wealth and the area of residency do not really matter for child survival in SSA, contrasting with results found elsewhere. - The fourth and last chapter answers the ultimate goal of this dissertation, that is, the scope of health inequalities in the developing world, particularly in SSA. It uses the factor analysis (FA) method of Chapter 1 to rank household according to their economic gradient status19 and then studies inequalities in various health indicators in relation with these groups. The intention is to analyze inequality rates between rich and poor for various health variables. In this chapter, we concentrate solely on inequality issues in health and health-related infrastructures and services. Mainly, we analyze inequality in access to sanitation infrastructures (water and electricity20) and various health status and access to health indicators (such as child death, child anthropometry, medically assisted delivery and vaccination coverage) using a Gini and Marginal Gini Income Elasticity approach (GIE and MGIE, henceforth) on one hand, and the Concentration Index (CI) approach on the other. Results show that, while almost all countries have made great efforts in improving coverage in, and access to, these indicators, almost all the gains have been captured by the better-offs of the society, especially in SSA. We extend the analysis to compare GIE estimates to those of CI and find consistent results yielding quite similar messages. 18 Quintiles groups derived from an assets index. 19 By grouping usually households in 5 quintiles from poorer to richer ones. 20 On the rationale of using electricity, see footnote 7 above. 3. Results and Policy Implications. As said above, the major goal in conducting this thesis research is to analyze inequality in health status, health care and health-related services using DHS data. To reach our objective, we follow two intermediate steps: - For assets poverty, results show that assets poverty and inequality are decreasing in every region of the world, including Sub-Saharan Africa. This tends to support our hypothesis that, contrary to common beliefs, African households use assets and building ownerships as saving tools and buffer to economic shocks. The first paper also shows however that the demographic transition actually occurring in developing countries could impede on economic growth and trigger a bullet on policies aiming at combating poverty. - Our third paper shows that child mortality is decreasing in all parts the world. However, the 1990s and early 2000s have been a lost decade for the African continent where many countries have witnessed an increase in rates that is mostly attributable among other factors to the economic and financial turmoils of the 1990s and early 2000s and the HIV epidemic. Our hypothesis is that these phenomena have destabilized the organization of the health care system, cut its funding and hampered its performance. High levels of health inequality can also be part of the puzzle. Coming back to the particular case of HIV/AIDS, the reader should observe that it affects more and more the less poor so that it can also lead to a decline in assets inequality (richer people are dying) along with an increase in child mortality and thus explain in great part our paradox. This setback (the rise in mortality over recent periods despite poverty reduction) will make impossible for these countries to reach the millennium development goals, at least for child mortality. The conclusion to this is that African population?s health has been stagnant over the period 1990-2005. Regression analysis reveals no strong correlation between our measure of welfare (assets index) and child mortality. More important are mothers? education and access to health care and sanitation services. - Finally, our inequality estimates show that they are quite high for all indicators considered. For ill-health indicators (child malnutrition and death), rates are excessively concentrated in poor and rural groups. Concerning access to health care services, rich and urban groups tend to be more favoured than poor and urban ones. But the high level of inequality tends to be reducing at the margin over time, as the poor have increasing access. Finally for access to sanitation services, results show that while the majority of countries have made substantial efforts to increase coverage on the first two periods, the rich and urban classes have benefited more and inequality (which is at high levels) tends to rise at the margin over time, especially for the poor. More preoccupying is the fact that rates are falling between 1995-2000 and 2000-2005, probably because of the privatization of these services and the new costs they impose on households. Overall, inequality in all variables considered is more pronounced in SSA than the rest of the world (expect for death and malnutrition). The sub-continent is still disadvantaged in terms of access to services or ill-health. Where to go from here? In the African sub-continent, we have the following picture: a decreasing (material) poverty and inequality but coupled with a stagnant child mortality situation, a stagnant or increasing malnutrition. This is mostly due to high levels of, and an increasing inequality at the margin in access to sanitation and electricity services coupled with a decreasing access to these services. Thus, despite the fact that we observe a decreasing inequality at the margin in access to health care (even though the average level of inequality is still high) the missing link in health-related services coupled with an overall high inequality in these two types of services hugely impact child health and survival. Therefore, as access to health care services and health-related sanitation services is essential to child survival, our findings call for vigorous policies to promote access of the poor groups and rural areas to these services. African Governments should continue to favour access of the poor to health care and reverse the inequality trends in access to water, sanitation and electricity. This is vital for the health of the population and for the development of Africa. Funding can come from various sources: the Government Budget, International Assistance but also from households themselves (since the first part of our thesis has demonstrated that they are getting richer (and various surveys show that they are willing to pay for quality health care), an adequate fees policy could benefit to the health care system). Measures should be put in place to strengthen the performance of the health system and to mitigate the negative effects of macroeconomic imbalances, economic crises and HIV/AIDS. Only on these conditions the Sub-Continent could hope to eradicate poverty and promote health for all. 4. Contribution of this Thesis. This thesis seeks to analyze empirically the inequality in health and access to health in SSA and how this region compared to the rest of the world. To do so, it develops a new method to characterize poor households and to analyze assets-based poverty, when the monetary measure is unavailable. Such a method is indeed necessary as almost all developing countries have collected many surveys that lack the consumption or income information. Once a poverty measure and a correct measure of health have been found, and their core determinants clearly established, we then proceed to the health inequality analysis, along with its determinants, using two methodologies: the traditional CI and the more recent GIE approaches. These approaches have been the mostly used to explore the inequality in health and access to health these last years. Though already studied in the literature, and sometimes applied on DHS or some groups of DHS datasets, our dissertation differs in its purpose and scope and its large scale. No paper to our knowledge used the totally to-date freely available DHS datasets to study poverty and inequality topics and provide basic statistics. Our main contribution is to shed a new light on the welfare-inequality-health nexus in Africa, how it evolves over time and how it compares to other regions around the world, using all available information. It also put numbers on various important socioeconomic indicators such as poverty, inequality, child health and mortality, access to health-related infrastructures, etc., for developing countries, especially African ones. As we sometimes lack these important information, this thesis proves finally to be a very useful exercise. ; Cette thèse part d'un postulat simple : « l'amélioration du niveau de vie s'accompagne de l'amélioration de l'état de santé générale d'une population » et teste sa validité dans le contexte de l'Afrique au Sud du Sahara (ASS). Si cette hypothèse se vérifie en général dans le contexte de l'ASS en ce qui concerne le niveau (plus le pays est riche, plus sa population est en bonne santé), il l'est moins en ce qui concerne les dynamiques, du moins à court et moyen terme. Notamment, les pays qui connaissent une amélioration tendancielle de bien-être matériel ne connaissent pas forcément une amélioration de la santé de leurs populations. Ceci constitue un paradoxe qui viendrait invalider notre postulat. En écartant tout effet de retard ou de rattrapage qui pourrait l'expliquer car nous travaillons sur une période de 15 ans réparties en 3 sous-périodes (1990-1995, 1995-2000 et 2000-2005), nous expliquons ce paradoxe, toutes choses égales par ailleurs, par deux canaux principaux qui peuvent interagir : - la performance du système de santé et - l'inégalité en santé. Si le premier est plus évident mais aussi plus difficile à prouver empiriquement du fait du manque de données sur des séries longues, ou du fait que ces données sont trop agrégées et éparses, le second canal est testable avec des bases de données adéquates qui, elles, sont disponibles au niveau microéconomique (ménages). Les bases de données que nous avons privilégiées sont les Enquêtes Démographiques et de Santé (EDS) du fait de leur comparabilité dans l'espace et le temps (mêmes noms de variables standardisées, même méthodologie d'enquête, mêmes modules, etc.). Ces atouts sont d'autant plus importants que les comparaisons de pauvreté et de bien-être basées sur les enquêtes de revenus ou de consommation butent sur de sérieux problèmes à savoir la comparabilité de ces enquêtes (méthodologies différentes, périodes de rappel différents, prix souvent non collectés de la même manière, etc.). Pour montrer ces effets de l'inégalité de santé sur les niveaux et les tendances de la santé des populations et la pauvreté et le bien-être, nous avons axé notre recherche autour de 3 axes principaux : 1- Comment mesurer le niveau de richesse et donc le bien-être des ménages en l'absence d'information sur la consommation et le revenu ? Les chapitres 1 et 2 de notre thèse se penchent sur cette question. Nous avons privilégié, à l'instar de plus en plus d'économistes, l'utilisation des biens des ménages et les méthodes de l'analyse factorielle et d'analyse en composantes principales pour construire un indice de richesse. Cet indice de richesse est pris comme un substitut du revenu ou de la consommation et sert donc de proxy pour la mesure du bien-être. Bien qu'il comporte quelques lacunes (notamment le fait qu'il ne concerne que les biens matériels et durables du ménage alors que la consommation ou le revenu sont des concepts plus globaux de bien-être, il ne prend pas en compte les préférences des ménages, il ne comporte aucune notion de valeur car le prix n'est pas pris en compte, de telle façon qu'une petite télévision en noir blanc vieille de vingt ans est mise au même niveau qu'un grand écran plasma flambant neuf, etc.), il n'en demeure pas moins que d'un côté, avec les EDS, il n'y a pas moyen de faire autrement en l'état actuel des choses, mais aussi et surtout parce que ces données permettent d'éviter les problèmes évoqués plus haut, notamment celui de la comparabilité des données pour faire de la comparaison spatiale et inter-temporelle des données en matière de pauvreté. Dans le premier chapitre, en nous basant sur cet indice et une ligne de pauvreté définie a priori à 60% pour la première observation dans notre échantillon (Benin, 1996), et en utilisant les données EDS et une analyse en composantes principales (ACP), nous avons pu mesurer la tendance de la pauvreté dite « matérielle » (en opposition à la pauvreté monétaire, basée sur la métrique monétaire). Cette méthode qui est privilégiée par des auteurs comme Sahn et Stifel est d'autant plus intéressante qu'elle donne non seulement les tendances de la pauvreté dans chaque pays, mais elle permet aussi une classification naturelle de ces pays par ordre de grandeur de pauvreté. Cependant, dans la mesure où les biens des ménages et la dépenses de consommation sont disponibles, l'analyste devrait estimer les deux types de pauvreté (matérielle via l'indice de richesse et monétaire via le revenu ou la consommation) car les études montrent souvent que les biens matériels et la consommation ou le revenu ne sont pas très bien corrélés, et donc le choix de l'indicateur de bien-être est crucial en termes de politiques économique et de santé. En effet, si l'indicateur sous-estime le vrai niveau de pauvreté ou d'inégalité (ou les surestime), les dépenses publiques qui en résultent peuvent être plus ou moins surévaluées, de même que les réponses apportées se révéler inadéquates. Donc dans la mesure du possible, il conviendrait de se pencher sur la question du choix de l'indicateur. Les résultats de notre méthodologie montrent que l'ASS reste la région la plus pauvre du monde en termes de possession d'actifs. La région orientale de l'ASS est la plus pauvre au monde (75%) suivie de l'Asie du Sud (64%), le Sud de l'ASS (61%), l'Afrique Centrale (57%), l'Afrique de l'Ouest (55%), l'Asie de l'Ouest (40%), l'Asie du Sud-Est (19%), l'Amérique Latine (18%), les Caraïbes (17%), l'Afrique du Nord (6%), l'Asie Centrale (2%) et l'Europe de l'Est (1%). Notre analyse nous montre que la pauvreté baisse dans l'ensemble des pays Africains au Sud du Sahara (sauf la Zambie), à l'instar des autres pays du monde dans l'échantillon. En effet, en considérant les trends, nous voyons que la moyenne de l'ASS passe de 63% de pauvreté matérielle entre 1990-1995 à 62% en 1995-2000 et 58% entre 2000 et 2005. La baisse est modeste et lente mais non négligeable et surtout, elle est en accélération sur les 2 dernières périodes. Mais elle demeure toutefois beaucoup plus marquée dans le reste du monde. Concomitamment à la baisse de la pauvreté, nous observons aussi une baisse de l'inégalité. Nous terminons ce chapitre par une réflexion sur l'effet de la transition démographique sur la croissance économique et la pauvreté en ASS et dans les autres pays en développement. En effet, la chute de la fertilité et de la mortalité couplées à un exode rural font que le nombre de famille se démultiplie du fait de la transition vers des tailles plus réduites. Ceci impose plus de contraintes (et donc peut avoir un impact négatif) sur la croissance économique et risque de sous-estimer le niveau réel de pauvreté. Il convient, une fois que la pauvreté matérielle et ses tendances ont été bien calculées avec les biens durables (et la transition économique prise si possible en compte), de tester la validité de cette méthode en la confrontant avec les résultats issus de l'analyse monétaire de la pauvreté. Les EDS ne comportant pas données d'information sur la consommation, nous nous sommes tournés vers une autre source de données. Dans le chapitre 2, nous avons testé la robustesse de notre méthode dans le cas particulier du Ghana, en utilisant les enquêtes du Questionnaire Unifié sur les Indicateurs de Base de Bienêtre (QUIBB), et en confrontant les résultats issus de la méthode ACP avec ceux issus de la méthode traditionnelle monétaire et trouvons grosso modo les mêmes résultats (10% de baisse avec la méthode monétaire traditionnelle et 7% avec notre méthode sur la période 1997- 2003). Ceci valide donc le fait que la méthode que nous proposons (à savoir, mesurer le bienêtre et la pauvreté par les biens durables des ménages) est tout aussi valide que la méthode plus traditionnelle utilisant des métriques monétaires. Une analyse fine dans le cas du Ghana montre que la baisse de la pauvreté est due à une croissance économique particulièrement pro-pauvre mais aussi à des dynamiques intra et intersectorielles (réallocation des gens des secteurs moins productifs vers ceux plus productifs) et aussi une forte migration des campagnes vers les villes. Nos simulations montrent que les migrants ruraux ont aussi bénéficié de cette croissance dans les villes où ils trouvent plus d'opportunités. 2- Une fois établie que la pauvreté est en recul en ASS, nous avons voulu mesurer la tendance de la santé de sa population (approximée par les taux de mortalité infantile et infanto-juvénile). Nous discutons dans le chapitre 3 de trois méthodes pour estimer et comparer les taux de mortalité des enfants : - la méthode des cohortes fictives (sur laquelle l'équipe de l'EDS se base pour estimer les taux « officiels » de mortalité), - la méthode non paramétrique (Kaplan et Meier) que privilégient un certain nombre d'économistes et - la méthode paramétrique (Weibull) de plus en plus utilisée pour sa souplesse et sa robustesse. Les deux premières méthodes ont tendance à sous-estimer le vrai niveau de mortalité et de ce fait nous avons privilégié le Weibull. De plus, avec cette dernière, nous pouvons évaluer l'effet de chaque variable spécifique (comme l'éducation ou l'accès à l'eau) sur le niveau de mortalité. Une étude des déterminants de cette mortalité montre qu'outre l'effet attendu de l'éducation des mères, l'accès aux infrastructures de santé (soins médicaux et surtout prénataux durant et lors de l'accouchement) et sanitaires (accès aux toilettes et dans une moindre mesure à l'eau potable) en sont les principaux facteurs. L'effet de richesse joue peu en ASS (mais pas dans le reste du monde), une fois que nous contrôlons pour le lieu de résidence (urbain) et le niveau d'éducation. Ce résultat nous surprend quelque peu, même s'il a été trouvé dans d'autres études. Ensuite, nous avons calculé la mortalité prédite des enfants. De toutes les régions du monde, l'ASS a le niveau de mortalité le plus élevé (par exemple en moyenne 107 décès pour la mortalité infantile contre 51 pour le reste du monde, soit plus du double). Ce résultat était toutefois attendu. Par contre nous avons été quelque peu surpris en ce qui concerne les tendances. Le constat est que sur les 15 ans, la mortalité des enfants a très peu ou pas du tout baissé dans le sous-continent africain (et est même en augmentation dans certains pays, alors qu'ils enregistrent une baisse de la pauvreté matérielle sur la même période). En moyenne, considérant les enfants de moins d'un an, les taux sont passés de 95%o à 89.5%o pour remonter à 91.5%o pour les 3 périodes 1990-1195, 1995-2000 et 2000-2005. Ainsi sur 15 ans, la mortalité infantile n'a baissé que de 3 points et demie en moyenne et surtout, elle remonte sur la période 1995-2005. Un examen des taux de malnutrition des enfants confirme ces tendances. On pourrait dire que ces résultats sont plutôt encourageants et normaux si on fait une analyse d'ensemble du sous-continent. En effet pour l'ensemble de l'ASS, cette légère baisse semble en conformité avec la baisse de 5 points des taux de pauvreté matérielle (63% en 1990-1995 à 58% en 2000-2005). Mais l'ordre de grandeur est faible en termes de magnitude, et surtout si compare au reste du monde où on observe une baisse de la mortalité beaucoup plus conséquente. Mais c'est l'arbre qui cache la forêt. Une analyse plus fine par pays montre en effet une situation plus contrastée. Notre postulat de départ nous dit que sur une période suffisamment longue, une amélioration de bien-être s'accompagne d'une amélioration de la santé. Or on constate que certains pays qui connaissent une baisse de la pauvreté matérielle connaissent également une recrudescence de la mortalité des enfants. Pour une même année, ce résultat peut être normal, traduisant un simple décalage pour que l'amélioration de bien-être se traduise par un meilleur état de santé de la population. Mais à moyen terme (période de 5 ans), nous observons la même absence d'effet. Nous sommes donc face à un paradoxe qu'il nous faut comprendre et tenter d'expliquer. Une des pistes pour comprendre ces résultats est d'analyser la performance des systèmes de santé en Afrique. Les facteurs qui expliquent notamment cette performance sont : des facteurs « classiques » comme la performance économique des périodes passées, les montants et l'allocation des dépenses de santé, l'organisation des systèmes de santé, la baisse de la fourniture de services de soins de santé (vaccination, assistance à la naissance, soins prénataux, soins curatifs, .), la malnutrition, le SIDA, les guerres, la fuite des cerveaux notamment du personnel médical, etc., à côté de facteurs plus « subtils » ou ténus car moins saisissables comme les crises financières des années 1990s qui ont plombé certaines des économies de la sous-région, la qualité des soins, la corruption et les dessous-de-table, l'instabilité de la croissance économique (même si elle est positive), etc. La seconde voie que nous examinons pour expliquer le manque de résultat en santé dans certains pays concerne l'inégalité en santé et ceci fait l'objet de notre dernier chapitre. 3- Expliquer l'absence de lien entre santé et pauvreté dans certains pays de l'ASS : l'effet de l'inégalité en santé. Dans le chapitre 4, nous émettons l'hypothèse que le fort niveau d'inégalité dans l'accès aux services de santé et d'assainissement couplé à la faible performance du système de santé (avec en toile de fond l'impact du Sida) peuvent servir à expliquer en partie notre paradoxe. Nous considérons deux types de services : - soins de santé (vaccination, assistance médicale à la naissance et traitement médical de la diarrhée) et - hygiène et assainissement (accès à l'eau potable et à l'électricité, accès aux toilettes propres). Le choix de ces services est motivé par le fait que le modèle Weibull dans le chapitre 3 nous montre que toutes choses égales par ailleurs, ils sont cruciaux pour la survie des enfants, en particulier en Afrique. Les niveaux d'accès montrent une baisse tendancielle des taux pour les services de santé (surtout pour la vaccination) et une légère augmentation de l'accès à l'électricité et dans une moindre mesure à l'eau potable. L'accès aux toilettes propres demeure un luxe réservé à une petite fraction de la population. Pour les calculs d'inégalité, nous considérons deux indicateurs: - l'indice de concentration (pour mesurer le niveau moyen d'inégalité) - et l'élasticité-revenu du Gini (inégalité « à la marge » quand le revenu d'un individu ou d'un groupe augmente d'un point de pourcentage). Globalement, les pays d'ASS ont un niveau d'inégalité beaucoup plus élevé comme on s'y attendait par rapport au reste du monde. Pour les tendances, nous remarquons que l'inégalité marginale s'accroît pour les services d'assainissement (eau, toilette et électricité), mais qu'elle diminue pour les soins de santé. En ce qui concerne l'inégalité moyenne, elle indique une disproportion dans l'accès des classes riches par rapport à celles pauvres. Même si les groupes pauvres « rattrapent » ceux riches dans la provision de certains services, cela se fait de façon trop lente. De fait, le haut niveau d'inégalité couplé à une recrudescence de cette inégalité à la marge pour certains services tendent à annihiler les effets positifs de la croissance économique et de la réduction de la pauvreté et maintiendraient la mortalité, la malnutrition et la morbidité des enfants en Afrique à des niveaux relativement élevés et plus particulièrement concentrées dans les groupes les plus pauvres. Tout ceci appelle à des politiques économiques, sociales et sanitaires pour renverser fortement les tendances de la mortalité des enfants. En particulier, nos résultats suggèrent qu'il faudrait que les pays Africains puissent entre autres : - accroître les services de soins de santé, notamment les soins préventifs comme les services essentiels à la santé de l'enfant dès sa naissance (vaccination, services prénataux et assistance à la naissance), les soins curatifs et les campagnes de sensibilisation. - renverser la tendance baissière dans la provision des services sanitaires (eau, électricité, environnement et assainissement, prise en charge des déchets, etc.). - améliorer la nutrition et l'environnement immédiat de ces enfants et les comportements des ménages (espacement des naissances, éducation des mères en matière de santé, etc.). - plus généralement comme le montrent d'autres études, il faudrait aussi améliorer la performance globale de leur système de santé en empêchant la fuite des cerveaux, en allouant un budget suffisant à la santé, en organisant mieux les différents organes, de même que les ciblages des politiques de santé, en empêchant la corruption, en améliorant la qualité (accueil, propreté des centres de soins, etc.), en équipant les centres en médicaments, vaccins, moyens de transport et de communication, etc. Intégrer si possible les systèmes plus traditionnels de soins (comme les matrones et les guérisseurs) et le secteur privé, de même qu'une meilleure organisation du système pharmaceutique. Ces politiques constituent un tout et doivent être mise en oeuvre rapidement, ou renforcées le cas échéant. A cette seule condition les pays Africains pourraient espérer rattraper leur retard dans les Objectifs du Millénaire.
