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Laren was introduced in the fifth season. The season ran from 1991 to 1992. Season 6 (1992–1993) With the creation of Star Trek: Deep Space Nine, Rick Berman and Michael Piller's time were split between The Next Generation and the new show. Three sixth-season episodes were nominated for Emmys. "Time's Arrow, Part II" won for both Outstanding Individual Achievement in Costume Design for a Series and Outstanding Individual Achievement in Hairstyling for a Series, and "A Fistful of Datas" won for Outstanding Individual Achievement in Sound Mixing for a Drama Series. The highest Nielsen-rated episode of Season 6 was "Relics", with a rating of 13.9. The episode featured Original Series character Scotty played by James Doohan. Additionally, NASA astronaut Mae Jemison played Lt. Palmer in "Second Chances". The season 6 finale cliffhanger includes a cameo by Stephen Hawking (Part I of "Descent"). The season ran from 1992 to 1993. Season 7 (1993–1994) The seventh season was The Next Generations last, running from 1993 to 1994. The penultimate episode, "Preemptive Strike", concluded the plot line for the recurring character Ensign Ro Laren and introduced themes that continued in Star Trek: Deep Space Nine and Star Trek: Voyager. The Next Generation series finale, "All Good Things...", was a double-length episode (separated into two parts for reruns) that aired the week of May 19, 1994, revisiting the events of the pilot and providing a bookend to the series. Toronto's SkyDome played host to a massive event for the series finale. Thousands of people packed the stadium to watch the final episode on the stadium's JumboTron. Five seventh-season episodes were nominated for nine Emmys, and the series as a whole was the first syndicated television series nominated for Outstanding Drama Series. To this day, The Next Generation is the only syndicated drama to be nominated in this category. "All Good Things..." won for Outstanding Individual Achievement in Special Visual Effects, and "Genesis" won for Outstanding Individual Achievement in Sound Mixing for a Drama Series. "All Good Things..." also won the second of the series' two Hugo Awards. "All Good Things..." also achieved the highest Nielsen rating for all of Season 7, with a rating of 17.4. Legacy Although the cast members were contracted for eight seasons, Paramount ended The Next Generation after seven, which disappointed and puzzled some of the actors, and was an unusual decision for a successful television show. Paramount then made films using the cast, which it believed would be less successful if the show were still on television. An eighth season also would likely have reduced the show's profitability due to higher cast salaries and a lower price per episode when sold as strip programming. The show's strong ratings continued to the end; the 1994 series finale was ranked number two among all shows that week, between hits Home Improvement and Seinfeld, and was watched by over 30 million viewers. TNG was the most-watched Star Trek show, with a peak audience of 11.5 million during its fifth season prior to the launch of DS9. Between 1988 and 1992 it picked up half a million to a million additional viewers per year. Adjusted Nielsen ratings for Star Trek TV shows: Fall 1987 – Spring 1988: 8.55 Million TNG S1 Fall 1988 – Spring 1989: 9.14 Million TNG S2 Fall 1989 – Spring 1990: 9.77 Million TNG S3 Fall 1990 – Spring 1991: 10.58 Million TNG S4 Fall 1991 – Spring 1992: 11.50 Million TNG S5 Fall 1992 – Spring 1993: 10.83 Million TNG S6 (DS9 S1 Debuted in Spring 1993) Fall 1993 – Spring 1994: 9.78 Million TNG S7 + DS9 S2 Fall 1994 – Spring 1995: 7.05 Million DS9 S3 + VOY S1 Fall 1995 – Spring 1996: 6.42 Million DS9 S4 + VOY S2 Fall 1996 – Spring 1997: 5.03 Million DS9 S5 + VOY S3 Fall 1997 – Spring 1998: 4.53 Million DS9 S6 + VOY S4 Fall 1998 – Spring 1999: 4.00 Million DS9 S7 + VOY S5 (Voyager ended after two more seasons) Science fiction authors noted how Star Trek: The Next Generation influenced their careers. Episodes Star Trek: The Next Generation aired for 7 seasons beginning on September 28, 1987 and ending on May 23, 1994. The series begins with the crew of the Enterprise-D put on trial by an omnipotent being known as Q, who became a recurring character. The god-like entity threatens the extinction of humanity for being a race of savages, forcing them to solve a mystery at nearby Farpoint Station to prove their worthiness to be spared. After successfully solving the mystery and avoiding disaster, the crew departs on its mission to explore strange new worlds. Subsequent stories focus on the discovery of new life and sociological and political relationships with alien cultures, as well as exploring the human condition. Several new species are introduced as recurring antagonists, including the Ferengi, the Cardassians, and the Borg. Throughout their adventures, Picard and his crew are often forced to face and live with the consequences of difficult choices. The series ended in its seventh season with a two-part episode "All Good Things...", which brought the events of the series full circle to the original confrontation with Q. An interstellar anomaly that threatens all life in the universe forces Picard to leap from his present, past, and future to combat the threat. Picard was successfully able to show to Q that humanity could think outside of the confines of perception and theorize on new possibilities while still being prepared to sacrifice themselves for the sake of the greater good. The series ended with the crew of the Enterprise portrayed as feeling more like a family and paved the way for four consecutive motion pictures that continued the theme and mission of the series. Cast Main Patrick Stewart as Captain Jean-Luc Picard is the commanding officer of the USS Enterprise-D. Stewart also played the character in the pilot episode of Deep Space Nine, all four TNG theater films, and in the eponymously titled latest series Star Trek: Picard. Jonathan Frakes as Commander William T. Riker is the ship's first officer. The Riker character was influenced by concepts for first officer Willard Decker in the Star Trek: Phase II television series. Decker's romantic history with helmsman Ilia was mirrored in The Next Generation in the relationship between Riker and Deanna Troi. Riker also appears in an episode each of Star Trek: Voyager and Star Trek: Enterprise, and later reprised the role in Star Trek: Picard and in the animated Star Trek: Lower Decks. In addition to William Riker, Frakes played William's transporter-created double, Thomas, in one episode each of The Next Generation and Star Trek: Deep Space Nine. LeVar Burton as Lieutenant (JG)/Lieutenant/Lieutenant Commander Geordi La Forge was initially the ship's helmsman, but the character became chief engineer beginning in the second season. Burton also played the character in an episode of Voyager. Denise Crosby as Lieutenant Tasha Yar is the chief of security and tactical officer. Crosby left the series near the end of the first season, and the Yar character was killed. Yar returns in alternate timelines in the award-winning episode "Yesterday's Enterprise" and the series finale, "All Good Things...". Crosby also played Commander Sela, Yar's half-Romulan daughter. Michael Dorn as Lieutenant (JG)/Lieutenant Worf is a Klingon. Worf initially appears as a junior officer fulfilling several roles on the bridge. When Denise Crosby left near the end of the first season, the Worf character succeeded Lieutenant Yar as the ship's chief of security and tactical officer. Dorn reprised the role as a regular in seasons four through seven of Star Trek: Deep Space Nine and also played another Klingon, also named Worf, in Star Trek VI: The Undiscovered Country; with 282 on-screen appearances, Dorn has the most appearances of any actor in the Star Trek franchise. Gates McFadden as Doctor Beverly Crusher (Seasons 1, 3–7) is the Enterprises chief medical officer. As a fully certified bridge officer, Dr. Crusher had the ability to command the Enterprise if circumstances required her to do so. She also, on occasion, commanded night-watch shifts on the ship's main bridge to stay on top of starship operations. McFadden was fired after the first season, but was rehired for the third season and remained for the remainder of the series. In-universe, her absence in the second season was explained by her transfer to Starfleet Medical. Diana Muldaur as Doctor Katherine Pulaski (Season 2) was created to replace Dr. Crusher for the show's second season. Muldaur, who previously appeared in two episodes of the original Star Trek, never received billing in the opening credits; instead, she was listed as a special guest star during the first act. Marina Sirtis as Lieutenant Commander/Commander Deanna Troi is the half-human, half-Betazoid ship's counselor. Starting in the season seven episode "Thine Own Self", Counselor Troi, having taken and completed the bridge-officer's test, is later promoted to the rank of commander, which allowed her to take command of the ship, and also perform bridge duties other than those of a ship's counselor. The character's relationship with first officer Riker was a carry-over from character ideas developed for Phase II. Troi also appeared in later episodes of Voyager, in the finale of Enterprise, and in the first season of Picard. Brent Spiner as Lieutenant Commander Data is an android who serves as second officer and operations officer. Data's "outsider's" perspective on humanity served a similar narrative purpose as Spock's in the original Star Trek. Spiner also played his "brother", Lore, and his creator, Noonien Soong. In Enterprise, Spiner played Noonien's ancestor, Arik, and contributed a brief voiceover (heard over the Enterprise-D's intercom) in the Enterprise finale. In 2020, Spiner reprised the role of Data, as well as Dr. Altan Inigo Soong, Noonien's prodigy, in Picard. Wil Wheaton as Beverly Crusher's son Wesley. He becomes an acting ensign, and later receives a field commission to ensign, before attending Starfleet Academy. After being a regular for the first four seasons, Wheaton appeared sporadically as Wesley Crusher for the remainder of the series'. Recurring Majel Barrett as Lwaxana Troi, Federation ambassador and Deanna Troi's mother; also the voice of the ship's computer. Brian Bonsall as Alexander Rozhenko, Worf's son. Rosalind Chao as Keiko O'Brien, botanist until her transfer to Deep Space Nine in 2369. Denise Crosby as Sela, Romulan commander and Tasha Yar's daughter. John de Lancie as Q, a member of the Q-Continuum who frequently visits the USS Enterprise-D. Jonathan Del Arco as Hugh, a Borg drone who was disconnected from the collective by Geordi La Forge and Beverly Crusher. Michelle Forbes as Ro Laren, conn officer until her defection to the Maquis in 2370. Whoopi Goldberg as Guinan, bartender hostess on the USS Enterprise-D. Ashley Judd as Robin Lefler, engineering officer on the USS Enterprise-D. Andreas Katsulas as Tomalak, a Romulan commander who has several encounters with the USS Enterprise-D. Barbara March as Lursa, Klingon officer from the House of Duras and B'Etor's sister. Colm Meaney as Miles O'Brien, conn officer and later transporter chief until his transfer to Deep Space Nine in 2369. Eric Menyuk as The Traveler, a member of a species from Tau Alpha C who mentors Wesley Crusher. Lycia Naff as Sonya Gomez, engineering officer on the USS Enterprise-D. Natalia Nogulich as Alynna Nechayev, flag officer in charge of Cardassian affairs. Robert O'Reilly as Gowron, leader of the Klingon Empire. Suzie Plakson as K'Ehleyr, Federation ambassador, mate to Worf and Alexander Rozhenko's mother until her death in 2367. Dwight Schultz as Reginald Barclay, engineering officer until his transfer to Starfleet Communications in 2374. Carel Struycken as Mr. Homn, Lwaxana Troi's attendant. Tony Todd as Kurn, Klingon officer and Worf's brother. Gwynyth Walsh as B'Etor, Klingon officer from the House of Duras and Lursa's sister. Patti Yasutake as Alyssa Ogawa, medical officer and head nurse. Ken Thorley as Mot, barber on the USS Enterprise-D. Daniel Davis as Professor Moriarty as a holodeck character who becomes self-aware. For a more complete list, see List of Star Trek: The Next Generation cast members#Appearances Story arcs and themes Star Trek had a number of story arcs within the larger story, and oftentimes different episodes contributed to two or more different story or character arcs. Some are epitomized by the aliens the characters interact with, for example, TNG introduced the Borg and the Cardassians. The Klingons and Romulans had been introduced in The Original Series (1966–1969); however, the Klingons were somewhat rebooted with a "turtle-head" look, although a retcon was given to explain this in an Enterprise episode. Other story arcs focus on certain peripheral characters such as Q, Ro Laren or characters projected on the Holodeck. Certain episodes go deeper into the Klingon alien saga, which are famous for having an actual Klingon language made for them in the Star Trek universe. The Klingon stories usually involve Worf, but not all Worf-centric shows are focused on Klingons. The Duras sisters, a Klingon duo named Lursa and B'Etor, were introduced on TNG in the 1991 episode "Redemption". They later appeared in the film Generations. One of the science fiction technologies featured in Star Trek: The Next Generation was an artificial reality machine called the "Holodeck", and several award-winning episodes featured plots centering on the peculiarities of this device. Some episodes focused on malfunctions in the holodeck, and in one case how a crew member became addicted to the environment created by the technology. The dangers of technology that allows illusion is one of ongoing themes of Star Trek going back to the 1st pilot, "The Cage" where aliens' power of illusion to create an artificial reality is explored. One of the plots is whether a character will confront a reality or retreat to a world of fantasy. Several episodes in the show also deal with the concept of time, including narrative structures around time travel, temporal loops, parallel universes, alternate universes, and more. In some episodes, the character Q is responsible for the shifts in time. Reception The Next Generations average of 20 million viewers often exceeded both existing syndication successes such as Wheel of Fortune and network hits including Cheers and L.A. Law. Benefiting in part from many stations' decision to air each new episode twice in a week, it consistently ranked in the top ten among hour-long dramas, and networks could not prevent affiliates from preempting their shows with The Next Generation or other dramas that imitated its syndication strategy. Star Trek: The Next Generation received 18 Emmy Awards and, in its seventh season, became the first and only syndicated television show to be nominated for the Emmy for Best Dramatic Series. It was nominated for three Hugo Awards and won two. The first-season episode "The Big Goodbye" also won the Peabody Award for excellence in television programming. In 1997, the episode "The Best of Both Worlds, Part I" was ranked No. 70 on TV Guides 100 Greatest Episodes of All Time. In 2002, Star Trek: The Next Generation was ranked #46 on TV Guides 50 Greatest TV Shows of All Time list, and in 2008, was ranked No. 37 on Empires list of the 50 greatest television shows. On October 7, 2006, one of the three original filming models of the USS Enterprise-D used on the show sold at a Christie's auction for US$576,000, making it the highest-selling item at the event. The buyer of the model was Microsoft co-founder Paul Allen, owner of the Museum of Pop Culture in Seattle. The model is on display within the Science Fiction Museum. In 2012, Entertainment Weekly listed the show at No. 7 in the "25 Best Cult TV Shows from the Past 25 Years", saying, "The original Star Trek was cult TV before cult TV was even a thing, but its younger, sleeker offspring brought, yes, a new generation into the Trekker fold, and reignited the promise of sci-fi on television." Although TNG did develop a cult following, it was noted for its prime-time general audience viewership also. The flute from "The Inner Light" was valued at a maximum of US$1,000 when it went to auction in late 2006, but was sold for over $40,000; in this case the auctioneers admitted they had underestimated the appeal of the prop. In the days leading up to the auction, Denise Okuda, former Star Trek scenic artist and video supervisor, as well as co-writer of the auction catalog, said: "That's the item people say they really have to have, because it's so iconic to a much-beloved episode." DS9s "The Emissary", which came out half-way through season 6 of TNG achieved a Nielsen rating of 18.8. Star Treks ratings went into a steady decline starting with Season 6 of TNG, and the second to last episode of DS9 achieved a Nielsen rating of 3.9. In 2017, Vulture ranked Star Trek: The Next Generation the second best live-action Star Trek television show. In 2019, Popular Mechanics ranked Star Trek: The Next Generation the third best science fiction television show ever. In 2021, Empire magazine ranked it the 17th greatest television show ever. They point out it was hard to follow in the reputation of the original series, but the series found its footing and paved the way for more spin-offs. International broadcasts The Next Generation was first broadcast on UK terrestrial TV on BBC2 with the first episode shown on 26 September 1990. The sequence remained the same as the US releases for the first four episodes, but after this they were somewhat shuffled about. Games Starting in the 1990s to early 21st century, main computer and video games were produced, featuring characters and settings from the television series. Also, games in genres such as cards and board games were also produced. Some were quite successful in there time, A Final Unity was a commercial success, selling 500,000 copies by 1996. and was met with generally positive reviews. The game was in the U.K. PC Gamer Magazine for how it "translates the atmosphere and 'feel' of The Next Generation almost perfectly". Video games based on The Next Generation TV series, movies, and characters include: Star Trek: The Next Generation (1993) (NES / Game Boy) Star Trek: The Next Generation: Future's Past (1993), for the SNES Star Trek: The Next Generation: Echoes from the Past (1993) a port of Future's Past for the Sega Genesis Star Trek Generations: Beyond the Nexus (1994), for Nintendo Game Boy or Sega Game Gear Star Trek: The Next Generation – A Final Unity (1995), for MS-DOS or Macintosh. A Final Unity sold 500,000 copies by 1996. Star Trek: Borg (1996), includes live action segments directed by James L. Conway and acting by John de Lancie as Q Star Trek: Klingon (1996), for PC and Mac Star Trek Generations (1997), for IBM PC Star Trek: The Next Generation: Klingon Honor Guard (1998), for Mac and Windows 95 and 98 Star Trek: The Game Show (1998), for PC and Mac Star Trek: Hidden Evil (1999), for Windows 95 and 98 Star Trek Invasion (2000), for the PlayStation Star Trek Armada (2000), for Microsoft Windows 98 Star Trek: Armada II (2001) Star Trek: Bridge Commander (2002) Star Trek: Conquest (2007) (Wii, PlayStation 2) The Enterprise and its setting is also in other Trekiverse games like Star Trek: Armada (2000). For example, in Star Trek: Armada voice actors from The Next Generation returned to their characters in the game including Patrick Stewart reprising the roles of Jean-Luc Picard and Locutus, Michael Dorn voiced Worf, Denise Crosby reprised Sela, and J. G. Hertzler voiced Chancellor Martok. Several other voice actors who had been previously unaffiliated with Star Trek also voiced characters in the game, among them was Richard Penn. Star Trek: Armada II was set in the Star Trek: The Next Generation era of the Star Trek universe. Star Trek: Hidden Evil (1999) included voice acting by Brent Spiner as Data and Patrick Stewart as Picard, and was a follow-up to the ninth Star Trek film Star Trek: Insurrection. Board Games: Star Trek: The Next Generation Interactive VCR Board Game This game is played with television with VCR player, and also a game board. Star Trek: The Next Generation, a 1993 board game Star Trek: Five-Year Mission (also included TOS) Pinball: Star Trek: The Next Generation (pinball) (includes other series) Films Four films feature the characters of the series: Star Trek Generations (1994), Star Trek: First Contact (1996), Star Trek: Insurrection (1998), and Star Trek: Nemesis (2002). An ancestor of Worf, also played by Dorn, also appeared in Star Trek VI: The Undiscovered Country. Home media Star Trek harnessed the emergence of home video technologies that rose to prominence in the 1980s as new revenue and promotion avenue. Star Trek: The Next Generation had release in part or in full on VHS, Betamax, LaserDisc, DVD, and Blu-Ray media. VHS All episodes of Star Trek: The Next Generation were made available on VHS cassettes, starting in 1991. The entire series was gradually released on VHS over the next few years during the remainder of the show's run and after the show had ended. The VHS for TNG were available on mail-order, with usually two episodes per VHS cassette. Beta Some episodes had releases on the tape videocassette format Betamax. Releases of all Betamax publications including those of the Star Trek: The Next Generation was halted in the early 1990s. LaserDisc Paramount published all episodes on the LaserDisc format from October 1991 using an extended release schedule that concluded in May 1999. Each disc featured two episodes with Closed Captions, Digital Audio, and CX encoding. Also published were four themed "collections", or boxed sets, of related episodes. These included The Borg Collective, The Q Continuum, Worf: Return to Grace, and The Captains Collection. For example, the "Q Continuum" collection of LaserDisc featured 4 episodes. The collection was released on July 30, 1997 and was published by Paramount Home Video; it retailed for 99.98 USD. The set included the 2-part "Encounter at Farpoint", "Hide & Q", "Q Who?", and "Deja Q" on 12 inch optical discs in NTSC format with a total runtime of 230 minutes, with stereo sound. The collection came in a Tri-Fold jacket that also included a letter from actor Jon De Lancie (Q). There was a production error with episode 166, "Sub Rosa", where a faulty master tape was used that was missing 4½ minutes of footage. Though a new master copy of the episode was obtained, no corrected pressing of this disc was issued. Star Trek: The Next Generation was also released on LaserDisc in the non-US markets Japan and Europe. In Japan, all episodes were released in a series of 14 boxed sets (two boxed sets per season), and as with the US releases were in the NTSC format and ordered by production code. The European laserdiscs were released in the PAL format and included the ten two-part telemovies as well as a disc featuring the episodes Yesterday's Enterprise and Cause And Effect. The pilot episode, Encounter At Farpoint, was also included in a boxed set called Star Trek: The Pilots featuring the pilot episodes from Star Trek: The Original Series, Star Trek: The Next Generation, Star Trek: Deep Space Nine, and Star Trek: Voyager. DVD The first season of the series was released on DVD in March 2002. Throughout the year the next six seasons were released at various times on DVD, with the seventh season being released in December 2002. To commemorate the 20th anniversary of the series, CBS Home Entertainment and Paramount Home Entertainment released Star Trek: The Next Generation – The Complete Series on October 2, 2007. The DVD box set contains 49 discs. Between March 2006 and September 2008, "Fan Collective" editions were released containing select episodes of The Next Generation (and The Original Series, Deep Space Nine, and Voyager) based on various themes. The individual episodes were chosen by fans voting on StarTrek.com. In total, six "Fan Collectives" were produced, along with a boxed set containing the first five collectives. In April 2013 all seven seasons of Star Trek: The Next Generation were re-released in new packaging featuring a silhouette of a different cast member on each box. However, the discs contained the identical content that was previously released in 2002. Blu-ray CBS announced on September 28, 2011, in celebration of the series' twenty-fifth anniversary, that Star Trek: The Next Generation would be completely re-mastered in 1080p high definition from the original 35mm film negatives. The original show was edited and post-processed in standard definition for broadcast, as were all the show's visual effects (e.g. all exterior shots of the Enterprise, phaser fire, or beaming fade-ins and -outs). For the remaster almost 25,000 reels of original film stock were rescanned and reedited, and all visual effects were digitally recomposed from original large-format negatives and newly created CGI shots. The release was accompanied by 7.1 DTS Master Audio. Michael Okuda believes this is the largest film restoration project ever attempted. An initial disc featuring the episodes "Encounter at Farpoint", "Sins of the Father", and "The Inner Light" was released on January 31, 2012 under the label "The Next Level". The six-disc first season set was released on July 24, 2012. The remaining seasons were released periodically thereafter, culminating in the release of the seventh season on December 2, 2014. Season 1 sold 95,000 units in its launch week in 2012. The Blu-ray sets include many special features and videos, such as a 1988 episode of Reading Rainbow where LeVar Burton (who plays Geordi on TNG) documents the making of a Star Trek: The Next Generation episode. The entire re-mastered series is available on Blu-ray as individual seasons, and as a 41-disc box set titled The Full Journey. Eventually, all remastered episodes became available for television syndication and digital distribution. Standalone episodes When TNG was remastered in high definition, several episodes were released as stand-alone single show Blu-ray products. "The Best of Both Worlds" is split between two seasons, whereas the standalone product includes parts 1 and 2. "The Best of Both Worlds" single was released in April 2013 coinciding with the release of Season 3. Other singles of TNG HD include the two part shows "Redemption", "Unification", "Chain of Command", and "All Good Things…". "The Measure of a Man" HD extended cut "The Measure of a Man" was released in HD in 2012 with an extended cut. The extended version includes an extra 13 minutes of footage as well as recreated special effects. It was released as part of the Season 2 collection set. Streaming and syndication Star Trek: The Next Generation is available on various streaming video services including, Hulu, Amazon Prime Video, Netflix, Apple iTunes, and CBS All Access, under various qualities and terms. The Netflix version included some additional special effect improvements. One service stated that by 2017 the most re-watched episodes of Star Trek:The Next Generation among the most re-watched Star Trek franchise shows in their offerings, were "The Best of Both Worlds, Part I", "The Best of Both Worlds, Part II", "Q Who", and "Clues". Streaming offerings were noted for binge watching, including Star Trek: The Next Generation 178 episodes among the overall 726 episodes and 12 movies that had been released prior to Star Trek: Discovery in late 2017. As of the late 2010s, Star Trek: The Next Generation is syndicated to air in the United States on the cable network BBC America and the broadcast channel network Heroes & Icons. Star Trek : The Next Generation episodes have been featured in TV specials and marathons. For example, for Saint Patrick's Day BBC America planned a marathon with the episodes including "The Best of