Interview with Atillio and Robert Antonioni. Atillio is an attorney in Leominster, MA and Robert is a Massachusetts legislator. Topics include: The family restaurant business: Atillio's mother opened a pizza shop called Lazy A and then the Il Camino. Importance of education for the family. What the neighborhood was like when Atillio was a child. How the neighborhoods in Leominster have changed. Robert was elected to the Leominster city council in 1984 and then went on to become a state representative and senator. What it means to be Italian. Atillio's work as a lawyer in Leominster. ; 1 SPEAKER 1: [Unintelligible - 00:00:03] with the Center for Italian Culture at Fitchburg State College. It's Friday, January 25th, 2002. We're at the Offices of Atillio and Robert Antonioni, 42 Main Street in Leominster. So I'll ask both of you to um, just tell me your name just so I can… ATILLIO: Atillio Antionioni. ROBERT: I'm Robert – Robert A. Antonioni. SPEAKER 1: Okay, usually I interview people [unintelligible - 00:00:33] closer and then back to you. I was telling your father that I've interviewed a lot of people in your family, okay. So I got a lot of the history from your brother as far as your mother and the restaurant business and – and uh, I thought it would be interesting if you could just tell me your memories of that, um, not necessarily dates because I really have that but just your memory of uh, her opening the restaurants and – and cooking. I believe she began with pizza? ATILLIO: Yes. Yes, she did uh, prepare pizza for the various people at the uh, the Dupont Facility that is back of us down there on Lancaster Street and the business to get into. We used to drive through the center of Leominster at night and there was the – that was a line outside there and she always felt that if uh, they could do it, she could do it. And so uh, they did. They opened a restaurant down there on Lancaster Street, the Lazy A. It was lazy because they worked very long hours but uh, we did have the restaurant there. That was when I uh, back at college at Holy Cross. We, she commuted to school each day and then worked in the restaurant at night. My brother and I used to alternate nights there working in the restaurant, everything. We were chief-cooking, [bottle] washers. We would uh, help cook the food, prepare it, uh, uh, clean up. I mean if it's done in a restaurant, we did it. SPEAKER 1: I guess it's important to know there are reasons for that?2 ATILLIO: The long hours, it's enough to discourage anybody. SPEAKER 1: Mm-hmm. ATILLIO: Then we did that one 'bout a number of years there and uh, until my folks retired. But uh, they were out of the business for five years or so, and my mother was always itching to get back in. So they built the El Camino Restaurant down on Central Street – sold the Lazy A, which is now known as the Gondola, sold it to the same people the El Camino that we sold it to. SPEAKER 1: Oh. ATILLIO: So that was extremely important to my mother. Unfortunately, she had to leave school early and go to work. And she was just [unintelligible - 00:02:54] felt that education was extremely important so that she's determined that we were going to go to school. There was no question about that. SPEAKER 1: And idea of when you were in high school, what would a day be like if – well, actually she didn't open up the Lazy A until you were in college. Is that what you said? ATILLIO: Till I graduated from high school. And the Lazy A was opened, I think, in the spring of 1948. After that time, however, we – father used to work at the DuPont. And he would work the 4-12 shift, I mean, because that paid a little money. And at that time, we were – she was also cooking pizzas at home that we would deliver to the Foster, to the cafeteria at the Foster Grand company. And so before I went to school in the morning, we would deliver pizzas there at the Foster Grand and then go to school. So when I was… SPEAKER 1: And when did you study? ATILLIO: Oh, in the afternoon and evenings. Well, I worked in the afternoon. I worked at the A&P. So we worked every afternoon then, but at night, we would study. It was always important to my folks and we did it. SPEAKER 1: Now was it only you and your brother in the family?3 ATILLIO: No, I have two sisters. Margaret and Margaret's husband own the [Volero] Insurance Agency. He passed away several years ago, and she sold it after that. And my sister Janie is [unintelligible - 00:04:31] thirty years, doing accounting work for them. SPEAKER 1: What was life like as a child? Can you tell me about the neighborhood that you lived in? ATILLIO: It was a good neighborhood. Life, I think, was much better for us than for many other families. My mother was an extremely hard worker. She knew how to stretch things considerably so that – I recall going to school during the depression there. There were many other children that weren't well-dressed as well as they could be and so forth, but we always had decent clothes. My mother made a lot of them. We lived on [unintelligible - 00:05:16] Avenue at that time. We had a large yard there, and we had – always had a large vegetable garden. There were fruit trees there and my mother would can all types of vegetables and fruits and things of that nature. So actually, I always thought we lived very well as compared to a lot. SPEAKER 1: Now when you would work in the afternoon, were you expected to put, let's say, the money on the table? ATILLIO: Oh, yes. The money was turned over to my folks. We got spending money, of course, but we turn the money. It was saved and [unintelligible - 00:05:54] so forth. SPEAKER 1: Mm-hmm. ATILLIO: I mean they were never using it to – for daily expenses, I'm sure of that. SPEAKER 1: Mm-hmm. ATILLIO: I mean they didn't confide in us. That's just the way everything went, but they had to save money in order to send us to school. SPEAKER 1: What kinds of leisure activities were you involved in?4 ATILLIO: In those days, we did a lot of visiting, obviously, because you didn't have any television. It was visiting with relatives and friends and playing with other children and so forth. And my father's club had an outing every year at Sima Park at Fitchburg, which was a big event and so forth. We go on picnics. We went on many of picnic at the [unintelligible - 00:06:40] Park. It was very enjoyable. But mainly, it was visiting with relatives and friends. SPEAKER 1: Mm-hmm, were you living in a predominantly Italian neighborhood? ATILLIO: Oh, no. We used to call it the League of Nations that was – there were Italian people there, but there were Irish, German, French –there was everybody. SPEAKER 1: At Longwood Avenue? ATILLIO: Yes. SPEAKER 1: So is it safe to say that you had friends of all ethnic race? ATILLIO: Oh, yes, absolutely, absolutely. There's always somebody around there that, you know, different people, obviously most of the relatives, well, all the relatives, will tag in but friends and so forth with everyone. My mother worked at the DuPont previously, and there were a lot of French-speaking women there and so forth and she learned to speak French working in the factory, so that she could speak… SPEAKER 1: How did as children, how did you really identify your differences? ATILLIO: With regard to ethnic backgrounds or whatever? SPEAKER 1: Mm-hmm. ATILLIO: Oh, we never even thought about it. As I say, there was everybody there. We went out in the street and played. SPEAKER 1: Uh-huh. ATILLIO: And everybody played, regardless of what your background was. And there weren't any problems.5 SPEAKER 1: Oh, there wasn't any tension? ATILLIO: No. SPEAKER 1: Or dissension? ATILLIO: No, no, no. SPEAKER 1: Mm-hmm. ATILLIO: No. SPEAKER 1: How about your decision to go to Holy Cross? ATILLIO: Well, my brother was going there and so, you know, little did I know about schools and so forth but he went there so I figured out it would be a good place to go also. There was a question about whether I was going to be able to afford it and so forth. But they made it. SPEAKER 1: Now were you commuting with him and others? ATILLIO: Yes. I had an uncle from Fitchburg, actually, yes, who was the – you indicated that you would interview my Aunt [Doras] and Aunt [Via]. There was my Uncle Charlie who could tell from Fitchburg, and he was going to Holy Cross also. And he had a car and we commuted. There were other people from Leominster that he would pick up in the morning also and, you know, drive to [unintelligible - 00:08:55] after we had the restaurant then there was a little more money around and I had a car to drive back and forth in my senior year. SPEAKER 1: Now were you working at this time also? ATILLIO: Oh, yes. In the restaurant, yes, every other night. SPEAKER 1: Every other night? ATILLIO: Every other night, we worked in the restaurant, yes. But you had the study done during the day at school, during off hours and so forth. SPEAKER 1: What was Sundays like? ATILLIO: Well, when I was small, it was very enjoyable. There was always the big Sunday meal. And, of course, everybody go to church in 6 the morning and come back and there was a big Sunday dinner. And usually in the afternoon, it was lying around, taking it easy, going to visit people, listening to the radio and so forth. In later years, of course, once we had the restaurant, there was work because the restaurant was so full on Sunday. SPEAKER 1: Now was religion important to your family, your parents? ATILLIO: Absolutely. My mother was an extremely religious woman and we were on a very short leash; we didn't stray very far. She was, as I say, she was watching us all the time and brought up in a very religious manner, yes. SPEAKER 1: Were there any gender differences in the family as far as what the boys were expected to do and girls? ATILLIO: Well, not really because there were almost two families there. My brother and I, the girls didn't come along until 15 years later or something like that. And so it's just my brother and I, and we grew up doing housework and everything else. Before we had the restaurant, Saturday was a house-cleaning day, and we did dusting and everything else. And we washed dishes like everybody else. The girls came along at a later time but by then we just couldn't – just dropped the so-called family life because we're working. The girls didn't grow up the same way that my brother and I did because of my visiting and so forth so. But the restaurant was closed on Mondays, and every Monday, I would take the girls – SPEAKER 1: Oh, is education important for the girls to have too? ATILLIO: Oh, yes, yes. My sister Margaret went to Rivier College in New Hampshire, and Janie went to [unintelligible - 00:11:32], did a very good job with the [unintelligible - 00:11:35]. She's been with them a long time, she's almost… SPEAKER 1: Bob, are you bored yet, just sitting there? ROBERT: I'm all right.7 SPEAKER 1: So I thought maybe I could ask you about your childhood. First of all, were your grandparents alive? ROBERT: Yes, they were, yeah. SPEAKER 1: Can you tell me what you remember? ROBERT: My dad's mother didn't pass away until 1997. SPEAKER 1: Don't know, for some reason. The only thing that's been put there – I'm not sure why this is happening. ROBERT: Usually on Sundays… SPEAKER 1: I'm fine, but I'm trying to get in, if you can tell, as close as possible to – so never? ROBERT: Never. SPEAKER 1: You have had something to do with that or…? ROBERT: No, but I, you know, I could see that the hours there were really long, were very long. But no, it's not something I ever thought about up here in town, in Leominster. There were quite a few of us kids there so it was a busy place – a lot of children in the neighborhood too, so it was – well, I'd say we were all pretty much, you know… so, that's what I remember about that. ATILLIO: Well, in a sense it was that because the Oliviers have a French heritage and the [unintelligible - 00:12:55] were Irish and… ROBERT: Right. ATILLIO: We were [turning] to 22 children in those four households or five households, I mean… ROBERT: Well, that's probably true, I think growing, we didn't think so much about our heritage. It wasn't something that really… you know, we go to different churches, I suppose you could say, but that was it. ATILLIO: Well, in my day, of course, you had mostly the first generation… the parents were all immigrants. SPEAKER 1: Mm-hmm.8 ATILLIO: And obviously they tended to live with other people of their own heritage as a street area. The French were all congregated in Plains. And then that was only because I think you tended to stay among the people that you know and you were comfortable with, so to speak, because you had – many parents spoke only their ethnic language. My grandmother could speak a little English, but not much. It was mainly Italian and she had been in this country for many years. She was 99 and a half and still speaking Italian. And if you go down to, down on the hill, there'll be older people that are still speaking French all the time. So it was just – it isn't like today where everybody's just spread out and has gone everywhere. You tended to stay among the people that you knew and have been and so forth. SPEAKER 1: Is there a – a still… ATILLIO: Some of the old timers, but some of the old ones, yes. And my wife delivers communion to elderly in [unintelligible - 00:14:37] so forth, and some of them only speak Italian – prays in Italian so that she could say the prayers with them. And that was so they knew what to [unintelligible - 00:14:46], not too much. SPEAKER 1: And did your parents –? ATILLIO: Yes, but not always no. No, no – mainly with them it was English. But obviously they knew Italian very well because they were born in Italy and came to this country. But in the home and most of the time, 90 percent of the time, they were speaking English. If they visited other people, they would speak Italian to them depending on, you know, who they were. Those days a lot of the people, the people are a lot more comfortable with their native language. So they – there's not too many of those. SPEAKER 1: Italians? ATILLIO: No, no, no. SPEAKER 1: English?9 ATILLIO: We spoke English all the time. But they never spoke Italian in the house to us. Well, they tried to teach us Italian, but Mother bought books and we took lessons and things of that nature but… ROBERT: Yes, I think we – I think my folks expressed that with us certainly and you know, we would watch very much of, a factor. Yes. ROBERT: Well, I'd set an example I suppose and just seemed more of a natural fit for me than any other … ATILLIO: Oh, there was really no good reason for it. After I graduated from Holy Cross, I went into the service. And when I get out of the service, I didn't really know what I wanted to do and law school. You know I said not like being [unintelligible - 00:16:21], so I went to law school. It was that simple. SPEAKER 1: Mm-hmm. ATILLIO: Oh. SPEAKER 1: Mentor? ATILLIO: No, because I didn't even know any lawyers in those days. I didn't know one, graduated from law school and started working. SPEAKER 1: That's pretty courageous, I think. ATILLIO: It's been a good life, I've enjoyed it. SPEAKER 1: Mm-hmm. ATILLIO: Yes. [Angst] instead of leaders, there's no question about that from the way I used to practice, but it's enjoyable. I think when he was in college, he indicated that he wanted to become a lawyer also and I do law schools. I have a daughter who's an attorney. She graduated from [unintelligible - 00:17:09] in nursing and she practiced nursing for several years, but then decided she wanted to go to Arlington and [unintelligible - 00:17:24] John was in Bentley and Christina's wished to stay. All gone to school, but so when you talk about education, yes, we felt it was an… SPEAKER 1: You're the first Italian in Leominster and Fitchburg to graduate from law school?10 ATILLIO: No, oh no. No, there was a – in Leominster there was a Gene Oliver, he was the – when I started he was helping [unintelligible - 00:17:53] and then he was probably in his sixties then. Johnsberg, Paul San Clementi, a number of different Italians as attorneys – many, many more so since then, but they're all over the place now. SPEAKER 1: Mm-hmm. ATILLIO: Hmm, you know… SPEAKER 1: What were Sundays like growing up? ROBERT: Some days, everyone was around. It was a family day, you know, we'd usually go to, have a big lunch at home. At times we'd have relatives that would visit or we would go there, maybe – I'm guessing maybe once a month or something. But it was a time that we'd spent at home really. That was my recollection. We could play outside, but it was more of a family day, to be honest. That's what I remember. SPEAKER 1: What are Sundays like? ROBERT: Sundays are a day to relax, you know. You go to church in the morning probably… Well, we don't do that as much. My wife Priscilla and I will spend the day together, because work's in Boston and we don't see each other until, you know, seven, eight o'clock at night usually. And Saturdays, I typically work for at least half the day. So, Sunday we'll probably spend some time together or maybe take a ride or… My Uncle Ed was a fellow who was married to my Aunt Margaret; he had been a city councilor. And I think I always knew growing up that politics would be an interesting thing, like the fun thing to do. I always thought that that would be something I would try, be something I could do on my own so, I decided to run for the Leominster city council. It was a [unintelligible - 00:19:47] after I got out of law school, I graduated in '83 and I, city council in I guess it was '84 because I was elected on the city council. It wasn't really after I got out of 11 law school that I ran for office. And then state representative in Leominster, Angelo [Pacuzzi] passed away. He had been there for, passed away. It was an election year and I decided to run with a number of other politicians, and I was lucky enough to – we have the senate seat opened up and I ran for that too, so that's how it… SPEAKER 1: Um… ROBERT: I think that when Angelo Pacuzzi passed away, my Uncle Ed might have said to me "Gee, you should think about that." And I had to do it, you know. And he was, he was very helpful to me, I couldn't have done it without him. He had been a reporter at Leominster years earlier and he always enjoyed politics too. And he actually helped Angelo Pacuzi when he ran for the seat, you know 15 or 17 years earlier. And there was another guy by the name of [Chockie Antonucci], who was a firefighter, retired firefighter in town. I mean, Chock and Ed, you know, they really helped me out a lot. I never raced – they were actually involved in both of them. They were involved in the city council race, the state representative race and then the senate race; they were great, you know. SPEAKER 1: Mm-hmm. ROBERT: I think so. I mean, I think that the ethnic factor certainly helped in Leominster, no question because, as my dad said there are it's a big [unintelligible - 00:21:22], and I think that that is a – from a politician's standpoint, the ethnic vote is still important and people, particularly those who are older, are certainly willing to consider someone of their heritage. Ethnic factor is a big thing, sure, even today. ATILLIO: I remember the incidents and so forth with all the happenings, yes. We were in Leominster at the time so, you know, we didn't take that much interest, as they would in Fitchburg. SPEAKER 1: Mm-hmm.12 ATILLIO: But in those days, he mentioned Chock Antonucci and Buck became a fireman. And a big party down there, because I am going on the, into the fire department; there weren't many around even beforehand or something like that, and so this department had a number of Italians. As I say it today, nobody looks at those things anymore. And I think it's for the better, obviously, because it shouldn't make any difference who you are; you know, as long as you are qualified, you should be in these positions. But again in those days, there were close-knit groups than there are today. SPEAKER 1: Mm-hmm. What does it mean to you to be Italian? ROBERT: I had my identity. You know, it's a connection by, you know, cousins and, you know, part of your identity. SPEAKER 1: Mm-hmm. ROBERT: You know, special thing, it is. And it's something you can, well, like I think I would want my children to appreciate. Oh I think you, you learn as you get older that there are people that share a different background with you and you come to appreciate [unintelligible - 00:23:10] that too. And as a legislator, you travel around a bit, you meet a lot of different people from – that's a – so you begin to, I think you appreciate the differences in people, too, that you know otherwise; it gives you a lot of perspective. SPEAKER 1: Now… ROBERT: Actually my wife is half Italian. SPEAKER 1: Is she? ROBERT: Yes, her grandparent – Boston, believe it or not, they were protestants. Her grandparents were Protestants when they came over. I think, Boston – the community in Boston were very supportive of grandparents. I imagine at some point they were Catholic in Italy, but that's just the way it was. And her grandfather was an Italian lawyer in Boston, and she's very proud of that.13 SPEAKER 1: Mm-hmm. ROBERT: And she's an attorney too. SPEAKER 1: Oh, not moving back to Leominster? ROBERT: Well, I think that being in politics – well, no really. Because when I graduated from law school, it was my intention to come back and work with my dad. So I intended on living here, but now being in politics and serving this area, Leominster, I expect that I'll continue to live in Leominster or the surrounding communities. SPEAKER 1: Mm-hmm. ROBERT: Or one of the surrounding communities, sure. SPEAKER 1: I'd like to continue with… ATILLIO: Leominster, of course, has grown considerably. When I was in high school, there were only about 17,000 people in town. I remember one brochure describing it as a semi-agrarian community. We still had a lot of farms though, yes. Entire outlying areas were all farms here. SPEAKER 1: Uh-huh. ATILLIO: But now 30,000 people now. So the city has grown tremendously; there's no question about that. And the law profession, when I – so 17 lawyers in town and it must be 50 now anyway, tremendous increase in the number of attorneys all over the place now. And the law profession itself has changed. In those days, [aces and] things of that nature, now the actual in case that we take up 10 percent of the law work. You have so many more fields that have opened up. Environmental issue… SPEAKER 1: How is Leominster changed in just the period of time that, you know, you've grown up here and now as far as ethnic composition or is it – does it still have a hometown feel to it? ROBERT: You know that depends on who you ask. If you ask my wife, she'd tell you that it looks like something out of the '50s, you know. But I think it's changed quite a bit. You know, as my dad said, it's 14 really grown. And that I've, you know, come back to practice in the last 17 years or so, it's grown dramatically. I think that you've got many, many people coming from outside the city to live here and work because of its location on route two. And you got many of the developments that were built up on the farms and the old ski area here in town. They tend to be high-priced homes, at least as this area had known the housing scale. And you've got many people coming who didn't grow up here, who really had no connection to Leominster. And that's true, in fact, of the whole area here, the system migration west and because people are looking for affordable housing. Leominster's changed considerably. You know, I still think of it obviously as home. But it's a much busier place. I mean, you can't drive downtown on Saturday without waiting in traffic 10, 15 minutes. Friday afternoons as well, it gets awfully busy – sign of the times. SPEAKER 1: Now I wish [unintelligible - 00:27:24], did you have Italians coming in to be serviced or was it about… ATILLIO: No, not here. I never – quite frankly, we relied on the Italian community for my livelihood. I'm more – Italians, I think the one reason for that might be that my mother and father came from Fitch – Leominster people. SPEAKER 1: Mm-hmm. ATILLIO: So and at the time that I was starting, Jimmy Oliver was representing all the Italian people in town and John [unintelligible - 00:28:05] was. And they got the bulk of the Italian trade, so to speak. So it was just regular people, all kinds coming in to different things. The last 25 years or so, I haven't been to court in 20 years now because all I do is mortgage work for banks and probate work for those in the States and things of that nature, so that that in itself is literally with me. Like I said before, he handles far more different things than I ever did. And obviously it won't, 15 well, because I'm reaching the end of the trail here; I've been around 45 years now. But as I say with my work, with doing just mortgage work for banks and things like that, I handled dozens of closings for residential houses and lawns, shopping malls, the whole [unintelligible - 00:29:10] people needed. SPEAKER 1: Oh and initially when you began – I guess this is progress, all that noise outside, right? Anyway, when you first began business, how did people pay for your services? ATILLIO: Well, I was never one to get paid up front, because I knew a lot of the people didn't have a lot of money. And I never lost a lot. I mean I – some bills have gone sour but I never regretted that – I never had a real problem with regard to it. SPEAKER 1: Mm-hmm. ATILLIO: But it's interesting, you've just indicated that, the noise of the traffic outside. Well, when I started, we didn't have I-190 or any other highways. And all the traffic used to come right through town here. Everybody going from Worcester up to New Hampshire or through this entire area, they all used Route 12. And Route 12 goes right through the center of town here. SPEAKER 1: Mm-hmm. ATILLIO: And you got the traffic light there and you got the traffic light there. And it was amazing, even in those days, the number of trucks that you had. And everyone of them was stopping here and I started out across the street there. And – well I had an office at [unintelligible - 00:30:37] at 39 Main Street. And [unintelligible - 00:30:42] time you have the window opened and it was just trucks, trucks, trucks. And they stop for the lights and they rev the motors and so forth, so you had to close the windows [unintelligible - 00:30:52] try and do anything. So this is nothing compared to what it used to be like. SPEAKER 1: Did you begin by yourself?16 ATILLIO: No, I started next door in this building over here with Isidore Sullivan. SPEAKER 1: Mm-hmm. ATILLIO: And I was with him for five years and then I went, branched off on my own. Went across… SPEAKER 1: What's it like working with your son? ATILLIO: It's good, it's very good. I've enjoyed it. I've enjoyed it. We don't have any problems. ROBERT: No. ATILLIO: We understand each other. We ask each other for advice and opinions and so forth. ROBERT: Mm-hmm. ATILLIO: And I think the main thing is that it's, you know, we trust each other. ROBERT: Mm-hmm. ATILLIO: So that when we ask a question, we're getting a truthful answer, you know for us, in our circumstances and so forth. So that…no, I've enjoyed having him with me tremendously. I don't know what I would have done if he hadn't come here, because I wouldn't have lasted this long, I'm sure of that. ROBERT: And it's been good, it's been very good. If my dad hadn't been an attorney, I don't know what I would have done too. But it's good, you know. I keep telling him that he can retire anytime he wants, although like I secretly don't want him to go. But no, it's been very good, you know. It's been a comfortable place to work. SPEAKER 1: Mm-hmm. ROBERT: You know, I've never really thought of not doing this. The political job has enabled me to do other things, but still allowed me to stay here. And you know, I never thought of going someplace else, you know. It's a very comfortable place and, you know, we know each other obviously and… good, it's been good; I'm glad.17 SPEAKER 1: What happens when he retires? ROBERT: I don't know. [Laughter] He promised me… ATILLIO: I won't be far away. ROBERT: He promised me he won't. So, I don't know. I don't know what I –honest to God, I really haven't thought about it. SPEAKER 1: Mm-hmm. ROBERT: And I keep telling him that, you know, whatever he wants, that's okay. He can do that. But I think my dad, this is like his, it's part of his work, but it's kind of his hobby too, I think really, you know. You know, I like to go fishing and stuff; he doesn't fish. So I think this is…I hope they say I'm honest, you know. I was sensitive to their situation. I guess that's what I would hope they would – I think education seems to have become the real big issue today, at least as I've been there. It's just really grown, you know, both in terms of prominence, in terms of the money that we've committed to it. It really is that the issue people seem to care most about fall pretty close to the other thing by healthcare. That's how it changed a lot. People tend to come to us for just about everything; you'd be surprised. The calls that we get from people that are having a problem with the Registry of Motor Vehicles or the Department of Social Services or traffic light or – you'd be amazed with some of the calls we get. And sometimes if they won't find me, they'll call my parent's house, you know, looking for me. They'd call like late, in the middle of the night sometimes, yes. ATILLIO: Yes, quarter to four the other day. ROBERT: Yes. SPEAKER 1: Quarter to four? AM? ROBERT: In the morning. ATILLIO: In the morning. ROBERT: Yes.18 SPEAKER 1: What happened? They can't wait or something? ATILLIO: We got to talk to the senator. [Laughter] SPEAKER 1: But not at that time. ROBERT: I think my mother hung up on them, which is pretty unusual for my mother to hang up on anybody but… ATILLIO: No, she said, "Call the office in the morning, not now." ROBERT: Ah, right. ATILLIO: You realize what time it is? My wife is a much nicer person than I am. [Laughter] ROBERT: I was friendly with Paul. I always liked him. He had been a legislator for a long time. We have a number of mutual friends, so I didn't endorse him when he ran as a Democrat. SPEAKER 1: Okay. ROBERT: He really – but I didn't endorse the Democrat either, who's running against him last time. You know, I think that on Beacon Hill, a lot of the partisan stuff is put aside most of the time. SPEAKER 1: Mm-hmm. ROBERT: When the governor takes a position, very often it's partisan with the speaker or the senate president, but for the average person out there, you know, I think that you've got to have your eyes open and just kind of do what you think is the right thing and not so much what the political thing is, or what the partisan thing to do is. I think people don't really care about that a lot. SPEAKER 1: Mm-hmm. ROBERT: So I didn't have a hard time working with Paul Cellucci