"Klingon guru", meaning that he wrote most TNG episodes dealing with the Klingon Empire (though he wrote some Romulan stories, as well, such as "The Defector"). Writer/producer Ira Steven Behr also joined the show in its third season. Though his tenure with TNG lasted only one year, he later went on to be a writer and showrunner of spin-off series Star Trek: Deep Space Nine. Six third-season episodes were nominated for eight Emmys. "Yesterday's Enterprise" won for Outstanding Sound Editing for a Series and "Sins of the Father" won for Best Art Direction for a Series. After a chiropractor warned that the cast members risked permanent skeletal injury, new two-piece wool uniforms replaced the first two seasons' extremely tight spandex uniforms. The season finale, the critically acclaimed episode "The Best of Both Worlds", was the first season-ending cliffhanger, a tradition that continued throughout the remainder of the series. The season ran from 1989 to 1990. The Season 3 finale and bridge to Season 4, "The Best of Both Worlds" went on to be one of the most acclaimed Star Trek episodes noted by TV Guides "100 Most Memorable Moments in TV History", ranking 70th out of 100 in March 2001. It has routinely been ranked among the top of all Star Trek franchise episodes. Season 4 (1990–1991) Brannon Braga and Jeri Taylor joined the show in its fourth season. The fourth season surpassed the Original Series in series length with the production of "The Best of Both Worlds, Part II". A new alien race, the Cardassians, made their first appearance in "The Wounded". They later were heavily featured in Star Trek: Deep Space Nine. The season finale, "Redemption", was the 100th episode, and the cast and crew (including creator Gene Roddenberry) celebrated the historic milestone on the bridge set. Footage of this was seen in the Star Trek 25th-anniversary special hosted by William Shatner and Leonard Nimoy which aired later in the year. Seven fourth-season episodes were nominated for eight Emmys. "The Best of Both Worlds, Part II" won for both Outstanding Sound Editing in a Series and Outstanding Sound Mixing for a Series. Character Wesley Crusher left the series in season four to go to Starfleet Academy. "Family" is the only TNG episode where Data does not appear on-screen. The season ran from 1990 to 1991. Season 5 (1991–1992) The fifth season's seventh episode, "Unification", opened with a dedication to Star Trek creator Gene Roddenberry (though the prior episode, "The Game", aired four days after his death). Roddenberry, though he had recently died, continued to be credited as executive producer for the rest of the season. The cast and crew learned of his death during the production of "Hero Worship", a later season-five episode. Seven fifth-season episodes were nominated for eight Emmys. "Cost of Living" won for Outstanding Individual Achievement in Costume Design for a Series and Outstanding Individual Achievement in Makeup for a Series, and "A Matter of Time" and "Conundrum" tied for Outstanding Individual Achievement in Special Visual Effects. In addition, "The Inner Light" became the first television episode since the 1968 original series Star Trek episode "The City on the Edge of Forever" to win a Hugo Award for Best Dramatic Presentation. Season five had the introduction of a jacket for Picard, worn periodically throughout the rest of the show's run. The observation lounge set was altered with the removal of the gold model starships across the interior wall and the addition of lighting beneath the windows. Recurring character Ensign Ro Laren was introduced in the fifth season. The season ran from 1991 to 1992. Season 6 (1992–1993) With the creation of Star Trek: Deep Space Nine, Rick Berman and Michael Piller's time were split between The Next Generation and the new show. Three sixth-season episodes were nominated for Emmys. "Time's Arrow, Part II" won for both Outstanding Individual Achievement in Costume Design for a Series and Outstanding Individual Achievement in Hairstyling for a Series, and "A Fistful of Datas" won for Outstanding Individual Achievement in Sound Mixing for a Drama Series. The highest Nielsen-rated episode of Season 6 was "Relics", with a rating of 13.9. The episode featured Original Series character Scotty played by James Doohan. Additionally, NASA astronaut Mae Jemison played Lt. Palmer in "Second Chances". The season 6 finale cliffhanger includes a cameo by Stephen Hawking (Part I of "Descent"). The season ran from 1992 to 1993. Season 7 (1993–1994) The seventh season was The Next Generations last, running from 1993 to 1994. The penultimate episode, "Preemptive Strike", concluded the plot line for the recurring character Ensign Ro Laren and introduced themes that continued in Star Trek: Deep Space Nine and Star Trek: Voyager. The Next Generation series finale, "All Good Things...", was a double-length episode (separated into two parts for reruns) that aired the week of May 19, 1994, revisiting the events of the pilot and providing a bookend to the series. Toronto's SkyDome played host to a massive event for the series finale. Thousands of people packed the stadium to watch the final episode on the stadium's JumboTron. Five seventh-season episodes were nominated for nine Emmys, and the series as a whole was the first syndicated television series nominated for Outstanding Drama Series. To this day, The Next Generation is the only syndicated drama to be nominated in this category. "All Good Things..." won for Outstanding Individual Achievement in Special Visual Effects, and "Genesis" won for Outstanding Individual Achievement in Sound Mixing for a Drama Series. "All Good Things..." also won the second of the series' two Hugo Awards. "All Good Things..." also achieved the highest Nielsen rating for all of Season 7, with a rating of 17.4. Legacy Although the cast members were contracted for eight seasons, Paramount ended The Next Generation after seven, which disappointed and puzzled some of the actors, and was an unusual decision for a successful television show. Paramount then made films using the cast, which it believed would be less successful if the show were still on television. An eighth season also would likely have reduced the show's profitability due to higher cast salaries and a lower price per episode when sold as strip programming. The show's strong ratings continued to the end; the 1994 series finale was ranked number two among all shows that week, between hits Home Improvement and Seinfeld, and was watched by over 30 million viewers. TNG was the most-watched Star Trek show, with a peak audience of 11.5 million during its fifth season prior to the launch of DS9. Between 1988 and 1992 it picked up half a million to a million additional viewers per year. Adjusted Nielsen ratings for Star Trek TV shows: Fall 1987 – Spring 1988: 8.55 Million TNG S1 Fall 1988 – Spring 1989: 9.14 Million TNG S2 Fall 1989 – Spring 1990: 9.77 Million TNG S3 Fall 1990 – Spring 1991: 10.58 Million TNG S4 Fall 1991 – Spring 1992: 11.50 Million TNG S5 Fall 1992 – Spring 1993: 10.83 Million TNG S6 (DS9 S1 Debuted in Spring 1993) Fall 1993 – Spring 1994: 9.78 Million TNG S7 + DS9 S2 Fall 1994 – Spring 1995: 7.05 Million DS9 S3 + VOY S1 Fall 1995 – Spring 1996: 6.42 Million DS9 S4 + VOY S2 Fall 1996 – Spring 1997: 5.03 Million DS9 S5 + VOY S3 Fall 1997 – Spring 1998: 4.53 Million DS9 S6 + VOY S4 Fall 1998 – Spring 1999: 4.00 Million DS9 S7 + VOY S5 (Voyager ended after two more seasons) Science fiction authors noted how Star Trek: The Next Generation influenced their careers. Episodes Star Trek: The Next Generation aired for 7 seasons beginning on September 28, 1987 and ending on May 23, 1994. The series begins with the crew of the Enterprise-D put on trial by an omnipotent being known as Q, who became a recurring character. The god-like entity threatens the extinction of humanity for being a race of savages, forcing them to solve a mystery at nearby Farpoint Station to prove their worthiness to be spared. After successfully solving the mystery and avoiding disaster, the crew departs on its mission to explore strange new worlds. Subsequent stories focus on the discovery of new life and sociological and political relationships with alien cultures, as well as exploring the human condition. Several new species are introduced as recurring antagonists, including the Ferengi, the Cardassians, and the Borg. Throughout their adventures, Picard and his crew are often forced to face and live with the consequences of difficult choices. The series ended in its seventh season with a two-part episode "All Good Things...", which brought the events of the series full circle to the original confrontation with Q. An interstellar anomaly that threatens all life in the universe forces Picard to leap from his present, past, and future to combat the threat. Picard was successfully able to show to Q that humanity could think outside of the confines of perception and theorize on new possibilities while still being prepared to sacrifice themselves for the sake of the greater good. The series ended with the crew of the Enterprise portrayed as feeling more like a family and paved the way for four consecutive motion pictures that continued the theme and mission of the series. Cast Main Patrick Stewart as Captain Jean-Luc Picard is the commanding officer of the USS Enterprise-D. Stewart also played the character in the pilot episode of Deep Space Nine, all four TNG theater films, and in the eponymously titled latest series Star Trek: Picard. Jonathan Frakes as Commander William T. Riker is the ship's first officer. The Riker character was influenced by concepts for first officer Willard Decker in the Star Trek: Phase II television series. Decker's romantic history with helmsman Ilia was mirrored in The Next Generation in the relationship between Riker and Deanna Troi. Riker also appears in an episode each of Star Trek: Voyager and Star Trek: Enterprise, and later reprised the role in Star Trek: Picard and in the animated Star Trek: Lower Decks. In addition to William Riker, Frakes played William's transporter-created double, Thomas, in one episode each of The Next Generation and Star Trek: Deep Space Nine. LeVar Burton as Lieutenant (JG)/Lieutenant/Lieutenant Commander Geordi La Forge was initially the ship's helmsman, but the character became chief engineer beginning in the second season. Burton also played the character in an episode of Voyager. Denise Crosby as Lieutenant Tasha Yar is the chief of security and tactical officer. Crosby left the series near the end of the first season, and the Yar character was killed. Yar returns in alternate timelines in the award-winning episode "Yesterday's Enterprise" and the series finale, "All Good Things...". Crosby also played Commander Sela, Yar's half-Romulan daughter. Michael Dorn as Lieutenant (JG)/Lieutenant Worf is a Klingon. Worf initially appears as a junior officer fulfilling several roles on the bridge. When Denise Crosby left near the end of the first season, the Worf character succeeded Lieutenant Yar as the ship's chief of security and tactical officer. Dorn reprised the role as a regular in seasons four through seven of Star Trek: Deep Space Nine and also played another Klingon, also named Worf, in Star Trek VI: The Undiscovered Country; with 282 on-screen appearances, Dorn has the most appearances of any actor in the Star Trek franchise. Gates McFadden as Doctor Beverly Crusher (Seasons 1, 3–7) is the Enterprises chief medical officer. As a fully certified bridge officer, Dr. Crusher had the ability to command the Enterprise if circumstances required her to do so. She also, on occasion, commanded night-watch shifts on the ship's main bridge to stay on top of starship operations. McFadden was fired after the first season, but was rehired for the third season and remained for the remainder of the series. In-universe, her absence in the second season was explained by her transfer to Starfleet Medical. Diana Muldaur as Doctor Katherine Pulaski (Season 2) was created to replace Dr. Crusher for the show's second season. Muldaur, who previously appeared in two episodes of the original Star Trek, never received billing in the opening credits; instead, she was listed as a special guest star during the first act. Marina Sirtis as Lieutenant Commander/Commander Deanna Troi is the half-human, half-Betazoid ship's counselor. Starting in the season seven episode "Thine Own Self", Counselor Troi, having taken and completed the bridge-officer's test, is later promoted to the rank of commander, which allowed her to take command of the ship, and also perform bridge duties other than those of a ship's counselor. The character's relationship with first officer Riker was a carry-over from character ideas developed for Phase II. Troi also appeared in later episodes of Voyager, in the finale of Enterprise, and in the first season of Picard. Brent Spiner as Lieutenant Commander Data is an android who serves as second officer and operations officer. Data's "outsider's" perspective on humanity served a similar narrative purpose as Spock's in the original Star Trek. Spiner also played his "brother", Lore, and his creator, Noonien Soong. In Enterprise, Spiner played Noonien's ancestor, Arik, and contributed a brief voiceover (heard over the Enterprise-D's intercom) in the Enterprise finale. In 2020, Spiner reprised the role of Data, as well as Dr. Altan Inigo Soong, Noonien's prodigy, in Picard. Wil Wheaton as Beverly Crusher's son Wesley. He becomes an acting ensign, and later receives a field commission to ensign, before attending Starfleet Academy. After being a regular for the first four seasons, Wheaton appeared sporadically as Wesley Crusher for the remainder of the series'. Recurring Majel Barrett as Lwaxana Troi, Federation ambassador and Deanna Troi's mother; also the voice of the ship's computer. Brian Bonsall as Alexander Rozhenko, Worf's son. Rosalind Chao as Keiko O'Brien, botanist until her transfer to Deep Space Nine in 2369. Denise Crosby as Sela, Romulan commander and Tasha Yar's daughter. John de Lancie as Q, a member of the Q-Continuum who frequently visits the USS Enterprise-D. Jonathan Del Arco as Hugh, a Borg drone who was disconnected from the collective by Geordi La Forge and Beverly Crusher. Michelle Forbes as Ro Laren, conn officer until her defection to the Maquis in 2370. Whoopi Goldberg as Guinan, bartender hostess on the USS Enterprise-D. Ashley Judd as Robin Lefler, engineering officer on the USS Enterprise-D. Andreas Katsulas as Tomalak, a Romulan commander who has several encounters with the USS Enterprise-D. Barbara March as Lursa, Klingon officer from the House of Duras and B'Etor's sister. Colm Meaney as Miles O'Brien, conn officer and later transporter chief until his transfer to Deep Space Nine in 2369. Eric Menyuk as The Traveler, a member of a species from Tau Alpha C who mentors Wesley Crusher. Lycia Naff as Sonya Gomez, engineering officer on the USS Enterprise-D. Natalia Nogulich as Alynna Nechayev, flag officer in charge of Cardassian affairs. Robert O'Reilly as Gowron, leader of the Klingon Empire. Suzie Plakson as K'Ehleyr, Federation ambassador, mate to Worf and Alexander Rozhenko's mother until her death in 2367. Dwight Schultz as Reginald Barclay, engineering officer until his transfer to Starfleet Communications in 2374. Carel Struycken as Mr. Homn, Lwaxana Troi's attendant. Tony Todd as Kurn, Klingon officer and Worf's brother. Gwynyth Walsh as B'Etor, Klingon officer from the House of Duras and Lursa's sister. Patti Yasutake as Alyssa Ogawa, medical officer and head nurse. Ken Thorley as Mot, barber on the USS Enterprise-D. Daniel Davis as Professor Moriarty as a holodeck character who becomes self-aware. For a more complete list, see List of Star Trek: The Next Generation cast members#Appearances Story arcs and themes Star Trek had a number of story arcs within the larger story, and oftentimes different episodes contributed to two or more different story or character arcs. Some are epitomized by the aliens the characters interact with, for example, TNG introduced the Borg and the Cardassians. The Klingons and Romulans had been introduced in The Original Series (1966–1969); however, the Klingons were somewhat rebooted with a "turtle-head" look, although a retcon was given to explain this in an Enterprise episode. Other story arcs focus on certain peripheral characters such as Q, Ro Laren or characters projected on the Holodeck. Certain episodes go deeper into the Klingon alien saga, which are famous for having an actual Klingon language made for them in the Star Trek universe. The Klingon stories usually involve Worf, but not all Worf-centric shows are focused on Klingons. The Duras sisters, a Klingon duo named Lursa and B'Etor, were introduced on TNG in the 1991 episode "Redemption". They later appeared in the film Generations. One of the science fiction technologies featured in Star Trek: The Next Generation was an artificial reality machine called the "Holodeck", and several award-winning episodes featured plots centering on the peculiarities of this device. Some episodes focused on malfunctions in the holodeck, and in one case how a crew member became addicted to the environment created by the technology. The dangers of technology that allows illusion is one of ongoing themes of Star Trek going back to the 1st pilot, "The Cage" where aliens' power of illusion to create an artificial reality is explored. One of the plots is whether a character will confront a reality or retreat to a world of fantasy. Several episodes in the show also deal with the concept of time, including narrative structures around time travel, temporal loops, parallel universes, alternate universes, and more. In some episodes, the character Q is responsible for the shifts in time. Reception The Next Generations average of 20 million viewers often exceeded both existing syndication successes such as Wheel of Fortune and network hits including Cheers and L.A. Law. Benefiting in part from many stations' decision to air each new episode twice in a week, it consistently ranked in the top ten among hour-long dramas, and networks could not prevent affiliates from preempting their shows with The Next Generation or other dramas that imitated its syndication strategy. Star Trek: The Next Generation received 18 Emmy Awards and, in its seventh season, became the first and only syndicated television show to be nominated for the Emmy for Best Dramatic Series. It was nominated for three Hugo Awards and won two. The first-season episode "The Big Goodbye" also won the Peabody Award for excellence in television programming. In 1997, the episode "The Best of Both Worlds, Part I" was ranked No. 70 on TV Guides 100 Greatest Episodes of All Time. In 2002, Star Trek: The Next Generation was ranked #46 on TV Guides 50 Greatest TV Shows of All Time list, and in 2008, was ranked No. 37 on Empires list of the 50 greatest television shows. On October 7, 2006, one of the three original filming models of the USS Enterprise-D used on the show sold at a Christie's auction for US$576,000, making it the highest-selling item at the event. The buyer of the model was Microsoft co-founder Paul Allen, owner of the Museum of Pop Culture in Seattle. The model is on display within the Science Fiction Museum. In 2012, Entertainment Weekly listed the show at No. 7 in the "25 Best Cult TV Shows from the Past 25 Years", saying, "The original Star Trek was cult TV before cult TV was even a thing, but its younger, sleeker offspring brought, yes, a new generation into the Trekker fold, and reignited the
Trek: Deep Space Nine episode "Blood Oath" in which Kang and Koloth are killed. Kor later appears in two more episodes: "The Sword of Kahless" and finally in "Once More Unto the Breach" where, fighting in the Dominion War, he dies honorably in battle. A younger version of Kang, from the era of Star Trek VI: The Undiscovered Country, later appears in the Star Trek: Voyager episode "Flashback". Hikaru Sulu, promoted to captain of the USS Excelsior in Star Trek VI: The Undiscovered Country, reprises his role from that performance in the Star Trek: Voyager episode "Flashback". Janice Rand also appears in that same episode. Arne Darvin, the Klingon disguised as a human in "The Trouble with Tribbles", appears in the Star Trek: Deep Space Nine episode "Trials and Tribble-ations" with the intent to return to Deep Space Station K7 in 2267 and assassinate Kirk, whom Darvin blamed for his disgrace in the Klingon Empire. Besides the above examples, numerous non-canon novels and comic books have been published over the years in which The Original Series era crew are depicted in The Next Generation era, either through time-travel or other means. In addition, many actors who appeared on The Original Series later made guest appearances as different characters in later series, most notably Majel Barrett, who not only provided the voice for most Starfleet computers in episodes of every spin-off series (including a single appearance on Star Trek: Enterprise, where the computers normally did not speak at all), but also had the recurring role of Lwaxana Troi in The Next Generation and Deep Space Nine. Diana Muldaur, a guest star in the episodes "Return to Tomorrow" and "Is There in Truth No Beauty?" of the original Star Trek series, played series regular Dr. Katherine Pulaski in the second season of Star Trek: The Next Generation. Notable guest appearances Guest roles on the series have featured actors such as: Gary Lockwood and Sally Kellerman in "Where No Man Has Gone Before"; Diana Muldaur in "Return to Tomorrow" and "Is There in Truth No Beauty?" (Muldaur also appeared throughout the second season of Star Trek: The Next Generation as the Enterprise-D's chief medical officer, Dr. Pulaski); Ricardo Montalbán as Khan Noonien Singh in "Space Seed". He then reprised the role in the film Star Trek II: The Wrath of Khan; Madlyn Rhue as Lieutenant Marla McGivers in "Space Seed". Michael Ansara as Klingon commander Kang in "Day of the Dove", reprising the role in the Deep Space Nine episode "Blood Oath" and the Voyager episode "Flashback"; William Marshall in "The Ultimate Computer"; Julie Newmar in "Friday's Child"; Kim Darby and Michael J. Pollard in "Miri"; Robert Lansing and Teri Garr in "Assignment: Earth"; William Windom in "The Doomsday Machine"; John Colicos as the Klingon Commander Kor in "Errand of Mercy," reprising the role in three episodes of Deep Space Nine; Robert Walker Jr. in "Charlie X"; Lee Meriwether in "That Which Survives"; Roger C. Carmel and Karen Steele in "Mudd's Women". Carmel returned in "I, Mudd"; France Nuyen in "Elaan of Troyius," possibly the first Vietnamese actress to appear on American television; Mark Lenard, the only actor to play members of three major non-human races, as the Romulan commander in "Balance of Terror," the Klingon Commander in Star Trek: The Motion Picture, and most notably as Spock's father Sarek in "Journey to Babel," reprising this role in the films Star Trek III: The Search for Spock, Star Trek IV: The Voyage Home, and Star Trek VI: The Undiscovered Country, as well as in the TNG episodes "Sarek" and "Unification, Part 1"; Jane Wyatt as Spock's mother Amanda Grayson in "Journey to Babel," reprising the role in the film Star Trek IV: The Voyage Home; Glenn Corbett and Elinor Donahue in "Metamorphosis"; Elisha Cook Jr. and Joan Marshall in "Court Martial"; Nancy Kovack in "A Private Little War"; Vic Tayback in "A Piece of the Action"; Jeff Corey and Fred Williamson in "The Cloud Minders"; Barbara Bouchet and Warren Stevens in "By Any Other Name"; Michael Forest and Leslie Parrish in "Who Mourns for Adonais?"; Charles Napier in "The Way to Eden"; Frank Gorshin and Lou Antonio in "Let That Be Your Last Battlefield"; Ted Cassidy and Sherry Jackson in "What Are Little Girls Made Of?"; Cassidy also appeared as the barbarian warrior in the original pilot The Cage, voiced the Balok mannequin in The Corbomite Maneuver, and voiced the Gorn in Arena; Mariette Hartley in "All Our Yesterdays"; Joan Collins in "The City on the Edge of Forever"; Celia Lovsky and Arlene Martel in "Amok Time"; David Soul in "The Apple"; James Gregory in "Dagger of the Mind"; Barbara Anderson in "The Conscience of the King"; James Daly in "Requiem for Methuselah"; Jill Ireland in "This Side of Paradise"; Melvin Belli and Pamelyn Ferdin in "And the Children Shall Lead"; Keye Luke, Yvonne Craig and Steve Ihnat in "Whom Gods Destroy"; Michael Dunn and Barbara Babcock in "Plato's Stepchildren"; Clint Howard in "The Corbomite Maneuver"; Barbara Luna in "Mirror, Mirror"; David Opatoshu in "A Taste of Armageddon"; Barbara Babcock in "A Taste of Armageddon" and "Plato's Stepchildren". Her voice was also heard in "The Squire of Gothos", "Assignment: Earth", "The Tholian Web" and "The Lights of Zetar". Morgan Woodward in "Dagger of the Mind" and "The Omega Glory"; Arnold Moss as mysterious actor Anton Karidian, who proves to have originally been the tyrannical Governor Kodos of Tarsus IV in "The Conscience of the King"; Marianna Hill in "Dagger of the Mind"; Joanne Linville in "The Enterprise Incident"; Louise Sorel in "Requiem for Methuselah"; John Fiedler in "Wolf in the Fold;" Vic Perrin in "Mirror, Mirror." His voice was also heard in "The Menagerie", "Arena" and "The Changeling". Susan Oliver, Jeffrey Hunter and Malachi Throne in "The Menagerie". Malachi Throne also voiced the main Talosian Keeper, with the voice modified so as not to be heard to be the same as the other character he played, Commodore Mendez. Antoinette Bower in "Catspaw". Angelique Pettyjohn in "Gamesters of Triskelion". Seasons and episodes Seasons Broadcast history Episode analysis In its writing, Star Trek is notable as one of the earliest science-fiction TV series to use the services of leading contemporary science fiction writers, such as Robert Bloch, Norman Spinrad, Harlan Ellison, and Theodore Sturgeon, as well as established television writers. Roddenberry often used the setting of a space vessel set many years in the future to comment on social issues of 1960s America, including sexism, racism, nationalism, and global war. In November 1968, just a few months after the first televised interracial touch, the episode "Plato's Stepchildren" went incorrectly down in history as the first American television show to feature a scripted interracial kiss between characters (Capt. Kirk and Lt. Uhura), although the kiss was only mimed (obscured by the back of a character's head) and depicted as involuntary. Though there is some dispute to this being the first interracial kiss of the series because the 1967 episode, "Space Seed" – introducing reoccurring villain Khan (Ricardo Montalbán) – has him seducing and kissing Lt. Marla McGivers (Madlyn Rhue) as part of his malicious machinations. "Let That Be Your Last Battlefield" presented a direct allegory about the irrationality and futility of racism. Anti-war themes appear in episodes such as "The Doomsday Machine", depicting a planet-destroying weapon as an analogy to nuclear weapons deployed under the principle of mutually assured destruction, and "A Taste of Armageddon" about a society which has "civilized" war to the point that they no longer see it as something to avoid. Episodes such as "The Apple", "Who Mourns for Adonais?", "The Mark of Gideon" and "The Return of the Archons" display subtle anti-religious (owing mainly to Roddenberry's own secular humanism) and anti-establishment themes. "Bread and Circuses" and "The Omega Glory" have themes that are more pro-Christian or patriotic. The show experienced network and/or sponsor interference, up to and including wholesale censorship of scripts and film footage. This was a regular occurrence in the 1960s and Star Trek suffered from its fair share of tampering. Scripts were routinely vetted and censored by the staff of NBC's Broadcast Standards Department, which copiously annotated every script with demands for cuts or changes (e.g. "Page 4: Please delete McCoy's expletive, 'Good Lord or "Page 43: Caution on the embrace; avoid open-mouthed kiss"). The series was noted for its sense of humor, such as Spock and McCoy's pointed, yet friendly, bickering. Certain episodes, such as "The Trouble with Tribbles", "I, Mudd" and "A Piece of the Action", were written and staged as comedies with dramatic elements. Most episodes were presented as action/adventure dramas, frequently including space battles or fist fights between the ship's crew and guest antagonists. Several episodes used the concept of planets developing parallel to Earth, allowing reuse of stock props, costumes and sets. "Bread and Circuses", "Miri" and "The Omega Glory" depict such worlds; "A Piece of the Action", "Patterns of Force" and "Plato's Stepchildren" are based on alien planets that have adopted period Earth cultures (Prohibition-era Chicago, Nazi Germany and ancient Greece, respectively). Two episodes depicting time travel ("Tomorrow Is Yesterday" and "Assignment: Earth") conveniently place Enterprise in orbit above 1960s Earth; a third ("The City on the Edge of Forever") places members of the crew on 1930s Earth. Top ranked episodes Several publications have ranked the ten best episodes of Star Trek: Of the seventeen episodes listed above, ten – "Where No Man Has Gone Before", "The Enemy Within", "The Naked Time", "Balance of Terror", "The Galileo Seven", "Arena", "Space Seed", "This Side of Paradise", "The Devil in the Dark", and "The City on the Edge of Forever" – are from the first season and five – "Amok Time", "The Doomsday Machine", "Mirror, Mirror", "The Trouble with Tribbles", and "Journey to Babel" – are from the second season. Only two – "The Enterprise Incident" and "Let That Be Your Last Battlefield" – derive from the third season. Leonard Nimoy: Star Trek Memories In 1983, Leonard Nimoy hosted a one-hour special as a promotional tie-in with the film Star Trek III: The Search for Spock, in which he recounted his memories of working on the original series and explained the origins of things such as the Vulcan nerve pinch and the Vulcan salute, as well as a re-airing of the TOS episode "Space Seed". Music Theme tune The show's theme tune, immediately recognizable by many, was written by Alexander Courage, and has been featured in several Star Trek spin-off episodes and motion pictures. Gene Roddenberry subsequently wrote a set of accompanying lyrics, even though the lyrics were never used in the series, nor did Roddenberry ever intend them to be; this allowed him to claim co-composer credit and hence 50% of the theme's performance royalties. Courage considered Roddenberry's actions, while entirely legal, to be unethical. Series producer Robert Justman noted in the book Inside Star Trek The Real Story, that work on the film Doctor Dolittle kept Courage from working on more than two episodes of the first season. However, Justman also believed that Courage lost enthusiasm for the series because of the "royalty" issue. Courage did not score any episodes of the second season; however, he did conduct a recording session for about 30 minutes of "library cues" for the second season, on June 16, 1967. Courage returned to score two episodes of the third season. Later episodes used stock recordings from Courage's earlier work. Jazz trumpeter Maynard Ferguson recorded a jazz fusion version of the tune with his band during the late 1970s, and Nichelle Nichols performed the song live complete with lyrics. The lyrics for the song are: Dramatic underscore For budgetary reasons, this series made significant use of "tracked" music, or music written for other episodes that was reused in later episodes. Of the 79 episodes that were broadcast, only 31 had complete or partial original dramatic underscores created specifically for them. The remainder of the music in any episode was tracked from other episodes and from cues recorded for the music library. Which episodes would have new music was mostly the decision of Robert H. Justman, the Associate Producer during the first two seasons. Screen credits for the composers were given based on the amount of music composed for, or composed and reused in, the episode. Some of these final music credits were occasionally incorrect. Beyond the short works of "source" music (music whose source is seen or acknowledged onscreen) created for specific episodes, eight composers were contracted to create original dramatic underscore during the series run: Alexander Courage, George Duning, Jerry Fielding, Gerald Fried, Sol Kaplan, Samuel Matlovsky, Joseph Mullendore, and Fred Steiner. The composers conducted their own music. Of these composers, Steiner composed the original music for thirteen episodes and it is his instrumental arrangement of Alexander Courage's main theme that is heard over many of the end title credits of the series. The tracked musical underscores were chosen and edited to the episode by the music editors, principal of whom were Robert Raff (most of Season One), Jim Henrikson (Season One and Two), and Richard Lapham (Season Three). Some of the original recordings of the music were released in the United States commercially on the GNP Crescendo Record Co. label. Music for a number of the episodes was re-recorded by Fred Steiner and the Royal Philharmonic Orchestra for the Varèse Sarabande label; and by Tony Bremner with the Royal Philharmonic for the Label X label. Finally in December 2012, the complete original recordings were released by La-La Land Records as a 15-CD box set, with liner notes by Jeff Bond. Episodes with original music Listed in production order. Episodes that were only partially scored are in italics. Season 1: "The Cage" (Alexander Courage) "Where No Man Has Gone Before" (Alexander Courage) "The Corbomite Maneuver" (Fred Steiner) "Mudd's Women" (Fred Steiner) "The Enemy Within" (Sol Kaplan) "The Man Trap" (Alexander Courage) "The Naked Time" (Alexander Courage) "Charlie X" (Fred Steiner) "Balance of Terror" (Fred Steiner) "What Are Little Girls Made Of?" (Fred Steiner) "The Conscience of the King" (Joseph Mullendore) "Shore Leave" (Gerald Fried) "The City on the Edge of Forever" (Fred Steiner) Season 2: "Catspaw" (Gerald Fried) "Metamorphosis" (George Duning) "Friday's Child" (Gerald Fried) "Who Mourns for Adonais?" (Fred Steiner) "Amok Time" (Gerald Fried) "The Doomsday Machine" (Sol Kaplan) "Mirror, Mirror" (Fred Steiner) "I, Mudd" (Samuel Matlovsky) "The Trouble with Tribbles" (Jerry Fielding) "By Any Other Name" (Fred Steiner) "Patterns of Force" (George Duning) "The Omega Glory" (Fred Steiner) "Return to Tomorrow" (George Duning) Season 3: "Spectre of the Gun" (Jerry Fielding) "Elaan of Troyius" (Fred Steiner) "The Paradise Syndrome" (Gerald Fried) "The Enterprise Incident" (Alexander Courage) "And the Children Shall Lead" (George Duning) "Spock's Brain" (Fred Steiner) "Is There in Truth No Beauty?" (George Duning) "The Empath" (George Duning) "Plato's Stepchildren" (Alexander Courage) Note: Although "The Way to Eden" had no original score, the episode had special musical material by Arthur Heinemann (the episode's writer), guest star Charles Napier and Craig Robertson. "Requiem for Methuselah" contains a Johannes Brahms interpretation by Ivan Ditmars. Awards Although this series never won any Emmys, Star Trek was nominated for the following Emmy Awards: Outstanding Dramatic Series (Gene Roddenberry and Gene L. Coon), 1967 Outstanding Dramatic Series (Gene Roddenberry), 1968 Outstanding Supporting Actor (Leonard Nimoy as Mr. Spock), 1967, 1968, 1969 Individual Achievement in Art Direction and Allied Crafts (Jim Rugg), 1967 Individual Achievement in Cinematography (Darrell Anderson, Linwood G. Dunn, and Joseph Westheimer), 1967 Individual Achievement in Film and Sound Editing (Doug Grindstaff), 1967 Outstanding Achievement in Film Editing (Donald R. Rode), 1968 Special Classification of Individual Achievement for Photographic Effects (The Westheimer Company), 1968 Outstanding Achievement in Art Direction and Scenic Design (John Dwyer and Walter M. Jefferies), 1969 Outstanding Achievement in Film Editing (Donald R. Rode), 1969 Special Classification Achievements for Photographic Effects (The Howard A. Anderson Company, The Westheimer Company, Van der Veer Photo Effects, Cinema Research), 1969. Eight of its episodes were nominated for one of science-fiction's top awards, the Hugo Award, in the category "Best Dramatic Presentation". In 1967, the nominated episodes were "The Naked Time", "The Corbomite Maneuver", and "The Menagerie". In 1968, all nominees were Star Trek episodes: "Amok Time", "Mirror, Mirror", "The Doomsday Machine", "The Trouble with Tribbles", and "The City on the Edge of Forever". Star Trek won both years for the episodes "The Menagerie" and "The City on the Edge of Forever", respectively. In 1968, Star Trek (the T.V. show) won a special Hugo Award for Dramatic Presentation. No episode was named. This was the show's 3rd Hugo Award. In 1967, Star Trek was also one of the first television programs to receive an NAACP Image Award. In 1968, Star Treks most critically acclaimed episode, "The City on the Edge of Forever," written by Harlan Ellison, won the prestigious Writers Guild of America Award for Best Original Teleplay, although this was for Ellison's original draft script, and not for the screenplay of the episode as it aired. In 1997, "The City on the Edge of Forever" was ranked #92 on TV Guides 100 Greatest Episodes of All Time. In 2004 and 2007, TV Guide ranked Star Trek as the greatest cult show ever. In 2013, TV Guide ranked Star Trek as the greatest sci-fi show (along with Star Trek: The Next Generation) and the #12 greatest show of all time. Distribution Home media Episodes of the Original Series were among the first television series to be released on the VHS and laserdisc formats in North America. The first episode on VHS for sale to the public was Space Seed released in June 1982 (to celebrate the release of the second Star Trek film, The Wrath of Khan) at a price of $29.95, as prior to this titles were rental only. In 1985, the first 10 episodes went on sale on video at a price of $14.95 with further batches of 10 during 1985 and 1986, making it the first long-running TV series to be released on home video in its entirety, with all episodes eventually being released on both formats. By 1986, sales had reached 1 million units. With the advent of DVD in the mid-1990s, single DVDs featuring two episodes each in production order were released. In the early 2000s, Paramount Home Video reissued the series to DVD in a series of three deluxe season boxes with added featurettes and documentaries. In February 2009 CBS and Paramount announced that they would release the Original Series on Blu-ray. Season one, two, and three were released on April 28, September 22, and December 15, respectively. The Blu-ray releases let the user choose between "Enhanced Effects" or "Original Effects" via a technique called multi-angle. All 79 episodes of the series have been digitally remastered by CBS Home Entertainment (distributed by Paramount) and have since been released on DVD. CBS Home Entertainment released season one of The Original Series on Blu-ray on April 28, 2009. The Blu-ray release contains both Original and Remastered episodes by seamless branching. {|class="wikitable" |- ! Blu-ray name ! Ep # ! Discs ! Region 1/A (USA) ! Region 2/B (UK) ! Region 4/B (Australia) ! Blu-ray special features |- | Season One | style="text-align:center;" | 29 | 7 | April 28, 2009 | April 27, 2009 | May 6, 2009 | Starfleet Access for "Where No Man Has Gone Before" Spacelift: Transporting Trek Into the 21st Century Starfleet Access for "The Menagerie, Parts I and II" Reflections on Spock Starfleet Access for "The Balance of Terror" Life Beyond Trek: William Shatner To Boldly Go... Season One The Birth of a Timeless Legacy Starfleet Access for "Space Seed" Sci-Fi Visionaries Interactive Enterprise Inspection Billy Blackburn's Treasure Chest: Rare Home Movies and Special Memories Kiss 'n' Tell: Romance in the 23rd Century Starfleet Access for "Errand of Mercy" |- | Season Two | style="text-align:center;" | 26 | 7 | September 22, 2009 | October 9, 2009 | October 1, 2009 | Billy Blackburn's Treasure Chest: Rare Home Movies and Special Memories Part 2 Starfleet Access for "Amok Time" "Content to Go" featurette via Mobile-Blu: Writing Spock "Content to Go" featurette via Mobile-Blu: Creating Chekov "Content to Go" featurette via Mobile-Blu: Listening to the Actors "More Tribbles, More Troubles" audio commentary by David Gerrold DS9: "Trials and Tribble-ations" "Trials and Tribble-ations": Uniting Two Legends Star Trek: The Original Series on Blu-ray "Trials and Tribble-ations": An Historic Endeavor Starfleet Access for "The Trouble with Tribbles" "Content to Go" featurette via Mobile-Blu: Spock's Mother To Boldly Go... Season Two Designing the Final Frontier Star Treks Favorite Moments Writer's Notebook: D.C. Fontana Life Beyond Trek: Leonard Nimoy Kirk, Spock & Bones: Star Treks Great Trio Star Trek'''s Divine Diva: Nichelle Nichols Enhanced Visual Effects Credits |- |
characters: James Kirk disappears in 2293 during the maiden voyage of the Enterprise-B as seen in the film Star Trek: Generations. However, now chronologically 138 years old, but still only physically 60 years old Kirk is recovered after spending 78 years in The Nexus, an alternative plane of existence, by Enterprise-D Captain Jean-Luc Picard in the same film. Kirk's time in the 24th century is short however; he is killed while helping to defeat Dr. Tolian Soran. Spock, now a Vulcan ambassador, goes underground in the Romulan Empire in hopes of fostering peaceful coexistence with the Federation and reunification with Vulcan society ("Unification, Parts I and II"). He also appears in the 2009 reboot film where his science vessel originated from the 24th century–era of TNG. He ends up stranded in the 23rd century of the film series, where he settles on new Vulcan; in the sequel film Star Trek Into Darkness, he is contacted by his younger self regarding the villainous Khan Noonien Singh. While not appearing in Star Trek Beyond, it is mentioned in the film that the character has died, as an homage to the real-life passing of actor Leonard Nimoy. Leonard "Bones" McCoy, now a crusty 137-year-old admiral and head of Starfleet's Medical Division, inspects the Enterprise-D before her first mission in "Encounter at Farpoint," briefly meeting the android officer Lt. Cdr. Data, telling him, "Well, this is a new ship. But she's got the right name. Now, you remember that, you hear? ... You treat her like a lady, and she'll always bring you home." Montgomery Scott, now chronologically 147 years old, but still only physically 72 years old after spending 75 years trapped in a transporter buffer, is rescued by the Enterprise-D crew and resumes his life in "Relics." Working along with Chief Engineer Geordi La Forge, Scotty uses some creative engineering to save the Enterprise. A grateful Captain Picard lends him a shuttlecraft indefinitely. Sarek, Spock's father, continues to be an ambassador for the next century until his final mission during which he and Captain Picard mind-meld together because Sarek shows signs of Bendii Syndrome ("Sarek"). He later dies suffering from this affliction, but not before giving Captain Picard key information for locating his missing son ("Unification"). Kang, Koloth, and Kor, the three Klingons featured in "Day of the Dove" (Kang), "The Trouble with Tribbles" (Koloth) and "Errand of Mercy" (Kor), continue to serve the Empire well into the 24th century. They appear in the Star Trek: Deep Space Nine episode "Blood Oath" in which Kang and Koloth are killed. Kor later appears in two more episodes: "The Sword of Kahless" and finally in "Once More Unto the Breach" where, fighting in the Dominion War, he dies honorably in battle. A younger version of Kang, from the era of Star Trek VI: The Undiscovered Country, later appears in the Star Trek: Voyager episode "Flashback". Hikaru Sulu, promoted to captain of the USS Excelsior in Star Trek VI: The Undiscovered Country, reprises his role from that performance in the Star Trek: Voyager episode "Flashback". Janice Rand also appears in that same episode. Arne Darvin, the Klingon disguised as a human in "The Trouble with Tribbles", appears in the Star Trek: Deep Space Nine episode "Trials and Tribble-ations" with the intent to return to Deep Space Station K7 in 2267 and assassinate Kirk, whom Darvin blamed for his disgrace in the Klingon Empire. Besides the above examples, numerous non-canon novels and comic books have been published over the years in which The Original Series era crew are depicted in The Next Generation era, either through time-travel or other means. In addition, many actors who appeared on The Original Series later made guest appearances as different characters in later series, most notably Majel Barrett, who not only provided the voice for most Starfleet computers in episodes of every spin-off series (including a single appearance on Star Trek: Enterprise, where the computers normally did not speak at all), but also had the recurring role of Lwaxana Troi in The Next Generation and Deep Space Nine. Diana Muldaur, a guest star in the episodes "Return to Tomorrow" and "Is There in Truth No Beauty?" of the original Star Trek series, played series regular Dr. Katherine Pulaski in the second season of Star Trek: The Next Generation. Notable guest appearances Guest roles on the series have featured actors such as: Gary Lockwood and Sally Kellerman in "Where No Man Has Gone Before"; Diana Muldaur in "Return to Tomorrow" and "Is There in Truth No Beauty?" (Muldaur also appeared throughout the second season of Star Trek: The Next Generation as the Enterprise-D's chief medical officer, Dr. Pulaski); Ricardo Montalbán as Khan Noonien Singh in "Space Seed". He then reprised the role in the film Star Trek II: The Wrath of Khan; Madlyn Rhue as Lieutenant Marla McGivers in "Space Seed". Michael Ansara as Klingon commander Kang in "Day of the Dove", reprising the role in the Deep Space Nine episode "Blood Oath" and the Voyager episode "Flashback"; William Marshall in "The Ultimate Computer"; Julie Newmar in "Friday's Child"; Kim Darby and Michael J. Pollard in "Miri"; Robert Lansing and Teri Garr in "Assignment: Earth"; William Windom in "The Doomsday Machine"; John Colicos as the Klingon Commander Kor in "Errand of Mercy," reprising the role in three episodes of Deep Space Nine; Robert Walker Jr. in "Charlie X"; Lee Meriwether in "That Which Survives"; Roger C. Carmel and Karen Steele in "Mudd's Women". Carmel returned in "I, Mudd"; France Nuyen in "Elaan of Troyius," possibly the first Vietnamese actress to appear on American television; Mark Lenard, the only actor to play members of three major non-human races, as the Romulan commander in "Balance of Terror," the Klingon Commander in Star Trek: The Motion Picture, and most notably as Spock's father Sarek in "Journey to Babel," reprising this role in the films Star Trek III: The Search for Spock, Star Trek IV: The Voyage Home, and Star Trek VI: The Undiscovered Country, as well as in the TNG episodes "Sarek" and "Unification, Part 1"; Jane Wyatt as Spock's mother Amanda Grayson in "Journey to Babel," reprising the role in the film Star Trek IV: The Voyage Home; Glenn Corbett and Elinor Donahue in "Metamorphosis"; Elisha Cook Jr. and Joan Marshall in "Court Martial"; Nancy Kovack in "A Private Little War"; Vic Tayback in "A Piece of the Action"; Jeff Corey and Fred Williamson in "The Cloud Minders"; Barbara Bouchet and Warren Stevens in "By Any Other Name"; Michael Forest and Leslie Parrish in "Who Mourns for Adonais?"; Charles Napier in "The Way to Eden"; Frank Gorshin and Lou Antonio in "Let That Be Your Last Battlefield"; Ted Cassidy and Sherry Jackson in "What Are Little Girls Made Of?"; Cassidy also appeared as the barbarian warrior in the original pilot The Cage, voiced the Balok mannequin in The Corbomite Maneuver, and voiced the Gorn in Arena; Mariette Hartley in "All Our Yesterdays"; Joan Collins in "The City on the Edge of Forever"; Celia Lovsky and Arlene Martel in "Amok Time"; David Soul in "The Apple"; James Gregory in "Dagger of the Mind"; Barbara Anderson in "The Conscience of the King"; James Daly in "Requiem for Methuselah"; Jill Ireland in "This Side of Paradise"; Melvin Belli and Pamelyn Ferdin in "And the Children Shall Lead"; Keye Luke, Yvonne Craig and Steve Ihnat in "Whom Gods Destroy"; Michael Dunn and Barbara Babcock in "Plato's Stepchildren"; Clint Howard in "The Corbomite Maneuver"; Barbara Luna in "Mirror, Mirror"; David Opatoshu in "A Taste of Armageddon"; Barbara Babcock in "A Taste of Armageddon" and "Plato's Stepchildren". Her voice was also heard in "The Squire of Gothos", "Assignment: Earth", "The Tholian Web" and "The Lights of Zetar". Morgan Woodward in "Dagger of the Mind" and "The Omega Glory"; Arnold Moss as mysterious actor Anton Karidian, who proves to have originally been the tyrannical Governor Kodos of Tarsus IV in "The Conscience of the King"; Marianna Hill in "Dagger of the Mind"; Joanne Linville in "The Enterprise Incident"; Louise Sorel in "Requiem for Methuselah"; John Fiedler in "Wolf in the Fold;" Vic Perrin in "Mirror, Mirror." His voice was also heard in "The Menagerie", "Arena" and "The Changeling". Susan Oliver, Jeffrey Hunter and Malachi Throne in "The Menagerie". Malachi Throne also voiced the main Talosian Keeper, with the voice modified so as not to be heard to be the same as the other character he played, Commodore Mendez. Antoinette Bower in "Catspaw". Angelique Pettyjohn in "Gamesters of Triskelion". Seasons and episodes Seasons Broadcast history Episode analysis In its writing, Star Trek is notable as one of the earliest science-fiction TV series to use the services of leading contemporary science fiction writers, such as Robert Bloch, Norman Spinrad, Harlan Ellison, and Theodore Sturgeon, as well as established television writers. Roddenberry often used the setting of a space vessel set many years in the future to comment on social issues of 1960s America, including sexism, racism, nationalism, and global war. In November 1968, just a few months after the first televised interracial touch, the episode "Plato's Stepchildren" went incorrectly down in history as the first American television show to feature a scripted interracial kiss between characters (Capt. Kirk and Lt. Uhura), although the kiss was only mimed (obscured by the back of a character's head) and depicted as involuntary. Though there is some dispute to this being the first interracial kiss of the series because the 1967 episode, "Space Seed" – introducing reoccurring villain Khan (Ricardo Montalbán) – has him seducing and kissing Lt. Marla McGivers (Madlyn Rhue) as part of his malicious machinations. "Let That Be Your Last Battlefield" presented a direct allegory about the irrationality and futility of racism. Anti-war themes appear in episodes such as "The Doomsday Machine", depicting a planet-destroying weapon as an analogy to nuclear weapons deployed under the principle of mutually assured destruction, and "A Taste of Armageddon" about a society which has "civilized" war to the point that they no longer see it as something to avoid. Episodes such as "The Apple", "Who Mourns for Adonais?", "The Mark of Gideon" and "The Return of the Archons" display subtle anti-religious (owing mainly to Roddenberry's own secular humanism) and anti-establishment themes. "Bread and Circuses" and "The Omega Glory" have themes that are more pro-Christian or patriotic. The show experienced network and/or sponsor interference, up to and including wholesale censorship of scripts and film footage. This was a regular occurrence in the 1960s and Star Trek suffered from its fair share of tampering. Scripts were routinely vetted and censored by the staff of NBC's Broadcast Standards Department, which copiously annotated every script with demands for cuts or changes (e.g. "Page 4: Please delete McCoy's expletive, 'Good Lord or "Page 43: Caution on the embrace; avoid open-mouthed kiss"). The series was noted for its sense of humor, such as Spock and McCoy's pointed, yet friendly, bickering. Certain episodes, such as "The Trouble with Tribbles", "I, Mudd" and "A Piece of the Action", were written and staged as comedies with dramatic elements. Most episodes were presented as action/adventure dramas, frequently including space battles or fist fights between the ship's crew and guest antagonists. Several episodes used the concept of planets developing parallel to Earth, allowing reuse of stock props, costumes and sets. "Bread and Circuses", "Miri" and "The Omega Glory" depict such worlds; "A Piece of the Action", "Patterns of Force" and "Plato's Stepchildren" are based on alien planets that have adopted period Earth cultures (Prohibition-era Chicago, Nazi Germany and ancient Greece, respectively). Two episodes depicting time travel ("Tomorrow Is Yesterday" and "Assignment: Earth") conveniently place Enterprise in orbit above 1960s Earth; a third ("The City on the Edge of Forever") places members of the crew on 1930s Earth. Top ranked episodes Several publications have ranked the ten best episodes of Star Trek: Of the seventeen episodes listed above, ten – "Where No Man Has Gone Before", "The Enemy Within", "The Naked Time", "Balance of Terror", "The Galileo Seven", "Arena", "Space Seed", "This Side of Paradise", "The Devil in the Dark", and "The City on the Edge of Forever" – are from the first season and five – "Amok Time", "The Doomsday Machine", "Mirror, Mirror", "The Trouble with Tribbles", and "Journey to Babel" – are from the second season. Only two – "The Enterprise Incident" and "Let That Be Your Last Battlefield" – derive from the third season. Leonard Nimoy: Star Trek Memories In 1983, Leonard Nimoy hosted a one-hour special as a promotional tie-in with the film Star Trek III: The Search for Spock, in which he recounted his memories of working on the original series and explained the origins of things such as the Vulcan nerve pinch and the Vulcan salute, as well as a re-airing of the TOS episode "Space Seed". Music Theme tune The show's theme tune, immediately recognizable by many, was written by Alexander Courage, and has been featured in several Star Trek spin-off episodes and motion pictures. Gene Roddenberry subsequently wrote a set of accompanying lyrics, even though the lyrics were never used in the series, nor did Roddenberry ever intend them to be; this allowed him to claim co-composer credit and hence 50% of the theme's performance royalties. Courage considered Roddenberry's actions, while entirely legal, to be unethical. Series producer Robert Justman noted in the book Inside Star Trek The Real Story, that work on the film Doctor Dolittle kept Courage from working on more than two episodes of the first season. However, Justman also believed that Courage lost enthusiasm for the series because of the "royalty" issue. Courage did not score any episodes of the second season; however, he did conduct a recording session for about 30 minutes of "library cues" for the second season, on June 16, 1967. Courage returned to score two episodes of the third season. Later episodes used stock recordings from Courage's earlier work. Jazz trumpeter Maynard Ferguson recorded a jazz fusion version of the tune with his band during the late 1970s, and Nichelle Nichols performed the song live complete with lyrics. The lyrics for the song are: Dramatic underscore For budgetary reasons, this series made significant use of "tracked" music, or music written for other episodes that was reused in later episodes. Of the 79 episodes that were broadcast, only 31 had complete or partial original dramatic underscores created specifically for them. The remainder of the music in any episode was tracked from other episodes and from cues recorded for the music library. Which episodes would have new music was mostly the decision of Robert H. Justman, the Associate Producer during the first two seasons. Screen credits for the composers were given based on the amount of music composed for, or composed and reused in, the episode. Some of these final music credits were occasionally incorrect. Beyond the short works of "source" music (music whose source is seen or acknowledged onscreen) created for specific episodes, eight composers were contracted to create original dramatic underscore during the series run: Alexander Courage, George Duning, Jerry Fielding, Gerald Fried, Sol Kaplan, Samuel Matlovsky, Joseph Mullendore, and Fred Steiner. The composers conducted their own music. Of these composers, Steiner composed the original music for thirteen episodes and it is his instrumental arrangement of Alexander Courage's main theme that is heard over many of the end title credits of the series. The tracked musical underscores were chosen and edited to the episode by the music editors, principal of whom were Robert Raff (most of Season One), Jim Henrikson (Season One and Two), and Richard Lapham (Season Three). Some of the original recordings of the music were released in the United States commercially on the GNP Crescendo Record Co. label. Music for a number of the episodes was re-recorded by Fred Steiner and the Royal Philharmonic Orchestra for the Varèse Sarabande label; and by Tony Bremner with the Royal Philharmonic for the Label X label. Finally in December 2012, the complete original recordings were released by La-La Land Records as a 15-CD box set, with liner notes by Jeff Bond. Episodes with original music Listed in production order. Episodes that were only partially scored are in italics. Season 1: "The Cage" (Alexander Courage) "Where No Man Has Gone Before" (Alexander Courage) "The Corbomite Maneuver" (Fred Steiner) "Mudd's Women" (Fred Steiner) "The Enemy Within" (Sol Kaplan) "The Man Trap" (Alexander Courage) "The Naked Time" (Alexander Courage) "Charlie X" (Fred Steiner) "Balance