or Bill Weld or James Swift. I got along well with Mike Dukakis too. It didn't really matter who the governor was, or the party so much, I don't think. Once they ran, you know. SPEAKER 1: Mm-hmm. ROBERT: I mean you got to work with people. SPEAKER 1: So do you ever reflect on…19 ROBERT: Oh yes. SPEAKER 1: Where you are now? ROBERT: Sure, yes. I'm sure for them it was a real – I'm very lucky, you know. I know that. We were brought up, you know, our parents were there and they gave us a great education. We had a great family life, there was a lot of love there and that made all the difference. We all went to good schools. We had advantages that my grandparents never had, you know, on either side of the family, in terms of education and the ability to provide for ourselves. SPEAKER 1: Mm-hmm. ROBERT: For most of us, I think it really hasn't been a struggle. And that's, you know, that's a credit to my parents and my grandparents, to set out and establish a home someplace we don't know anyone or maybe they don't even speak the language. People wouldn't think of doing that, but back then it was fairly commonplace with [unintelligible - 00:37:36]. SPEAKER 1: That… ATILLIO: No. SPEAKER 1: That – you know… ROBERT: No, I don't – you know – I don't know. I… ATILLIO: No, that's all right. Marie married… ROBERT: Right. ATILLIO: Someone with no faith. An extremely, extremely good man, don't misunderstand me. But I mean he's not – she's happy and she has beautiful children. SPEAKER 1: Mm-hmm. ATILLIO: So… in those days my parents were – well, probably would have been shocked by it, but I mean it's –we're not today. I think one of the big difference is that, is the outside the religious aspect of it, but my graduating class at Holy Cross in 1951, 90 percent of the fellows in that class went into the service – ninety percent. Now I 20 think that's an extremely high percentage. And also that you had handicapped people in the class that were physically unable to go into the service and things like that, or the number of fellows that went into the seminary and so forth. Today, I think you have some patriotism around because of that September 11 incident, but people just don't look at it the same way today as they did. [Unintelligible - 00:38:55] Canada to avoid going into the service, whereas at the draft, they're doing the Vietnam War where you have any number of people that were – there are a lot of changes in the world, there's no question about that. SPEAKER 1: Mm-hmm [unintelligible - 00:39:09] know? ROBERT: Fortunately I am. SPEAKER 1: And you? ROBERT: I think you've covered it pretty well. SPEAKER 1: [Continuation] of the interview, the senator had to leave and I have just one more question for Atillio and that is, what does it mean to be an Italian? ATILLIO: Oh gosh, what's it mean? When you talk about Italian people, the first thing that comes for me is the warmth. It comes from within the people, from within. I think they generally love other people – most definitely strong believers in the family. And Italian mothers, don't cross them or their children because no telling what would happen. There is a great love of the children in Italian families. There's strong family feelings; I grew up with strong family feelings. A week, it was – over any great period of time when we didn't see our grandparents. Fortunately that was just on my mother's side because my father – I'm just happy, I enjoy it. I [unintelligible - 00:40:31] for life, their little [unintelligible - 00:40:34] Italian wedding, you would have fun. There's no question about that. Like to party, they like to eat and drink. And they're the warm, warm people, and I've enjoyed it.21 SPEAKER 1: What for your children? ATILLIO: Well, I hope that my wife and I have gotten along extremely well. And we've lived our years together, now we'll be in July and we've had six children and happy. I would hope that they would have the same happiness that we had, but as I say, unfortunately it's a different world out there. We intended to have as many children as the good Lord sent us and he sent us six. And we've been very happy with that, but I think the – I have two daughters that have children, most of them today and been running around that everybody does today, just the frantic pace out there now, that fortunately most of us did – everybody wants and all the new cars and so, they're cheating themselves in some form, but that's their decision and they do what they have to do. My wife didn't work; when the children were older, she used to help me out in the office and so forth. But it was the same with my brother, his wife worked with the children at home. She took care of the home and – because when I was sick, my wife took care of me, and I… SPEAKER 1: To take care of each other? ATILLIO: Yes, yes. Take care of each other and take care of your family. And that was the important thing. That's about it. Oh yes, I think you've covered everything. I'm sure I'll think of a thousand things after you're gone, but… SPEAKER 1: You can certainly call. ATILLIO: But, no I'm a – as I say, as far as – I've been very happy being Italian. I've grown up with a lot of wonderful people and workers. Kevin, my cousins, they are the Ballerin sisters; they're both doctors so on, so forth. Their parents worked extremely hard [unintelligible - 00:42:49], and then she had the bakery there. They get up at [three] [unintelligible - 00:42:53], taken several trips to Italy now, and they've been friendly to us, always been warm and…22 SPEAKER 1: Your ancestral village? ATILLIO: Oh, yes, as a matter of fact last fall. SPEAKER 1: Last fall? ATILLIO: Last fall we were there. With the trip to the lakes where [unintelligible - 00:43:11] in Italy and then we went to the house of my wife, my mother was born in, in Revine Lago. And that's a swirl of mountains there. They lived in what they call 'the castle.' It was a castle [unintelligible - 00:43:29] in the center of the town – that lives there. Seventeen hundred years old. SPEAKER 1: Mm-hmm. ATILLIO: You know, last fall. My wife and I have been there before, but this is with the rest of the family. SPEAKER 1: Did you ever meet any of your cousins? ATILLIO: Oh yes. SPEAKER 1: Yes? ATILLIO: Yes, I've met many of them. Very hospitable to us when we went there last fall and so forth, having the – and they've come here and they stayed at my mother's house and… SPEAKER 1: And [unintelligible - 00:44:04] speaking, how were they different as far as lifestyle? ATILLIO: Well, I think the only difference is they don't go to the malls like we do all the time, because it's not in the large cities. They're working, they have decent jobs – well, some of them have done very well for themselves and all well dressed and they all appear to eat well – even, I'm sure that if you go up to New Hampshire from here, the people in some of those small towns lived differently than we do here in Leominster. SPEAKER 1: Mm-hmm, interesting. ATILLIO: That's all. SPEAKER 1: Well, okay, well, I thank you very much./AT/ee
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Of itj half hundred bpeoial-cf value and importance, the most attractive to uo i.i itj otymolopy, an un-failin :. i iiirce of interest and enjoyment, ofteu of surpriseand wonder.—OCTOM'EI:, 18%. G. & C. HEKRIA9I CO., Publishers. Springfield, Mass. The College Metcufy. fOL. V. GETTYSBURG, PA., JULY, 1897. No. THE COLLEGE MEfiCUfiY', blished each month during the college year by the Students of Pennsylvania (Gettysburg) College. ■ SMITH, 'g8. : E. FLECK '98. : W. WOODS, '9! STAFF. Editor: E. L. ,KOLLER, '98. Associate Editors : J. H. MEYER, '99. J. H. BEERITS, '99. H, C'. ROEHNER, '99. R. D. CLARE, 1900. Alumni Association Editor: REV. D. FRANK GARLAND, A. M., Taneytown, Md. Business Manager: J. W. WEETER, '99. Assistant Business Manager: j. A. MCALLISTER, '98. T f One volume (tell months), . . . $1.00 1 ERMS ■ j Single copies, . . ' . . 15 Payable in advance .11 students are requested to hand us matter for publication, he Alumni and ex-members of the College will favor us by sending information concerning their whereabouts or any items they may think would be interesting for publication. All subscriptions and business matters should be addressed to the Business Manager. Matter intended for publication should be addressed to the Editor. Address, THE COLLEGE MERCURY, Gettysburg, Pa CONTENTS. COMMENCEMENT WEEK, - 79 BACCALAUREATE SERMON, - - 79 ADDRESS TO Y. M. C. A , 80 CONCERT BY THE MUSICAL CLUBS, 80 JUNIOR ORATORICAL CONTEST, 81 CLASS DAY EXERCISES, 8r CLASS AND FRATERNITY BANQUETS, - - - - 82 COMMENCEMENT ORATIONS, 84 GRADUATES AND HOME ADDRESSES, - - 85 DEGREES CONFERRED, 8? CLASS POEM, '97, --■-• --- .*.* g- UGHTH ANNUAL TENNIS TOURNAMENT, - - - - gg A RESUME OF ATHLETIC MATTERS, - - . 86 COLLEGE LOCALS, . 87 MOVEMENTS OF OUR ALUMNI IN THE PAST FEW WEEKS, - SS AMERICA'S NOBLE SON, - " STATE POLITICS IN PENNSYLVANIA. - - - - - 9o COWIWIENCEIVIENT WEEK. SUNDAY, MAY 30 TO FRIDAY, JUNE 4. Commencement is over. The class of '97 have been graduated and have gone. The ex-ercises of the past week have been of the most enjoyable nature, and everything has been done without a flaw—truly a grand success. For the greater part of the week we were fort-unate in having the most perfect days for our Commencement, especially Wednesday, and. this added in no small degree to the magnifi-cent success of the whole occasion. The Senior class who have just been gradu-ated, will indeed be missed from the ranks of old Gettysburg. Their successes in literary matters and in athletics have raised them to such a position in the estimation of all the un-dergraduates that we feel as if the vacancies occasioned in all departments of college ac-tivity by their departure will indeed be hard to fill. While we do not believe in all this talk about "fighting the battle of life," etc., yet the MERCURY hopes that each and every member of the class of '97 will attain the best of success in whatever they undertake. The order of exercises during the week will be followed in the recounting, just as they oc-curred, and the most important events will be given. BACCALAUREATE SERMON. COLLEGE CHURCH, SUNDAY, IO.30 A. M. The Commencement exercises of the Col-lege and Seminary opened in Christ Lutheran church, Sunday morning. The Baccalaureate sermon was delivered by Rev. M. Valentine, D. D. LL,. D., President of the Theological Seminary, to the graduating classes of both institutions. He based his remarks upon the 18th verse of the 4th chapter of the Second 8o THE COLLEGE MERCURY. Epistle of Paul to the Corinthians, "While we look not at the things which are seen, but at the things which are not seen ; for the things which are seen are temporal ; but the things which are not seen are eternal." The theme of the discourse was based on the right relation of the things of life to per-manent good. Life has its rightful setting in the perspective of eternity. Every life is a failure which is not directed toward the invisi-ble things which endure. The discourse was a masterful one and no partial report could do it justice. Dr. Valentine, in all his many scholarly sermons from the College church pulpit seldom, if ever, surpassed the effort of Sunday, May 30th. ADDRESS"TOT. M. C. A. COLLEGE CHURCH, SUNDAY, 7.3O P. M. In the evening an earnest and forcible ad-dress was delivered to the Young Men's Chris-tian Association of the College, by Hon. W. N. Ashman, of Philadelphia. His discourse was founded on answers to certain objections to religion as raised by men of business and men of science. The speaker argued that the principles and truths of the Christian religion could be fully established when tried by the same tests as are applied in the determination of ordinary busi-ness propositions. The element of the supernatural in religion prevented the application of the rules and methods of scientific investigation where ma-terial facts and substances alone are dealt with. The scientific man is therefore unfair when he applies his methods to the examination of re-ligious questions. The large audience was highly edified with the Judge's clear, forcible, earnest and ex-haustive presentation of the subject. The music at the morning and evening serv-ices was an attractive feature of the session. It was furnished by the highly efficient choir of the church, assisted by Miss Leopold, in-structor of vocal music at Wilson College, who sang several beautiful solos with fine effect, Mr. Segrist, of Lebanon, playing the organ accompaniments. 1 » » CONCERT BT THE MUSICAL CLUBS. BRUA CHAPEL, TUESDAY, EIGHT P. M. The concert this year was a grand success in every way. The audience was without doubt the largest that has ever attended a concert by our musical clubs, and their ability to appre-ciate the selections of the clubs was shown by their judicious applauding, enthusiastic for the humorous songs, and appreciative for the more classic selections. The best selections render-ed were the opening ones of each part, "Schu-bert's Serenade," arranged by C. Kuntze, and "Lead Kindly Light," by Dudley Buck, al-though the humorous encores seemed to elicit the heartiest applause from the boys. Our glee club is to be congratulated upon its excel-lent taste in the selection and rendition of music that is undoubtedly far above that sung by the average glee club; and the college may well feel proud in having had a glee club of such pronounced ability during this year. Four of the eight have been graduated this commencement, Messrs. Ott, White, Arm-strong and Manges, and they will be greatly missed. Our hope is that the next year's class may have excellent material to fill the breach, The stage on Tuesday evening was very taste-fully decorated with potted plants, palms, with the class flower of '97, the daisy. The whole affair was one of beauty, both to the eye and ear. PROGRAMME. PART I. i. Schubert's Serenade, - - arr. C. Kuntze GLEE CLUB. 2. The Serenade, VIOLIN CLUB. 3. Recitation—The Swan Song, Miss GERTRUDE SIEBER, 4. Solo—The Old Grave Digger, • A. G. Henderson MR. MANGES. 5. The Phantom Band, - ' - - A. W. Thayer GLEE CLUB. 6. Violin Solo-Obertass, - - - H. Wieniawski MR. ERDMAN. THK COLLKGK MERCURY. ,r- Lead Kindly Light, Dudley Buck Selected Franz Abt GLEE CLUB. 2. Quartette—(Instrumental) VIOLIN CLUB. 3. Solo—Because I Love You Dear, Mr. NICHOLAS. 4. The Wandering Minstrel's Patrol, - Willis Clark GLEE CLUB. 5. Quartette—(vocal) Selected. Messrs. NICHOLAS, WHITE, KOLLEB and MANGES. . 6. Good Night, - Frank Thayer GLEE CLUB. ORGANIZATIONS. GLEE CLUB. 1st Tenors, C. M. Nicholas, '98 17. W. Ott, '97 1st Bass, E L. Roller, '98 C. T. Lark, '98 2nd Tenors. C. G. White, '97 E. A. Armstrong, 2nd Bass, Lewis C. Manges, '98 Harry Musselman. VIOLIN CLUB. H. B. Erdman, '96 C. T. Lark, '98 John M. Gates, '01 A. T. Smith, '00 ELOCUTIONIST, Miss Gertrude Sieber, '97 PIANIST, Geo. A. Englar, '97 JUNIOR ORATORICAL CONTEST. BRUA CHAPEL,, WEDNESDAY, IO A. M. The contest this year, by the six members f the class of '98, for the Recklig prize iu ora-tory, has been pronounced, by those who are competent judges of such matters, better than any for the past few years. There were but Ex contestants, three from each of the Liter-ary societies, but the number was large enough |o make the exercises interesting and not tire-me. The music for the intermissions was famished by the Harrisburg orchestra. The attendance was very large, and, with the ex-ception of the stir and bustle made by those coming and going, excellent order was ob-served throughout. It might be well to say, a word, to the coming Junior class, that they fcould do well to start early to make their preparations for next year's Junior Oratorical, and not only get their best men to compete, put also see that these men do their best. PROGRAM. MUSIC—' Gay Coney Island March"—M. Levi. PRAYER. MUSIC—"Anita" (Mexican Waltzes)—Barnard. The New Slavery, CHARLES E. FLECK* New Kingston Tragedies of the Present. CHARLES M. NICHOLAS,! Beerett, Md. MUSIC—A Kansas Two Step—Pryor. The Emancipation of Cuba, CHARLES B. KEPHART,* Taneytown, Md. True Nobility, ALBERTUS G. Fuss,t Williamsport, Md. MUSIC—Intermezzo (Cavalleria Rusticana)—Mascagni. America's Noble Son, IRA G. BRINER,* New Bloomfield The Present Social Discontent RALPH L. SMITH,! Pittsburg MUSIC—March, "The Girl of '99"—Zickel. BENEDICTION. *Phrenakosmian. fPhilomathsean. The judges, Dr. Weigle, of Mechanicsburg, Pa.; Rev. A. R. Steck, pastor of St. James Lutheran church, Gettysburg, and Rev. D. W. Woods, pastor of the Presbyterian church, Gettysburg, made their decision as follows : REDDIG PRIZE IN ORATORY. IBA G. BEINEB, New Bloomfield, Pa. WITH HONOEABLE MENTION OF CHAELES E. FLECK New Kingston, Pa. CHAELES M. NICHOLAS Beerett, Md. Mr. Briner's oration, "America's Noble Son," is published in the Literary Department of this issue. CLASS DAY EXERCISES. COLLEGE CAMPUS, WEDNESDAY, 2 P. M. To some, these exercises by the graduating class constitute the most enjoyable feature of the whole Commencement. And they really are a diversion from the somewhat heavy na-ture of the matter of Commencement week. It lias been the custom to hold the exercises on Tuesday evening of Commencement week, but the change to Wednesday afternoon, has certainly been to make it more convenient for everyone concerned. On the occasion of this year's Class Day exercises, everything seemed to join to make them successful in every way. The afternoon was the most pleasant that could have been desired—not too warm and a slight breeze through the branches above the speakers' platform and the audience made these out-door exercises a delightful affair. 82 THE COLLEGE MERCURY. The platform was decorated with the '97 class colors, nile green and pink, and with potted plants, and the class flower—the daisy. Benches and chairs were provided for the large crowd that was present and all were comfort-ably fixed. The music was furnished by the Commencement Orchestra. The Seniors, in cap and gown, were all seated on the speakers' platform, and certainly made an imposing spectacle. In spite of the general strain of humor and roasting notice-able in all the speeches, there was nevertheless an under-current of sadness at parting, deep down beneath this gay exterior of mirth. Many of the parts were excellent, and we are sorry that space will not permit our pub-lishing several of the papers, for a very meagre idea of the character of them can be gotten from the program. PROGRAM. Muster 01' Ceremonies,.:.: :.: :::: BIKLK MUSIC. Class Roll ^!V.K-.::-.:::::y.v.w.v.-.-.v.-:.v.v. WHITE Ivy OMitIo&i:::'.v.»»i:»u:s'.u.'.u»usisn ENGLAR Ivy Poem,.; :.OTT MUSIC. . Ciass History,. '■■'■ • KAIN Class Poem FRIDAY-Our Absent Ones, BUTTON ■ MUSIC. The Loving Cup ERB Conferring of Degrees , MILLER Miintlc Qrationv, .'. LEISENKING Junior Response LABK MUSIC. Presentation of Gifts,. WOLF Prophecy WHEELER MUSIC. At "the close of the exercises, after the mo-tion for adjournment had been put and passed, the class yell was given. (LASS AND FRATERNITY BANQUETS. TUESDAY, WEDNESDAY & THURSDAY NIGHTS. This Commencement was made especially interesting by the several reunions of classes and fraternities, thus bringing back to the old walls those who have been away for many years. Three of the classes, '82, '87 and '93 held reunions, and two of the fraternities, the Alpha Tau Omega, and the Phi Delta Theta. The seniors, also, held their banquet, Thursday night. THE FIRST REUNION OP '93. TUESDAY NIGHT. [Written for the MERCURY by Rev. Diffenderfer, '93.] In reply to the call of the Secretary of the class, Rev. A. J. Rudisill, of New Bloomfield. twenty of the survivors of the class assembled at the Eagle Hotel, on Tuesday evening, June 1st. At 8 p. m., they attended the concerto: the musical clubs in Brua Chapel, in a body. There was a strong temptation to renew old-time customs and habits when some familiar faces entered. An occasional "guy" and out-burst of friendly joking, and a hearty applause for the clubs were the only features of interest. Immediately after the concert was over, the class gathered at the tower door of the chapel and gave their good old yell with a vim and ring, that made the dead spirits of former days arise and hover about them in eager expecta-tion for some old-time trick, or class-rush. At 10.00 p. m., all went to the dining hall of the Eagle Hotel to partake of the splendid "banquet" which "Mine host" Eberhart had prepared. The dining hall was beautifully decorated with plants and palms, and bloom-ing flowers. In the centre of the room, at tie head of the table, was placed a beautiful dis-play of colored electric lights, on a background of Class colors. The bill of fare was elabor-ately prepared, and served in the best style. Mr. Eberhart and his efficient corps of waiter-did all they could to make the banquet a grand success. Well, did we have any fun? There U Niels L. J. Gron, our Danish brother, with his sedate and dignified bearing; dreaming of some fair and beautiful form which had presented to his sight in some far off across the sea. "Niels" looks as genteel refined as ever, ready at a moment's noticett| say "maecanos el evis," etc. Then "Bisl Grimes' calm, sedate, peaceful countenance wondering why Prof. Himes didn't call 011M to recite, as it was his "turn up," and Frank' THE COLLEGE MERCURY. 83 Melanchton Bortner with his favorite ■Penn'a Dutch" brogue, saying to Dr. Martin, "I am sitting on the front row, and never of-fered any criticism, but made that noise.'' And I'Judge" Alleman, with his serious counte-lance and dignified demeanor, wondering 'What the deuce we can get up to start a racket." And "Bill" Vastine, the Catawissa iase ball magnate, singing his beautiful ('falsetto," to "The Old Oaken Bucket," and leclaring that either he or Prof. Nixon must |ake more physical exercise, or travel with a Dime Museum. Then think of "Sail" Tur-ber "kicking" about the bill of fare not pro-biding the extras, "Mumm's Dry," etc., rais-ing a row about everything in general, then laughing at the excitement he had caused. Ime old "Ajax," boisterous and demonstra-te Andrew Jackson Rudisill, who always vas the "noisiest" man about the Dormitory. Then all the others, Geesy, Kline, Hilton, 3aum, "Neudy," "Whiskers" Ehrhart, oh, they were all boys back to college again, and "Diff," the Proctor, as lenient as ever. A beautiful menu card had been engraved by E. A. Wright, the class cut on first page, ind menu in class colors next, toast and offi-cers following: Toast master, Hilton. "Our First Reunion,'' E. Gettier; "Our Alma Mater," G. M. Mffenderfer; "The Future Prospects of a Col-lege Widow," E. E. Parsons; "Daw: What it is, and What it Does," F. M. Bortner; "The Traveller in all Eands," N. L. J. Gron; "Gos-pel: What it is, and what it Does," M. J. nine; "Eife in a University," E. E. Seyfert; "The Blessings of a Bachelor," E. E. Neude-vitz; "High Eife at Washington," J. C. Bow-rs; "Fun we had in College," W. M. Vastine; "Pleasures of a Doctor's Eife," M. S. Boyer; "What '93 Did for Athletics," G. E- Hipsleyj 'Our Honored Dead," W. H. Ehrhart; "Our lost," A. J. Rudisill. In the "wee small" hours of the morning ye adjourned, after having passed a Resolu-tion to meet again in 1900, the same commit-tee to be continued. What a pleasure it was to meet again amid these old familiar scenes; even the town "kids" recognized us and shouted "there goes '93." Let us all endeavor to be present in 1900, if we live, and make it the occasion of our life, and aii epoch in the history of the College. REUNION OP '82. [Written for the MERCURY.] The reunion of '82 was held at the Eagle Hotel, on Wednesdaj' evening of Commence-ment week. The menu was excellent—such as the Eagle knows how to arrange—and all the old fellows who were back enjoyed this part immensely. The banquet was not marked by its lengthy addresses or "toasts," but there was a general good social time had, and the whole affair was very informal. Of course we all had to tell what happened since we met last, and this really constituted a greater pleasure than "toasts" would have af-forded. The proposal of a reunion at Phila-delphia in the near future was met with ap-plause. Of the twenty-three living members of the class, there were thirteen present at the banquet. . REUNION OF '87. [Written for the MERCURY by Rev. H. C. Allemau, '87.] The announced reunion of the class was abandoned because so few of the boys could be present at Commencement this year. Charles E. Stahle, Esq., invited the six faithful who made the pilgrimage to his home Wednesday evening, where an impromptu reunion was en-joyed. Those present were Parr, Crouse, Sny-der, Snively, Wolf and Alleman. After re-freshments the silver class-cup was presented to Harold F. Snyder, the first son of'87, born May 19, 1891. Regrets were read from Hol-zapfel, Coover, Croll, Brame, Fishburn, Fisher, McDermod, Dreibelbis and Bateman. "Non vi sed saepo cadendo" was again ex-tolled, and pledges made for social meetings every year and a reunion every decade. ALPHA TAU OMEtJA BANQUET. WEDNESDAY NIGHT. The Banquet was held at the Eagle Hotel at 11.30. Many of the Alumni of the Chapter ,84 THK COU,EGK MKRCURY. were present, making an attendance of twenty-three in all. The toasts were as follows : Franklin Menges, Ph. D., '86, Toast Mas-ter; Geo. M. Hosack, Esq., "TheFraternity;" L. DeWitt Gerhardt, Esq., '84, "Our Early Days;" Morris T. Brown, '92, "A. T. O. in Business;" F. M. Bortner, Esq., '93, "A. T. O. in the Professions;" Win. O. Nieklas, Esq., '94, "College Reminiscences of an A. T. O.;" W. H. Menges, '96, "The Spirit of Our Alumni;" C. B. Erb, '97, "Our Ladies;" J. A. McAllister, '98, "The Goat." PHI DELTA THETA BANQUET. WEDNESDAY NIGHT. The Hotel Gettysburg was the place of the banquet. The Ahunni of the Chapter helped to add to the spirit of the occasion by their presence. The toasts were as follows : Rev. H. H. Weber, Toast Master. "Why We are Here," Rev. L. S. Black, '88; "Our Position in the Fraternity World," J. S. Eng-lish, '94; Our Alumni Phi's," G. H. Eckels, '95; Our College Phi's," J. H. Beerits, '99; "A Phi's Start in Life," J. W. Ott, '97; "Our Bumper Billy," B. F. Carver, '00; "My New Guardians," Rev. M. J. Killian, Va. Alpha; "Phi Recollections," B. R. Lantz, '94; "Next Year's Chapter," J. C. Markle, '00. SENIOB CLASS BANQUET. THURSDAY NIGHT. A very fitting close to the existence of '97 at Gettysburg, was the Banquet held at the Hotel Gettysburg, on Thursday night. The intention was to have a final reunion of the class and its ex-members before the class leaves. Ten ex-members were invited to be present, some of whom responded. The Ban-quet was a purely informal affair, its object being, as expressed by one of the Seniors, to have "a good time;" and from all accounts they had it. There were twenty present, and little informal addresses were made by R. N. Stable, H. Sheely, and C. G. Smith, M. D., ex-members of'97, and by C. B. Erb, White Hutton and P. J. Shriver, of the graduating class. The menu was an excellent one, and from many sources and for many reasons, we know that everybody had "a good time." (OHMENCEM ENT ORATIONS. BY THE TEN MEMBERS OF THE GRADUATING! CLASS, BRUA CHAPEL, THURSDAY, 9 A. M. Up to Thursday, the weather during Com-I mencement week was of the finest, but on the■ morning of Commencement day, it rainedl quite heavily for some time. However, the I audience that assembled in the Chapel to hear the orations, did not seem to be at all fright-ened by the unfavorable condition of the elej rnents and the Chapel was well filled. ORDER OF EXERCISES. MUSIC—March "Corps do Sards"—Oodfrej. PRAYER. MUSIC-Melody in F-Eu.binstein. Latin Salutatory GEORGE F ABEL, Philadelptil Chri-tian Socialism, ELKANAH M, DUCK, Spring Mill The Extiniof the Laborer'sGrievance, ARTHUR B. COBLE, Lyki«| MUSIC— "Pilgrim Chorus" (Tannhaonser)—Wagner. The Unification of Science GEORGE HAY KAIN, Vat| State Politics in Pennsylvania,.HORACE E. CLUTE, Harriskil The Chief Religious Problem of the Age, HENRY R. SMITH, Chamberslui|| MUSIC—March, "The American Girl"—Herbert, Physical Training for the Twentieth Century, CLIFTON G. WHITE, Manhtii| Greece and the European Concert, ROBBIN B. WOLF, Gettysbnil MUSIC—"Bolero" (Spanish Dance)—Moszkowsky. Sixty Years of Queen Victoria, A. GERTRUDE SIEBER, Gettysbin| The Curtitls for To day, with Valedictory, HENRY WOLF BIKLE, Gettysteq| MUSIC -"Im Tiefen Keller" Fantasie—Lovenberg. CONFERRING OF DEGREES BY THE PRESIDENT. MUSIC-March, "Old Club "—Schremser. BENEDICTION. HONORS AND PRIZES. FIRST HONOR. HENRY WOLF BIKLE Gettysburg. GEORGE F. ABEL Philadelphia. ELKANAH M. DUCK Spring Mills. SECOND HONOR. HORACE E. CLUTE, Harrisburg. G. HAY KAIN York. ANNA G. SIEBER, (two years) Gettysburg GR/EFF PRIZE, FOR BEST E9SAV ON 7HE RELIGIOUS FAITH OF ROBERT BURNS. AS SHOWN IN HIS PO*' GEORGE F. ABEL Philadelphia. | WITH HONORABLE MENTION OP HENRY WOLF BIKLE Gettysburg. THE COEEEGE MERCURY. 