of Terror" (Fred Steiner) "What Are Little Girls Made Of?" (Fred Steiner) "The Conscience of the King" (Joseph Mullendore) "Shore Leave" (Gerald Fried) "The City on the Edge of Forever" (Fred Steiner) Season 2: "Catspaw" (Gerald Fried) "Metamorphosis" (George Duning) "Friday's Child" (Gerald Fried) "Who Mourns for Adonais?" (Fred Steiner) "Amok Time" (Gerald Fried) "The Doomsday Machine" (Sol Kaplan) "Mirror, Mirror" (Fred Steiner) "I, Mudd" (Samuel Matlovsky) "The Trouble with Tribbles" (Jerry Fielding) "By Any Other Name" (Fred Steiner) "Patterns of Force" (George Duning) "The Omega Glory" (Fred Steiner) "Return to Tomorrow" (George Duning) Season 3: "Spectre of the Gun" (Jerry Fielding) "Elaan of Troyius" (Fred Steiner) "The Paradise Syndrome" (Gerald Fried) "The Enterprise Incident" (Alexander Courage) "And the Children Shall Lead" (George Duning) "Spock's Brain" (Fred Steiner) "Is There in Truth No Beauty?" (George Duning) "The Empath" (George Duning) "Plato's Stepchildren" (Alexander Courage) Note: Although "The Way to Eden" had no original score, the episode had special musical material by Arthur Heinemann (the episode's writer), guest star Charles Napier and Craig Robertson. "Requiem for Methuselah" contains a Johannes Brahms interpretation by Ivan Ditmars. Awards Although this series never won any Emmys, Star Trek was nominated for the following Emmy Awards: Outstanding Dramatic Series (Gene Roddenberry and Gene L. Coon), 1967 Outstanding Dramatic Series (Gene Roddenberry), 1968 Outstanding Supporting Actor (Leonard Nimoy as Mr. Spock), 1967, 1968, 1969 Individual Achievement in Art Direction and Allied Crafts (Jim Rugg), 1967 Individual Achievement in Cinematography (Darrell Anderson, Linwood G. Dunn, and Joseph Westheimer), 1967 Individual Achievement in Film and Sound Editing (Doug Grindstaff), 1967 Outstanding Achievement in Film Editing (Donald R. Rode), 1968 Special Classification of Individual Achievement for Photographic Effects (The Westheimer Company), 1968 Outstanding Achievement in Art Direction and Scenic Design (John Dwyer and Walter M. Jefferies), 1969 Outstanding Achievement in Film Editing (Donald R. Rode), 1969 Special Classification Achievements for Photographic Effects (The Howard A. Anderson Company, The Westheimer Company, Van der Veer Photo Effects, Cinema Research), 1969. Eight of its episodes were nominated for one of science-fiction's top awards, the Hugo Award, in the category "Best Dramatic Presentation". In 1967, the nominated episodes were "The Naked Time", "The Corbomite Maneuver", and "The Menagerie". In 1968, all nominees were Star Trek episodes: "Amok Time", "Mirror, Mirror", "The Doomsday Machine", "The Trouble with Tribbles", and "The City on the Edge of Forever". Star Trek won both years for the episodes "The Menagerie" and "The City on the Edge of Forever", respectively. In 1968, Star Trek (the T.V. show) won a special Hugo Award for Dramatic Presentation. No episode was named. This was the show's 3rd Hugo Award. In 1967, Star Trek was also one of the first television programs to receive an NAACP Image Award. In 1968, Star Treks most critically acclaimed episode, "The City on the Edge of Forever," written by Harlan Ellison, won the prestigious Writers Guild of America Award for Best Original Teleplay, although this was for Ellison's original draft script, and not for the screenplay of the episode as it aired. In 1997, "The City on the Edge of Forever" was ranked #92 on TV Guides 100 Greatest Episodes of All Time. In 2004 and 2007, TV Guide ranked Star Trek as the greatest cult show ever. In 2013, TV Guide ranked Star Trek as the greatest sci-fi show (along with Star Trek: The Next Generation) and the #12 greatest show of all time. Distribution Home media Episodes of the Original Series were among the first television series to be released on the VHS and laserdisc formats in North America. The first episode on VHS for sale to the public was Space Seed released in June 1982 (to celebrate the release of the second Star Trek film, The Wrath of Khan) at a price of $29.95, as prior to this titles were rental only. In 1985, the first 10 episodes went on sale on video at a price of $14.95 with further batches of 10 during 1985 and 1986, making it the first long-running TV series to be released on home video in its entirety, with all episodes eventually being released on both formats. By 1986, sales had reached 1 million units. With the advent of DVD in the mid-1990s, single DVDs featuring two episodes each in production order were released. In the early 2000s, Paramount Home Video reissued the series to DVD in a series of three deluxe season boxes with added featurettes and documentaries. In February 2009 CBS and Paramount announced that they would release the Original Series on Blu-ray. Season one, two, and three were released on April 28, September 22, and December 15, respectively. The Blu-ray releases let the user choose between "Enhanced Effects" or "Original Effects" via a technique called multi-angle. All 79 episodes of the series have been digitally remastered by CBS Home Entertainment (distributed by Paramount) and have since been released on DVD. CBS Home Entertainment released season one of The Original Series on Blu-ray on April 28, 2009. The Blu-ray release contains both Original and Remastered episodes by seamless branching. {|class="wikitable" |- ! Blu-ray name ! Ep # ! Discs ! Region 1/A (USA) ! Region 2/B (UK) ! Region 4/B (Australia) ! Blu-ray special features |- | Season One | style="text-align:center;" | 29 | 7 | April 28, 2009 | April 27, 2009 | May 6, 2009 | Starfleet Access for "Where No Man Has Gone Before" Spacelift: Transporting Trek Into the 21st Century Starfleet Access for "The Menagerie, Parts I and II" Reflections on Spock Starfleet Access for "The Balance of Terror" Life Beyond Trek: William Shatner To Boldly Go... Season One The Birth of a Timeless Legacy Starfleet Access for "Space Seed" Sci-Fi Visionaries Interactive Enterprise Inspection Billy Blackburn's Treasure Chest: Rare Home Movies and Special Memories Kiss 'n' Tell: Romance in the 23rd Century Starfleet Access for "Errand of Mercy" |- | Season Two | style="text-align:center;" | 26 | 7 | September 22, 2009 | October 9, 2009 | October 1, 2009 | Billy Blackburn's Treasure Chest: Rare Home Movies and Special Memories Part 2 Starfleet Access for "Amok Time" "Content to Go" featurette via Mobile-Blu: Writing Spock "Content to Go" featurette via Mobile-Blu: Creating Chekov "Content to Go" featurette via Mobile-Blu: Listening to the Actors "More Tribbles, More Troubles" audio commentary by David Gerrold DS9: "Trials and Tribble-ations" "Trials and Tribble-ations": Uniting Two Legends Star Trek: The Original Series on Blu-ray "Trials and Tribble-ations": An Historic Endeavor Starfleet Access for "The Trouble with Tribbles" "Content to Go" featurette via Mobile-Blu: Spock's Mother To Boldly Go... Season Two Designing the Final Frontier Star Treks Favorite Moments Writer's Notebook: D.C. Fontana Life Beyond Trek: Leonard Nimoy Kirk, Spock & Bones: Star Treks Great Trio Star Trek'''s Divine Diva: Nichelle Nichols Enhanced Visual Effects Credits |- | Season Three | style="text-align:center;" | 24 | 6 | December 15, 2009 | March 22, 2010 | May 1, 2013 | Life Beyond Trek: Walter Koenig Chief Engineer's Log Memoir from Mr. Sulu Captain's Log: Bob Justman "Where No Man Has Gone Before" (Unaired, alternate version) David Gerrold Hosts 2009 Convention Coverage "The Anthropology of Star Trek" Comic-Con Panel 2009 The World of Rod Roddenberry – Comic-Con 2009 Billy Blackburn's Treasure Chest: Rare Home Movies and Special Memories Part 3 To Boldly Go... Season Three Collectible TrekStar Treks Impact |} Online distribution CBS Interactive is presenting all 3 seasons of the series via the tv.com iPhone app. The full-length episodes, without the new CGI but digitally processed to remove the original celluloid artifacts, are available to users in the US at no charge but with embedded ads. Short clips from the shows are also viewable at their web site. The company has recently presented all 3 seasons of the series via its Paramount+ premium streaming service. It has all full-length episodes, without the new CGI, like the tv.com app, and is available to users in the US with subscription without ad interruptions. In January 2007, the first season of Star Trek: The Original Series became available for download from Apple's iTunes Store. Although consumer reviews indicate that some of the episodes on iTunes are the newly "remastered" editions, iTunes editors had not indicated such, and if so, which are which. All first-season episodes that had been remastered and aired were available from iTunes, except "Where No Man Has Gone Before", which remains in its original form. On March 20, 2007, the first season was again added to the iTunes Store, with separate downloads for the original and remastered versions of the show, though according to the customer reviews, the original version contains minor revisions such as special effect enhancements. Netflix began online streaming of five of the six Star Trek television series on July 1, 2011; Deep Space Nine followed on October 1, 2011. FilmsThe Original Series filmsStar Trek creator Gene Roddenberry first suggested the idea of a Star Trek feature in 1969. When the original television series was canceled, he lobbied to continue the franchise through a film. The success of the series in syndication convinced the studio to begin work on a feature film in 1975. A series of writers attempted to craft a suitably epic screenplay, but the attempts did not satisfy Paramount, so the studio scrapped the project in 1977. Paramount instead planned on returning the franchise to its roots with a new television series (Phase II). The massive worldwide box office success of Star Wars in mid-1977 sent Hollywood studios to their vaults in search of similar sci-fi properties that could be adapted or re-launched to the big screen. Following the huge opening of Columbia's Close Encounters of the Third Kind in late December 1977, production of Phase II was cancelled in favor of making a Star Trek film. Beginning with Star Trek: The Motion Picture in 1979, it was followed by five sequels, Star Trek II: The Wrath of Khan (1982), Star Trek III: The Search for Spock (1984), Star Trek IV: The Voyage Home (1986), Star Trek V: The Final Frontier (1989) and Star Trek VI: The Undiscovered Country (1991). Leonard Nimoy directed Star Treks III and IV, while William Shatner directed Star Trek V.Reboot films (The Kelvin Timeline)'After the poor reception of the final Next Generation film Nemesis and the cancellation of the television series Enterprise, the franchise's executive producer Rick Berman and screenwriter Erik Jendresen began developing a new film, titled Star Trek: The Beginning, which would take place after Enterprise but before The Original Series. In February 2007, J. J. Abrams accepted Paramount's offer to direct the new film, having been previously attached as producer. Roberto Orci and Alex Kurtzman wrote a screenplay that impressed Abrams, featuring new actors portraying younger versions of the original series' cast. The Enterprise, its interior, and the original uniforms were redesigned. This revival of the franchise is often considered to be a reboot, but is also a continuation of the franchise, with Nimoy reprising his role of the elderly Spock. This route was taken to free the new films from the restrictions of established continuity without completely discarding it, which the writers felt would have been "disrespectful". This new reality was informally referred to by several names, including the "Abramsverse", "JJ Trek" and "NuTrek", before it was named the "Kelvin Timeline" (versus the "Prime Timeline" of the original series and films) by Michael and Denise Okuda for use in official Star Trek reference guides and encyclopedias. The name Kelvin comes from the USS Kelvin, a starship involved in the event that creates the new reality in Star Trek (2009). Abrams named the starship after his grandfather Henry Kelvin, whom he also pays tribute to in Into Darkness with the Kelvin Memorial Archive. The three films in the Kelvin Timeline include Star Trek (2009), Star Trek Into Darkness (2013) and Star Trek: Beyond (2016). The last was dedicated to Nimoy, who died in 2015 and Anton Yelchin, who died in a car crash in the summer it was released. MerchandisingStar Trek: The Original Series has inspired many commercial products, including toys, comic books, and many other materials. The comics are generally considered non-canon. Action figures In the early 1970s the Mego Corporation acquired the license to produce Star Trek action figures, which the company successfully marketed from 1974 to 1976. During this period, the company produced a line of 8" figures featuring Captain Kirk, Mr. Spock, Leonard McCoy, Mr. Scott, Lt. Uhura, "Aliens" (a Klingon, a Neptunian, the Keeper, a Gorn, a Cheron, a Romulan, a Talosian, an Andorian, and a Mugato), and numerous playsets. (Mego also produced a "life-size" toy tricorder.) In the mid-2000s, Paul "Dr. Mego" Clarke and Joe Sena founded EMCE Toys (pronounced "MC") to bring Mego toys back to the marketplace. (Mego went out of business in 1983.) Working with Diamond Select Toys, current holders of the Star Trek license, these figures have been selling in comics shops. New characters are currently being produced that Mego did not originally make, such as Lt. Sulu, Ensign Chekov, and "Space Seed" villain Khan Noonien Singh. The Gorn that Mego produced had a brown Lizard head (identical to the Marvel Comics villain) on a brown body wearing a Klingon outfit. Star Trek fans had frequently wished that Mego had made a "TV-accurate" Gorn; EMCE Toys and DST produced
mother Ishka (Andrea Martin, later Cecily Adams), who eventually engineers a social revolution on Ferenginar; Rom's son Nog (Aron Eisenberg), the first Ferengi to join Starfleet; and Grand Nagus Zek (Wallace Shawn), the Ferengi leader. The Bajoran character Leeta (Chase Masterson), who works at Quark's bar and later marries Rom, is sometimes involved in the Ferengi storyline. The Klingon Empire plays a significant role in DS9. Aside from Worf, recurring Klingon characters include Chancellor Gowron (Robert O'Reilly), leader of the Empire, who was introduced on The Next Generation, and General Martok (J. G. Hertzler), a leader of the Klingon forces in the Dominion War, who succeeds Gowron as Chancellor when Gowron is killed by Worf late in the series. Kor, a Klingon character from Star Trek: The Original Series, appears in three DS9 episodes; one of them, "Blood Oath", unites Kor with two other Klingons from the original series: Koloth and Kang. John Colicos, William Campbell and Michael Ansara reprised their original series roles. Morn is a minor character who is a fixture in Quark's establishment, sitting at the bar over the course of seven years. It became a running joke that, though the other characters remark on how talkative and funny he is, he never speaks a word on camera. Morn did have a line in the script for pilot episode "Emissary", but it was cut due to run time considerations, after which the creators conceived the joke that he never talks. Season overview Star Trek: Deep Space Nine ran for seven seasons, from 1993 to 1999. The first season started half-way through the typical broadcast season running from fall to spring and had fewer episodes than typical Star Trek runs. Plot elements Major plotlines focus on several key Star Trek cultures, especially interactions between the Bajorans, Cardassians, Ferengi, Klingons, and the Federation. Each of these cultures is represented by major characters in the main or recurring cast. Major arcs revolve around Bajor's recovery from Cardassian occupation; the Maquis, a rebellious Federation splinter group; and the Dominion, a hostile imperial power from the other side of the galaxy. The war between the Dominion and the Federation spans the last two seasons of the show, after tensions between the two gradually increase from the beginning of the third season. Throughout the series, loyalties and alliances change repeatedly: pacts with the Cardassians are made, broken, and remade; a short war with the Klingons flares up and is settled; Bajor grows into political stability; and formerly neutral powers are drawn into conflict. Bajor In the first episode, Starfleet Commander Benjamin Sisko arrives at Deep Space Nine, a space station formerly operated by the Cardassians during their oppressive occupation of the planet Bajor. He is assigned to run the station jointly with the newly liberated Bajorans as they recover from the Cardassian occupation, to help pave the way for Bajor's entry into the Federation. Sisko and Jadzia Dax stumble upon a wormhole leading to the distant Gamma Quadrant, and discover that it is inhabited by beings who are not bound by normal space and time. To the strongly religious people of Bajor, the wormhole aliens are their gods (the Prophets) and the wormhole itself is the long-prophesied Celestial Temple. Sisko is hailed as the Emissary of the Prophets, through whom the Prophets act. Bajor's politics and religion, and Sisko's status within it, provide the basis for long-lasting story arcs. Early seasons show Bajor reckoning with the aftermath of occupation and establishing itself as a democracy. Meanwhile, Sisko initially considers his role as a religious icon with discomfort and skepticism, striving to keep his role as commander of the station distinct from any religious obligations that the Bajorans try to place on him. Later, he becomes more accepting of his role and, by the end of the series, he openly embraces it. He is often called upon to choose between his role as Emissary and his duties to Starfleet, as when he persuades the Bajorans to withdraw their application for Federation membership after receiving a vision from the Prophets. The political and religious implications of Sisko's status for Bajor and its spiritual leaders (most notably, Winn Adami) provide a central arc that lasts until the end of the series. The Maquis The station crew early on contends with a resistance group known as the Maquis. Rooted in the events of The Next Generation episode "Journey's End", in which Native American settlers refuse to leave when their planet is given to Cardassia as part of a treaty, the Maquis are an example of the show's exploration of darker themes: its members are Federation citizens who take up arms against Cardassia in defense of their homes, and some, such as Calvin Hudson, a long-time friend of Sisko's, and Michael Eddington, who defects while serving aboard the station, are Starfleet officers. The show's critique of traditional Star Trek themes can be seen in episodes such as "For the Cause", in which Eddington compares the Federation to the implacable alien hive mind known as the Borg: "At least [the Borg] tell you about their plans for assimilation. You assimilate people and they don't even know it." The Dominion War The second-season episode "Rules of Acquisition" marks the first mention of the Dominion, a ruthless empire in the Gamma Quadrant, though they are not fully introduced until the second-season finale, "The Jem'Hadar". It is led by "the Founders", a race of shape-shifting Changelings, the same species as DS9's security chief Odo. They were once persecuted by non-shape-shifters (whom they call "solids") and they seek to impose "order" upon any who could potentially harm them, which includes nearly all solids. The Founders have created or genetically modified races to serve them: their sly diplomats and administrators, the Vorta, and their fearless shock troops, the Jem'Hadar. These races worship the Founders as gods. At the start of DS9s third season ("The Search"), with the threat of a Dominion attack looming from the other side of the wormhole, the USS Defiant, a prototype warship, is stationed at Deep Space Nine, providing an avenue for plot lines away from the station. With the third season, writers from the now completed The Next Generation began to write regularly for DS9. In the middle seasons of the show, the Dominion foments discord to weaken the Alpha Quadrant powers, manipulating the Klingons into war with the Cardassians and almost inciting a coup d'état on Earth. In the fifth-season episode "By Inferno's Light" the Dominion annexes Cardassia, and goes to war with the other major powers of the Alpha Quadrant in the season finale "Call to Arms". The Dominion War tests Starfleet's commitment to its ethics; when the formerly neutral Romulans are persuaded to ally themselves with the Federation, it is only through criminal and duplicitous acts on Sisko's part, thus providing an example of the moral ambiguity prevalent in DS9 in comparison to the other Star Trek series. Section 31 Another example of DS9s darker nature is the introduction of Section 31, a secret organization dedicated to preserving the Federation way of life at any cost. This shadowy group, introduced in "Inquisition", justifies its unlawful, unilateral tactics by claiming that it is essential to the continued existence of the Federation. Section 31 features prominently in several episodes of the Dominion War arc, especially as it is revealed that it attempted a genocide of the Founders. The Ferengi In DS9, the Ferengi are no longer an enemy of the Federation, but rather an economic power whose political neutrality is, for the most part, respected. A number of episodes explore their capitalistic nature, while others delve into the race's sexist social norms. Unlike their depiction in Star Trek: The Next Generation, where they were generally portrayed as sexist buffoons for comedic purposes, in DS9 they received a more complex depiction. Some Ferengi characters seek life paths outside the pursuit of profit, such as Nog, who becomes the first Ferengi to join Starfleet; others attempt to reform Ferengi society from within, such as Ishka, who leads a women's rights revolution on the Ferengi homeworld, and Rom, who leads a strike against unfair working conditions in Quark's bar. The Mirror Universe Several episodes of DS9 explore the Mirror Universe, first introduced in the Star Trek: The Original Series episode "Mirror, Mirror". In the second-season episode "Crossover", Kira and Dr. Bashir are accidentally sent to the Mirror Universe and discover that it is dominated by a ruthless Klingon–Cardassian alliance and Terrans (humans) are slaves. Over the course of five Mirror Universe episodes of DS9, the Terran workers form a resistance movement and eventually liberate themselves ("Through the Looking Glass", "Shattered Mirror", "Resurrection", "The Emperor's New Cloak"). Production The series was created by Rick Berman and Michael Piller at the request of Brandon Tartikoff, and was produced by Paramount Television. The original Star Trek series had been pitched as the science fiction equivalent to television westerns such as Wagon Train and DS9 was instead analogous to shows like The Rifleman, featuring a town or trading post right on the edge of the frontier. As overall head of Star Trek production, Berman served as executive producer for the series's entire run. Piller initially served as second executive producer and showrunner, but left the series in 1995 to manage Star Trek: Voyager. Writer Ira Steven Behr was promoted by Berman to replace Piller as showrunner and held that role for the remainder of the series. In addition to Berman, Piller, and Behr, key writers included Robert Hewitt Wolfe, Ronald D. Moore, Peter Allan Fields, Bradley Thompson, David Weddle, Hans Beimler and René Echevarria. Several actors also directed episodes, including Avery Brooks who directed and starred in the critically acclaimed episode "Far Beyond the Stars". DS9 was the first television series in the Star Trek franchise to use computer-generated imagery (CGI) for exterior space shots. Although a few other television series, like Babylon 5, were using CGI exclusively to avoid the high expense of model photography, the Star Trek franchise had continued to use primarily physical models for exterior space shots because producers decided models provided more realism. DS9 continued using models where needed, such as the season 4 premiere and the alternate-universe episode "Shattered Mirror". During the battle sequences between the Federation and Klingon fleets, the effects department used Playmates toys, Ertl model kits and Hallmark Bird-of-Prey Christmas ornaments in the background in an effort to keep production costs down. The USS Defiant was the first full-fledged starship in the Star Trek franchise to have a CGI model used in regular production. It was first built and animated by VisionArt, which was responsible for the morphing of Odo. The CGI Defiant was featured heavily in the season 4 episode "Starship Down", where it battled a CGI Jem'Hadar ship in a CGI gas giant's atmosphere. The series started using Foundation Imaging and Digital Muse in 1997 (Seasons 6 and 7) for its effects as part of the ongoing storyline of the Dominion occupation of the station. The station itself remained a physical model throughout the series' seven-year run except for the final scene of the series. In October 2006, the physical model of the station was sold for $132,000 in an auction at Christie's auction house in New York City. The opening sequence was likewise modified in the fourth season, most notably by the introduction of CGI inserts of construction work being performed on the station's exterior by suited maintenance crews, and more docking and launching activity by ships, along with subtle colored wisps of nebulae added to the background starfield. Accordingly, the solo trumpet (preceded by a solo French horn) featured prominently in the main theme by Dennis McCarthy to accentuate the lonely isolation of the outpost was augmented by a chorus of brass as the station attained a more bustling atmosphere following the presence of the wormhole. The digital effects were done in standard definition and thus the series cannot be re-released in HD format without re-doing the special effects. Episodes Overall 176 episodes of Star Trek: Deep Space Nine would be produced with an average run-time of 43 minutes each. Geek.com calculated 126 hours of total viewing time for the series. The show debuted in January 1993 with the double-episode "The Emissary", half-way through the 6th season of The Next Generation. This is the first time that two Star Trek franchise series aired concurrently, which would continue until DS9 ended in 1999, except for late 1994, when Next Generation ended and DS9 was alone on the air. But in the next year, Star Trek: Voyager aired on the then-new UPN network, so that once again two shows from the franchise aired. The most acclaimed episodes of DS9 include these: "In the Pale Moonlight", in which Sisko wrestles with compromising his ethics to win the Dominion War; "The Visitor", in which an elderly Jake Sisko tries desperately to undo the loss of his father; and "Far Beyond the Stars", in which Sisko has a vision of himself as a writer coping with racism in 20th-century New York. Reception Although DS9s ratings remained solid, it was never as successful as the syndicated Star Trek: The Next Generation, with approximately 6% versus 11% of US households watching during sweeps months. However, it continued to perform better than its franchise sibling Star Trek: Voyager, which averaged around 5% according to the Nielsen ratings. One factor was the increasingly crowded syndicated marketplace, which provided viewers with a number of alternative television series to follow. Another factor was the minimal promotion for DS9, as Paramount focused its efforts on its flagship network series Star Trek: Voyager. From 1995 onwards, most of the independent stations joined new networks (UPN and The WB), and these primetime shows gradually pushed syndicated programming into less favorable time slots as the US television market expanded from four networks (in 1987 when TNG premiered) to six. Critical reception DS9 was well received by critics, with TV Guide describing it as "the best acted, written, produced, and altogether finest" Star Trek series. Though debuting in the shadow of The Next Generation, DS9 achieved a considerable level of success in its own right. According to a press release through Newswire on April 7, 1999, it was the #1 syndicated show in the United States for adults 18–49 and 25–54. The characters of DS9 were featured on the cover of TV Guide ten times during its run, including several "special issue" editions in which a set of