85 HASSLER GOLD MEDAL, JUNIOR LATIN PRIZE. B>MUND W. MEISENHELDER York. WITH HONORABLE MENTION OF b. L. KOLLER, Hanover. BtALPH L. SMITH Pittsburg BAUM SOPHOMORE MATHEMATICAL PRIZE. feRTHUR S. BRUMBAUGH Roaring Spring. BOS. N. K. HICKMAN Steelton. WITH HONORABLE MENTION OF &ACOB D. SNYDER McKnightstown. J(HIX F. STALEY, Middletown. [WHEN 0. DIEHL Bedminster. MUHLENBERG FRESHMAN PRIZE. FOR BEST GENERAL SCHOLARSHIP. OTHER A. WEIGLE Mechanicsburg. WITH HONORABLE MENTION OF [WILLIAM W. FREY York. BEDDIC PRIZE IN ORATORY. [iKA G. BRINER ; New Blcomfield. WITH HONORABLE MENTION OF EA.RLES E. FLECK, New Kingston. 3ARLES M. NICHOLAS, Berrett, Md. ♦—♦—♦ I GRADUATES AND HOME ADDRESSES. BACHELOR OF ARTS. George Ferdinand Able, Philadelphia, Pa. [Ernest Adelbert Armstrong, Hellam, Pa. [Henry Wolf Bikle, Gettysburg, Pa. :harles Roy Coble, Eykens, Pa. jthur Byron Coble, Lykens, Pa. Elkanah Maximillian Duck, Spring Mills, Pa. [George William Englar, Linwood, Md. Frederick Whipp Friday, Jefferson, Md. White Hutton, Chambersburg, Pa. Bamuel Jacob Miller, Edgemont, Md. John William Ott, Rocky Ridge, Md. Pearl Johnston Shriver, Gettysburg, Pa. Anna Gertrude Sieber, Gettysburg, Pa. Henry Rouzer Smith, Chambersburg, Pa. William Rufus Stahl, Hay's Mills, Pa. Philip Thos.Em'y Stockslager,Funkstown,Md. William Edward Wheeler, Baltimore, Md. [Clifton Glemm White, Manheim, Pa. [obbin Bayard Wolf, Gettysburg, Pa. BACHELOR OF SCIENCE. Horace Edwin Clute, Harrisburg, Pa. Charles Eeroy Boyer Erb, Boyertown, Pa. George Hay Kain, York, Pa. Fran'l'n Schoch Eeisenring,Chambersburg,Pa. r^wis Clarence Manges, Felton, Pa. John Elmer Meisenhelder, Hanover, Pa. Class Motto—Pertinax Animo. Class Colors—Pink and Nile Green. Class Flower—Daisy. Class Yell— Pertinax Animo, Rah ! Rah !.! Rah ! ! ! Ninety-Seven, Ninety-Seven, Gettysburgia. ~*-~^ ♦- DEGREES CONFERRED. COMMENCEMENT DAY JUNE 3. A. M. Prof. H. A. Allison, '94, Rev. R. W. Mottern, '94 " c- p- Bastian, 94, • koehuer, c f. Burns, p Herman, 1. f. Brown, r f. Spealman, r. f Wolf, 1. f. Loudon, r. f. Lawyer, r. t Gettysburg College, Opponents, 273 ::s 63 269 19 12 S". .11 .125 .875 .292 .171 .340 .233 .304 .222 .000 .200 .000 .143 .231 .15fi Pastor of the Quincy charge, in Franklin ounty, Pa. '94- Rev. Matthew S. Kemp, of Hazleton, Pa., has received a call from Smithsburg, Pa. Mr. Kemp graduated last week from Gettys-burg Seminary. '94. Fred. Bloomhardt, of the University of Pennsylvania, spent a short time at his home Tiring the latter part of May. >" AMERICA'S NOBLE SON. JNIOR PRIZE ORATION BY I. G. BRINER. We are to-day standing upon sacred ground. Q the war of '63 these hills and mountains echoed and re-echoed with the cannon's awful roar. For three days the mighty columns of the Southern Confederacy surged against our hues. Sometimes our phalanx faltered. Some-times it broke. But in the final and awful charge, made by Pickett's men, victory was forever emblazoned upon our immaculate ban-ner. To-day, behold ! how changed. The gory and tattered flag has been cleansed by more than three decades of sweet peace and wel-comed prosperity. In our National Cemetery those, who loved their country and their homes better than their lives, now repose in silent sleep. Their tombs are covered with earth's richest mantle. By their side stand stately trees with waving boughs and wide spreading branches. Over them the happy children scatter fragrant flowers, while the sun looks down, from the vaulted sky, and smiles. The relatives and friends of the heroes come close to those mounds and shed a loving and parting tear. But even weeping will not make sacred this ground. In his dedicatory speech Abraham Lincoln said, "We cannot hallow this ground, the brave men living and dead who fought here, have hallowed it far above our powers to add or detract." Not only do we revere and honor the meni-of those who sleep here, but we would hold in grateful remembrance every man who has p'-oven a friend and defender of our national faith and honor. Many there are to whom we can point with pride. Men, who, on the bat-tlefield, exhibited the greatest skill, bravery and courage. Those, when duty called, pressed forward into the thickest of the con-flict, that our freedom might be won and our beloved Union preserved. Those, when en-trusted with national honor, had dignity and manhood enough to keep it pure and unsullied. Among the host of such Americans shines, in undimmed splendor and glory, the name of* Ulysses S. Grant. His deeds of courage and bravery, his genuine high statesmanship and Christian character will ever be remembered and held in high esteem by all men who love the land of the free and the home of the brave. In our sister state, only four weeks ago was dedicated to his memory a beautiful and mas-sive memorial. By this act a premium was placed upon the actions of great and good men. This silent witness, as its beauty is reflected in the peaceful waters of the Hudson, is but a slight token of the Nation's gratitude for him. Historians tell us, as a soldier General Grant stood without a peer. To him was entrusted the closing scenes of an awful conflict. In him the nation saw a leader fearless and un-daunted as well as tender and kind. When his forces stormed Fort Donelson with heavy charges, the commander asked for terms. THE COLLEGE MERCURY General Grant replied : "No terms except unconditional and immediate surrender can be accepted. I purpose to move immediately upon your works." On the other hand, when Lee was over-powered and the Southern army shattered, it was General Grant who proposed that the soldiers who had horses should retain them. He said, "The men will need them in plowing their fields, when they return to their homes." During the four years of this civil strife he had the confidence and esteem of soldiers and officers. With a unanimity that was never disturbed by an audible voice of dissent, the two million veterans gave to him supremacy over all the other officers under whom they served. The battles of the Wilderness, Spottsylvania, Cold Harbor and Five Forks have immortalized his name among the greatest generals of the earth. How beautiful thus to see blended in one man true humanity, mingled with pure patriotism and undaunted courage. When our beloved country was yet tremb-ling and groaning from the shock received by the Civil war, news came to General Grant that he had been nominated for President of the United States. In his letter of acceptance he penned the words which are sweetest to those who have seen the horrors and ravages of war: ' 'Let us have peace.'' But this man was opposed to even having peace until he was sure it would be universal and abiding. Later in his official capacity he affirms that he would have "no policy to enforce against the will of the people." His entire adminis-tration is a living testimony that these words came forth from a heart radiant with truth. The character of this great man stands out clear and strong. Those that know him best saw in him a man in the truest sense of the term. Other men might be swerved from the path of duty by the temptations so numerous and strong in public life, by disappointed and coveting office seekers, by streams of immor-ality and waves of infidelity, but General Grant turned these discouragements and sins into stepping stones by which he arose to where his character to-day shines with tin-dimmed luster. When he assumed the functions of the Presi-dential office his highest ambition was to prove a worthy and trusted leader. He had learned through the great and far-reaching lessons taught by Jesus of Nazareth, "he that is greatest among you shall be your servant." He possessed abiding confidence! the honesty and intelligence of his coiuitr men, and always retained his deep holdup their affections. With Washington and Li: coin, Grant has an exalted place in our com try's history. When his monument was dedicated tha were present representatives from all brands of our Government, the resident officials < foreign nations, the Governors of the state and the sovereign people from every sectio of our common country. What a glowii tribute thus to pa}' to one who has reachedti; highest pinnacle of human distinction. Tt story of this man's life is worthy the conten plation of the ages. Now that beautiful memorial, honor of this General, Statesman, and Christian Gentleman, risees majesty before us. May it thus point us a individuals, and as a nation, to a higher splie of living, and clearer and more sublime fellow-ship with the God who rules the destiny rf Nations. erected i: President in siletl STATE POLITICS IN PENNSYLYANIl SENIOR ORATION, BY HORACE E. CLUTE, ') In examining the political situation in Pen sylvania we must feel, first of all, the needo! liberal point of view. If our position be thati patriots, we must consider all sides. It is nea less to say that this is, in its very nature, « a party question but one appealing to the leji imate interest of every loyal citizen of ti "laud of Penn." At a time when so much:: terest is being taken in the political affairs! our own Commonwealth, a broad basis for criticism must seem important. A certain gree of conservatism on the one hand, anda the other, an insistence on a full and da light on every part of our political svstea should characterize our consideration. In a question of this kind, the compart view will be found helpful to the broader bas we have referred to. What conditions at problems are met and settled in other state Nor need our range be confined to this con-try. European systems will be found uioreo less rich in political suggestion, when co: pared with our own. And we can readilyni derstand how a foreigner should be able! take this comparative view better perhaps tb any of us. The question touches us • closely. Professor Bryce, an Englishman eminence, furnishes, in his "American Cd THE COLLEGE MERCURY. 9i The! IS legit- I lb stec rafc bas ; as .ate :oE mi co: yd ile: tkjl ■an |Cc: I mwealth," an excellent illustration of this, onsiders the working and conditions of j"r political institutions in relation both to Hose of his own country and to each other in |e different sections and Commonwealths in ,is country. He says: "The spirit and force fcarty has, in America, been as essential to lie action of the machinery of government as team is to the locomotive engine. His view i briefly this: "in Europe the parties stand for jiiciples, in America they do not;" in the one 1'issues have never been lacking which Sought their respective principles into opera- En:" in the other "the chief practical issues which once divided the parties have been set-fled." In spite of the heated discussion and the definiteness in issue of the last-presidential campaign, we Americans cannot deny that fhere is much truth in his view and particu-larly as applied to State politics. What great principle does the Republican or the Demo-cratic party stand for in State elections? Does the citizen vote on some State issue or because R: wants his party to get the spoil? Bryce aptly says: "Bringing men up to the polls is like passing a stone roller over stones newly laid on a road." As the angularities in the stones are pressed out so individuality is merged into party. We fear this is what has happened very largely in Pennsylvania. Yet if asked to analyze the present political condition, we should say that it is perhaps nearer a transition, a revolution, from the existing order of things, than a solid-fying in them; recent indications seem to point in that direction. Prominent among these we might mention the withdrawal from power of a. U. S. Senator whose sway has extended for a number of years; though a candidate put forward by a boss took his place it was not without comparatively formidable opposition and the absence of the impliciteness with which many former behests were obeyed; and it is believed by some that if brought up now this candidate could not be elected. It is prob-ably true, as some one suggests, that the pres-ent legislature —the House at least—is more its own than in some former sessions. Citizens Reform Leagues and Associations, though aim-g more especially at municipal reform, show a marked tendency, not always appearing on e surface, to wipe out political corruption. The recent formation of Business Men's Leagues throughout the State, whatever news-papers may say about the aims of the leaders Jf the movement, shows a rebellion on the part 'fa very substantial proportion of our citizen-ship against the existing order of things. The recent exposure, on the part of contractors and others in possession of the facts, the waste of the people's money in "padded" bills, appro-priations, &c, may also be added to the gen-eral indications. We may think that a great hue and cry is raised about the corruption and degradation of Pennsylvania politics, and that the real con-dition is exaggerated. Perhaps the way to get anything like an accurate idea, is to investigate along the line of just what a real reform would mean, how many points it must touch, and how fundamental it must be, to cope with the enormousness of the task. It is not an overstatement to say that the system of bossism has in this State received flattering encouragement. (It is a continuation of the medieval "sale of indulgences" and we need a Luther to expose it!) It is the people we ought to censure, to censure the boss is a waste of breath. Yet we would not say this without two words, one as to the boss, the other from the side of the people. To one who says to us : "We need men of executive ability, bosses if you please," it is sufficient to reply simply by distinguishing the term "leader and boss;" by the former is suggested the idea of one who by natural selection or otherwise leads a new movement, by the latter the foreman of a gang of foreign laborers out in some Western railway cut; the arguments of the one are listened to; the orders of the other are mechanically obeyed. Why do the people endure it? Well, first of all, they have arrayed against them a machine, and to resist its clock-like movement is 110 easy matter. You will perhaps meet one class of persons who speak of "necessary evils." We deny their existence ! There is no reason under the sun, save the weakness of men, why our Commonwealth should not be a perfect Utopia! Eltwood Pomeroy, in the April Arena, char-acterizes another class." "I know of men," he says, "honest, honorable, capable, who have refused to vote for over a quarter of a century. They say it is no use." As cit-izens, however, we must remember that the use of that silent weapon, the ballot, is not only a privilege but a duty. Let us be sure that there are thousands in Pennsylvania who have not in their heart of hearts bowed the knee to the Baal of bossism. Perhaps no bet-ter counsel can be given to the true citizen than the words of the poet: "Be noble and the nobleness that lies In others, sleeping but never dead, Will rise in majesty to greet thine own." ADVERTISEMENTS. Classical Course for the Degree of A. B. II. Scientific Course for the Degree of B. S. III. Post-Graduate Course fcr the Degree of Ph. D. IV. Special Course in all Departments. V. Elective Studies in Junior and Senior Years. VI. New Testament Greek and Hebrew in English Bible Departinj Observatory, Laboratories and new Gymnasium. Four large buildings. All b heated with steam from central plant. Libraries, 25,000 volumes. Fine Museum. Expi low. Department of Hygiene and Physical Culture in charge of an experienced physid Accessible by frequent railroad trains. Location, on BATTLEFIELD of Gettysburg;" pleasant and healthy. PREPARATORY DEPARTMENT, in separate buildings, for I and young men preparing for business or college, under special care of the principal andtl assistants, residing with students in the building. For full particulars, apply for catalog^ HARVEY w. MCKNIGHT, D. D., LL. D., ?m\ F@ras]?(]w*iiiiia (MUtege, Gettysburg
Issue 49.3 of the Review for Religious, May/June 1990. ; REVIEW I:OR RELIGIOUS (ISSN 0034-639X) is published bi-monthly at St. Louis University by the Mis-souri Province Educational [nslilule of lhe Sociely of Jesus; Editorial Office; 360~ Lindell Blvd., Rm. 428; St. Louis, MO 63108-3393. Second-class postage paid at St. Louis MO. Single copies $3.50. Subscriptions: United States $15.00 for onc year; $28.00 for two years. Other countrics: US $20.00 for one year: if airmail, US $35.00 per year. For subscription orders or change of address, write: Ri~vn-:w FOR R~uc, ous: P.O. Box 60"/0; Duluth, MN 55806. POSTMASTER: Send address changes to RF:VlEW vok REI.I~;IOt~S; P.O. Box 6070; Duluth, MN 55806. Ol990 REVIEW voR REt.l~;Iot~s. David L. Fleming, S.J. iris Ann Ledden, S.S.N.D. Richard A. Hill, S.J. Jean Read Mary Ann Foppe Editor Associate Editor "~ Contributing Editor ~.~o' Assistant Editors Advisor\, Board David J. Hassel, S.J. Sean Sammon, F.M.S. Mary Margaret Johanning, S.S.N.D. Wendy Wright, Ph.D. Suzanne Zuercher, O.S.B. Ma\'/June 1990 Volume 49 Number 3 Manuscripts, books fl~r review and correspondence with the editor should be sent to REVIEW ro~ REt.l~aOt~s; 3601 Lindell Blvd.; St. Louis, MO 63108-3393. Correspondence about the departmenl "Canonical Counsel" should be addressed to Rich-ard A. Hill, S.J.; J.S.T.B.; 1735 LeRoy Ave.; Berkeley, CA 94709-1193. Back issues and reprinls should be ordered from REVIEW VO~ REI.tC;IOt~S; 3601 IAndell Blvd.; St. I~mis, MO 63108-3393. "Out of print" issues are available from University Microfilms Internalional; 300 N. Zeeb Rd.; Ann Arbor, M1 48106. A major portion of each issue is also available on cassette recordings as a service for the visually impaired. Write tn the Xavier Society for the Blind; 154 East 23rd Street; New York, NY 10010. PRISMS . Questions play an important part in our biblical tradition. The first question presented in the Bible is the one which God directs to us hu-man beings, "Where are you?" In the gospels, Jesus" question, "Who do you say that I am?," demands a response from every Christian, per-haps more than once in a lifetime. "Woman, why are you weeping? Who is it you are looking for?" challenges us in our sorrow and our dis-appointments. "Simon, son of John, do you love me?" pricks the con-science of sinner and saint alike. Not all questions are neatly answered. For example, "how does one pray" and "how does one love" have pieces of answers which together make up a simple but intricate mosaic that stretches as far as human ex-perience can reach. Jesus, in trying to share with us his experience of God, seemed to be most at home in everyday images of the living world around us and the parables which capture some basic human experience writ large. Who does not remember a woman sweeping a house for a lost coin? That is the way God searches out each of us in our lost moments. Who has not been touched by a story of a person, robbed and left half-dead by the roadside, and the various passers-by among whom there is one who cares? From such a parable, we all know a little better what it means to be neighbor. Stories, symbols, and images become so often the prisms whereby we gain new or fresh insight into some of our deepest human and divine realities. Some of our authors in this issue are directly led into their reflec-tions by a question. "What is a priest?" led Richard Hauser, S.J., to his considerations on the "Spirituality of the Ministerial Priesthood.'" Basil Pennington, O.C.S.O., is making a report on the Religious Life Futures Project as he looks at the question "Where is Religious Life Go-ing? . Whence Come the Candidates?" stirs Gabrielle Jean, S.C.O., to focus once again on the instrumentation for the screening of candi-dates for the priestly and.religious life vocations. William Mann, F.S.C., raises the question "Brothers, Do We Have a Future?" and enters into his own religious life experience to provide a response. If I could make five wishes for a new novice director, Melannie Svoboda, S.N.D., asks, what would they be? Her answer to that ques-tion is her article "Wishes for a 'Novice' Novice Director." Mary Polu-tanovich, D.C., faces the questions, "do the poor need the artist'? does 321 322 / Review for Religious. May-June 1990 the artist need the poor? how is Christ served and the gospel preached by this charism?" Her reflections are captured in her article "More than Bread: Art, Spirituality, and the Poor." Religious imagination unveils how God may be working in "The As-sociate Movement in Religious Life" according to Rose Marie Jasinski, C.B.S., and Peter C. Foley. Thomas F. McKenna, C.M., seeks out meta-phors as he tries to stimulate our thinking about "Images for the Future of Religious Life." Correcting some metaphors may be important in our understanding of "Obedience and Adult Faith" as presented by James D. Whitehead and Evelyn Eaton Whitehead. Other authors in this issue suggest creative ways to pair a deeper un-derstanding of violence and ministry as a response, the connection be-tween the stages of conversion and the gift of tears as imaged in the spiri-tuality of Catherine of Siena, naming experiences that represent the sur-rendering of ourselves to the Divine Other, discovering the gifts and the pitfalls of praying through a tradition which is non-Christian, and re-flections on the historical sweep of foreign mission involvement and its effect on the renewal movement in women religious congregations dur-ing the past quarter-century. It is true that questions sometimes only lead to more questions. But questions also lead to ways of responding that affect the direction of our lives and our ministry. Some questions can truly affect our relationship with God, with our fellowmen and women, and with our world. Perhaps our authors will raise some of those questions and also provide us with some of those images which will call forth such a personal conversion. The God who asks questions is also a God of surprises. Our Pentecost prayer: recreate in us your own Spirit, Lord. David L. Fleming, S.J. Spirituality of the Ministerial Priesthood Richard J. Hauser, S.J. Father Richard Hauser, S.J. is Chairman of the Theology Department at Creighton University in Omaha. Nebraska. His last article in Rv.\,lv.w FOR R~.L~(;IOUS was pub-lished in July-August, 1986. His address is Creighton University: California at 24th Street: Omaha, Nebraska 68178. [~uring a recent board meeting of the Emmaus Priest Renewal Program I had a disconcerting experience. The discussion moved to the question: what is a priest? For the next hour we worked in vain to come to a con-sensus. In exasperation someone said, '~No wonder priestly morale in the United States is so low. We don't even know what it means to be a priest?" At that point the Emmaus board commissioned me as their theo-logical consultant to put together a five-day retreat on priestly idefitity and spirituality. Immediately I found myself resisting the task, claiming ignorance of the topic. This resistance was even further disconcerting. Since I have been a priest more than twenty years and writing on spiritual topics for almost as long, why wouldn't I have something to say on the spirituality of the priest, supposedly my own spirituality? Gradually I realized that my hesi-tancy had many roots. First I was self-conscious about my identity as priest because rightly or wrongly as a priest I have felt under attack by two very important movements in the Church, the lay movement and the women's movement. As a result I have inadvertently downplayed this aspect of my identity so as not to occasion criticism from these groups. Further as I reflected on the documents of Vatican II, I became more aware that they gave thorough treatment both to the roles of the lay per-son and the bishop in the Church but have said very little about the role 323 :324 / Review for Religious, May-June 1990 of the priest. Though Vatican II did set some new directions for a recon-sideration of the identity of the priest, it did not develop this theology to any great extent. Finally I saw that many currents in the Church have subtly made me hesitant to reflect on the area: the debates on priestly celi-bacy and married clergy, the prevalent--and inadequate--theology of the priest as the "holy man" set apart in a separate caste to "mediate" grace to the laity, the tendency to "clericalize" most ministries in the Church, the ecumenical movement. I should also note that as a priest from a religious congregationl had defined my spirituality almost solely by the charism of n~y order and therefore neglected aspects of spiritual-ity related to my role as priest of the universal Catholic Church. In this I suspect I am typical of many religious order priests. The following reflections are an effort toward a theology of priestly identity and spirituality. I believe the lack of such a theology has had dele-terious effects both on morale of many current priests as well as on re-cruitment of future priests. The American bishops in their statement is-sued 1988 "Reflections on the Morale of Priests" agree that there is a morale problem: " . . it is aiso clear to us that there exists today a se-rious and substantial morale problem among priests in general. It is a prob-lem that cannot be simply attributed to one or another cause or recent event, but its profile and characteristics can be clearly described, and its presence needs to be addressed directly." It is my conviction that one of its causes is an ambiguity about what it means to be a priest. These reflections attempt to address that problem using guidelines from Vati-can II as well as recent documents from the Priestly Life and Ministry Committee of the American bishops. All Christian spirituality flows from incorporation into the Body of Christ through faith and baptism. The priest's spirituality is no excep-tion. Basically, then, priestly spirituality is Christian spirituality. How-ever, since the priest has a special role in the Body of Christ it is appro-priate to discuss how this role specifies the practice of Christian spiri-tuality. But an integral examination of priestly spirituality must first situ-ate the priest within the Body and only then discuss the aspects of spiri-tuality proper to the priest as priest. This article is concerned with priest-hood in the Roman Catholic Church; hence the terms Body of Christ and Church have primary reference to this community. Body of Christ: Priest as Member Priests are members of the Body of Christ. Their dignity as mem-bers of the Body has frequently been obscured by treatment of their spe-cial role within the Body. The Decree on the Ministt3, and Life of Priests Ministerial Priesthood / 325 from Vatican II clearly situates the priest's leadership role through ordi-nation within the priest's membership in the Body through the sacra-ments of initiation: "Therefore, while it indeed presupposes the sacra-ments of Christian initiation, the sacerdotal office of priests is conferred by that special sacrament through which priests, by the anointing of the Holy Spirit, are marked by a special character and are so configured to Christ the priest that they can act in the person of Christ the head" (par. 2). Membership and leadership must be seen together for comprehensive understanding of priestly identity and spirituality. It is significant that Vatican II chose the image of the Body of Christ to discuss priestly identity and ministry. This image highlights both the equality of all in the Body as well as the difference of roles in the Body. The equality of all members within the Body is clear: "There is but one body and one Spirit, just as there is but one hope given all of you by your call. There is one Lord, one faith, one baptism; one God and Father of all, who is over all, and works through all, and is in all" (Ep 4:4-6). Equally clear is the difference of roles within the Body: "There are dif-ferent gifts but the same Spirit; there are different ministries but the same Lord; there are different works but the same God who accomplishes all of them in everyone. To each person the manifestation of the Spirit is given for the common good" ( I Co 12:4-7). Furthermore Paul's image of the Body of Christ highlights the Spirit as the source of all life within the Body. Membership in the Body flows from the Spirit received through faith and baptism. Specific roles (charisms) within the Body flow from the special gifts given by the Spirit to different members of the Body for the sake of the entire Body, Finally, the Church as the Body of Christ shares Christ's mission. This mission so clearly presented in all the Gospels is serving the king-dom of God. Each member is called by baptism to assume a share of re-sponsibility by accepting ministry according to his or her specific charisms. This ministry is oriented to serving the kingdom of God both within the Body of Christ itself as well as beyond the Body in the world. The example is, of course, Jesus himself. Jesus ministered to his disci-ples; the washing of the feet in John's gospel is the most dramatic exam-ple of his role of service to his disciples. Still this concern for his own in no way lessened his ministry toward those outside his community of followers; his preaching, healing, and love extended to everyone he en-countered. These reflections presume that the priest's basic identity is that of a member of the Body of Christ and consequently the priest's ba-sic spirituality will be living that identity. 326 /Review for Religious, May-June 1990 Body of Christ: Priest as Leader As members of the Body of Christ priests have received the Spirit incorporating them into the Body and giving them charisms for the ser-vice of the Church and of the kingdom. What, then, differentiates the priest's identity and spirituality from that of other members of the Body? Most agree that ministerial priesthood in the Church implies a permanent office flowing from charism and formally recognized by the Church. The very important statement of 1977 from the Bishop's Committee on Priestly Life and Ministry "As One Who Serves" expresses the consen-sus well: "In summary, the holder of an office in the Church would be (1) a person endowed by the Spirit, (2) with personal gifts (charisms), (3) called to a public and permanent ministry, and this call is formally recognized by the Church" (par. 20). The fact that this office implies a role of leadership in the community is also agreed upon by the magis-terium and by most theologians. Yet there remain theological disagree-ments on the relationship of the priest's role as head of the Body (always with the bishop) to the Body itself. The discussion is focused on a pas-sage from The Dogmatic Constitution on the Church from Vatican II: "Though they differ from one another in essence and not only in de-gree, the common priesthood of the faithful and the ministerial or hier-archical priesthood are nonetheless interrelated. Each of them in its own special way is a participation in the one priesthood of Christ" (par. 10). Since this article is concerned primarily with the spirituality of priests as leaders of the Body--an identity that is acknowledged by most--it does not seem necessary to treat the doctrinal disputes. Christian spirituality flows from response to the Holy Spirit, the sanc-tifier. Priestly spirituality is simply the priest's effort to respond faith-fully to the Spirit in living the priestly identity as defined by the Church. The Church teaches that ordination establishes the priest in three new, distinctive, and permanent relationships: with Christ, with the Church, and with the world beyond the Church, This identity today includes-- for both diocesan as well as religious order priests--a call to observe the evangelical counsels. Since observing these counsels affects the living out of the three basic relationships, they must be discussed with them. It should be recalled again that this discussion focuses on those aspects of priestly spirituality that distinguish the priest as priest; it does not fo-cus on aspects of spirituality common to all Christians through baptism. Priest and Christ: Person-Symbol of Christ the Head of Body Through ordination the priest is established in a new, distinctive, and permanent relationship to Christ: the priest becomes the person-symbol Ministerial Priesthood / 327 of Christ, the head of the Church. Priests receive an anointing of the Spirit which enables them to act in the name of Christ the head. Thus priests are empowered to act in persona Christi. "As One Who Serves" makes the crucial observation that priests can be the person-symbol of Christ the head of the Body only because of their membership in the Body: "It is only because of the Church that the priest can be said to act in persona Christi. He is called to be an effective sign and witness of the Church's faith in the reconciling Christ, who works through the Church and through the one whom the Church has sent to be the steward of its gifts and services" (par. 22). It is the Body of Christ that is holy through the presence of the Spirit. The priest, as the preeminent head of this Body, becomes the symbol of the holiness of the Body. And as head of this Body, priests can now act in persona ecclesiae and so also in per-sona Christi. Through ordination the priest is established in a special relationship to Christ. As head of the Body, the priest becomes an "effective sign" or sacrament of Christ's authoritative presence in the Church. All aspects of priestly spirituality flow from this relationship. Since it is the role of a symbol to make present what it represents, the priest is called by the Church through ordination to awaken Christ's presence within the com-munity in all service for the community. Consequently all priestly min-istry to the Church must be done in a way that awakens faith within the community. This awakening of faith in others is possible only if the priest has a deep relationship personally with Christ. The biggest chal-lenge of priestly spirituality is becoming internally the Christ symbolized externally. To a great extent the effectiveness of priestly ministry flows from a heart transformed by the Spirit and then ministering to others. All Christians desiring to follow Christ fully are called to observe the evangelical counsels of poverty, chastity, and obedience within their own state of life. The priest is no exception. However, the priest's ob-servance of the evangelical counsels is orientated toward conforming the priest more closely to Christ and so increasing effectiveness as the person-symbol of Christ the head of the Body. The priest today is called by the Church to celibacy and so to meet personal affective needs in ways con-sonant with the celibate state. Christ is the model of priestly celibacy in his relationships with the Father, his community, and his apostolate. Above all the celibacy of Christ was founded on his relationship to his most dear Father, Abba. From within this intimate and often solitary pres-ence before his Father Christ's entire life flowed. Christ's relationship to the Father is the model for the priest's relationship to Christ. As 328 / Review jbr Religious, May-June 1990 Christ's heart flowed instinctively to the Father, so does the priest's heart flow to Christ and the Father. Love unites without obliterating personal distinctiveness. As Christ was able to say "The Father and I are one," and as Paul could say, "I live, now not I, but Christ lives in me," so the priest prays to become equally one with the Father and Jesus. By em-bracing celibacy the priest imitates Jesus in allowing sufferings of fail-ure, loneliness, and isolation to foster even deeper intimacy with God and with Jesus himself. Christ is the model of priestly celibacy in his relationship to his com-munity. He looked to certain of his apostles and disciples for the per-sonal support he needed to sustain the failures and loneliness of his min-istry. So Christ is the model for priests in developing deep human rela-tionship, especially with fellow priests. Finally Christ's affectivity was also directed toward those he served. We recall how Jesus wept over Jerusalem because he was not able to draw the chosen people of God to himself as a mother hen draws her chicks to herself. In embracing the vow of celibacy the priest strives to imitate Christ in each of these three dimensions of affectivity and so become a more effective person-symbol of Christ as head of the Body. To be faithful to the call of today's Church to live this identity of person-symbol of Christ we priests must ask some basic questions. First, do I see my vocation primarily as a call to become Someone, Christ, and not merely as a duty to perform certain ministerial functions closed to others? The Church today is saying to priests that who we are is more primary than what we do; presence has replaced power. We are being called to be so configured to Christ that our actions radiate his presence and so awaken awareness of God's own love. Have I built into my daily life the rhythms necessary both to grow continually in knowledge and love of Christ and to allow this knowledge and love to permeate my ac-tions? And second, have I actively embraced my celibacy'? Do I cherish my celibacy as a gift intended to foster intimacy with Christ and the Fa-ther and thereby increase my effectiveness as a person-symbol of Christ in my leadership? DO I imitate Christ in meeting my affective needs pri-marily in my relationships with Christ and the Father and with my pres-byterate? Do I allow myself to be supported by and do I support my fel-low priests'? Do I allow the crosses of celibacy to deepen intimacy with Christ? Priest and Church: Servant-Leader of Body Through the anointing of the Spirit at ordination the priest is also es-tablished in a new, distinctive, and permanent relationship to the Church: Ministerial Priesthood / 399 the priest becomes the servant-leader of the Church, the "effective sign" of Christ the head of the Body. As the preeminent leader of the community the priest thereby acts in persona ecclesiae. This leadership of the Body is marked by four functions essential for the community. The priest is called to serve the Church by proclaiming the Word of God, by presiding at worship, by pastoral care of the People of God, and by fa-cilitating the different charisms within the Church. But the priest's lead-ership will take many differing forms depending on the talents of the priest and the needs of the community. The American bishops high-lighted the importance of sensitivity to varying forms of priestly leader-ship with which the Spirit endows priests: "All priests are endowed by the Spirit in various ways to serve the People of God. There are forms of leadership . The gifts differ and each must discern in the Spirit how he has been gifted. No one has all the gifts. Some seem to disap-pear in the history of the Church; some are transient even in the lives of priests" ("As One Who Serves," par. 32). Christ is the model for the priest's leadership of the Church. Just as Jesus' love of the Father impelled him to live for the Father's kingdom, so does the priest's love of Christ impel the priest to live for the Body of Christ. The priest wil.I, furthermore, exercise leadership in the same way Jesus exercised leadership--through service: "The Son of Man has not come to be served but to serve--to give his life in ransom for the many " (Mk 10:45). And through the special anointing of the Spirit in ordination Christ now stands with the priest empowering the priest to be an "effective sign" of Christ in all ministry to the Church. Thus the priest can fulfill the vocation to be the sacramental symbol-person of Christ actually awakening Christ's presence in the community through his .daily service. In a new way since Vatican I! priests are being called to facilitate service and leadership of others within the Church. The role has been com-pared to that of a conductor of an orchestra: "The conductor succeeds when he stimulates the best performance from each player and combines their individual efforts into a pattern of sound, achieving the vision of the composer. The best leader is one who can develop the talents of each staff person and coordinates'all their efforts, so that they best comple-ment each other and produce a superior collective effort" ("As One Who Serves," par. 46). In facilitating ministry of others the priest is not unlike Christ who prepared the disciples and then sent them off on their own. The priest recognizes that the Spirit in baptism incorporates mem-bers into the Body and simultaneously gives them differing gifts of min- 330 / Review for Religious, May-June 1990 istry for the Body. Yet according to the above document the priest re-mains the one "in whom the mission of the Church, and therefore its ministry, finds focus and visibility" (34); thus the priest acts within the community preeminently in persona ecclesiae. To enhance the priest's effectiveness as a person-symbol of Christ, the Church calls the priest to evangelical obedience through the promise or vow of obedience to their bishops or ecclesiastical superiors. This prom-ise or vow of obedience places the priest in special union with the uni-versal Church and so enhances the ability to act in persona ecclesiae. The priest symbolizes the unity of the entire Church in Christ: the local parish or community, the diocese, the national Church, the universal Catholic Church. In addition, the priest symbolizes the continuity of the Church through the ages from the apostles and Peter to the present-day bishops and pope. It follows from this that the priest must fully own this position in the Church by loving, protecting, and defending it at every level and, even when called to prophetic criticism, by doing so with love. While acknowledging the Church's faults and foibles past and present, the priest still believes that it is the privileged place of the Spirit's activ-ity in this world for the kingdom of God: "I for my part declare to you, you are "Rock," and on this rock I will build my church, and the jaws of death shall not prevail against it" (Mt 16:18). The model for the priest's obedience is again Christ. Nothing stood between Christ and doing his Father's will. The priest's obedience is to God. The priest is convinced that the will of God is now revealed through the authoritative structures of the Church. In obeying these structures the priest is obeying the Father. The priest's obedience to the bishop or ec-clesiastical superiors gives eloquent testimony to the belief that Christ continues to work through the ages within the authoritative structures of the Church. By embracing the promise or vow of obedience the priest refuses to allow any personal desire not in accord with God's will as ex-pressed through Church superiors to determine actions. The sufferings of obedience to God's will are accepted and offered to the Father in the same manner as Christ's. To be faithful to living this identity of servant-leader of the Body we priests must reflect on our underlying attitudes toward ministry. First, do I truly see myself as servant to my community, that is, do I radiate the attitude of Christ who came to serve and not to be served'? Do I strive to be an effective servant-leader in each of the four major ministerial roles, that is, teaching, presiding at worship, pastoral care, facilitating gifts of community? Or do I find myself holding back in some particular Ministerial Priesthood / 331 aspects of my ministry'? Have I identified charisms of leadership that are unique to me and used these in a special way for the Church? Do I fully grasp that as a person-symbol of Christ in my leadership role I can trust that Christ stands behind each aspect of my ministry enabling me to be an effective sign of his presence'? Second, do I embrace my promise or vow of obedience? Do ! see it as a gift enhancing my effectiveness as a person-symbol of the universal Church, the Body of Christ'? Do I love the Church and protect and defend it at every leve~? If necessary to criti-cize, do I speak in love? Is my obedience ultimately to the Father? Do I allow the crosses of obedience to conform me more totally to Christ'? Priest and Society: Promoter of Justice in the World Through ordination the priest is established in a new, distinctive, and permanent relationship to Christ and to his Church. Contained in this iden-tity is a new relationship to the world beyond the Church. Because the priest now acts in persona ecclesiae and in persona Christi, the priest becomes the preeminent witness of the Church's and Christ's concern for the world. Vatican II and subsequent documents of the Church both on an international and national level have put increasing emphasis on this aspect of the Church's mission. The statement of the World Synod of Bish-ops in 1971 entitled Justice in the World is apt: ". action on behalf of justice and participation in the transformation of the world fully ap-pear to us as a constitutive dimension of the preaching of the Gospel, or in other words, of the Church's mission." The priest today is called to integrate this dimension into ongoing ministry. The American bishops echo this thrust by presenting their descrip-tion of the priestly ministry under four co-equal divisions: To Proclaim the Word of God, To Preside at Worship, To Serve the Christian Com-munity, To Serve Humankind. The last-named section begins as follows: "The Church is called to serve all of society: that is its mission and the hope of its ministry. While the priest may have a certain primary respon-sibility to the Catholic community which he serves, nonetheless he has been sent by Christ and the Church to all people who comprise the larger community in which the parish community exists. The concern for all people gives reality to the presence of the risen Lord" ('~As One Who Serves," par. 50). The priest has a double role in this ministry to humankind. As ser-vant- leader of the Body tile priest is called to be engaged personally in actions on behalf of justice to witness most effectively to the Church's concern. In addition, the priest is called to facilitate action and leader-ship by others for the transformation of society. Church teachings ac- 339 / Review Jbr Religious, May-June 1990 knowledge that time constraints may limitthe priest's personal involve-ment but also point out that the apostolate within society is also most ap-propriate for the laity: "The apostolate of the social milieu, that is, the effort to infuse a Christian spirit into the mentality, customs, laws, and structures of the community in which a person lives is so much the duty and responsibility of the laity that it can never be properly performed by others. In this area the laity can exercise an apostolate of like towards like" (Decree on the Apostolate of the Laity, para. 33). In addition to working for justice throughout society, the priest is called to have spe-cial concern for the poor: "Although the presbyter has obligations to-wards all persons, he has the poor and the lowly entrusted to him in a special way. The Lord himself showed that he was united to them, and the fact that the Gospel was preached to them is mentioned as a sign of his messianic a.ctivity'" (Decree on the Miniso3, and Life of Priests, par. 6). Again Christ is the model of the priest in this dimension of minis-try. Jesus' concern for others was not limited to his immediate commu-nity of disciples. He continually extended himself beyond his followers to others. His entire ministry is marked with personal compassion for any person who came to him in need. In addition to his one-on-one concern for others, Jesus also spoke out against society's injustices. At times the condemnation was marked by actual disobedience to laws when he viewed them as contradictory to the revelation he received from his Fa-ther. Indeed, his criticism was so threatening to the establishment that it eventually precipitated his death. And finally the Gospel reflects that Jesus had special care and concern for the poorest of the poor, the out-casts of society. The parable of the Last Judgment testifies to the cen-trality in Jesus' eyes of service to the hungry, thirsty, shelterless, impris-oned. To enhance the priest's effectiveness as a witness of Christ, the Church asks all priests to have special concern for evangelical poverty within their own priestly vocation, diocesan or religious. And again the model is Christ himself. Christ was poor. He let no material desire or possession come between himself and doing the Father's will. He was detached from possessions in order to be more free to serve. And Christ chose to live a simple lifestyle, perhaps to be more approachable by the poor or to witness to the sufficiency of the Father's providence for his material needs, taking his cue from the birds of the air and the lilies of the field. Through embracing evangelical poverty the priest refuses to al-low any inordinate attachment to food, clothing, shelter, possessions to Ministerial Priesthood / 333 affect service of the kingdom either within or outside the Body of Christ. With this inner quality of heart the priest thus becomes an even more ef-fective witness of Christ to the Church and world. To be faithful and responsive to the call of promoting justice in the world we priests must ask whether we have adapted to this rather new dimension of priestly ministry. First, does my ministry include leader-ship in witnessing to Christ's concern for the world both through actual "hands-on" service to promote justice in society as well as through fa-cilitating service of my congregation? Most especially am I an effective sign in witnessing to Christ's concern for the most needy and under-privileged of my parish and my society'? Second, what is my attitude to evangelical poverty? Do I desire to imitate Christ by adopting a simple lifestyle? Do I embrace evangelical poverty as a gift because it conforms me more closely to Christ and so makes me a more effective symbol-person of Christ in my leadership, especially in his concern for the poor'? Do I allow the crosses of poverty to deepen my bonds with Christ'? Ministerial Priesthood: Challenge and Consolation The challenge of priesthood is perhaps greater today than ever be-fore. In the ministry of leadership for the Church the priest is called to become the person-symbol of Christ and so live and serve in a way that awakens awareness of God's continual presence and love both for the com-munity and for the world. A recent document from the American bish-ops catches the immensity of this challenge putting it in the context of the role of the pastor today: "The pastor in the parish today becomes-- whether he knows and likes it or not--a religious symbol to his people. The pastor becomes a religious symbol of tradition, the keeper and speaker of the revealed Word in all of its rich expressions. He becomes the religious symbol of God's care for his people, expressing compas-sion for the wounded and outrage at injustice. He becomes the religious symbol of order, calling the community to an effective stewardship of its gifts and shared use of its resources" ("A Shepherd's Care: Reflec-tions on the Changing role of Pastor," 1988). But if the challenge is immense, so is the consolation. Through or-dination the priest exists in a new, distinctive, and permanent relation-ship to Christ, to the Church, and to society. But like all sacraments the sacrament of orders confers the grace it proclaims and signifies. There-fore, priests have the immense consolation of knowing that the Holy Spirit stands behind them enabling them to live this threefold relation-ship conferred at ordination. In their relationship to Christ, the Spirit en-ables priests to be configured to Christ poor, celibate, and obedient and 334 / Review for Religious, May-June 1990 so be more powerful person-symbols of Christ. In their relationship to the Church, the Spirit enables priests to be effective servant-leaders in the fourfold dimensions of priestly ministry: proclaiming the Word of God, presiding at worship, caring for the pastoral needs of community, and facilitating charisms of the community. Finally in their relationship to society, the Spirit enables priests to be eloquent witnesses of Christ's care for.the world in promoting justice in society and most especially in serving the poor both personally and in their leadership of the Body of Christ. Priestly ministry, like all ministry, is a charism, a gift of the Spirit. The challenge for us priests is living in a way that facilitates the Spirit's action. We must take a serious look at our daily schedules and ask whether they, in fact, foster our living in tune with the Spirit, thereby growing in knowledge and love and Christ and so radiating a Christ-presence in all our ministry. Being fully effective sacramental signs of Christ demands daily attention to our physical, emotional, and spiritual needs. And this may require rearrangement of our schedules, especially to assure we have the leisure to grow in an ever deeper union with Christ whom we sacramentalize in our leadership. A recent document from the Priestly Life and Ministry Committee pointedly advises us that the crite-ria for the effectiveness of our ministry ought not be the quantity of our work but its quality: "One of the most probable causes of difficulties with spirituality in a priest'~ life today is simply his ability to find (or at least justify) sufficient time to spend in solitude and prayer. A consci-entious priest, especially when under pressure of incessant demands, can forget that the quality of his work is more important than the quantity. What people are looking for in him more than anything else is a spiri-tual guide and model who will help them come to know the Lord and find his peace. Thus he must be, first of all and above everything else, a man of God's peace. Regular time each day for prayer, meditation, and spiritual reading is a sine qua non for the unfolding in a priest's life of an authentic Christ-centeredness" ("The Priest and Stress," 1982). There are many ministries in the Body of Christ. The priest's is but one of these, yet it is distinctive. Only the priest is called by today's Church to a ministry of leadership whose essence is symbolizing Christ's presence. Hopefully a deeper appreciation of this calling will have its ef-fect on morale of current priests as well as attract many others to this vo-cation. Where is Religious Life Going? M. Basil Pennington. O.C.S.O. Father Basil Pennington, O.C.S.O., is well known for his conferences and writings on centering prayer. His address is Assumption Abbey: Route 5: Ava, Missouri 65608. This is a question that is being asked with concern not only by religious themselves and the Church at large but even by the wider community. One significant indication of this is the fact that a secular foundation has recently given a secular university over a half million dollars to study the question. Lilly Endowment, Inc. has awarded Boston University a $575,000 grant to have its Center for Applied Social Sciences serve as the site to study the question "Factors Influencing the Transformation of Religious Life in the Catholic Church in the United States." This cur-rent research grant follows the successful completion of an earlier $100,000 planning grant. It is almost twenty-five years since the close of the Second Vatican Council which called for an adaptation and renewal of religious life. In that time the average age of members of many religious congregations and monastic communities has increased dramatically while the number of members has decreased just as dramatically. Many traditional works of religious have been called into question. New works have been un-dertaken and the whole understanding of mission reconsidered by some groups. The sense of separation from the laity is greatly diminished. Lay persons take a much greater part in the life and mission of religious and religious generally feel closer to the active lay Catholic. What does all this portend for the future'? More importantly, what must religious do in order to be truly renewed, adapted to the twenty-first century Church, so that they may continue to bring to the Church 335 336 / Review Jot" Religious, May-June 1990 and to society as a whole the gift that they are? The proposal submitted to the Lilly Endowment set forth six basic or broad objectives for the study: I. Identify the interpretative schemes used by reli-gious to describe the meaning structure of their commit-ment and their perceptions of the distinctions of religious life in relation to the other ministerial roles in the Church. The interpretive schemes will be examined from the perspective of the psychological, theological, and or-ganizational changes that have occurred over time, with special attention to the degree to which religious orders are becoming more or less distinct. 