four different-covered versions were printed. The series won a number of awards. It was nominated for Emmy Awards every year of its run, including for makeup, cinematography, art direction, special effects, hairstyling, music (direction and composition), and costumes. Of these, it won two for makeup (for "Captive Pursuit" and "Distant Voices"), one for special visual effects (for "Emissary"), and one for its main title theme music (by composer Dennis McCarthy). It was also nominated for two Hugo Awards in the category of Best Dramatic Presentation for "The Visitor" and "Trials and Tribble-ations". Deep Space Nine drew praise from African-American, Latino and other minority viewers for its handling of the minority characters, particularly the Sisko family members. In addition, actor Alexander Siddig (who portrayed Dr. Bashir) expressed his enthusiasm for the fact that he, with his English accent, unusual screen name at time of casting (Siddig El Fadil), and North African heritage was a main character on a prominent television series, despite not being as easily racially identifiable to audiences as many other TV actors and characters were at the time. Andrew J. Robinson commented on DS9 not being as popular as its predecessors: "It's not the most popular because it's the most morally ambiguous... Whenever you have characters who are gray rather than black and white... Although they are more interesting, they are more difficult for people to get a handle on. I loved DS9 because they were gray, because the characters were not easily definable, but that's not for everybody". Author Terry J. Erdmann commented: "DS9 was never as popular as its two predecessors, although it arguably was a more critically acclaimed series". In 2018, IndieWire ranked Star Trek: Deep Space Nine as the 3rd best space science fiction show set in outer space, while placing Star Trek (1966–1969) in 8th place and Star Trek: The Next Generation (1987–1994) in 12th place among other shows in this genre, including 18 overall. In 2016, The Washington Post called the Dominion war arc possibly the "richest narrative" of the Star Trek universe, though the arc's only standout episode is "In the Pale Moonlight", which it ranked the 4th best episode of all Star Trek for highlighting the moral confusion and compromises that can occur during war. In 2016, the Los Angeles Times ranked DS9 third of all Star Trek films and TV series. In 2017, Vulture ranked it the best live-action Star Trek television show. In 2019, Popular Mechanics ranked it the 16th best science fiction television show ever. In 2021, Variety magazine ranked it ninth among Star Trek film and television series. In 2021, Empire magazine ranked it the 46th greatest television show ever, saying its seasons-long character and story arcs make it good for binge-watching. Former cast members and staff In a 2007 interview with If Magazine, George Takei, who had played the character Hikaru Sulu in The Original Series, criticized DS9 for being the polar opposite of Gene Roddenberry's philosophy and vision of the future. Writer D. C. Fontana thought that as a World War II veteran Roddenberry would have appreciated the show and its dark themes. Bjo Trimble, one of the major forces behind the letter-writing campaign that helped renew The Original Series for its third season, commented that she thought Roddenberry would have "come to like DS9, had he lived to see it", and that "the only reason there were not full battles in early Star Trek is lack of funds to pull it off, and lack of technology to show it. Otherwise, GR would certainly have added it; he knew what audiences liked". Roddenberry is quoted in The Making of Star Trek DS9 as having doubts that a non-exploration show could work, and being displeased with early concepts presented to him in 1991. However, Rick Berman stated in the Star Trek: Deep Space Nine Companion that Roddenberry had given him his blessing for developing it close to his death. At Shore Leave 14 in July 1992, Majel Barrett commented on Roddenberry's involvement, saying: "He knew about it, but he was not about to become involved. He had done what he wanted to do and that was it. He just wished them Godspeed and go ahead. And as long as the name Star Trek is on it, yes, the estate will have a part of the action." Ronald D. Moore, one of the series' main writers (who previously wrote for Star Trek: The Next Generation and would go on to create the re-imagined Battlestar Galactica), praised the show as the "ultimate achievement for the [Star Trek] franchise" in 2002: I think Deep Space [Nine] was the show that really took Star Trek as far as you could take it. You have The Original Series which is a sort of a landmark, it changes everything about the way science fiction is presented on television, at least space-based science fiction. Then you have Next Generation which, for all of its legitimate achievements is still a riff on the original. It's still sort of like, ok, it's another star ship and it's another captain – it's different but it's still a riff on
Emmy Awards every year of its run, including for makeup, cinematography, art direction, special effects, hairstyling, music (direction and composition), and costumes. Of these, it won two for makeup (for "Captive Pursuit" and "Distant Voices"), one for special visual effects (for "Emissary"), and one for its main title theme music (by composer Dennis McCarthy). It was also nominated for two Hugo Awards in the category of Best Dramatic Presentation for "The Visitor" and "Trials and Tribble-ations". Deep Space Nine drew praise from African-American, Latino and other minority viewers for its handling of the minority characters, particularly the Sisko family members. In addition, actor Alexander Siddig (who portrayed Dr. Bashir) expressed his enthusiasm for the fact that he, with his English accent, unusual screen name at time of casting (Siddig El Fadil), and North African heritage was a main character on a prominent television series, despite not being as easily racially identifiable to audiences as many other TV actors and characters were at the time. Andrew J. Robinson commented on DS9 not being as popular as its predecessors: "It's not the most popular because it's the most morally ambiguous... Whenever you have characters who are gray rather than black and white... Although they are more interesting, they are more difficult for people to get a handle on. I loved DS9 because they were gray, because the characters were not easily definable, but that's not for everybody". Author Terry J. Erdmann commented: "DS9 was never as popular as its two predecessors, although it arguably was a more critically acclaimed series". In 2018, IndieWire ranked Star Trek: Deep Space Nine as the 3rd best space science fiction show set in outer space, while placing Star Trek (1966–1969) in 8th place and Star Trek: The Next Generation (1987–1994) in 12th place among other shows in this genre, including 18 overall. In 2016, The Washington Post called the Dominion war arc possibly the "richest narrative" of the Star Trek universe, though the arc's only standout episode is "In the Pale Moonlight", which it ranked the 4th best episode of all Star Trek for highlighting the moral confusion and compromises that can occur during war. In 2016, the Los Angeles Times ranked DS9 third of all Star Trek films and TV series. In 2017, Vulture ranked it the best live-action Star Trek television show. In 2019, Popular Mechanics ranked it the 16th best science fiction television show ever. In 2021, Variety magazine ranked it ninth among Star Trek film and television series. In 2021, Empire magazine ranked it the 46th greatest television show ever, saying its seasons-long character and story arcs make it good for binge-watching. Former cast members and staff In a 2007 interview with If Magazine, George Takei, who had played the character Hikaru Sulu in The Original Series, criticized DS9 for being the polar opposite of Gene Roddenberry's philosophy and vision of the future. Writer D. C. Fontana thought that as a World War II veteran Roddenberry would have appreciated the show and its dark themes. Bjo Trimble, one of the major forces behind the letter-writing campaign that helped renew The Original Series for its third season, commented that she thought Roddenberry would have "come to like DS9, had he lived to see it", and that "the only reason there were not full battles in early Star Trek is lack of funds to pull it off, and lack of technology to show it. Otherwise, GR would certainly have added it; he knew what audiences liked". Roddenberry is quoted in The Making of Star Trek DS9 as having doubts that a non-exploration show could work, and being displeased with early concepts presented to him in 1991. However, Rick Berman stated in the Star Trek: Deep Space Nine Companion that Roddenberry had given him his blessing for developing it close to his death. At Shore Leave 14 in July 1992, Majel Barrett commented on Roddenberry's involvement, saying: "He knew about it, but he was not about to become involved. He had done what he wanted to do and that was it. He just wished them Godspeed and go ahead. And as long as the name Star Trek is on it, yes, the estate will have a part of the action." Ronald D. Moore, one of the series' main writers (who previously wrote for Star Trek: The Next Generation and would go on to create the re-imagined Battlestar Galactica), praised the show as the "ultimate achievement for the [Star Trek] franchise" in 2002: I think Deep Space [Nine] was the show that really took Star Trek as far as you could take it. You have The Original Series which is a sort of a landmark, it changes everything about the way science fiction is presented on television, at least space-based science fiction. Then you have Next Generation which, for all of its legitimate achievements is still a riff on the original. It's still sort of like, ok, it's another star ship and it's another captain – it's different but it's still a riff on the original. Here comes Deep Space [Nine] and it just runs the table in a different way. It just says ok, you think you know what Star Trek is, let's put it on a space station, and let's make it darker. Let's make it a continuing story, and let's continually challenge your assumptions about what this American icon means. And I think it was the ultimate achievement for the franchise. Personally, I think it's the best of all of them, I think it's an amazing piece of work. Scholarly reception J. Emmett Winn, in his discussion of the portrayal of Ferengi, criticized the show for "perpetuat[ing] racial stereotypes and promot[ing] mainstream cultural assimilation as a noble, desirable quest and as the correct way for the racialized "other" to exist". Babylon 5 controversy Babylon 5, another science fiction series with a similar premise, set on a space station, aired around the same period as Deep Space 9. Babylon 5 creator J. Michael Straczynski indicated that Paramount Television was aware of his concept as early as 1989, when he attempted to sell the show to the studio, and provided them with the series bible, pilot script, artwork, lengthy character background histories, and plot synopses for 22 "or so planned episodes taken from the overall course of the planned series". Paramount declined to produce Babylon 5, but later announced Deep Space Nine was in development, two months after Warner Bros. announced its plans for Babylon 5. Straczynski stated that, even though he was confident that Deep Space Nine producer/creators Rick Berman and Michael Piller had not seen this material, he suspected that Paramount executives used his bible and scripts to steer development of Deep Space Nine. He and Warner did not file suit against Paramount, largely because Straczynski did not see it as a productive option, with negative repercussions for both TV series. In 1993 he responded to a Deep Space Nine fan who saw the lack of legal action as proof that Straczynski's allegation was unfounded, "If there is any (to use your term) winking and nudging going on, it's on the level of 'Okay, YOU (Paramount) know what happened, and *I* know what happened, but let's try to be grownup about it for now,' though I must say that the shapechanging thing nearly tipped me back over the edge again. If there are no more major similarities that crop up in the next few weeks or months, with luck we can continue that way." Music On June 30, 1993, between seasons one and two, DS9 followed the example of other Star Trek series in releasing the original score from its pilot episode on CD. The title theme was also made available as a CD single. Music from several other episodes is included on The Best of Star Trek releases. Originally created in the hope that Frank Sinatra Jr. would take the role, the character Vic Fontaine (instead played by 1960s heart throb James Darren) was introduced in the sixth-season episode "His Way". The character was a self-aware holographic Las Vegas lounge singer and night club owner from the early 1960s. Vic was popular with the station's crew and performed many period songs by, among others, Frank Sinatra and Nat King Cole. Darren's role allowed him to release This One's from the Heart on August 24, 1999, featuring songs that Vic sang in the show and other period pieces. On February 12, 2013, La La Land Records released a limited edition, four-disc soundtrack collection entitled the Star Trek: Deep Space Nine Collection. The discs contain various cues from episodes scored by Dennis McCarthy, Jay Chattaway, David Bell, Paul Baillargeon, John Debney, Richard Bellis and Gregory Smith. Only 3000 copies of the collection were printed. Home media Episodes of DS9 were made available on VHS cassettes. The series was released on VHS in the United Kingdom starting August 2, 1993. Each video cassette contained two episodes and unique artwork and character/plot information. The first VHS release in the United States came on November 19, 1996. Beginning in 1996, DS9 began releases on LaserDisc. Picture and sound quality in this format was significantly better than that of VHS cassettes; however, the Laserdisc format was discontinued in 1997. Only 30 discs, or the first 60 episodes, were released, comprising the first, second and part of the third season before Pioneer halted its production of Star Trek laserdiscs in October 1999. DS9 LaserDiscs were also produced for the Japanese and European markets. In Japan, the first five seasons were released in a series of ten boxed sets (two per season) before they were canceled around the same time as the US releases. In Europe, a select few DS9 episodes were released on PAL laserdisc: "Emissary", also included in the boxed set Star Trek: The Pilots; "The Way of the Warrior", parts 1 and 2; and "Trials and Tribble-ations" from DS9, "The Trouble with Tribbles" from Star Trek: The Original Series, and "More Tribbles, More Troubles" from Star Trek: The Animated Series. Following the DVD release of Star Trek: The Next Generation in 2002, DS9 was released on DVD beginning in February 2003. DS9 was released in boxed sets of one season each, which were released approximately one month apart. Each season contains several "special features", including a biographical look at a main character, information from make-up designer Michael Westmore on how various aliens were created, and interviews with cast members and crew members. The sets also include "Section 31" easter eggs that give a brief look at other aspects of the series. The Region 2 and 4 DVDs also come with bonus CD-ROM discs that allow users to build a "virtual" DS9 on their computer with each release (this software can no longer be installed as the on-line registration is no longer available). On October 26, 2004, a boxed set of all seven season sets was also released. In 2017 the complete series was released on a DVD box set, with 176 episodes on 48 discs; the set also included a variety of extras that was the same as those on the 2003 Box Set. An example of bonus content is a featurette ''Deep Space Nine: A Bold New Beginning". What We Left Behind In 2017, Ira Steven Behr announced he had reconvened much of the former cast and crew of Deep Space Nine for a documentary film entitled What We Left Behind. It had a very positive response and surpassed its fundraising goals, and this success led to ground-breaking conversions of Deep Space Nine footage into higher definition although it caused some delays. A screening version was released in late 2018 in Hollywood, New York, and at the Destination Star Trek convention in the UK. By February 2017, the documentary was partially finished, with an Indiegogo fundraising page set up to crowdsource the rest of the money needed to complete it. In addition to interviews with cast and crew, the documentary will explore Deep Space Nines legacy; Behr also reconvened the series' old writers' room to develop a script for the first episode of an imagined eighth season, which will be featured in the film. In 2017, a tentative release date was set for 2018. In the summer of 2018, the makers scheduled special release events starting in October 2018. A version was able to be screened at these special release events at Paramount in Hollywood and some other locations, but a decision was made to delay the media release to increase the amount of high-definition conversions. In 2017, a fundraiser for the documentary surpassed its target of nearly $150,000 within a day of going live. It went on to raise over $500,000 by March 2017, almost four times the amount requested. When it concluded it had raised over $631,000 from thousands of donations. Development of What We Left Behind took extra time due in part to the large amount of material for editing and technical challenges. This includes crafting special effects footage and working with CBS to make high definition scans. The makers also expanded the amount of footage that is being remastered, and innovated with a 16:9 scan of the original DS9 film. In August 2018, it was announced the documentary would have original music scored by Star Trek veterans Dennis McCarthy (256 Star Trek episodes scored) and Kevin Kiner (10 Star Trek episodes scored). The documentary's producer is Kai de Mello-Folsom, in consultation with others from the original creative team including Star Trek franchise legends such as Michael Okuda, Jonathan West, and Doug Drexler. It premiered in late 2018 at the following locations: Los Angeles, October 12 New York City, October 14 Birmingham, UK, October 20, during the Destination Star Trek convention The strong community support and overall response, as well as the creative team's access to resources to create the high-definition sequences led to a delay to increase the sequences filmed in higher-definition for the documentary. Although the screening version was complete and could have been released as-is, a creative decision was made to undertake converting more sequences into high definition. One teaser showed concept art of a Star Trek spacecraft, which appears in the documentary in an animated sequence. The spacecraft design was by John Eaves, who designed many spacecraft in the franchise's television shows and theatrical films. On May 13, 2019 there was a limited theatrical release. It played at about 800 theaters and grossed over $380,000. The film reviewed various aspects of the series from a perspective of twenty years later, explored a plot for a notional 8th season, and included many clips re-scanned from original footage in high definition. On Rotten Tomatoes it has an approval rating of 100% based on reviews from 9 critics. Books Pocket Books has published several dozen books based on DS9. Some of these were novelizations of memorable episodes, such as "Emissary", "The Search" and "What You Leave Behind", which were usually published a few days after the episode aired in the United States. Several novels were part of "crossover" series between the Star Trek franchises, while others were part of other franchises but dealt with events laid out in DS9. For example, The Battle of Betazed tells of how Deanna Troi attempted to resist the Dominion occupation of her world (mentioned in the episode "In the Pale Moonlight"). Most focus on the station and its crew, with a notable exception being Ira Steven Behr and Robert Hewitt Wolfe's Legends of the Ferengi. The "Millennium" series by Judith and Garfield Reeves-Stevens, published by Pocket Books beginning in 2000, consists of The Fall of Terok Nor (book 1), The War of the Prophets (book 2), and Inferno (book 3). The series lays out an alternate ending to DS9 (the novels were actually written before the series concluded) in which a second wormhole is created by the actions of a number of shady characters, destroying the station. In the space-time distortion that occurs, most of the crew are transported 25 years into the future—a future in which the Federation and its allies are virtually crushed and a fanatical sect of Bajorans who worships the Pah-wraiths have ascended to power and plan to destroy the universe to bring about a higher state of existence. Inferno ends the series as an unexpected mode of time travel is discovered after the end of the universe, allowing the DS9 crew to alter past events. Avatar, a two-part novel published on May 1, 2001, picked up where the series left off. It began season 8 of DS9, into which A Stitch in Time (a biographical look at the life of Garak, written by Andrew Robinson himself) was incorporated retroactively. The events of "What You Leave Behind", DS9s series finale, caused some radical changes to occur in Season 8. As Benjamin Sisko had entered the Celestial Temple, Colonel Kira was given command of the station while a new commander named Elias Vaughn took over her position, Garak became the leader of post-war Cardassia, Odo helped the Changelings rebuild, and Rom presided over the Ferengi Alliance. Other publications, such as the Deep Space Nine Technical Manual and Deep Space Nine Companion, are common to most of the Trek series. The DS9 Companion contains detailed episode guides and interviews with actors, writers, directors and other staff members. DS9 series influences were included in role-playing game reference books from Last Unicorn Games and Decipher, Inc. Additionally, several novels have also been released in audio form, narrated by René Auberjonois and Armin Shimerman among others. Comics Outside its line of novels, DS9 has been the subject of several comic books published by Malibu Comics, Wildstorm Comics, Marvel Comics and IDW. One—Marvel's Starfleet Academy—is a spin-off detailing Nog's experiences as a cadet at the title academy in San Francisco. Another DS9 comic series became an example of licensed Star Trek works influencing each other as Tiris Jast, a major character from Wildstorm's N-Vector, appeared in the novel Avatar, Book One. Games Several video games focus on DS9. The first is Crossroads of Time, a 1995 side-scrolling game for the Super NES and Genesis. It takes place around the time of the series premiere, borrowing some stories from early episodes such as "Past Prologue" and creating others. A number of problems reportedly impeded the game's development process, and it was met with mixed reactions. Three DS9-themed games were released for the PC: Harbinger in 1996, The Fallen in 2000, and Dominion Wars in 2001. A board game was released as part of the now-defunct "component board game" series, which includes a compatible board game for Star Trek: The Next Generation. DS9s role-playing book is one of several that failed to be released into wide circulation when Decipher,
of Khan, Star Trek III: The Search for Spock and Star Trek IV: The Voyage Home before being used for The Next Generation and Voyager. Stage 18 had not been previously used for the production of any Star Trek series or films. During the course of filming the pilot, between 130 and 150 members of staff worked on constructing the sets; this reduced to 20 to 25 crew members when the show went to series. These teams were led by construction coordinator Tom Arp, who had previously worked on Deep Space Nine and a number of Star Trek films in the same capacity. Although a number of episodes required specific sets to be built from scratch, the team would save certain elements to enable them to be reused in later episodes. The production had a warehouse in Burbank to store those pieces while they were not being used. Midway through the third season, from "Exile" onwards, the series started to be broadcast in 1080i high-definition television. Alongside Jake 2.0, it was one of the first two series on UPN to be broadcast in high-definition. The show contains over 4,214 minutes of special effects, dialogue, and other scenes. Although it was broadcast in high definition at 1080i, it was not released on 1080p blu-ray until later. An example of high definition is the 2017 Blu-ray collection of the full series called Enterprise: The Full Journey. Until the start of the fourth season, the series was shot on traditional film stock. The first three seasons were shot on wide screen 35mm film with and an aspect ratio of 1.78:1, and it was 3-perf Super 35mm film. After Rush began testing a Sony digital camera on the standing sets for two days prior to production on "Storm Front" and demonstrated the footage to Braga and Berman, the decision was made to switch to digital production. Rush felt that the audience would not see a great deal of difference as the footage can be shot in a way to look the same as the earlier seasons, but felt that the filming in high-definition video would be a benefit because of the additional detail that could be seen on screen. At the time this was cutting edge for a TV show, allowing the production team improved low-light performance and enabling more shooting compared to chemical films. The actual camera used was the Sony HDW-F900 CineAlta High-Definition camera, and the recording technology also used Sony' CineAlta 24P, a trademarked name of that company. The decision to move to Sony's technology was a triple agreement of the three executive producers of the show, and also supported by the Directory of Photography. Season four's Blu-ray release of Enterprise in 1080p has been praised as sharp and with satisfying color, and the best looking of the seasons. The fourth season has been released multiple times, the most recent as a combined full-series set in January 2017. Music Dennis McCarthy was recruited by the production team to score the pilot, "Broken Bow". He had scored other episodes of the franchise, including the pilot of The Next Generation, "Encounter at Farpoint", and won an Emmy Award for his work on the Voyager episode "Heroes and Demons". His work on "Broken Bow" was subsequently released in the United States on CD by Decca Records. Other composers who worked on Enterprise included Paul Ballinger, David Bell, Jay Chattaway, John Frizzell, Kevin Kiner, Mark McKenzie, Velton Ray Bunch and Brian Tyler. Opening sequence and theme song The franchise was known for typically using orchestral themes, but Berman said that the theme tune would be more "contemporary" than heard in previous series and a "little hipper". The theme was revealed to be a cover of the Rod Stewart single "Faith of the Heart", by British tenor Russell Watson. Stewart's song had originally appeared on the soundtrack to the 1998 film Patch Adams. For the use in Enterprise, it was retitled to "Where My Heart Will Take Me", but prompted a negative reaction from existing Star Trek fans. These included an online petition to have the song removed, and there was a protest held outside of Paramount Studios. Executive producers Braga and Berman both defended the choice, with Berman saying that the fan response was split over the song while Braga said that some people found the song "uplifting". The U2 song 'Beautiful Day' had been used as a temp track on the test reels before "Faith of the Heart" was chosen. Illustrator John Eaves created a drawing of a number of real-world and Star Trek vessels leaving Earth, which was subsequently turned into a poster by Dan Madsen at the Star Trek Communicator magazine. Eaves gave copies of this poster to Braga and Berman, with Berman suggesting the possibility that this could be a good concept for an opening sequence. The aim of the sequence was to follow the evolution of exploration, flight and space flight. As suggested by Eaves' poster, it included real-world vessels such as HMS Enterprise, Spirit of St. Louis, the Bell X-1, the Space Shuttle Enterprise amongst others in addition to the Mars rover Sojourner and the International Space Station. Star Trek