2. Describe and analyze the psychological, struc-tural, and organizational changes that have occurred and those yet to occur both in religious life in general and within congregations in order to predict the future shapes of religious life. 3. Identify individual religious who are perceived as the emergent leaders of religious life and explore with them systematically the changes that have occurred and must yet occur if religious life is to remain a vital social and ecclesial reality. 4. Describe and analyze some effects of change and perceptions of religious life on the commitment of in-dividual religious, former religious, and recent candi-dates to religious life. 5. Describe the environmental influences on re-ligious life in the United States, including cultural shifts that influence commitments, the supply and demand econ-omy for religious service, and the enhancement of the role of the laity in the Church within the historical con-text of theology. 6. Provide a paradigm for developing strategies of leadership that will enable leaders to move the pro-cess of renewal that was begun in Vatican II through a process of systematic transformation. The term "interpretive schemes" may not be familiar to many but it refers to a very important factor in religious life. Interpretive schemes are made up of the understanding the members of the group or commu-nity share in regard to the world and their place in it. They are primary Where is Religious Life Going? in drawing the members together, giving them a shared sense of belong-ing. These guide religious as they interpret their own past and look at their present environment, select their value priorities, and allocate their resources. Oftentimes these interpretive schemes are not explicitly articu-lated by a group. They are revealed rather in the metaphors the mem-bers use to describe their community, the stories they tell and the rites they celebrate. Transformation involves a shift in interpretive schemes. The pro-posal describes transformation as "qualitative, discontinuous shifts in organization members, shared understandings of the organization, accom-panied by changes in the organization's mission, strategy, and formal and informal structures." Transformation usually begins with a crisis that unfreezes dominant organizational members' current interpretative schemes by presenting a significant challenge to their validity. The Sec-ond Vatican Council did this to religious. But not the Council alone. The transition from the modern to the postmodern era, one of the three great cultural shifts in the history of humankind necessarily brought on a "cri-sis" for all human organizations. The next step in the transformation pro-ess is the development of alternative interpretative schemes leading to new types of action which in turn leads to changes in the structure of the organization. There is likely to be considerable conflict among the origi-nal and developing interpretive schemes and the subgroups espousing them. Leaders of the community will necessarily have a large impact on the process and its outcome. If they support only one perspective they are likely to decrease the potential creativity of the transformational pro-ess and the sense of belonging and involvement of the members whose perspectives have not been taken into account. If they try to separate out the different perspectives they are likely to perpetuate splints within the community. If they facilitate the interaction among the conflicting per-spectives they will increase the chances of paradoxical outcomes of trans-formation, of new and creative shared understandings, of a truly renewed and vital religious life. During the course of the process members will experience discomfort both with the ambiguities and the confusion. The conflict of understandings and those who espouse them will create ten-sions. But when (and if) a new synthesis is reached that is experienced by the whole group as acceptable, there will not only be a sense of satis-faction but there will be a new force in the community for life. In its study of the factors influencing the transformation for religious life, the study is going to give special attention to two: the environment, 338/Review for Religious, May-June 1990 that is, the factors external to the community that impinge on it in some way and can effect the transformation process by inducing the crisis and affecting the development of new interpretative schemes, and the lead-ership. Two types of leadership within the communities need to be and will be considered. There are formal leaders, those who are designated to see that the roles, resources, and necessary structures are maintained to provide for both the mission and the members. Emergent leaders are members who are generally recognized in the community as complemen-tary to the formal leaders, but distinct from them in purpose and func-tion. These often act as catalysts for new ideas within the community and, as such, are seldom selected by the membership to represent them. The study hopes to explore the underlying changes in interpretive schemes both qualitatively and quantitatively arid at several levels: within the social institution of religious life as such, within individual congre-gations, and within individual members of religious communities. This will involve questionnaires, regional meetings, and individual interviews to be carried out over the course of the next two to three years. The proposal sees as the outcome of the project: I. Identification of the normative beliefs about reli-gious life and how they will likely shape the future of re-ligious life in this country. 2. Build a national comparative data base of all male and female religious that includes current demographic data, membership information, existing and emerging structures, current member attitudes on multiple dimen-sions, and projections for the future. 3. Enable the leadership of religious communities to identify in the current context paradigms of planning that enable transformation, consolidation, merging, or extinc-tion. 4. Label the changes that must yet occur if reli-gious life is to remain a vital social and theological gift to the Church into the next millennium. The results of the study will, of course, be published and generally available to interested parties. But the researchers hope also to work with organizations and groups of religious to consider and further explore the findings. The principal researchers for the project are David Nygren and Miriam Ukeritis. Father Nygren is a Research Associate at the Center for Applied Social Science, a unit of the Graduate School of Boston Uni- Where is Religious Life Going? / 339 versity. He has been a member of the Congregation of the Mission (Vin-centians) since 1968 and has served his congregation in many capacities over the years. He holds six academic degrees. Sister Miriam, a mem-ber of the Congregation of Sisters of Saint Joseph of Carondelet, is com-pleting a term as a Post-Doctoral Fellow at the Harvard Community Health Plan, Boston. She is a clinical psychologist by profession and has served as a director of the House of Affirmation in Hopedale, Massachu-setts. Besides the extensive facilities of the Center for Applied Social Sci-ence, the researchers will be aided by a National Advisory Board which includes Archbishop Thomas Kelly, O.P., the newly elected chairper-son of NCCB's Committee on Religious; Abbot James Jones, O.S.B. of Conception Abbey; Howard Gray, S.J., former provincial of the Detroit Province, five religious women, two brothers, a monk and two represen-tatives from the Lilly Endowment. The Advisory Board will meet regu-larly with the researchers to assess the results of their work and offer guid-ance to the pursuit of the project. The success of the project will, of course, depend largely on the col-laboration of religious, both as groups and as individuals. But the bene-fits that they can hope to reap from it are considerable, so such collabo-ration is well assured. However, they will not be the only ones to profit from the study. Reviewing the expected outcomes it is easy to see why the Lilly Endowment and a community oriented university are willing to make such a considerable investment in this study. If the study does suc-ceed in producing the results it projects, there can be little doubt as to the significance of the contribution it will make not only to the Church but to society as a whole by enlivening and promoting the social outreach which depends so heavily on the leadership and support of the religious communities. Whence Come the Candidates? Gabrielle L. Jean, S.C.O. Sister Gabrielle Jean, S.C.O., last appeared in these pages with her article. "'The Alcoholic Religious Woman," in September/October 1985. Her address is 715 Per-shing Drive: Silver Spring, Maryland 20910. Over the past several years, authoritative articles on the assessment of can-didates for the priestly/religious life have appeared in Catholic periodi-cals. Kraft (1978)~ clearly stated the differential role and competencies of the psychiatrist and psychologist relative to evaluation and treatment of religious personnel. While both professional groups are involved in therapy, the psychiatrist focuses on the abnormal behavior while the psy-chologist deals with a much broader range of human behaviors. The psy-chiatrist's forte lies in his medical expertise and pharmacological arma-mentarium; the clinical psychologist's educational background provides for research and evaluation of human behavior, especially personality as-sessment. Kraft strongly recommended that such professionals have a working knowledge and appreciation of the role of spirituality in the life of religious men and women. Values incongruent with those of the cli-ent could prove prejudicial to his or her ongoing spiritual growth. A more recent article by O'Connor (1988)~- addressed the appraisal of candidates with attention directed to the formation process, the test-ing of the applicant's spirit, assessment of his or her motivation and fit-ness for the chosen institute. The key elements lie in the interactional pro-ess of interview and dialogue. The present article focuses on the instrumentation for the screening of candidates, that is, the psychological tests selected for that purpose. It is intended to inform superiors, vocations directors, and formation teams of the rationale and philosophy inherent in the selection of instru- 340 Whence Come the Candidates? / 34"1 ments; a "model" battery will then be suggested. Do the candidates come from the general "normal" population or from a psychiatric pool? The choice of instruments such as the MMPI (Minnesota Multiphasic Personality Inventory), TAT (Thematic Apper-ception Test) and Rorschach Inkblots reflect the latter since they are stan-dardized or normed on a psychiatric or dysfunctional population. Granted, they provide valuable information (in terms of impairment), but would it not be more helpful for the formation teams to know the strengths and weaknesses of the personality of their candidates? Would they not be in a better position to maximize the psychological and spiri-tual growth of their charges with a positive set of data on them'? If one begins the psychological screening process with scales normed on a psy-chiatric population, the results can only reveal the extent of the pathol-ogy found in that individual when compared to psychiatrically impaired individuals. The strengths of the personality are clouded by the pathol-ogy and the formation personnel are left to ferret for themselves the per-sonal resources of the recruits. Personality measurement is a typically American phenomenon; it originated in the United States and has evolved greatly, especially since the early 50s. Its scope includes both personality inventories (standard-ized on the general population) and instruments designed more specifi-cally to detect the presence and extent of behavior pathology. The re-spective personality theories provide the background for such instruments and caution the user relative to the holistic nature of the person. Because of the importance of the psychological screening process, further clarification seems warranted, especially since Vatican II alerted to the need of heeding the advances made in the behavioral sciences. So-ciology and psychology do shed scientific light on human behavior both as individuals and in groups. Purpose and Ethics Tests are standardized tools for the measurement of individual dif-ferences in intellectual, emotional, social, and motivational aspects of behavior. Personality assessment focuses primarily on the emotional ad-justment, social relationships, motivation, attitudes, interests, and val-ues of the individual. The American Psychological Association has codified ethical prin-ciples to govern psychological testing. Many personality tests are re-stricted to qualified users, and the qualifications vary with the type of test. The rationale is that test scores should be released only by and to persons qualified to interpret them. The candidate is entitled to know the 342 / Review for Religious, May-June 1990 information he or she revealed in the testing. Knowledge of the test scores only may be emotionally disturbing to the candidate; they should be properly interpreted to him or her in a situation that allows for dis-cussion of the results. Many personality instruments and measures of emotional, motiva-tional, or attitudinal traits are necessarily disguised; the subject may re-veal characteristics about the self without realizing that he or she is do-ing so. It is of primary importance that the examinee have a clear understanding of the use that will be made of the test results, who will receive the report, and how long it will remain in his or her file. Quot-ing directly from the Ethical Standards of Psychologists: "The psycholo-gist who asks that an individual reveal personal information in the course of interviewing, testing, or evaluation, or who allows such information to be divulged to him, does so only after making certain that the person is aware of the purpose of the interview, testing, or evaluation and of the ways in which the information may be used." No report should be sent without the consent of the examinee through a "release of confiden-tiality" form. The receiver of such information is bound by confiden-tiality; the information is privileged; if the examinee agrees to release such information, it is because it will be handled as privileged commu-nication. Evaluation: Testing, Interviews, or What? There are many arguments for and against testing, and I wish to share my biases with you; I do so willingly because psychological test-ing is my area of specialization and, therefore, I feel better qualified to support them than I would be in other areas of psychology. The arguments I would advance in favor of a sound testing program are these. First, it serves to provide an appraisal of candidates who feel attracted to the religious/priestly life. Secondly, it can help the candidate gain insight into his or her own behavior. Thirdly, it can serve as a basis for counseling in view of overall personal growth. The reservations I would have to comprehensive testing are many; my remarks here pertain primarily to candidate assessment for the priestly/religious life. ( I ) Psychiatric screening should not be required of all candidates; if the findings on the personality inventory suggest more than average pa-thology, a psychiatric instrument could be used to determine the extent of the pathology. If psychiatric screening is required for all candidates, are we not suggesting that our pool of subjects lies in the "disturbed" group? However, I favor scheduling a psychiatric interview/evaluation Whence Come the Candidates? / 343 for applicants to monastic life. The withdrawal from the world implied in the lifestyle could attract individuals ill-equipped for social inter-course. (2) There is a danger of categorizing people for life, very much like the penal system where no room is allowed for growth and change. (3) In the hands of poorly trained people, these instruments are ex-tremely dangerous. Granted that most formation personnel would not ad-minister the tests themselves, there is still grave danger that reports will be misinterpreted. People with little sophistication in this area tend to put more faith in the instruments than is warranted. (4) The use of test information for acceptance/refusal makes sense only if the results are validated by information from other sources: let-ters of reference, observed behavior, and the like, No matter how good and competent that psychiatrist or psychologist is, the dynamics of grace elude measurement, and everyone involved in the assessment process must be mindful of this fact. (5) I would not advocate involvement in a screening program unless there is a willingness to share the information with the candidate. A good policy is to provide a feedback interview to discuss the test findings with the examinee. Should the evaluation be psychodiagnostic (with the use of psychiatric questionnaires), the feedback would then be provided by the therapist who would be in a better position to decide on the timing for such disclosure. In all such work, Catholic psychologists consciously strive for the fundamental attitude which Pope Pius XII advocated in 1953: 'Psychotherapy and clinical psychology must always consider man as a psychic unity and totality; as a structured unit in itself; as a social unit and as a transcendent unit, that is to say, in man's tending towards God.' ,3 Candidate Assessment We are reminded through the Second Vatican Council documents that the unity of the Church thrives on the variety of gifts in its mem-bers. In Perfectae Caritatis, it is explicitly stated that religious are to bring "to the execution of commands and to the discharge of assign-ments entrusted to them the resources of their minds and wills and their gifts of nature and grace" (PC, Art. I). The text is supported by Paul's I Corinthians: "All these gifts are the work of one and the same Spirit, distributing them separately to each individual at will" (I Co 12:l I). The decree on religious life was intended for all religious men and women, whether in the ranks or in authority. It must be admitted; how- 34"4 / Review for Religious, May-June 1990 ever, that when it comes to acknowledging the "special gift of each," we are somewhat in the dark. The Superior/Director/Coordinator is ex-pected to be respectful of the Giver of gifts by avoiding arbitrary assign-ments. The religious man or woman may be an individualist who feels that one owes it to oneself to fulfill the self in the sense of using one's gifts for personal enhancement and satisfaction; a correct interpretation would lead one to regard all gifts as intended for service to the commu-nity and to the whole Church. A scientific way of arriving at a knowledge of these gifts is psycho-logical testing and evaluation. I would set as one of the primary func-tions of candidate assessment: the identification of the assets of the indi-vidual. There is room for screening out undesirable applicants but this aspect of screening should not supersede the screening in of those who have great gifts of heart and mind to use in the service of the Church. As a marginal note, may I add that it is usually enlightening for the vocation directors (or whoever requests the assessment) to subject him-self or herself to the whole process. It may be an eye-opener as to the anxiety-provoking experience of personality assessment. For some cli-ents, self-disclosure is a very traumatic experience, and counseling may be advised. For most who have been exposed to testing in all forms, the whole procedure is taken in stride. Criteria Used What are we looking for in a good candidate to the priesthood/ religious life? The criteria have generally been clearly stated by the vari-ous religious groups, rectors of seminaries, experienced masters in the formation of candidates, and vocation directors. In general, they can be grouped as follows. ( 1 ) Intelligence I think we are justified in looking for average intelligence or better; without it, a religious professional cannot grasp the import of his or her commitment to Church service within the framework of a religious life-style. During the assessment, the candidate's intellectual efficiency is con-sidered in the light of one's intellectual potential. Does the client oper-ate better in a situation where conformity is rewarded or where auton-omy and independence are viewed as positive behaviors? The individ-ual's cognitive style is also studied along with factors capable of reduc-ing his or her mental efficiency such as anxiety, perfectionism, compul-sivity, or poor thought control. (2) Personality Here, it is important to have inventories/questionnaires standardized Whence Come the Candidates? / 345 on a non-psychiatric population; the candidate is not expected to live in a psychiatric ward! Instruments are usually selected which address prin-cipally the personality characteristics important for social living and so-cial interaction. Attention focuses first on personal integration: the individual's self-concept as covered by such factors as social presence, sociability, self-acceptance, sense of well-being. The candidate's social maturity and re-sponsibility come under scrutiny in a cluster of scales tapping socializa-tion, self-control, and tolerance. Temperamental variables such as per-sistence, cooperation, aggressiveness, tact, moodiness, impulsiveness, and adaptability are given some attention. The motivational aspects of the applicant are usually considered in a separate scale covering the home environment, career, religion, social endeavors, needs, values, and in-terests. A social-religious orientation is usually a more favorable indica-tor of a true call than a political or power orientation. (3) Sexuality This area is considered critical for today's candidates who will com-mit themselves to a celibate life. Projective techniques (disguised tasks) are used in this case to assess the basic sexual orientation of the candi-date and impulse control. The leads provided by the test data are openly discussed with the candidate in view of verification of the findings and subsequent recommendations. Not all information gathered in the inter-view need to be reported; problems resolved earlier fall in this category. (4) Magisterium The candidates are also queried about their attitudes toward author-ity, toward the Church and her teachings, and toward the ministry or apos-tolate. Feedback The feedback interview can be used advantageously to cover impor-tant areas such as interpersonal relationships: at home, at school, and at work, and for the older candidates, relationship to the local church. The individual can be further interrogated relative to anger and hostility: what triggers his or her anger and how is it handled? Recommendations for the proper handling of st.tong emotions are usually in order. The area of sexuality is probed further: orientation, ~,ex education, if given (when, by whom), dating history, the applicant's understanding of celibacy/ chastity, and his or her readiness to make the commitment to a celibate life. The last area tapped in the interview pertains to "spiritual evolu-tion," or the applicant's personal spiritual journey. When was he or she first attracted to the Church, (rites, sacraments, music, service, and so 346 /Review for Religious, May-June 1990 forth) and how did that attraction grow (or lapse) in the course of his or her life? Conclusion It is obvious to whoever has read up to this point that the evaluation/ assessment of candidates is serious business and a time-consuming propo-sition. Is it not worth the effort for a lifetime of service to the Church? The full day of testing and the few hours needed for the feedback/ interview are little when one considers the benefits to be derived through a lifetime of dedicated service to others. It is a rewarding task tbr the examiner who is constantly confronted with the promptings of grace in the life of today's young people. NOTES ~ William F. Kraft, "'Psychiatrists, Psychologists and Religious." R~vw.w FOR RF.LIGIOUS, Vol. 37, (1978), pp. 161-170. 2 David F. O'Connor, "Appraising Candidates for Religious Life or Priesthood," Human Development IX (Fall. 1988), pp. 26-30. 3 Address of His Holiness Pope Plus XII, "On Psychotherapy and Religion," Fifth International Congress on Psychotherapy and Clinical Psychology (April 13, 1953). Converted i come into Your glorious presence Changed, Newly dressed In Your garments, Feeling strangely at home there. Delighted, excited, I am waiting . . . Longing once more For Your kiss of peace. Sister Columba Howard St. John of God Convent P.O. Box 14 SUBIACO 6008 Western Australia Wishes for a "Novice" Novice Director Melannie Svoboda, S.N.D. Sister Melannie Svoboda, S.N.D. is currently dividing her time between teaching and writing. She served as novice director for six years. Her address is Notre Dame Academy; Route One, Box 197; Middleburg. Virginia 22117. For six years I was novice director for my religious community. During those years, the number of novices I had was anywhere between nine and one. As I reflect back on my experience as novice director, especially now that I have a little distance from that ministry, I ask myself, "What advice would I give to a new novice director--to a novice novice direc-tor? What would I wish for him or her?" There are many things I could say, much I could wish for. But if I had to limit myself to five words of advice, five wishes, what would they be? My answer to that question is this article. Warning.t Self-knowledge. Beware.t And give thanks. In my second year as novice director, I made my annual retreat as usual. During my first one-on-one conference, the retreat director asked me what my min-istry was. When I told him I was novice director for over a year, he smiled and said, "Well, well! I bet you've come to a beck of a lot of self-knowledge this past year!" His words struck me. They encapsulated something I had been experiencing, but something I had not yet been able to name: formation ministry has a terrible and marvelous way of en-couraging growth in self-knowledge--and this growth is usually accom-panied by discomfort, confusion, or even pain. Prior to becoming novice director, I had been a successful teacher and free-lance writer. It was easy for me to begin to find a good meas-ure of security in my obvious successes in these two areas. Success has 347 348 / Review for Religious, May-June 1990 an insidious way of leading us into a kind of "spiritual coziness." My success tended to give me the illusion that, indeed, God is in his heaven, I am in my classroom or at my typewriter, and all is well in the world. Formation work, which was both new and challenging, had a way of nudg-ing me (sometimes even shoving me) out of my complacency. I noticed my prayer becoming less pharisaical: "I thank you, Lord, that I am so successful!" and more "publican-ish": "Lord, now what do I do? Help!" As disconcerting as this growth in self-knowledge was at times, I see it now as a very real blessing for me. There is another reason why formation work was such a challenge for me personally. Both teaching and writing have goals and objectives by which one can, to an extent, measure one's success. Are my students learning? Yes. Are editors accepting my articles? Yes. The'n I am doing something right. I am a success. But formation ministry does not have such clear-cut ways of measuring success. In fact, by some measures, I was quite unsuccessful as novice director. Were novices flocking to our novitiate now that I was director? No. In fact, the formation team and I were not even accepting all of the few that did apply. Once they came to our novitiate, did they stay'? No. Some stayed, but many left. And, worse yet, some of the ones that did leave, ! even encouraged to leave. Formation ministry forced me to redefine success. More than that, it caused me to question how much l needed success in order to minis-ter. The ministry of formation challenged me to devote time, energy, and creativity to a work that, for the most part, did not give me the steady encouragement of measurable results. It called forth new kinds of strengths in me--such as patience, trust, letting go, and greater depen-dence on others who could help me. I needed such qualities which might otherwise have remained undeveloped because of apparent outward suc-cess. Decisions, decisions! Shortly after receiving my appointment as nov-ice director, I met my own novice director in the lunch line at our pro-vincial house. She had been a novice director for more than twenty years. Now, confined mostly to a wheelchair, she continues to serve the com-munity in the mailroom and archives. When she saw me in the lunch line, she took me aside, wished me well, and then said, "Just remem-ber: as long as you believe your decisions are right before God, that's all you've got to worry about." In those few words, my novice director had gotten to the core of for-mation ministry: the making of decisions. For me, the crux of being nov-ice director (and I use the word "crux" intentionally) was having to Wishes for a Novice Director I 349 make a decision that affected the future of another human being. Of course, I knew that I was not totally responsible for deciding whether a woman should remain in our novitiate or leave. The novice herself played a paramount role in that decision. I also knew full well that I had other people I could and did consult for valuable advice and input. I also realized that the provincial and her council ultimately were responsible for this decision. But despite knowing these things in my head, I still felt in my heart that the decision whether a novice should stay or leave was essentially mine. For me there was nothing ever easy about making such a decision--one way or the other. And there certainly was nothing easy about being the one to tell a novice that she could not stay--especially if she was unable to understand why. As I told my provincial superior onc+ after the council had decided to let a candidate go, "You're not the one who has to look into her eyes and tell her. I do." For me personally, this was the greatest challenge as novice direc-tor: trying to make the right decision for each individual. It meant I also had to face the possibility that, despite my conscientiousness and my good will, I could, indeed, make the wrong decision about someone. I had to ask myself, "Do I trust God enough that ! can be at peace with every decision I make? Can I entrust even a possible wrong decision to his love and creativity?" I never fully appreciated what a burden this was for me until I no longer bore it. After | left formation work, I was given other big respon-sibilities- among them was being local superior of a rather large com-munity. But, so far, none of these new responsibilities quite compares with the responsibility I felt as novice director: having to make a deci-sion that profoundly affects the future life direction of another person and a religious community. At the risk of sounding pious, this is a burden we cannot bear alone. As my own novice director implied, we make our decisions before God. I add: we also make them with God. With hoops of steel. In Shakespeare's Hamlet, Polonius gives some beautiful advice to his son, Laertes, before he sets out on his own. His words of advice should be given to every new novice director: Those friends thou hast, and their adoption tried, Grapple them unto thy soul with hoops of steel. l, iii One of the greatest needs of a novice director is friends. Hopefully, most novice directors enter their ministry with a "generous supply" of good and loyal friends. But even if this is the case, a novice director soon 350/Review for Religious, May-June 1990 learns that the ministry of formation has some built-in obstacles to the retention of friends. First of all, as novice director, I was in a ministry all by myself. No one else in my community did exactly what I did. As a teacher and writer, I had enjoyed the camaraderie of other sisters in my community who were actively engaged in the same ministry. We swapped stories, shared ideas, and encouraged each other in our com-mon ministry. But when I became novice director, I suddenly had no one. There is another reason for the sense of aloneness that novice direc-tors sometimes feel. Much of our ministry involves things we cannot talk about or share with others. Even our schedule may prevent us from so-cializing with our friends. For example, as a teacher I looked forward to weekends when I had a little time to "unwind" with my sisters and friends. But as novice director, my weekends suddenly became my busi-est time. That was when 1 had classes with the novices, I tried to see them individually, and I "socialized" with them. These factors cannot be allowed to become excuses fo~" losing touch with our friends. But they are challenges for us to find new and creative ways to "grapple" our friends to our souls "with hoops of steel." Eventually, I did find considerable support from novice directors in other religious communities. Sometimes when we got together, we tended to "talk shop." We found ourselves talking only about problems in formation and expressing to each other worries and frustration. This has its place, of course, but we soon realized we needed each other not merely to "gripe with" but also to "play with." As a new novice di-rector, find ingenious ways to hang on to your old friends, and be ready and eager to make new ones. The wideness of the sea. One of my favorite old hymns says this: "There's a wideness in God's mercy like the wideness of the sea." I think we could paraphrase those words and say. "There should be a wideness in a novice director's life like the wideness of the sea." A nov-ice director could be tempted to live in a very narrow world--a world no larger than his or her novitiate. Do not succumb to this temptation. It is important for a novice director to receive some professional prepa-ration for the ministry of formation. Yes. It is also vital for him or her to keep abreast of developments in the field of formation. Definitely. But we novice directors must not limit our input solely to formation. My ad-vice is to widen your world. Get involved with other groups of people, with issues besides formation and religious life. As novice director, for example, I taught a course in pastoral ministry at our college almost Wishes for a Novice Director / 351 every semester. The course met once a week in the evenings. Teaching that course was extremely healthy and beneficial for me. When I was not teaching a course, I was often taking a course. Some of these courses had nothing to do directly with formation. I also continued to write arti-cles for publication--the vast majority of them riot on formation. I know other novice directors who widened their world by being life guards at swimming pools, music ministers in parishes, volunteers in soup kitch-ens, or teachers in seminaries. As directors, we need ample time for a ministry of formation, true. Bui we also need time to extend our bounda-ries beyond the walls of the novitiate and our religious community. Let them love you. So far I have said nothing specifically about the novices themselves. As novice director, you must love your novices. Sometimes your love will take the form of gentleness and kindness. Other times it will assume the shape of firmness or even apparent hard-ness. Whatever form it takes, love is essential. This goes without say-ing. But there is a flip side to this fact that gets too little attention: allow your novices to love you. Be open to their love. More than that, encour-age it, welcome it. As directors we can become overly conscious of our role as director, as formator. We can shield ourselves from the give-and-take of relationships by setting strick boundaries with our novices. I am director, you are directee. I form you. I love you. Formation becomes a one-way street. When we do this, we are forgetting this great truth about formation: while we are helping to form our novices, they are also helping to form us. If we allow them. My novices helped form me in many ways--sometimes gently, other times almost roughly. They formed me by their honesty and humility-- especially in the one-on-one sessions I had regularly with each one. I was always amazed at how the novices were, for the most part, incredibly honest with themselves. By their honesty, they encouraged me to be more honest with them. During my six years, I found myself trusting the novices more and more. I had always basically trusted other people, I believe, but my six years as novice director only encouraged this atti-tude. The novices ministered to me at times in my need. One time a friend of mine in the community was dying of cancer. I left her infirmary room one night on the verge of tears. Shortly afterwards I ran into one of my novices in the hall. My initial reaction was to put on a cheerful front and hide my tears from her. After all, I was her director. In fact, I was the one who had dried the tears of this particular novice on more than one 359 / Review for Religious, Mav-Jttne 1990 occasion. But when I saw the concerned expression on her face, I was unable to hold back my tears. I cried, "Nadine's dying." Without a word, she took me in her arms and held me for a few minutes, comfort-ing me. In one way, it was a reversal of roles, but I still treasure the mem-ory of that moment when I allowed the novice to minister to me. Sometimes novices will love us in "tougher" ways--challenging our judgments, questioning our decisions, asking us to explain something we would just as soon leave unexplained. As novice directors, we must be open to that kind of love, too. My father, now retired, spends much time growing things on my par-ents' three-and-one-half acre plot of land. He grows apple trees, exotic grapes, peach trees, English walnut trees, and'the like. He once told me, "I get a kick out of figuring out how to help things grow." I would hope that every new novice director could say something similar: "I get a kick out of figuring out how to help people grow." My final wish for the "novice" novice director is this: May you figure out (often through trial and error--plus the help of God's grace) how to help (not "make" or "'force") people grow. And, in the process of your helping, may you yourself grow in faith, hope, love, and much joy! Retreat at Glenstal Abbey I have no preacher here but only quiet trees that pray one solemn silent so-be-it frown cell, from sap, from sinewed standing stem frown bough and branch from twig and sprig all said all summed in this brief silent now. The Master called and with the stars each answered to the limit of every limned lettered lace-like latticed leaf: "Here 1 am." Cothrai Gogan, c.s.sp. Naraiga Catholic Church Box 220 Limuru Kenya, Africa The Associate Movement in Religious Life Rose Marie Jasinski, C.B.S., and Peter C. Foley Sister Rose Marie Jasinski. C.B.S. is currently director of the associate community for the Sisters of Bon Secours and president of Bon Secours St. Joseph Hospital and Nursing Care Center in Port Charlotte, Florida. Peter C. Foley is presently working as a free-lance consultant and facilitator for religious congregations, dioceses, and parishes. Correspondence should be addressed to Associate Membership Office: Sis-ters of Bon Secours: 1525 Marrionsville Road: Marriottsville, Maryland 21104. The task of the imagination, specifically the religious imagination, has been described as naming, even "composing," the real. Another way of saying this is that the religious imagination unveils where God is at work among us. Stories of God at work, and of the unfolding of a real-ity whose scope and power have not yet been imagined were told in May 1989 at the Bon Secours Spiritual Center in Marriottsville, Maryland where more than 100 Directors of Religious Associate Memberships, and associates too, gathered to share the histories of their associate move-ment. It was the first such gathering of lay people and religious designed .just to explore how spiritualities or charisms of the Church, previously identified with particular religious congregations, were being assimilated by groups of lay people who claim the identity, history, and traditions of a particular spirituality as their own. The reality that emerged is that the traditional spiritualities are alive and well, even flourishing, but in ways we had not imagined. Most congregations reported more applicants to the associate program than to the congregation, and some associate members outnumbered the sisters themselves. But even more striking than the rapid growth of associate memberships was the intensity of the 353 Review for Religious, May-June 1990 commitment brought to them. These were not casual or sentimental re-lationships- it was clear that there was great personal significance in be-longing to an evolving spiritual community. This powerful movement has been quietly erupting within the Church for the last ten to fifteen years. Among the groups gathered to-gether in May we discovered associate members of women, men, sin-gle, married, of various professions, of differing faiths and even a few clergy and religious of other congregations. Associate membership tends to look and act differently within individual religious communities. The basic ingredient, however, is a strong emphasis on forming bonds be-tween laity and religious around a specific charism and mission; attempt-ing to live out that spirit and charism in one's particular lay lifestyle be-comes a significant piece of the "bonding" together. An area of richness that was shared by the groups in May was the expressed felt need and desire to journey together toward deeper spiri-tual growth. The word "together" here is significant and seems to be gaining in popularity. While indeed there still lingers the sentiment that "sister is better at this than I am" we discovered also that the notion that "the same Spirit moves among all of us" is gaining ground as well. Of course, this growing sense and desire for "bonding" also tends to blur the distinctions between laity and religious which is a challenge for some and a gift for many. Developing a sense of community was an important and, at times, a primary reason for approaching associate membership. For some it is the lack of community experienced in the local parish setting; for others it is the desire to deepen their prayer life that initiated the attraction. This sense of community and "bonding" that begin to take shape between the lay and religious members is encouraged and strengthened through regular times of coming together to share prayer, ritual, reflections, Eucharist, and other social feastings. Along with these activities the de-sire to have a "significant" role within the religious community is also exerting its influence among laity and religious. Participating in commu-nity decision-making, committee functions, chapter meetings and the like were not an uncommon topic at our May meetings. The area of service or ministry had a broad range of response among the groups. For some it was an integral part of the associates" role; for others it almost appeared as a distraction from the original intent of spiri-tual development; and still others seem to be on a progressive path of moving through spiritual development outward to "mission.'" This brings us to the progression of "gerierations" that is becom- The Associate Movement / 355 ing evident to those people who have been around this movement ['or a period of time. A pattern appears to be evolving within the associate move-ment. The first generation seemed to be people who wanted to be "filled up" spiritually plus a few who just could not say "no" to sister in those communities where the religious extended the invitation to join. In this generation the religious were looked to for the leadership. The second generation seemed to move more deeply into spiritual development in that the laity and religious have journeyed that path together as equals. The third generation emerges as associates become active in, or are in-vited into, various ways of participating in community life itself. Spiri-tuality as well as leadership is shared. A fourth generation seems to be spiritually motivated and supported by a faith community to go out in mission to share the charism. Throughout this progression of generations has remained a growing, though sometimes ambiguous, sense of commitment--ambiguous in that it is not always clear if the commitment is to the congregation, to the lo-cal community, to the associate community, or to individual sisters. And growing in that there are those rich experiences when associate members feel they have no choice but to live the charism--they have become so imbued it is as though "the charism has me!'" It seems most desirable for each group to grow in its own understand-ing and expression of, and comfort with, the focus of its commitment. While all groups expressed uncertainty about the long-term embodi-ment of their spirituality, they were equally comfortable with a sense of journeying together, accompanying ehch other in a life of prayer, shar-ing, and service. This was the area of greatest commonality among the participants. Otherwise their differences were so great that many of our assumptions about the associate movement were exposed and dispelled. Our first assumption was that a healthy associate program needed to be closely knit to the sponsoring congregation, starting with a strong for-mation program (conducted by the sisters), ongoing liaison with or lead-ership from the sisters, and some degree of monitoring of prescribed norms of behavior. Not so. Although many of these chara~:teristics were present in most programs, there were some that were not even started by the sisters, much less "managed" by them. A "healthy" and vigorous program depended more on the quality of the relationship between indi-vidual lay person and sister (living or dead) than on the sophistication of its organization and structures. The spirit or charism of the congrega-tion was passed on most effectively, it seemed, from person to person. In one group, the "formation" program consisted primarily of one-to- Review for Religious, May-June 1990 one storytelling on the part of the retired sisters with the prospective as-sociate. Another had an adoption structure, in which the associate and sister became family with each other. Another assumption was that there were sisters, on the one hand, and associates on the other. But for some, the associate membership con-sisted of lay people and those sisters who chose to join it including, in-terestingly, sisters from other congregations. These groups, obviously, had no trouble "getting sisters involved"--one of the more common problems expressed. The sisters were free to commit themselves to this other expression of their charism, or not. Another surprise was the range of expectations or requirements for associates to "keep up their membership." Many groups had calendars of annual events that included monthly meetings, annual retreats, "home-coming weekends" with all the sisters at the motherhouse, and some even offering weekly prayer meetings. But it was clear, due to geo-graphical movement of both sisters and associates, that the real and ef-fective criterion of memberships for some groups was the intention and commitment of the individual associate. In a movement like this there is a lot of giving and receiving. Who is giving? Who is receiving'? The obvious answer is that the congrega-tion is extending itself to others, including them, giving them something that they could not have by themselves. The opposite seems to charac-terize many of the groups reporting. The more the sisters listened to what was going on in the desires, dreams, and active faith life of their friends and dedicated collaborators, the more they received. Their own appre-ciation of their congregational charism and history was renewed and en-livened. Many sisters reported "receiving their charism back" from their lay associates. And, on a more pragmatic vein, the more the con-gregation included its associates in governance and community struc-tures, the greater the commitment of time and energy of the associates to the religious group. Finally, we had assumed, of course, that we were talking about per-sons of the Christian faith when we were discussing associates. Not so. A number of congregations reported including not only non-Catholic Christians in their associate programs, but also non-Christian persons. How could this be? We did not ask. If we had had the time, we would have asked three other questions: -What human behaviors facilitate the "passing on" of a charism from person or group to another'? -This seems to be more a women's movement than one The Associate Movement / ;357 commonly or equally shared by men and women. If so, how does it relate to the larger feminist or women's move-ment? And, also, how is it related to earlier women's movements in the history of the Church? -Are congregations that have a vital and active associate membership capable of having an equally vital and ac-tive group of "lay volunteers"? We ended the May meetings with no conclusions other than it was very good to get together and share what is happening; that some groups would initiate regional networks: and that we should all meet again in two years to hear the continuing story of the associate membership move-ment. As participants and observers we rejoice and hope to see the continu-ing openness to the Spirit-filled variety of associate memberships in the Church. A variety that may lead us to a fifth generation of associate mem-bers and "religious" sharing community: living together in a variety of many different ways, providing a variety of different services, praying in a variety of different styles--all through the power of one Spirit-- one baptism. Sunrise When the earth tipped its rim this morning, letting the sun in, filling itself with color and.light, You handed it to me; putting my mouth to the other side, I drank the dawn wind, the morning sun rising, dripping with glory. Then handing the cup back to You, I wiped the drops from my mouth, touching my lips again with Your light: Satiated with splendor, so glad of Your love. Sister Columba Howard St. John of God Convent P.O. Box 14 SUBIACO 6008 Western Australia Images For The Future Of Religious Life Thomas F. McKenna, C.M. Father Thomas McKenna, C.M., is an assistant professor in the theology department at St. John's University in New York. He has also served as novice director for the Eastern Province of the Vincentians. His address is Vincentian House: 101-25 104th Street: Ozone Park, New York 11416. One of the signatures of any age is the time-dimension to which it is drawn. At a given period, a culture is fascinated by past, present, or what is to come. For a number of interwoven reasons, religious life in this pres-ent age is taken with the future. The harder times it has fallen upon in filling up its thinning ranks and the upsetting wonder about what forms will take it into the next. century raise questions which only forward-looking answers will give. Add to this the growing appreciation that the origins and, therefore, the identity of religious life lie in visions precisely about what could be, and the reasons for concern about that future be-come all the more apparent. Often enough, these worries and hopes find expression in a search for what is termed "The New Image.'" That taken-for-granted inner land-scape which grounded the operations of a congregation for generations is less and less able to hold the center. Members realize that some new image is required, a different "root metaphor"~ which once in place will again provide that clear prism through which the apostolates, govern-ance, prayer styles, and, indeed, the very self-concept of the order can be freshly perceived. In his book on the meaning of history,2 Theodore White describes the precariousness of trying to peer into the future from the only van-tage point available, the present. He invites the reader into a small boat 358 Images of Religious Life / 359 bobbing up and down on the swells of the mid-Pacific, thousands of miles from any coast. Inside, the waves lifting and lowering the boat feel much the same, but in fact they are not all alike. Some are only surface ripples blown up for a few hundred yards or even miles. Others are surges left from mid-ocean storms out still farther over the horizon. They, too, will smooth out and die. But others still are the tips of deep running transoceanic currents. They were born in the river canyons of continents two thousand miles to the east and will crest on the shores of another coast four thousand miles westward. The historian is the person who thinks himself able to read which of the waves are shallow and so eventually will fade, and which reach to the floor of the sea and so will roll on into the future. While the bases for his judgments are not the kind which can serve up airtight predictions, they are rooted eno'ugh in pres-ent conditions to get him beyond clairvoyance. His knowledge of the cur-rents and tides enables him to give some backing for claims about what will continue beyond the horizon. This article intends to feel for some of those currents. While there are any number of root images which might be the synthesizing meta-phors on which religious life will be carried into the future, there are some which because of their ancient lineage in the religious movement on the one side and their attunedness to present society on the other show promise beyond mere guesswork--though, to be honest, not perhaps be-yond wishful thinking! The metaphors to follow can stand by themselves, but are more use-ful when anchored in the first. Connecting them sequentially allows for a certain priority but also for enough interaction that each can be a cor-rective for the others. The Religious Infiltrators of the Culture The scenario here is one body of people led forward by a common vision who insert themselves into the dead spots, so to speak, of the world of another group. They attempt to work their variant view into the places in the dominant culture which are spiritually empty and hunger-ing for freedom and new meaning. The sportscaster's phrase "in the seams" catches the idea. In a zone defense, players are assigned to cover certain sectors of the field or rink. The weakest points are along the bor-ders of zones because that is where confusions and even collisions be-tween the defenders are most likely to occur. The pass or shot is aimed "in the seams" between the zones; it is put "in the crease" at the edges of the coverage where the system most often breaks down. This analogy places religious among those believers who carry the 3BO / Review for Religious, May-June 1990 cause of Mystery to those border areas in a culture. Into those margins where the prevailing world view has lost its depth or has failed in nerve, religious bring the riches, appropriately enough, of religion. They are the outriders of the culture, the hikers along the margin where moder-nity has unraveled and is dealing death rather than life. The orders are among the entrepreneurs of the Mystery in a resistive society. This last figure brings out the assertive and perhaps even aggressive side of the image. Not intimidated by the muscular idols of the culture, religious purposefully seek out opportunities for evangelization and join with other groups who struggle to inculturate kindred values. They are convinced of the profundity of what they carry and so actively search out the soft spots in a society for chances to penetrate. Opportunistically, they move into the seams. In the description of the mid-ocean sailor, we spoke of the need to justify the use of a particular image. Why does this metaphor show more promise than another'? In this case, what signs of the times recommend the infiltrator over competitors'? Both negative and positive warrants come to mind. The negatives cluster around a foreboding sense of the spiritual bank-ruptcy of certain sectors in the modern world. By modern we connote here modernity, that whole ethos born in the Enlightenment and bred in the industrialized West whose place in history is slipping off its assumed highest perch to a level of one era among others, but one, indeed, whose effects are threatening to annihilate the gains of all the rest. Interestingly, this critique is being mounted by commentators who truly admire many of the accomplishments of the modern era such as freedom, communi-cation, labor saving devices, democracy, and so forth. They counsel not so much a nativist return to some pre-technological world, but rather a move beyond technology. To that end, they make the case that within the soil of the very blessings modernity bestows are sprouting the mostly unnoticed seeds of its own destruction. The most noxious plants on the American scene are being fed by the system of total capitalism. When left unchecked, they poison the very kind of moral character needed to sustain the democratic society in which capitalism flourishes. Among the more widely known critics are Robert Bellah and his as-sociates3 who have detailed the ways in which individualism threatens to remove its communal counterbalance, republicanism, from the ethi-cal arena in American life. A flattened self, the person as a "bag of needs" disconnected from other subjects and unable to collaborate from motives beyond self-gratification is the narcissistic prospect. Barbara Hat- Images of Religious Life / 36"1 grove's depiction of the "New Class" analyzes the ways which the spe-cializing and rationalistic tendencies of the baby boomer culture can shut down its own best possibilities.'