vessels featured included two new designs by Eaves as well as the first warp vessel, the Phoenix, and the Enterprise (NX-01).Hassler & Wilcox (2008): p. 162 The Phoenix spacecraft was presented in the 1996 feature film Star Trek: First Contact as Earth's first warp vessel, whose inaugural warp flight triggered first contact with the Vulcans. The eighty second title sequence was produced by Montgomery Co. Creative, Culver City, California. The two-part episode In a Mirror, Darkly uses a different opening sequence than the remainder of the series, reflecting themes of war and conquest in the Mirror Universe. Cancellation The series was considered for cancellation at the end of the second season, with Paramount executives instead requesting a number of changes to Enterprise in order to renew it following a letter writing campaign from fans. These included a change of name to Star Trek: Enterprise early in the third season and a new action-oriented plot, which resulted in the development of the Xindi. There was a major turnover of staff at Paramount in June 2004, with Jonathan Dolgen, the head of entertainment at parent company Viacom, quitting following the departure of Viacom President Mel Karmazin. Dolgen was described by Bakula as being the "huge Star Trek guy" at Paramount, and his departure was followed by several other staff members leaving. Fans were resigned to cancellation at the end of the third season, but were surprised when the series was renewed, which was due in part to a reduction in the fees Paramount was charging UPN on a per-episode basis. However Enterprise was moved to a slot on Friday evening, the same night on which The Original Series was broadcast during its own third season before it was cancelled. On February 3, 2005, it was announced that Enterprise had been cancelled. This news was passed to the cast and crew during the sixth day of production on "In a Mirror, Darkly". The end of the series marked the first time in 18 years that no new Star Trek episodes were scheduled for broadcast, and Enterprise was the first live-action series of the franchise since The Original Series to last less than seven years. Braga said at a talk to students in Los Angeles shortly after the news of the cancellation was released that "After 18 straight years on the air and 750-some episodes the current run of Star Trek is over. Which is a good thing. It needs a rest". He added that he was not sure how long Star Trek would be off the air, but called it a "gestation" instead of a "cancellation". Fan myth suggests that Russell T Davies, showrunner of the then-upcoming revived series of Doctor Who, was in talks about producing a crossover episode in which the Ninth Doctor lands the TARDIS on board the NX-01, but these plans were abandoned with the cancellation of Enterprise. This was based on a misunderstanding of the quote - the "we" reported to have been discussing a crossover is a reference to Davies talking to the Doctor Who production team about his desire to write a crossover, not to any discussions between the BBC and Paramount. The cancellation resulted in protests by fans, both at Paramount Pictures and around the world as well as online. A website entitled TrekUnited.com was set up to raise funds for a fifth season, but failed to do so with the money refunded after the unsuccessful campaign. A total of $32 million had been raised. In 2013, the possibility of a fifth season was still being discussed with Braga suggesting that fans could prompt Netflix into producing a new season of Enterprise by watching the existing four seasons on the service. This resulted in a Facebook campaign set up to promote the idea of a fifth season. Despite the cancellation, Paramount remained optimistic. Studio head David Stapf looked "forward to a new chapter of this enduring franchise in the future." Berman and screenwriter Erik Jendrensen developed a concept for a new film taking place after Enterprise but before the 1960s television show. Meanwhile, Paramount asked Roberto Orci for ideas to revive the franchise, resulting in the production of a reboot film set in an alternate timeline from the 1966–2005 franchise simply titled Star Trek, released in May 2009 and directed by J. J. Abrams. Season five At the time of the cancellation, Coto had hoped for renewal and had already started to make plans for the fifth season. These included the expectation that the show would begin to cover the buildup to the Romulan War, as well as continue to link to The Original Series with references to things such as the cloud city of Stratos as seen in "The Cloud Minders". Another feature that Coto planned was to have a "miniseries within a series" with four or five episodes devoted to following up on events from the Mirror Universe episode "In a Mirror, Darkly". The producers had also intended to bring Jeffrey Combs onto the series as a regular by placing his recurring Andorian character Shran onto the bridge of the Enterprise in an advisory capacity. Work had already begun on an episode referred to by Coto as "Kilkenny Cats", which would have seen the return of Larry Niven's Kzinti, usually seen in his Known Space novels, and which had previously appeared in the Star Trek: The Animated Series episode "The Slaver Weapon". At the same time that Enterprise was broadcast, writer Jimmy Diggs was pursuing the idea of a CGI animated film called Star Trek: Lions of the Night, in which Captain Hikaru Sulu would lead the Starship Enterprise in attempting to prevent a Kzinti invasion of the Federation. Coto's episode was based on a similar premise, with Diggs brought onto the Enterprise team to work on the episode. Production had begun on the new Kzinti ships for "Kilkenny Cats", with Josh Finney commissioned. Broadcast and release Episodes Time slots The pilot, "Broken Bow", was watched by 12.5 million viewers on the first broadcast on UPN. This was during the first full week of the new season on American television, and it was felt at the time that the combination of Enterprise alongside Buffy the Vampire Slayer and Roswell would help to cross-promote each other due to the science fiction and fantasy genre links. This even included a cross-over episode of Roswell with a character from that series auditioning before Jonathan Frakes for a role on Enterprise. After the first few weeks of episodes of Enterprise, the ratings were considered to be solid enough and the expectation was that the series would run for seven seasons in the same manner as The Next Generation, Deep Space Nine and Voyager. However, the viewing figures began to decrease towards the end of the season. Changes were made for the third season, with the introduction of the season-long Xindi storyline. This improved the reviews that the series was receiving, and the viewers in the 18 to 35 demographics, but the overall ratings continued to decrease. UPN cut the 26 episode order for the third season to 24, meaning that if 24 episodes were created for the fourth season as well then they would have the 100 episodes needed for syndication. As well as a move to Friday nights, the fourth season was shortened further to 22 episodes, meaning that at cancellation there were 98 episodes produced in total. At the time of cancellation, Enterprise remained the highest rated drama series on UPN. The series went immediately into broadcast syndication; the arrangements having been made by UPN prior to the cancellation. It is distributed by CBS Television Distribution. Syndication and foreign broadcast In the UK, the series was first broadcast on satellite TV channel Sky One, before airing on Channel 4 during July 2002, becoming the first Star Trek series not to be broadcast terrestrially by the BBC. In Australia, the series was broadcast on the Nine Network. All four seasons of Enterprise entered broadcast syndication in the United States during the week of September 17, 2005. The episodes were initially aired out of sequence, with episodes from the third and fourth season being broadcast directly after episodes from the first. Episodes from the second season were not planned to air until September 2006. Home media The first season of Enterprise was released on VHS cassette in both the United Kingdom and Ireland, during 2002. In each of the thirteen volumes, there were two episodes on each tape. The first home media release of Enterprise in the United States was of the full first season on DVD, which was released on May 3, 2005. The remaining seasons were released over the course of the next months, with season four brought out in November of that year. In addition, 2005 saw the release of the complete series as a DVD box-set.Enterprise was the third Star Trek series to be released in high definition on Blu-ray following the earlier releases of Star Trek: The Original Series and Star Trek: The Next Generation, with season one delivered on March 26, 2013. The fans of the franchise were asked for feedback on potential covers for the first season release, but as there was no clear winner, a new design was created based on the feedback received. The second season was released on August 20, 2013, the third season was on January 7, 2014, and the final season on April 29, 2014. The Blu-ray releases featured both the same additional features as the DVD release, in addition to new features exclusive to these releases. In January 2017 a new 24 disc Blu-ray set of the whole series was released. This set includes the whole series in 1080p with a screen size ratio of 1.78:1 (widescreen) and with the sound in DTS-HD Master Audio 5.1 (5 channels plus subwoofer). The set includes 97 episodes from its original broadcast run at the dawn of the 21st century and features like a cast reunion. Other appearances Novelizations The first novel released based on the series was Broken Bow, authored by Diane Carey for Pocket Books and released in October 2001 in the United States. It also contained an additional chapter of production material on the series at the back of the novel, written by Paul Ruditis. The first original novel was By the Book, published in January 2002 and written by Dean Wesley Smith and Kristine Katheryn Rusch. The duo had not seen any episodes of the series at the time of writing, instead basing the book on the first three scripts and the initial trailer. Other books expanded on the backgrounds of specific characters, with What Price Honor? concentrating on Reed and Daedalus describing Tucker's work on a previous warp vessel. A further novelization was written by Paul Ruditis of the two-part episode "Shockwave" which closed the first season and opened the second. The final novelization of Enterprise episodes was contained within The Expanse by Jeanne Kalogridis which covered the second-season finale, "The Expanse" and the first episode of the third season, "The Xindi". Margaret Clark, an editor at Pocket Books explained on TrekNation that the reason for the low numbers of Enterprise related books was not due to poor sales, but instead because the fourth season of the show addressed topics that had been previously intended for novelizations. Books released subsequent to the end of the series as part of the Star Trek: Enterprise relaunch covered topics such as the Earth-Romulan War, and the initial years of the Federation. Other In the video games Star Trek: Encounters and Star Trek: Legacy, both released in 2006, the first vessel controlled by the player in each storyline is the Enterprise (NX-01). As both games progress chronologically, the gamer then moves onto the USS Enterprise seen in The Original Series and later depictions afterwards. The film Star Trek Into Darkness (2013) references Enterprise with a model of the NX-01 in a collection depicting the history of flight in Fleet Admiral Alexander Marcus' (Peter Weller) office. It was placed next to other historical vessels such as the Wright Flyer, the Space Shuttle, and the First Flight. Events and elements of the series, including the MACOs and the Xindi war, are also referenced in the 2016 film Star Trek Beyond. The long-lost vessel featured in the film, the USS Franklin (NX-326), is similar in design and said to be a precursor to the NX-01. The Earth-Romulan War, which occurred after the events of the series in the official timeline but was seeded during the series, is also mentioned in Beyond. Influence Critical reception The pilot episode of Enterprise, "Broken Bow", was well received by critics, with Ed Bark for the Knight Ridder/Tribune News Service saying that it all came together in an "impressive fashion", while Brandon Easton said in The Boston Herald that the cast was "impeccable" and the writing was "strong" despite the "limitations of a questionable premise". In a differing opinion, Charlie McCollum for Knight Ridder said that the premise was "great", although at the time had yet to see the episode. Dan Snierson, while writing for Entertainment Weekly, praised the series, saying "It's hot, it's sexy, it's kinda funny" and called it the savior of UPN. Following the pilot, the critical reaction became mixed. David Segal said in The Washington Post that the series "has a bargain basement feel that lands this side of camp." During the course of the second season, mainstream media publications began publishing that the show was "broken". Tom Russo proclaimed in Entertainment Weekly that "It's dead Jim – almost", attributing the lack of appeal of Star Trek: Nemesis and the dwindling ratings received by Enterprise as demonstrating that the franchise was tired. The frequency of stand-alone episodes broadcast during the second season resulted in a negative fan reaction. The reception for the third and fourth seasons improved overall, but with some negative reviews being received. One such criticism was from Gareth Wigmore in TV Zone who said that "Enterprise isn't so much reacting to current events as it is lazily picking items from the news to produce stories." Coto felt that the critics "dumped on the show", and despite his feelings that the final season marked an improvement, he was disappointed that the critics did not change their minds. Critics received the news of the cancellation with mixed opinions, with Ted Cox in The Daily Herald saying that it was "good riddance to space rubbish", while an article in the Lethbridge Herald blamed the cancellation on the poor ratings despite the improved quality of the series. The series finale, "These Are the Voyages...", was poorly received, with Cox adding that Enterprise ended "with a whimper", while Kevin Williamson stated in the Calgary Sun that it was the worst series finale since "Turnabout Intruder" and criticised the concentration on characters from The Next Generation instead of Enterprise. Mark Perigard held a similar opinion in The Boston Herald, saying that William Riker "has no business walking the ship", and that the death of Tucker was "for no other reason than the show's creators realized at least one dramatic thing had to happen in the hour". Braga later admitted that killing Tucker "wasn't a great idea", and called making the finale TNG-centric his biggest regret of the series. Others found the conclusion a comforting reminder of the Star Trek: The Next Generation episode "The Pegasus", which aired about 11 years prior in real-time. In 2016, in a listing that included every Star Trek film and TV series, Enterprise was ranked 12th by the Los Angeles Times, ahead of the 1994 film Star Trek: Generations. AccoladesStar Trek: Enterprise'' was nominated for seventeen awards over the course of the four seasons at the Creative Arts Emmy Award. It won on four occasions, for Outstanding Special Visual Effects for a Series for "Broken Bow", Outstanding Hairstyling for a Series for "Two Days and Two Nights", Outstanding Music Composition for a Series (Dramatic Underscore) for "Similitude", and Outstanding Special Visual Effects for a Series for "Countdown". It also received sixteen nominations at the Saturn Awards, with the only wins coming following the first season, both being for Jolene Blalock in the Best Supporting Actress on Television and Faces of the Future categories. The series won an ASCAP Film and Television Music Award in 2002 for Top Television Series, and won twice at the Visual Effects Society Awards: once for "Dead Stop" in the category Best Models and Miniatures in a Televised Program, Music Video, or Commercial and once for the second part of "Storm Front" in the category Outstanding Visual Effects in a Broadcast Series, with a further two nominations received. Notes References Citations Sources External links Star Trek: Enterprise at Memory Beta 2000s American drama television series 2000s American science fiction television series 2000s American time travel television series 2001 American television series debuts 2005 American television series endings American adventure television series American prequel television series American time travel television series English-language television shows Saturn Award-winning television series Space Western television series Space adventure television series Enterprise Television shows based on works by Gene Roddenberry Television series by CBS Studios Television series set in the 22nd century Television series created by Brannon Braga Television series created
"These Are The Voyages ..." Travis Mayweather, played by Anthony Montgomery, is the Helmsman of Enterprise. A "space boomer", Travis is unique on Enterprise, having been born in space. Son of a freighter captain, Travis knows many of the alien species as well as locations that Earth traders frequent. As Enterprise moves farther and farther from Earth, his value in this area lessens, but his skill at the helm is constantly appreciated, making him the pilot of choice for many missions. Phlox, played by John Billingsley, is Chief Medical Officer of Enterprise. A Denobulan member of the Inter-Species Medical Exchange, Phlox is brought aboard Enterprise to care for the Klingon passenger during the ship's first mission. Afterward, he volunteers to stay on, delighting in the experience of humanity taking its first steps onto the galactic stage. An exceedingly cheerful alien, Dr. Phlox uses many animals and naturalistic cures in practicing medicine, in addition to the usual technological methods. Production Conception Prior to the end of Star Trek: Voyager and following the end of Star Trek: Deep Space Nine in June 1999, UPN approached Rick Berman and Brannon Braga about the production of a fifth Star Trek series, either to overlap with the final season of Voyager or to immediately follow. Berman had previously created Star Trek: Deep Space Nine along with Michael Piller, Voyager with Piller and Jeri Taylor, and had been wanting to work with Braga on a series concept. While the fans online were suggesting that it could either be based on Starfleet Academy or the adventures of Hikaru Sulu, the producers took care that no information was leaked to reveal what the concept was going to be. They later revealed that the Academy idea was never properly considered. Instead, they opted to create a prequel to The Original Series set after the events in the film Star Trek: First Contact, as Braga and Berman felt it was a period in the Star Trek universe which was unexplored. The idea was for the series to portray the first deep space explorers in the Star Trek universe, with Braga explaining that everything would be new to the crew and that since the setting was closer in the timeframe to the modern day, their reactions to situations would be more contemporary. As part of this, they sought feedback from members of the submarine service of the United States Navy, which was reflected in certain design work on the series such as the Star Trek uniforms. The network executives needed to be convinced of the viability of a prequel series, as they had assumed that the series would take the franchise further into the future. The initial idea was for the first season to be almost entirely set on Earth as the Enterprise was rushed to completion to respond to first contact with the Klingon, and the crew being put together. This idea was rejected by the studio executives, and these story elements were instead restricted to the pilot, "Broken Bow". They sought to make Enterprise more character-driven than the previous series in the Star Trek franchise, and hoped that this would gain viewers who had watched The Next Generation but had lost interest with Deep Space Nine and Voyager. It was intended to link the series directly into The Original Series by having T'Pau, who had previously appeared in the episode "Amok Time", as a main character. Instead, this character was developed into an original Vulcan character, T'Pol. Berman explained his vision for the series at launch, saying, "We'll be seeing humanity when they truly are going where no man has gone before. We are seeing people who don't take meeting aliens as just another part of the job. It's not routine. Nothing is routine. Also, by bringing it back 200 years from Voyager, we're making the characters closer to the present, and by doing that they can be a little bit more accessible and a little bit more flawed and a little bit more familiar to you and me." He said that this setting would combine elements of The Original Series while having "a lot of fresh and new elements in it". It was initially considered whether or not to have Enterprise overlap with the final season of Voyager, but it was decided that there would be a gap in broadcasting between the two series, as Berman was concerned with the "oversaturation" of the franchise. But he hoped that the "dramatic change" in Enterprise would mean that new viewers were drawn in to watch it. As part of this change, the decision was made to drop "Star Trek" from the title, but Berman explained that "if there's any one word that says Star Trek without actually saying Star Trek, that word is Enterprise". This title lasted until the third episode of season three, "Extinction", when the series was renamed Star Trek: Enterprise as demanded by Paramount Television executives in an effort to reconnect the series with the fans of the franchise. Crew In addition to the executive producers, a number of former Star Trek crew members joined the new series at launch. Herman F. Zimmerman was recruited as Production Designer/Illustrator, having worked on Trek projects throughout The Next Generation, Deep Space Nine and the feature films. Marvin V. Rush resumed his role as Director of Photography, having been involved with Trek since the third season of The Next Generation. Working with him were Douglas Knapp and William Peets as Camera Operator and Chief Lighting Technician respectively. Both had previously worked on Voyager. Another alumna from the previous series was Louise Dorton, who had started in the first season of that show as Set Designer, but joined Enterprise as Art Director. Andre Bormanis, who had served as science consultant as well as a writer on The Next Generation, Deep Space Nine, and Voyager, was brought on as a staff writer. John Eaves, who had previously worked on Star Trek: First Contact, became the Senior Illustrator for the show, while Doug Drexler worked under him as Junior Illustrator. Michael Westmore was once again the Head of Make-up for the series, and was joined by his daughter-in-law Suzanne Westmore, who had previously been credited on Voyager as Suzanne Diaz. Ronald B. Moore returned once again as Visual Effectors Supervisor, a veteran of Trek productions since The Next Generation and also worked on the feature film Star Trek Generations. Carol Kuntz was the Costume Supervisor, a position she had held since the production of The Next Generation, while Charlotte A. Parker was Enterprise'''s Hair Stylist, and had been previously credited as Charlotte A. Gravenor on Voyager. A number of directors who had previously worked on episodes in other Star Trek series returned once more to work on Enterprise. These included former Star Trek alumni, such as LeVar Burton, aka Geordi La Forge from The Next Generation, and Robert Duncan McNeill, who played Tom Paris on Voyager. Roxann Dawson was also announced to direct at the start of the series, having previously played B'Elanna Torres, also on Voyager. Dawson went on to direct ten episodes of the series. Following the first season, the majority of the writers on the series were fired by Braga with the exception of Chris Black. He was promoted for the second season to co-executive producer, and former The X-Files and The Lone Gunmen writer John Shiban joined the writing team and was also named co-executive producer. Berman called the recruitment of Shiban a "coup" for the series. Shiban stayed for the second season, while Black left after the third. The fourth season of Enterprise saw a change to the leadership for the crew, with Manny Coto taking over as executive producer and showrunner from Braga and Berman. He had previously come onto the writing staff during the third season, and wrote the well received episode "Similitude". Coto was a fan of The Original Series and sought to link Enterprise more closely to that earlier show. He brought Judith and Garfield Reeves-Stevens onto Enterprise as writers; they had previously written books on the production of the franchise, as well as working with William Shatner on his Shatnerverse series of Star Trek novels. Braga and Berman remained on staff, with Coto describing the situation as having "three showrunners". Coto set the direction for the final season, while the other two gave notes and feedback. Casting The crew issued a casting call for the main roles in the series, and Keating and Billingsley made immediate impressions on the casting director and staff. Braga said that they knew they were right for those roles "right off the bat". Keating had previously auditioned for a role on Voyager two years prior, but Berman wanted to keep him for a future main role, saying that when he auditioned for Reed the actor had "nailed it", although there were discussions about the accent he should be using, with Keating suggesting one from the north of England which the producers mistook for Scottish. In the end, they chose to go with Keating's natural voice. He also praised the casting processes involving Trinneer, Park and Billingsley, calling the latter "perfect" in his role as Doctor Phlox. Park was not required to audition, but instead was hired on the basis of her performance in a scene she appeared in The WB series Popular alongside Anthony Montgomery – despite that the character was intended to be older until Park was cast. Montgomery had previously auditioned to play Tuvok's son in Voyager, and after being chosen for the part of Travis Mayweather, he elected to take the part instead of a role in a low-budget movie he had been offered. The longest casting process was that of Bakula as Archer, due to the extended contract negotiations that took place, which added to a delay in production. He had been sought for the part by the executive producers, and although Bakula wanted to do the show, he "wanted to feel that [he] was making a good deal and that everyone was going to work together to make this a good experience." He had signed up for a pilot for CBS called Late Bloomers before agreeing to appear on Enterprise. One of the reasons he agreed to join the cast of Enterprise was that he had previously worked with Kerry McCluggage, one of the co-founders of UPN, on Quantum Leap. Berman later admitted that they did not have an alternative in mind if Bakula decided to turn down the role. Braga explained that the most difficult casting was that for T'Pol, as they were seeking a Kim Cattrall type. Blalock and Marjorie Monaghan were among the final three to be considered for the part, with Blalock gaining the role, despite her agents rejecting requests for her to attend auditions early in the casting process. By the time that Blalock auditioned in the final group, the crew had seen hundreds of actresses, according to Berman. His main issue at the time was to find a "beautiful woman who can act and doesn't want to go right into feature films". Blalock was excited about the casting as she had been a lifelong Star Trek fan, with her favourite character being Spock. Bakula's casting as Archer was announced via press release on May 10, 2001. However, some of the British media mistook the announcement for Bakula taking over from Patrick Stewart. Details of the rest of the main cast were released on May 15, with the rest of the character details publicised the following day. Some recurring characters were played by actors who had previously appeared in Star Trek productions, with Jeffrey Combs portraying