~ In a more popular vein are the addresses of Franciscan preacher, Richard Rohr, who of late has been announcing "the death of the liberal agenda."-s An inability to cooperate with any-one besides an elite few, an idolization of personal feelings, and a per-fectionistic search for the fullest experience and/or the flawless process are some of the disturbing undersides he fears now beginning to surface. A more philosophical warning is being sounded by a group known as the Post-Modernists. Taking negative expression in its Deconstruction-ist variety,6 the critique is more optimistically stated by a group who call themselves, fittingly so, the Constructionists.7 Affirming the benefits of modernity, they also desire to move beyond its pitfalls and so join the assault on individualism. Their particular contribution is not only to have analyzed further its pedigree and progeny, but to have proposed means by which it can be overcome. There is an anthropomorphism in the culture, they contend, which immoderately subordinates the whole of creation to its human part. The attitude denies any "inwardness" to what is not human, thereby remov-ing nature's intrinsic value and laying it open to the worst kinds of ex-ploitation. The social counterparts of this dominative style are the patri-archal rules in society, assumptions which prevailed in all ages but get honed to their sharpest edge by the competitive, rationalistic, and ef-ficiency myths of the present.8 Powering everything are the twin dynamos of economism and con-sumerism. The blanket moral pardon granted the so-called side effects of the free market (steered by its invisible hand of self-interest) is ex-tended to all sectors of life. Social, aesthetic, moral, and religious issues are approached as if their ultimate bearings were also supply and de-mand. The pressures to define self by possessions, to regard the public good solely as economic wealth, and to eliminate concern even for one's posterity are some of the more chilling prospects when the profit princi-ple is transmuted into the universal moral touchstone. Such a world, in a Constructionist phrase, has lost its enchantment.9 Emptied of mystery and dulled to the wisdom of the best of its myths, it can no longer re-spond to the deeper hopes and so begins to feed on itself. Modernity's prospects: a superficial and morally spinning world set on a disastrous course that of itself modernity is powerless to change. If the infiltrator metaphor stayed only with condemnations, its indict-ments could have the ring of a culture-bashing fundamentalism which 369 / Review for Religious. May-June 1990 railed against the society but did not involve itself in it. Happily, these critiques are simultaneously stirring up a kind of religious revival or at least the beginnings of one. ~0 In the so-called secular disciplines for in-stance, there is a growing movement to sacralize the world. Proponents in the natural sciences for one, awed not only by the indeterminacy of things but also by their interconnectedness, are proclaiming a newly dis-covered mystery in creation. Various schools of psychology for another are reclaiming a spiritual base. Educational circles are feeling a surpris-ing pressure for more theology and religion courses at secular universi-ties. ~ These and other indications mark a widening search for values which are rooted in something other than the economic. This quest has a prag-matic ring to it inasmuch as the conviction is spreading that religiously grounded foundations are the only ones on which lasting social change can be built. Interestingly, the revival appears to have gathered greatest momentum among Roman Catholics. A 1987 Gallup poll names them as the denomination which feels most able to provide religious leadership in American society because of both the wide backing they accord their bishops' social teachings and because of the stronger communal bonds they enjoy. ~- In sum, there is on a number of fronts a growing unease about the spiritual vacuum in the culture together with initial signs of an initiative to fill it. Motivation for the renewal is not the self-righteous and con-demning sort, but comes from culturally sympathetic people who at the same time sense the dissonance between their own religious experience and the hollowness in key sectors of modernity. This analysis was done to indicate possible points at which religion could be inserted into the culture. Such intersections hold invitations for religious to join with other subgroups in society~3 in witnessing to firmer grounds of meaning. Carrying in their traditions such wisdom as the in-terrelationship between humans and the rest of creation, the universal dis-persion of spiritual energy, the immanence of the divine feminine, and the riches which cannot be packaged as a commodity and which flow out of the acts of loving and hoping, members of orders do not come empty-handed to those vulnerable seams. Nor do they come alone. The infil-trator is meant to work alongside of other servants of Mystery who are soon discovered to be, in Thomas Merton's phrase, "the monks' natu-ral allies in the world.''~4 If this line of thought sounds familiar to the religious reader, it is likely because something of the sacred time of his or her beginnings is hnages of Religious Life / 36:3 evoked. All founding persons were in effect entrepreneurs of religion in a culture. The desert journeys of the monks as response to the dying and brutal fourth-century society, the ingenuity of the mendicants in evan-gelizing a world of new city-states, the missionary fervor of the congre-gations of the seventeenth century reaching across from the Old World to the New--all these were tides taken at the ebb to penetrate a weak-ened and changing society. The crisis of meaning in American culture today and some initial responses to it present new windows of opportu-nity for would-be refounders. What special qualities are required of these so-called otitriders of re-ligion? In an essay on the future of spirituality, ~5 Karl Rahner addressed the situation of believers living in a time of sociological diminishment. Their faith must be sustained by what he termed "a solitary, immediate experience of God." They are to be new types of mystics whose con-viction does not come from any place other than the hearts of their own existence. Infiltrators are, therefore, marked in the first place by a per-sonal experience of God. Their second trait might be called culture-friendliness. Refounding persons exhibit that certain feel for the divine possibilities in society, that willingness to mix it up with the shapers of meaning in the wider world. While they are not uncritical of the age, their more basic desire is to engage it in order to move quickly into the spiritual openings it presents. But infiltrators also have blind spots. A common one is to so con-centrate on the strategy and practicalities of insertion into a culture that they lose sight of the sources of the salvation they bring it. Two further images, each able to stand on its own, speak more pointedly to ways of listening for the Word which religious carry to the world they would serve. The Navigator A type of spiritual sensibility long associated with the religious move-ment is at the core of this metaphor. To arrive at it, we add to Theodore White's image of the boat bobbing in the mid-Pacific the lore surround-ing certain revered individuals in Polynesian culture known as Naviga-tors. Now gone, these adventurers were the last repositories in their so: ciety of the secrets of open ocean sailing. Without modern navigational instruments, they could make landfall on a tiny dot of coral thousands of miles across the seemingly trackless Pacific. Anthropologists found their basic talent to be an ability to read the movements of the waves. Through a long and spiritually intense initiation, they learned to tell the crucial difference between the surface disturbances and the ocean- 364 I Review Jbr Religious, May-June 1990 spanning bottom currents which led in definite directions, changed head-ings with the seasons, and were deflected as they ran past the archipela-goes that speckled the Southern Seas. From their minuscule platform on the raft, they could judge which of the great ocean waves to follow and which to let roll past. In terms we will use, these were the special ones who could read in the present which movements had the long-range prom-ise and which would not reach the far shore of the future. Joseph Campbell speaks of an analogous phenomenon in other primi-tive societies which today might come under the title recruitment. While undergoing the long initiation to adulthood, one of the adolescents suf-fers a kind of nervous breakdown. He seems to take things too seriously. He does not see reality the way his peers do and is not in step with their pace and general rhythms. Observing this, the elders remove him from the group--and make him their religious leader! Their intuition, says Campbell, is that the youngster is picking up the contours of another world. He is reading signals from a different depth and perceiving a pic-ture of the way the tribe could be when at its very best. In the language of the previous example, this person becomes the tribal navigator, not just in sailing but in all things, because he can discern directions com-ing 'back from the future,' directions which the rest of the clan recog-nizes as valuable and even salvific. In this metaphor, religious are among those special ones with sensi-tivity for what of God's future is just over the horizon. Intuiting the source and goal of the divine good working in the world, their faith vi-sion focuses more on the da~vning of God's presence than on its fruition in the present. To paraphrase Karl Rahner, they are among the first to catch the glimmer of the morning light on the far mountain which will eventually turn into the brilliance of day. ~6 Following him again, these are the eschatologically inciined believers whose intimations of God's grace which comes from beyond the world creates the saving tension with those disciples whose more incarnationa[ faith celebrates the pres-ence of that grace already come. ~v Two signs of the times which in an obverse way recommend the Navi-gator are the sleek idol-making machines of secularism and materialism. To those driven by them, all observable ~:eality is explainable in terms of itself, and things (including persons perceived as things) hold the high ground of ultimacy. To counteract this massive message, there is great need for the relativizer, the individual who cherishes the good of this world but who also spots its incompleteness and inability to save. These are the ones who catch the presence of the world-to-come in the midst hnages of Religious Life / 365 of the world-that-is-here and so can accept the graciousness of the pres-ent while rejecting its different pretensions to absoluteness. Groups who can "name grace''~8 because they know the difference between groundings which are ultimate and penultimate help save a world which too indiscriminately mixes the two. And indeed, has it not always been one of the liberating functions of religion to lead people into places where, in one writer's imagery, "they can transcend the mazeways they have known to glimpse new visions of what may be"?~9 If this metaphor again seems an old friend, it is because it carries strains of both a classic description of religious communities and of a strong trait in the spiritual experience of their founders. Magisterial docu-ments depict religious orders as witnesses to the world-to-come, as fore-tastes of the kingdom's fullness, and as apostles of the transcendent.2° The innovative apostolic strategies of founding women and men sprang from their ability to see the world which hemmed in their contemporar-ies against the backdrop of the better one illuminated by the light of the coming kingdom. The ancestry of religious life is heavily eschatologi-cal. Witness to that faith-dimension is needed in every age but for the reasons discussed above crucially so in this one. The community which images itself as Navigator values discern-ment. As a group it not only spots the religious possibilities and then im-plements them, but lays explicit hold of the power and source of its vi-sion. It is a mobile group, able to roam free, and has a lower than usual need for the security and predictability of set roles. Its critique of the status quo will disturb those less attuned to the future and it will line up more quickly with other visionaries in the world and Church. For all its sensitivity, such a community also has its limits. Naviga-tors can so focus on the land over the horizon that they miss some of the places they travel through in the present. Eschatological types have their eyes on the better world ahead and tend to be impatient with the slow birthing process needed to bring that world to light of day. In the lan-guage of psychology, they can be perfectionistic, enamored of the ideal, and intolerant of development toward it. In theological talk, they are tempted to angelism, imagining they can detour around the process of history instead of laboriously going through it.2~ Often enough, naviga-tors need to be brought back down to the agitated ocean surface and re-learn the wisdom of the journey itself. Enter the next image, a specialist in the art of journeying. The Lean and Light Remnant The title draws the scene for this third metaphor. It is the Israelite 366/Review for Religious, May-June 1990 people on a long and ragged trek across the desert. Their march this time is not toward the new Promised Land but toward their old one, having just been released from their captivity in Babylon and now heading back to rebuild a ruined Jerusalem. They have little to carry because recent slaves do not amass many possessions. They rely on no social standing other than the dubious kind of the refugee. Most telling, because so many of their kin fell off the trail on the way to Babylon or chose to remain behind there, their numbers are hardly the kind to pose a threat to world order. For all that, they are grateful for their station because they have learned from their experience and their prophets that dispossession and pilgrimage have a way of opening hearts to Yahweh. They are the Remnant. Not lamenting their losses nor ashamed of their smallness, they are in some measure even glad for them because these deprivations have proved to be better teachers about what counts before their God than the power they wielded generations ago. These travelers have no preten-sions of overwhelming their world with multitudes or even talent. What they have to offer is what they are constan,tly aware of receiving, the di-vine mercy and sustenance. At best, they see themselves as catalysts, tiny enzymes in a large mass, invisible and unobtrusive. They are satis-fied on the circumference of society because their ordeal has convinced them that circumferences can often enough in God's eyes be near the cen-ter. The fit between Remnant and the orders of the 1990s is the obvious demographic one of diminishment. Not just on the way, smallness is al-ready here. To begin to extol the benefits of shrinkage at such a time could be written off as a kind but unreal attempt to console the dying, a thought which most likely occurred to Babylon-bound Israelites as they heard the same sentiment from their preachers. But to at least some of them, the truth of the claim proved itself over time. That proof is being given again today in a number of testimonies to the spiritual good which can come of vulnerability and powerlessness. One especially forceful witness is given by the liberationists who in their own pragmatic way have unearthed the riches at the margins. The poor evangelize the wealthy, the no-accounts unlock the Gospel's mean-ing for people of consequence, the small, ordinary, and forgotten ones are revealed as standing at the hub of the kingdom's activity. The very meaning of insignificant is transposed. Another more quiet testimony comes from Jean Vanier and his years of living with the handicapped.22 These sociologically most invisible of Images of Religious Life / :367 people have their own ways of making very visible the presence of grace in creation. The precariousness of their existence and their survival-need for the compassion of others lays bare the essence of how it is be-tween God and all of humanity. Such little people, when cared for and allowed to progress on their own terms, turn out to be large gifts to the caretakers. Gospels such as these are advancing the claim that diaspora time is the spiritually best time. Facing the onset of their own smallness, reli-gious communities could do worse than take to heart this winter spiritual-ity. In its bleakness they might come to see another kind of beauty and in its silence a call to a more anonymous style of influencing the world around them. Is this not the climate in which most all orders and con-gregations began? In the desert where smallness reveals itself as bless-ing by keeping the group real, minority status does not allow social and numerical superiority to figure in its estimation of success. Pilgrim com-munities of the coming decades will have both grieved the loss of high visibility and learned better to rely on their own inner experience as sus-tainer and guidepost. Like the tiny band of emigres approaching the out-skirts of Jerusalem, they will recognize their smallness as the lean and light condition which best suits them for the task of building their old/ new city. Scripture experts tell us that when the exiles entered the settlement, they found others already there, both their own who had been left be-hind as well as others who over the decades had wandered in. To move to our final metaphor, we add the following piece of imagination. Because the project of reconstructing the Temple and city would re-quire more arms than these pilgrims could supply, they realized they needed the help of the resident aliens. But the Jews also noted that these foreigners possessed building skills different from their own which might add much beauty to the final product. The New Jerusalem could better be built collaboratively. The last image is at hand. The Square Dance The picture here is of a swirling group, moving to the rhythm of the same tune and the shouts of the one caller. The dancers begin as a single couple, then join larger and still larger circles, change to other partners along the way, then come back to the original two--and repeat the cycle again and again. While at the beginning the steps and switches are a bit ragged and the caller's instructions hard to understand, the promenaders do not drop out because the energy spreading across the floor has caught them. They know best the partners they came with, but they also know 368 / Review for Religious, May-June 1990 how much more dance there is when they can join hands with other cir-cles and be part of the bigger whirl in the room. They trade some of the freedom of couple-dancing for the chance to be part of something larger to which they now know they can contribute. The dance metaphor speaks of new ways for the religious communi-ties to be together, both with themselves and with others. Beginning within the circles of their own congregations, they move out to other prov-inces and communities, to laity, to their natural families, couples, friends outside their order, co-workers, to other Infiltrators, Navigators and Remnants both Christian and non. The image encourages them to listen for the rhythm which matches the cadence of their own religious experi-ence no matter where in society it is sounding. With a graciousness, they let go the hands of the community partners with whom they began so that these too are free to step off into the bigger enterprise. But they are also happy to welcome them back when the time for regrouping comes round again. Each member of the congregation sacrifices some independence, convinced that the overall cause is worth the initial unsettlement and risk. The sign of the times for Square Dance is quite simply its present existence. Many congregations have already moved the borders on their maps of inclusion. Associates, service corps, laymission extensions, in-terprovincial apostolates, joint ventures by men's and women's branches of the same order all testify to the shifting sense of what it means to be-long. If the initial enthusiasm for widening circles produced some overly fluid boundaries, it did enlarge perceptions of membership. This stretch-ing permitted groups to recognize certain natural allies outside their walls who were in effect anonymous carriers of the community charism. A more recent attempt to strike a better balance between centrifugal and cen-tripetal forces has sought to tie tighter but still flexible bonds between the members. One fine instance is the recent essay by George Wilson which tracks the sharp change in attitudes of Jesuits about inclusion.-~3 The image of a single closed circle embracing all the spiritual, profes-sional, familial, apostolic, and even recreational aspects of communal life has largely been supplanted by another of many smaller circles, some not connected to each other and most tellingly not to the Jesuit one. Be-longing no longer means fitting everything inside the one ring of total community but rather negotiating between the different circles (for ex-ample, professional societies, local living group, non-Society friends both male and female, the world Jesuit fellowship, and so forth), espe-cially between those of one's primary and secondary commitments. hnages of Religious Life / 369 Useful as it is on the intra-community level, a Square Dance model also serves the wider society, Any truly collaborative venture on behalf of issues other than the group's self-preservation is a prophetic word to a culture so tilted away from the ability to cooperate by the weight of individualism. And could it not also be that arguments within religious communities themselves against widening the circle (phrased at times as the loss of needed autonomy or dilution of our special spirit) are partially an echo of the privatist bias in the wider society? Whatever the case, the move to collaborate for reasons beyond self-interest is not only evangeli-cally countercultural, but hearkens back to that surrender to something greater which gave rise to the religious movement in the first place. People of the Square Dance have a mind for the communal. The op-posite of in-house types who require the safety of same-sex, walled-off environments, they still maintain primary loyalties to their own, Their toleration for fluidity in boundaries is high. They have opted to learn ne-gotiation between different memberships rather than to close ranks around the one. This insight that collaborative communities are in a position to infil-trate the individualistic culture completes the circle. The Square Danc-ers widen the Remnant's sphere of influence. Both look to the Naviga-tors for the source and direction of their projects. And all three join in the Infiltrator's attempt to bring the depth of the kingdom to the shallow places of the world. It is time to conclude. Conclusion Nearly twenty years ago when reflecting on the spirituality of the fu-ture, Karl Rahner predicted that whatever forms it takes, it "will remain the old spirituality of the Church's history."24 He meant that even though the relationship between the different parts of Christian existence will shift, its essential elements (for example, adoring the incomprehensible God, following the suffering and triumphant Lord, protesting the world's forms of wealth, power, and pleasure, living within the Church, and so forth) will remain. In a somewhat reverse way, the same holds true for the different images of religious life with which we have been playing. These paradigms do not submerge those components which the recent Vatican document termed "Essential Elements,''25 but they do recon-figure them. Communal living, for instance, is linked to mission in a much different way in a Square Dance framework than it had been in more tightly inclusive forms of the Augustinian one-heart-and-one-spirit tradition. It is precisely that repatterning which makes all the dif-ference. For it allows religious the suppleness not only to set new courses 370 / Review for Religious, May-June 1990 by the waves of the future moving past them, but also to take conscious advantage of the momentum those waves contain. To return to Rahner, religious life will and will not remain the same. Its refounders are those people who through freshly imaging its possibilities will keep the reli-gious movement intact and at the same time reshape it into its most us-able form for the coming age. The overall interplay between the images seems an apt point on which to conclude. The Remnant calls the Infiltrator to remember the hum-ble conditions under which the message is given; the Infiltrator in turn cautions the Remnant against enshrining smallness as a value unto itself. The Navigator supplies the direction for the Infiltrator; the Infiltrator pow-ers the boat which the Navigator might be content only to steer. All three are vitalized by community living, but now expanded into its Square Dance form. Our attempt has been to suggest culturally relevant paradigms which might anchor 'newly emerging syntheses for religious life. If these par-ticular ones do not speak to individuals or communities, they might at least trigger the power of other imaginations to discover even deeper ly-ing metaphors which can again hold the center for this ancient and ever new blessing in the Church. NOTES ~ Thomas Clark, "Religious Leadership in a Time of Cultural Change," Religious Life at the Crossroads, David Fleming, ed. (New York: Paulist Press, 1985), p. 169. 2 In Search of History (New.York: Harper and Row, 1978). 3 Habits of the Heart (New York: Harper and Row, 1985). 4 The Emerging New Class (New York: The Pilgrim Press, 1986). 5 "Religious Life Of The Future," Origins, Sept. 22, 1988 (Vol. 18, no. 15) pp. 234-239. 6 For a general sketch of this school and its leading proponent, Jaques Derrida, see Religion and Intellectual Life, Wint