the Andorian Shran, making his first appearance in the season one episode "The Andorian Incident". He had previously portrayed the Vorta Weyoun as well as the Ferengi Brunt on Deep Space Nine. Vaughn Armstrong, who played Admiral Maxwell Forrest, had previously appeared in a number of roles in various Trek productions since his first part as a Klingon in The Next Generation episode "Heart of Glory"; by the end of the Enterprise run, he had appeared as 13 different characters in total. Randy Oglesby, Rick Worthy and Scott MacDonald had also appeared in a variety of roles within the franchise before taking on the recurring parts of Xindi council members throughout season three. Throughout the production on Enterprise, there were rumours that William Shatner would make a guest appearance. During season four, this idea was raised once again with the Reeves-Stevens suggesting that the tantalus field (previously thought to be a raygun) seen in The Original Series episode "Mirror, Mirror" actually sent its victims back in time to a penal colony in the regular universe. This in turn would allow Shatner to reprise his role as the Mirror Universe version of Captain James T. Kirk. Shatner pitched this to Braga and Berman, but instead they pitched another idea back to the actor in which he could play the chef of the Enterprise, who was taken to the future by Daniels and required to impersonate Kirk. After they could not settle on an idea, the Mirror Universe concept was reworked into the two-part episode "In a Mirror, Darkly". Sets and filming The majority of the filming took place on the Paramount Pictures lot in Los Angeles, California. The temporary sets for the show were housed on stages 8 and 9; while the permanent sets including the bridge, engine room and the arsenal were located on stage 18. The engineering set itself was built across two levels with the large warp drive taking up the majority of the space. Stages 8 and 9 had housed sets for the earlier Star Trek series since production was started on the abandoned Star Trek: Phase II during the late 1970s. They were subsequently used for the films Star Trek: The Motion Picture, Star Trek II: The Wrath of Khan, Star Trek III: The Search for Spock and Star Trek IV: The Voyage Home before being used for The Next Generation and Voyager. Stage 18 had not been previously used for the production of any Star Trek series or films. During the course of filming the pilot, between 130 and 150 members of staff worked on constructing the sets; this reduced to 20 to 25 crew members when the show went to series. These teams were led by construction coordinator Tom Arp, who had previously worked on Deep Space Nine and a number of Star Trek films in the same capacity. Although a number of episodes required specific sets to be built from scratch, the team would save certain elements to enable them to be reused in later episodes. The production had a warehouse in Burbank to store those pieces while they were not being used. Midway through the third season, from "Exile" onwards, the series started to be broadcast in 1080i high-definition television. Alongside Jake 2.0, it was one of the first two series on UPN to be broadcast in high-definition. The show contains over 4,214 minutes of special effects, dialogue, and other scenes. Although it was broadcast in high definition at 1080i, it was not released on 1080p blu-ray until later. An example of high definition is the 2017 Blu-ray collection of the full series called Enterprise: The Full Journey. Until the start of the fourth season, the series was shot on traditional film stock. The first three seasons were shot on wide screen 35mm film with and an aspect ratio of 1.78:1, and it was 3-perf Super 35mm film. After Rush began testing a Sony digital camera on the standing sets for two days prior to production on "Storm Front" and demonstrated the footage to Braga and Berman, the decision was made to switch to digital production. Rush felt that the audience would not see a great deal of difference as the footage can be shot in a way to look the same as the earlier seasons, but felt that the filming in high-definition video would be a benefit because of the additional detail that could be seen on screen. At the time this was cutting edge for a TV show, allowing the production team improved low-light performance and enabling more shooting compared to chemical films. The actual camera used was the Sony HDW-F900 CineAlta High-Definition camera, and the recording technology also used Sony' CineAlta 24P, a trademarked name of that company. The decision to move to Sony's technology was a triple agreement of the three executive producers of the show, and also supported by the Directory of Photography. Season four's Blu-ray release of Enterprise in 1080p has been praised as sharp and with satisfying color, and the best looking of the seasons. The fourth season has been released multiple times, the most recent as a combined full-series set in January 2017. Music Dennis McCarthy was recruited by the production team to score the pilot, "Broken Bow". He had scored other episodes of the franchise, including the pilot of The Next Generation, "Encounter at Farpoint", and won an Emmy Award for his work on the Voyager episode "Heroes and Demons". His work on "Broken Bow" was subsequently released in the United States on CD by Decca Records. Other composers who worked on Enterprise included Paul Ballinger, David Bell, Jay Chattaway, John Frizzell, Kevin Kiner, Mark McKenzie, Velton Ray Bunch and Brian Tyler. Opening sequence and theme song The franchise was known for typically using orchestral themes, but Berman said that the theme tune would be more "contemporary" than heard in previous series and a "little hipper". The theme was revealed to be a cover of the Rod Stewart single "Faith of the Heart", by British tenor Russell Watson. Stewart's song had originally appeared on the soundtrack to the 1998 film Patch Adams. For the use in Enterprise, it was retitled to "Where My Heart Will Take Me", but prompted a negative reaction from existing Star Trek fans. These included an online petition to have the song removed, and there was a protest held outside of Paramount Studios. Executive producers Braga and Berman both defended the choice, with Berman saying that the fan response was split over the song while Braga said that some people found the song "uplifting". The U2 song 'Beautiful Day' had been used as a temp track on the test reels before "Faith of the Heart" was chosen. Illustrator John Eaves created a drawing of a number of real-world and Star Trek vessels leaving Earth, which was subsequently turned into a poster by Dan Madsen at the Star Trek Communicator magazine. Eaves gave copies of this poster to Braga and Berman, with Berman suggesting the possibility that this could be a good concept for an opening sequence. The aim of the sequence was to follow the evolution of exploration, flight and space flight. As suggested by Eaves' poster, it included real-world vessels such as HMS Enterprise, Spirit of St. Louis, the Bell X-1, the Space Shuttle Enterprise amongst others in addition to the Mars rover Sojourner and the International Space Station. Star Trek vessels featured included two new designs by Eaves as well as the first warp vessel, the Phoenix, and the Enterprise (NX-01).Hassler & Wilcox (2008): p. 162 The Phoenix spacecraft was presented in the 1996 feature film Star Trek: First Contact as Earth's first warp vessel, whose inaugural warp flight triggered first contact with the Vulcans. The eighty second title sequence was produced by Montgomery Co. Creative, Culver City, California. The two-part episode In a Mirror,
placed earlier in the chronology than Star Trek: The Original Series. Following the end of Star Trek: Voyager, executive producers Rick Berman and Brannon Braga entered immediately into production on Enterprise in line with feedback from the studio. They remained sole executive producers and show runners until the fourth season when Manny Coto took the lead on the show. He had joined the crew as co-producer during the third season. The pilot, "Broken Bow", was watched by 12.5 million viewers on the first broadcast on UPN. After the first few weeks of episodes, the ratings were considered to be solid enough and the expectation was that the series would run for seven seasons in the same manner as The Next Generation, Deep Space Nine and Voyager. However, the viewing figures began to decrease towards the end of the season. Changes were made for the third season, with the introduction of the season-long Xindi storyline. This improved the reviews that the series was receiving, but the ratings continued to decrease. Critics began to talk of giving Star Trek a break from television and suggesting that the decline was caused by overall franchise fatigue. UPN cut the
of the season. Changes were made for the third season, with the introduction of the season-long Xindi storyline. This improved the reviews that the series was receiving, but the ratings continued to decrease. Critics began to talk of giving Star Trek a break from television and suggesting that the decline was caused by overall franchise fatigue. UPN cut the 26 episode order for the third season to 24, meaning that if 24 episodes were created for the fourth season as well then they would have the 100 episodes needed for syndication. However, it was cancelled two episodes short of this target. Series overview Episodes Season 1 (2001–02) "Broken Bow" aired as a two-hour episode on UPN. When the series entered syndication, it began airing as a two-part episode. Season 2 (2002–03) Season 3 (2003–04) Season 4 (2004–05) See also Lists of Star Trek episodes
when the starship Voyager is stranded on the far side of the galaxy with no surviving medical personnel, he is forced to act as the ship's chief medical officer for several years. In the style of the Star Trek franchise's exploration of artificial intelligence, a simple software program becomes a major character in the show, which aired on UPN between 1995 and 2001. In 2019, Picardo said CBS producers had expressed interest in having him appear in Star Trek: Picard, as either The Doctor or his creator, Lewis Zimmerman, whom Picardo also portrayed. Casting In a 2020 interview, Picardo said his agent told him that he was selected from 900 actors who auditioned for the role. He added that he first learned what a hologram was from being selected for the role. "I was confused, I didn’t know what it meant for him to be a hologram or a computer program. I didn’t understand enough about Star Trek 'science,' which is based on real science, although we still don’t know how to make a hologram with density. So I got the part without knowing at all what I was in for." Picardo initially auditioned for Neelix. Despite Ethan Phillips' getting the part, Picardo was asked by the producers to come back and audition for The Doctor — something that shocked him, because usually actors would be passed over completely. During his audition for the role of The Doctor, Picardo was asked only to say, "Somebody forgot to terminate my program." However, he then ad libbed, "I'm a doctor, not a nightlight!" (Picardo was initially afraid that he might have ruined his chances—ad libbing, he explained, was something that one just "did not do" in an audition.) Depiction The Doctor began his service on the USS Voyager as the standard Emergency Medical Hologram built into almost every newer Starfleet ship's sickbay. The EMH is to be used should the ship's doctor be incapacitated or require emergency assistance. In the series' first episode, Voyagers chief medical officer, along with his nurse, are killed, necessitating extended use of the EMH. The EMH eventually developed his own personality, although he generally maintained his acerbic wit and irritating "version one" bedside manner. As he was originally intended as a temporary medical backup system, not as a digital life form, Voyagers journey strains his programming to some limits. He gave himself a name during episode S1E12 Heroes and Demons, “Schweitzer”. This name did not carry the whole series. The Doctor becomes the chief medical officer, with Kes and Tom Paris at various times acting as nurses. Attempting to develop a realistic personality, the Doctor not only manufactured a holographic family ("Real Life"), he also had an increasing number of other "human" experiences. This resulted in the Doctor's program evolving to become more lifelike, with emotions and ambitions. He developed meaningful and complex relationships with many members of the ship's crew. The Doctor also developed talents as a playwright, artist, and photographer, and even became a connoisseur of opera. He has had multiple other experiences with "family", including having had a son with a "roommate" while trapped on a planet for three years. During the episode "Blink of an Eye", he asked an associate to inquire further about his progeny. A recurring theme was the ethical aspects of an artificial, yet apparently sentient, being. In the episode "Latent Image", treating two patients with an equal chance of survival, with only enough time to treat one, The Doctor chose Harry Kim, a friend. The other patient, Ensign Jetal, died. The Doctor was overwhelmed with guilt, believing that his friendship influenced his choice. When the stress nearly led to his program breaking down, Captain Janeway had his
romance, Dr. Denara Pel, to the point where he fell in love with Seven of Nine, though she was unable to reciprocate. In an alternate future episode, "Endgame", The Doctor finally adopts a name (see below) and marries a human female named Lana. In the final episode of Star Trek: Voyager, a future version of Janeway also informs him of his later invention of a device known as a 'synaptic transceiver', something that fascinates The Doctor; he's cut off by the 'present' Janeway, who is abiding by the Temporal Prime Directive, before he can learn more. Emergency Command Hologram The "Emergency Command Hologram", aka "ECH", is first coined by The Doctor in the episode "Tinker, Tenor, Doctor, Spy", in which he creates a program which allows him to daydream, such as adding routines which allow him to take command of Voyager – including a command uniform – in the event of the command crew being incapacitated. At the end of the episode, Captain Janeway promises to consider the idea. In the following season episode "Workforce", the idea is realized when the crew is forced to abandon ship, and The Doctor takes over command functions. Backup copies The Doctor's program required a custom-built photonic processor, and Starfleet outfitted Voyager with only two. This hardware itself also could not be replicated, hence the Doctor could not be easily backed up, restored, or copied. Voyager'''s computers could not help run his photonic program, and could not contain a usable backup of its image. The Doctor's entire program used 50 million gigaquads ("Lifesigns" and "The Swarm" mention these limitations). The episode "Living Witness" depicts a future Delta Quadrant civilization building a museum around Voyager artifacts, including its redundant EMH photonic processor. Name A recurring theme in the Doctor's life was his lack of a proper name. Starfleet did not assign a name to him, and initially, the Doctor claimed that he did not want one until the episode "Eye of the Needle", when he asks Kes to give him a name. He later adopted such names as "Schweitzer" (after Albert Schweitzer); "Shmullus" (in "Lifesigns" by Vidiian patient Dr. Denara Pel); "Van Gogh"; "Kenneth"; "Jones"; and several others. His friends suggest the famous historical Earth doctors "Galen" and "Spock." The captioned dialog of early episodes, and early promotional material for the series premiere, referred to him as 'Dr. Zimmerman', after his creator, Lewis Zimmerman. The Doctor is ultimately referred to as simply "The Doctor" and addressed as "Doctor" or "Doc", which he answers to without concern, and the issue of the Doctor's name virtually disappears over the course of the series. However, in the series finale, in an alternate future timeline the Doctor has finally chosen the name "Joe" after his new wife's grandfather (Tom Paris remarked in "Endgame" that "it took you 33 years to come up with "Joe"?"). Characteristics Before the arrival of the mobile emitter, The Doctor's holo-program was confined to sickbay, holodecks, and other areas equipped with holographic systems. Depending on the availability of suitable holographic patterns and the capacity of his pattern buffers, The Doctor can alter his appearance. This was illustrated especially in the episode "Renaissance Man." The Doctor is also able to download his program and personality subroutines into a humanoid with Borg implants, indirectly "possessing" that individual and gaining
Trill homeworld to be rejoined with a new host aboard the USS Destiny. When the symbiont's health worsened, the Dax symbiont was implanted into a new host named Ezri Dax, who was the assistant ship's counselor. She had not been trained to be a host, but she was the only available unjoined Trill aboard. Ezri had difficulty making the transition and sought out Ben Sisko on Earth. She helped him on his mission and then returned to DS9 with him. She accepted his request to stay on as station counselor. Worf avoided Ezri at first, confused about what to do about this new situation. Her quick posting to DS9 led to a number of awkward moments between her and Worf, since the new host carried all the memories of their former hosts but had its own distinct personality, despite their shared past. Also, it was considered taboo on Trill for new hosts to fraternize with former lovers. After a brief rekindling of their feelings for one another, they decided that things were just too different and, eventually, the two settled into a comfortable friendship, with Ezri eventually becoming romantically involved with Julian Bashir (who previously had feelings for Jadzia). This allowed Worf to accept 'his' Jadzia to have her place into Sto-Vo-Kor. In 2375, Worf became concerned with the leadership of Gowron. The entry of the Breen into the war on the side of the Dominion temporarily sidelined the Federation and Romulan fleets, which proved vulnerable to Breen weaponry. This left the Klingons alone to carry on the fight as their ships were not affected in the same manner. Gowron assumed direct command because he feared Martok's growing popularity and devised a plan to discredit Martok. He began ordering Martok on near-suicidal missions against Dominion forces, hoping that a string of defeats would weaken Martok's popularity and discredit him as a military leader. Recognizing that Gowron was jeopardizing the entire war effort for the sake of his personal pride, Worf tried to convince Martok that he should challenge Gowron for the leadership. After Martok refused, Worf challenged Gowron himself, citing his faulty battle planning, his dishonorable conduct in trying to discredit Martok, and poor strategies at the later stages of the Dominion War. After a brief battle, Worf killed Gowron; by right, he was proclaimed the new chancellor of the Klingon High Council. However, Worf declined in favor of Martok (DS9: "Tacking Into the Wind"). Ironically, it was again by Worf's hand the next chancellor of the Empire was decided (having slain Duras to allow Gowron's ascension after K'mpec's death), and the second time he and Gowron dueled, this time finishing Gowron off. As a token of respect, Worf performed the Klingon Death Howl after Gowron's death, essentially forgiving his misdeeds and recognizing a worthy warrior was on his way to Sto-Vo-Kor. After the conclusion of the Dominion War, Worf was offered the position of the Federation ambassador to Qo'noS (the Klingon homeworld), as depicted in the Star Trek: Deep Space Nine series finale "What You Leave Behind". Worf continued to appear in TNG films which is explained in various ways, such as being rescued from the damaged Defiant during a battle with the Borg (Star Trek: First Contact) and taking leave that led to him travelling on the Enterprise (Star Trek: Insurrection). Star Trek: Nemesis was released after the conclusion of DS9 and Worf's status at this time is unclear. Worf attended the wedding of William Riker and Deanna Troi on Earth and travelled to Betazed with the Enterprise crew for the second wedding ceremony when the ship was diverted to investigate positronic signals from a system near the Romulan border. Alternate versions In 2370 after returning from a tournament, Worf encountered a quantum fissure and began shifting into different realities. In one reality, he became involved with Deanna Troi while recovering from a spinal injury. He asked permission from Commander Riker to court Troi. By the time the events in this episode takes place, he has been married to her for two years. In another reality, Worf is first officer of the Enterprise serving under Capt. Riker who assumed command after Capt. Picard was killed by the Borg. He is married to Deanna Troi and has a daughter Shannara Rozhenko and a son Eric Christopher Rozhenko. However, she doesn't know anything about Alexander (TNG: "Parallels"). In an alternate future, Alexander becomes a diplomat instead of a warrior. He wanted to end the feuding among the great houses and declared that the House of Mogh would no longer engage in blood feuds. Worf warned him that this was a show of weakness but Alexander persisted. Shortly after Alexander's decision, he witnesses Worf being killed on the floor of the High Council. Had he become a warrior, he thinks perhaps he could have saved his father's life. Eventually, he finds a way to travel back in time to try to prevent these events from occurring by convincing his younger self to train to become a warrior while under the assumed name of K'Mtar, but Worf convinces him to return to the future with assurances that he has already changed his own history (TNG: "Firstborn"). In an alternate future, Worf had been reluctant to become involved with Troi and her subsequent death led to a rift between Riker and himself as a result. He later served as a member of the Klingon High Council and was governor of the Klingon colony of H'atoria with his fellow Klingons possibly at the brink of war with the Federation after conquering the Romulan Star Empire. Nevertheless, he helps his old crewmates with the threat of an anti-time eruption and Riker makes a conciliatory gesture to his old friend, asking for his help on the Enterprise bridge during the situation which Worf accepts (TNG: "All Good Things"). While on a mission in the Gamma Quadrant, the Defiant detects an energy barrier surrounding a planet in a nearby solar system. When they enter the barrier, the ship is damaged and they detect a settlement with 8,000 people who are mostly human. When they investigate, they learn they have been expected. The settlers explain they are the descendants of the Defiant crew. In a couple of days, when the Defiant tries to leave orbit, they will be thrown back in time two centuries and crash land on the planet. Worf learns he married and raised a family. He meets his descendant Brota who leads the Sons of Mogh. The members are descendants of Worf and Jadzia and others who choose to join them. They follow Klingon customs as first taught to them by Worf (DS9: "Children of Time"). In the mirror universe, Worf leads the Klingon-Cardassian Alliance as Regent. After Terran rebels take over Terok Nor, Worf tries to recapture the station but is defeated by the rebels who have a new ship based on the design of the Defiant from the prime universe. Enraged, Worf claimed he lost only because he had been betrayed, with the Mirror Garak blaming Intendant Kira Nerys as the likely source (DS9: "Shattered Mirror"). Eventually, Worf captured her and Grand Nagus Zek who crossed over to this universe to open new markets. Worf agreed to let Zek go in exchange for a cloaking device, but the device was sabotaged and his ship was disabled, allowing the Terran rebels to capture him (DS9: "The Emperor's New Cloak"). References in other media Worf has appeared in various TV, Film, Book, and Video Games, as well as being referenced in non-Franchise media such as through satire. Star Trek: Deep Space Nine: The Fallen Commander Worf is one of the three main playable characters in the computer game Star Trek: Deep Space Nine: The Fallen. In the game the player can play as Worf, and the game had generally favourable reviews, with on reviewer saying it has a "compelling storyline". It was published in 2000 for Windows and 2001 for Macintosh. Star Trek: Invasion Commander Worf is part of year 2000 Sony PlayStation video game Star Trek: Invasion. In the game, the player gets instructions from Worf, and the game had generally favourable reviews. Webster The series finale of Webster had the titular character go into the future to the Enterprise-D bridge where he encountered several unnamed Enterprise crew members and Worf. Worf initially tells Webster he cannot return him to his time due to the Enterprise not being able to escape the gravitational pull of a planet, but eventually they were able to reverse engineer the process that brought Webster to them. Shortly after Webster gets returned, Webster wakes up from what seemed to be a dream. None of the other regular cast members of Star Trek TNG were in this episode of Webster. Ted 2 During the film Ted 2, Michael Dorn played a character by the name of Rick. This character in the film attended the New York Comic Con amateurishly dressed as Worf. Family Guy Worf, voiced by Michael Dorn made an appearance in the animated satire Family Guy. Books and comics Worf's character is further developed in non-canon media. In Star Trek, the non-live action material is not considered a part of the character's story, although it may use elements from the television and film narrative. In other words, live action appearances don't take into account the stories written in novels for example. According to the Pocket Books novels set after the Nemesis, Worf takes over William T. Riker's position of first officer aboard the Enterprise-E. According to Death in Winter, Worf was to transfer with Riker to the Titan, but after Data's death, Picard asks Worf to stay aboard the Enterprise, and Worf obliges. In early 2380 in Resistance, Starfleet Command approves Picard's request to make Worf the permanent first officer, but Worf refuses as he doubts his command skills (due to his choice of love over duty in "Change of Heart"). Soon afterwards, however, Worf successfully leads the rescue of Picard from another Borg crisis, and is sufficiently convinced to accept the permanent promotion. As of 2385 in the novel miniseries Star Trek: The Fall, Worf continues to remain as first officer of the Enterprise-E. According to the Titan series, he also adopted Data's cat Spot. In Una McCormack's Star Trek: Picard: The Last Best Hope, Worf is promoted to Captain of the Enterprise-E in 2381 once Picard is promoted to Admiral. Worf had a relationship with Enterprise-E Chief of Security Jasminder Choudhury in the books, until her death in the 2012 Novel The Persistence Of Memory by David Mack. The Pocket Books series continued in the 2016 trilogy Prey, written by John Jackson Miller. In it, Worf and the cloned Klingon Emperor Kahless are drawn into battle with a group of discommendated Klingons, all disciples of the late Kruge, the villain from the movie Star Trek III: The Search for Spock, being manipulated by Kruge's secret heir Korgh. By 2386, Worf's son Alexander is an Ambassador, working alongside Admiral William Riker. The events of Prey conclude with the last survivors of the discommendated Klingons taking on roles as guardians for a planet whose previous guards were killed as part of the conspiracy, with Kahless joining them to help them learn how to be truly Klingon. As acknowledgement of Worf's role in helping them redeem themselves, the group name the first child born during this crisis after Worf. IDW Comics
series did not include Worf. Several "tall, slim, black actors" auditioned for Worf before Michael Dorn came along. Not only did the Worf character become a regular on The Next Generation, he was continued on the Deep Space Nine series for four more seasons (1995–99) and talk of a spin-off Worf show continued even into the 2010s. He made his debut in 1987 in "Encounter at Farpoint", and last appeared in character in 2002. Dorn as Worf made 282 on-screen appearances, the most of any actor in the Star Trek franchise. Family history Worf was orphaned as a child, and raised on Earth by human parents: Helena and Sergey Rozhenko. This creates conflicts between his upbringing and his desire to honor his biological heritage. He has two brothers, each with a unique backstory, as well as two adoptive human parents, and one son. Important Star Trek episodes for Worf's family include "The Bonding", "Sins of the Father", "Family", "Reunion", "Homeward", and "You Are Cordially Invited". The House of Mogh was a family of high social and political rank, which was for a time represented on the Klingon High Council. In Star Trek VI: The Undiscovered Country (set around 70 years before the Next Generation era began), Colonel Worf (also portrayed by Dorn) appears as the legal advocate of Captain James T. Kirk and Dr. Leonard McCoy after they are accused of killing Chancellor Gorkon of the Klingon High Council. He was also a member of the Klingon delegation at Camp Khitomer. Although not explicitly stated, he was intended to be Worf's grandfather and namesake. Worf has a son named Alexander with a half-human half-Klingon woman named K'Ehleyr, a character introduced in "The Emissary“; however, she is later killed in "Reunion", a "sequel" to that episode and part of the Worf story arc, leaving Worf as a single parent. Alexander has to live aboard Enterprise-D when K'Ehleyr is killed. After TNG ends, Worf gets moved to the Deep Space Nine space station where he eventually marries the Trill symbiont Jadzia Dax. (See "You Are Cordially Invited".) On DS9, Worf misses the Enterprise-D "family" that he had, often bemoaning the cut-rate work ethic and unfriendliness on the wayward outpost. The episode "Sins of the Father" introduces Worf's long-lost brother Kurn, who is also an orphan of the House of Mogh. His adoptive parents have another son, Nikolai Rozhenko, whom Worf grew up with. Nikolai and Worf interact in "Homeward" where it is revealed that Worf will likely have a nephew or niece. In "The Bonding" (TNG S3E5, aired 1989), Worf adopts an orphan boy into the House of Mogh. In the first Star Trek episode written by screenwriter Ron Moore, the orphan Jeremy (played by Gabriel Damon) has a special Klingon ceremony to be adopted into Worf's family.Join me in the R'uustai, the Bonding. You will become part of my family now and for all time. We will be brothers. Worf to Jeremy, "The Bonding" Storylines Backstory Worf was born in 2340 on Qo'noS (the Klingon homeworld) as the son of Mogh. Five years later, his parents moved to the Khitomer colony. Worf's parents were killed during a surprise attack by the Romulans on the Khitomer outpost. The colony's distress call was answered by the Federation starship USS Intrepid. Chief Petty Officer Sergey Rozhenko found Worf in the rubble and took him in after failing to find any living relatives. Rozhenko and his wife Helena raised him on a small farm colony on the planet Gault, a world of about 20,000 inhabitants, almost all of them human. Worf also has a human brother, Nikolai, with whom he often quarreled. He also spent time on Earth in his parents' native city of Minsk, later recommending it to Miles O'Brien as one of his favorite places on Earth. Worf did not take the Rozhenkos' last name, preferring to be addressed by the Klingon designation "Worf, son of Mogh". However, his son Alexander Rozhenko, who was raised by the Rozhenkos after his mother K'Ehleyr died, did use their surname. Although Worf was raised by humans, he considered himself a Klingon at heart and studied the ways of his people. As an adult, his mannerisms and personality, as well as his innate sense of honor, became more Klingon than human. Worf's brother Kurn, barely a year old at the time of the Khitomer attack, had been left behind on the Klingon homeworld Qo'noS by his parents. Lorgh, a friend to House of Mogh (appearing only in dialog of the episode "Sins of the Father"), was charged with the care of the younger son, originally expecting Mogh's stay at the Khitomer outpost to be short-term. Lorgh adopted Kurn after the attack, but informed Klingon authorities that he had died with the rest of the family. Kurn was not revealed as being alive until both brothers were adults. In 2357, Worf entered Starfleet Academy. He graduated in 2361 and was commissioned with the rank of Ensign, becoming the first Klingon officer in Starfleet. Although Worf took immense pride and a sense of honor from serving in Starfleet, most other Klingons shunned and belittled his choice of vocation. In 2359, he became briefly involved with K'Ehleyr who was the daughter of a Klingon father and a human mother. The Next Generation In 2364, Worf was assigned to the USS Enterprise-D as relief flight control and tactical officer with the rank of lieutenant junior grade (TNG: "Encounter at Farpoint"). The next year, he was made Acting Chief of Security following the death of Tasha Yar, even though he believed that a promotion due to the death of a comrade was not honorable (TNG: "Skin of Evil"). The next year, he transferred to operations division and was formally made Chief of Security (TNG: "The Child"). In 2365, he renewed his relationship with K'Ehleyr when she came aboard the Enterprise as a Federation emissary on an urgent mission. He proposed marriage but was rejected (TNG: "The Emissary"). In 2366, he was promoted lieutenant (TNG: "Evolution"). After an accident caused the death of Lt. Marla Astor, Worf brought the orphaned Jeremy Astor into the House of Mogh through the rite of R'uustai (TNG: "The Bonding"). Worf learned of Kurn's existence when Kurn was assigned to the Enterprise as an Exchange Officer. Kurn specifically asked for the Enterprise so he could observe his brother. He then revealed his true identity, informing Worf that the House of Mogh's rival Duras accused their father of betraying the Klingon Empire by helping the Romulans attack Khitomer. When they and the Enterprise crew discovered that it was in fact Duras's father that betrayed the Empire, Worf, realizing that the powerful House of Duras could not be publicly shamed without throwing the Empire into civil war, accepted a ritual discommendation from the Klingon High Council. While Worf decided to accept this dishonor, it was decided to keep Kurn's true identity secret in order to protect his honor (and the House of Mogh as a whole be left alone) (TNG: "Sins of the Father"). In 2367, K'Ehleyr returned with Klingon Chancellor K'mpec who had come to meet with Captain Picard. When she came aboard, Worf learned he had a son named Alexander. She wanted to marry him but Worf refused because he did not want to share his dishonor with her and their son (TNG: "Reunion"). After K'mpec's death, she assisted Captain Picard with the rite of succession. K'Ehleyr was eventually murdered by Duras when she found evidence of his involvement in the effort to discredit Worf (and why he was discommended). Exercising his right of vengeance, Worf fought and killed Duras with a bat'leth in a duel, allowing Duras's political opponent Gowron to become chancellor (TNG: "Reunion"). A civil war erupted when the Duras's son Toral challenged Gowron. Worf believed Gowron was the legitimate ruler and convinced his brother to bring forces loyal to him into battle on Gowron's behalf. Worf resigned from Starfleet to fight for Gowron and served on his brother's ship. Gowron won the war after Starfleet exposed Romulan support for the House of Duras. In appreciation of his support, Chancellor Gowron restored Worf's honor, allowing Kurn a seat on the High Council as the recognized brother and representative of the House of Mogh (TNG: "Redemption, Part I"). Once the war was over, Worf regained his Starfleet commission, recognizing that he did not fully belong to Klingon society (TNG: "Redemption, Part II"). In 2369 while the Enterprise was at Deep Space Nine, Worf investigated a claim that his father might still be alive in a Romulan prison camp. His father was not there (having indeed been killed during the battle at Khitomer), but a number of Klingons were living there with the Romulans. Unable to return home with honor, as Klingons are supposed to commit suicide rather than be taken prisoner, they stayed and strayed from their way of life. Worf's visit had a profound effect on the children of the prisoners and many chose to leave with him (TNG: Birthright). Worf's visit to the camp caused him to reconsider his own beliefs. He visited the monastery at Boreth to meditate. One day, a man appeared before him claiming to be Kahless the Unforgettable who had returned to lead the Empire once more. Worf was willing to consider the idea that Kahless was genuine because he believed the Klingons had lost their ways. Gowron was skeptical. He questioned Kahless about details of his memories, which Kahless could not recall, and then challenged Kahless to combat, defeating him easily. The loss forced the clerics to reveal that they had created a clone of Kahless and implanted ancient scriptures of Kahless's battles as his memories. Despite this, Worf became convinced that the Klingons would make a leap of faith and accept him as the legitimate heir of Kahless. He convinced the Klingons to appoint the new Kahless as Emperor. While real power remained with Gowron as head of government, the Emperor would be the formal head of state and teach the stories of Kahless. Gowron was incited to go along with this arrangement when Worf threatened in private otherwise to oppose him publicly, which Gowron, still not fully in control of the Empire, could not afford. (TNG: "Rightful Heir"). Worf avoided romantic attachments with non-Klingons during his first few years on board the Enterprise-D. As Worf explained to both Commander Riker and Guinan, he felt that non-Klingon females would be too fragile, and that he would have to restrain himself too much. He eventually developed strong feelings for Counselor Deanna Troi, and explored a relationship with her for a time, which at times strained his relationship with her former romantic interest, Commander Riker. Worf and Troi seemed to end their relationship following the destruction of the Enterprise-D at Veridian III and Worf's reassignment to Deep Space Nine. Deep Space Nine In 2371, he was promoted lieutenant commander (Star Trek Generations). After the destruction of the Enterprise-D, Worf took an extended leave to evaluate his future. He was at a monastery on the Klingon colony of Boreth when he was ordered to go to Deep Space 9 to advise Captain Sisko when a Klingon fleet massed at the station. When he arrived, he was met by former Enterprise-D crew member and DS9's Chief of Operations, Miles O'Brien. (DS9: "The Way of the Warrior"). Worf learned that the Klingons were planning to invade Cardassia because of a coup which they had been led to believe was engineered by the Dominion. Worf reluctantly informed Sisko, knowing this would jeopardize his status in the empire. After the invasion had begun, Gowron traveled to DS9 to ask Worf to join him in battle. Gowron believed the Federation was unworthy of Worf's loyalty because they would not fight the Dominion. Worf felt the war was wrong and he could not support it. Gowron punished him by reinstating Worf's discommendation, but this time executing it to the full degree, by stripping him and his family of his honor, lands, and titles, effectively bringing down the House of Mogh. Worf submitted his resignation but Sisko rejected it because he still needed him. He had decided to rescue the members of the Cardassian council from certain death at the hands of the Klingons. In doing so, he was able to prove that there was no Dominion involvement by verifying their identities. The Klingons attacked the station in order to capture the council members but withdrew as Starfleet ships approached, fearing a war on two fronts. At the end of the immediate crisis, Sisko convinced Worf to join the crew as Strategic Operations officer. In this role, he would coordinate all Starfleet activity in the Bajoran sector and act as executive officer of the USS Defiant, meaning he had to adjust to the requirements and obligations that came with the red "command personnel" uniform. For the first months, Worf had difficulties adjusting to life on the station, unintentionally overstepping his boundaries by acting as he did on the Enterprise, putting him for a while at odds with Chief of Security Odo. For Worf, the station's life seemed just too much 'grey', subsequently requesting to relocate his quarters aboard Defiant. After the Klingon civil war, Kurn had gained a seat on the High Council. Worf's opposition to the war against Cardassia cost Kurn his seat on the council. Four months later, he arrived at DS9 seeking help from his brother to perform a ritual to die with honor. He felt that the ritual, which involved Worf killing him, was the only way to restore his honor. Initially disregarding orders from Sisko not to carry out the honor killing, Worf failed in his first attempt to perform the ritual and later found he could not bring himself to do so again, as he had taken on a human feature of morality and would consider it murdering his brother. Worf arranged for his brother to have cosmetic surgery and his memory wiped so he could start a new life with no ties to the House of Mogh. Kurn now has the identity of Rodek, who believes he lost his memory after being hit by a plasma discharge (DS9 episode "Sons of Mogh"). When Rodek sees Worf, he asks him whether he is family. Worf bitterly replies that he has no family. After a year of war between the Federation and the Klingons, Worf joined a team sent to investigate claims that Gowron was a changeling in disguise. Worf nearly killed Gowron in combat but at the last moment the impostor was revealed to be disguised as Gowron's military adviser General Martok. The discovery helped restore peace between the Federation and the Klingons and to Worf again being shunned by Gowron for not having killed him when he had the chance, reaffirming his dishonor. (DS9: "Broken Link", "Apocalypse Rising"). In early 2373, Worf became involved with DS9 science officer Jadzia Dax, a Trill woman. She was familiar with Klingon customs due to the experience of the Dax symbiont's previous host, Curzon. She was the first non-Klingon that Worf could "physically" be with in the traditional Klingon way, although it still left bruises, cuts and broken bones . While on a mission to the Gamma Quadrant, Worf was captured by the Dominion and sent to a Jem'Hadar prison camp where he met the real General Martok and was reunited with the real Dr. Bashir, who had both been captured and replaced by changelings. While the prisoners worked to escape, Worf entered a daily round of combat with each of the guards in turn. He earned the respect and admiration of Martok and even of the guards because he would not yield. Once the prisoners escaped, they managed to warn the station about the Bashir-changeling. Upon their return, Martok was assigned command of the Klingon detachment on Deep Space Nine and command of the IKS Rotarran. Martok asked Worf to be his first officer. The ship had suffered many losses to the Dominion, and morale was low. Martok's refusal to engage the enemy, due to his Dominion incarceration, made things worse. Worf challenged him
or money to rework it. The script called for an entirely new location on the Enterprise-D: stellar cartography. The script described the location as a small room with maps on one wall. Finding the concept uninteresting, Zimmerman designed a three-story circular set to give the impression the actors were inside a star map dominated by screens. Zimmerman's previous work designing a crisis management center influenced the design. The backlit starmaps that covered three-quarters of the wall would have been infeasible to create in the years before the rise of large-format inkjet printers and computer graphics software. The starmaps were replaced with a bluescreen for scenes where the static images would be replaced by computer-animated star maps by Santa Barbara Studios. Stellar cartography was one of the largest sets ever constructed on a Paramount lot. The film marked the first appearance of the starship Enterprise-B. The ship was a modification of the Excelsior, a model designed and built by Bill George and effects house Industrial Light & Magic (ILM) for Star Trek III: The Search for Spock a decade earlier. Co-producer Peter Lauritson, illustrator John Eaves, and Zimmerman designed the Enterprise-B with additions to its hull, some of which were added so that they could depict damage to the ship without harming the underlying model's surface, and to improve the look of the ship when it was filmed from angles called for in the script. The ship's bridge was based on previous designs for the Enterprise-A and Excelsior sets Zimmerman had created for The Undiscovered Country, using pieces from each. The surrounding spacedock for Enterprise maiden voyage was a modification of the model created for Star Trek: The Motion Picture (1979), refurbished and modified to better fit the film's anamorphic screen frame. Like Zimmerman, George took the opportunity of the Enterprise-D's screen debut to touch up the model. Because Generations featured the Enterprise-D separating into its saucer and engineering sections, the original model built by ILM for the television series was hauled out of storage. The ship was stripped, rewired, and its surface detailed to stand up to scrutiny. George changed the paint job, as he recalled they had been in a rush to prepare the model for television and its green-and-blue color scheme did not properly read on film. The paint scheme was shifted towards a "battleship grey", with glossy tiled areas reminiscent of the original feature film Enterprise. While Generations made use of new sets and props, set decorator John M. Dwyer reused existing props or made new ones out of premade materials where possible, rather than spend money on new items: a torture device was created from a birthing chair, nose hair clippers, and flashlights; packing materials formed the shapes of set walls for the Bird of Prey bridge; and Soran's missile used a bird feeder and other garden store supplies for its interior elements. The stellar observatory set was filled with props from The Next Generation, with some added in deliberate nods to past episodes. Other reused sets included the Klingon bridge built for Star Trek IV: The Voyage Home and ribbed plastic walls in the Jefferies tubes, repurposed from the sets of The Hunt for Red October. Original set pieces and props included paintings for the settings in the Nexus. Robert Blackman, The Next Generation long-serving costume designer re-designed the Starfleet uniforms which the Enterprise-D crew would wear in the film. Blackman crafted militaristic-looking uniforms with rank sleeves inspired by The Original Series, high collars, and jackets reminiscent of the uniforms developed for The Wrath of Khan. The redesign was abandoned, and the cast wore combinations of the uniforms from The Next Generation and Deep Space Nine; the only new addition was an Eaves-designed angular communications badge that replaced the previous oval shape. Time was so short that Jonathan Frakes and Levar Burton borrowed the costumes from Deep Space Nine actors Avery Brooks and Colm Meaney. Also created by Blackman was a skydiving outfit worn by Shatner; though the scene was cut from the film, the costume was used in the Voyager episode "Extreme Risk". Filming Berman backed Carson's choice to hire John A. Alonzo, the director of photography for Chinatown and Scarface. Alonzo was shown more than a dozen Star Trek episodes to familiarize himself with the franchise. He favored lighting scenes as much as possible from within the sets rather than staging lights and flags for each shot. Carson credited this approach with saving time and allowing more freedom when shooting. He later wrote that the production moved at a "TV-like" pace; principal photography concluded after 51 days. Filming commenced on March 28, 1994. Generations and The Next Generation were filmed simultaneously on different soundstages on the Paramount Studios lot. Scenes that did not feature the television series regulars were filmed first, starting with those in the Enterprise-B deflector room. The scenes of Harriman, Chekov, and Scott reacting to Kirk's apparent death were filmed a week later, to allow time for the deflector room to be suitably distressed to visualize the damage. Stage 7 was where the Enterprise-B's bridge, deflector room, and corridors were built and filmed. The jolts and shocks of the ship in the hold of the energy ribbon were created by camera bumps and motors to shake the set. Filming of the scenes took place in April 1994, while residents were still skittish from the recent 1994 Northridge earthquake; the effects staff deliberately hid the set shakers until cameras were rolling to elicit more genuine reactions. The stellar observatory set was an elaborate redress of the Enterprise-B's bridge, with added levels and swapped walls changing the layout. Control panels styled after those in the original Star Trek series helped suggest the age of the station. The cast of The Next Generation started filming their scenes for Generations four days after wrapping on the show. After the filming of the series was complete, there were only six months remaining before the film's release date. The Enterprise-D crash scenes were filmed mid-May 1994, and were among the last remaining shots before the existing Next Generation sets were demolished to make way for Star Trek: Voyager. As a result, the crew distressed the sets for the crash damage more than would have been normal during the series' run. Despite the budget cuts, Generations shot many scenes on location. The rushed pace of filming meant that not all locations had been selected before the start of principal photography, and the production was still scouting locations until two weeks before the final scenes. The production exhausted possible options within Los Angeles' studio zone and looked up to away for suitable locations. The Enterprise-D promotion ceremony on the holodeck was filmed on , a full-scale replica of the first American sailing ship to visit Japan. Carson fought hard to keep the shoot during budget trims, deciding to sacrifice other days in the schedule to keep the scene. Lady Washington was anchored at Marina del Rey and sailed out a few miles from shore over five days of shooting. Some of Lady Washington crew appeared amongst Enterprise crew members. Picard's house in the Nexus was a private home in Pasadena, California; almost all the furnishings were custom props or outside items. Portions of the scene were shot in May 1994, followed by new shoots five months later. The revisions included adding Picard's nephew René to his imagined Christmas celebration with his family. The house of Kirk's Nexus recollections was located in Lone Pine, California, with the cabin filled with props to represent Kirk's career, from a Klingon bat'leth to a painting of his Enterprise. Carson wanted a suitably remote and alien mountain location for the film's climax at Soran's compound. The scenes were filmed over eight days on an elevated plateau in the "Valley of Fire", north-east of Las Vegas, Nevada. The rise's height and sloped sides required cast and crew to climb using safety ropes and carry all provisions and equipment with them. The heat was difficult for all involved, especially Shatner, who wore a wool costume. Safety harnesses and wires used to keep performers safe from tumbling off a precipice were removed digitally in postproduction. As originally filmed, Kirk was shot in the back and killed by Soran. Test audiences reacted negatively to the death, so the scene was rewritten and reshot over two weeks so that Kirk sacrifices himself by leaping across a broken walkway to retrieve Soran's control pad and de-cloak the probe. Paramount allowed the film to go over budget to $35 million for the re-shoots. As the production crew had already spent weeks removing traces of their shoot from the Valley of Fire, the set had to be rebuilt under a very tight schedule, followed by effects work to remove wires and rigging in time for the footage to be included in the final cut. Effects Generations special effects tasks were split between the television series' effects vendors and ILM. ILM CG Supervisor John Schlag recalled that it was easy to recruit staff who wanted to work on Star Trek; working on the film "gave me a chance to be a part of the whole Trek thing ... ILM is practically an entire company filled with Trek geeks". The screenwriters filled the initial drafts with exciting—and expensive—effects. Effects supervisor John Knoll's team then storyboarded the effects sequences, figuring out how to best service the script as cheaply as possible. When even those estimates proved too costly, ILM continued cutting shots. "[We had] nothing left to cut, and we still had to cut stuff out," Knoll recalled. Previous Star Trek films had used conventional motion control techniques to record multiple passes of the starship models and miniatures. For Generations, the effects artists began using computer-generated imagery (CGI) and models for certain shots. No physical shooting models were built for the refugee ships, although George recalled that he created a quick physical miniature for CG modeler Rob Coleman to develop his ideas from, rather than try to articulate his feedback without it. Other CG elements included the solar collapses and the Veridian III planet. Knoll used a digital version of the Enterprise-D for the warp effect; the limitations of the motion-control programming and slitscan effect for the original meant that the effect "barely holds up", Knoll said, whereas the CG recreation could keep consistent lighting throughout. While digital techniques were used for many sequences and ships, a few new models were physically built; these included the observatory, built by model shop foreman John Goodson. The climactic battle between the Enterprise and the Klingons over Veridian III was accomplished using traditional motion control, but without the budget for practical explosions and special breakaway models, impacts and battle damage were simulated with practical compositing tricks and computer-generated effects. The destruction of the Bird of Prey was a reuse of footage from The Undiscovered Country. Weapons fire and energy bolts were hand-animated, but Knoll had a different idea for the photon torpedoes. A fan of the impressive, arcing look of the torpedoes from The Motion Picture, Knoll scanned in footage from the film and turned to computer-generated effects. A simulator program created a similar look that could be animated from any point the effects artists wanted, without the expense and tedium required—shining lasers through a crystal in a smoky environment—to recreate the look optically. Carson described the Nexus energy ribbon as the true villain of the film; ILM was responsible for conceiving what the ribbon would look like with no natural frame of reference. "When creating something from scratch, it's always important to rough out the whole thing... because there are so many paths you can explore, it's easy to get bogged down," recalled effects co-supervisor Alex Seiden, who had worked as a technical director on the planetary explosion of Praxis from The Undiscovered Country. Knoll decided the ribbon was a rip through universes, filled with chaotic energy, taking inspiration from images he had seen of magnetic fields around Uranus from a Jet Propulsion Laboratory simulation. The airfoil-shaped core of the undulating ribbon was enhanced with electrical tendrils. To sell the ribbon's vastness in
, a full-scale replica of the first American sailing ship to visit Japan. Carson fought hard to keep the shoot during budget trims, deciding to sacrifice other days in the schedule to keep the scene. Lady Washington was anchored at Marina del Rey and sailed out a few miles from shore over five days of shooting. Some of Lady Washington crew appeared amongst Enterprise crew members. Picard's house in the Nexus was a private home in Pasadena, California; almost all the furnishings were custom props or outside items. Portions of the scene were shot in May 1994, followed by new shoots five months later. The revisions included adding Picard's nephew René to his imagined Christmas celebration with his family. The house of Kirk's Nexus recollections was located in Lone Pine, California, with the cabin filled with props to represent Kirk's career, from a Klingon bat'leth to a painting of his Enterprise. Carson wanted a suitably remote and alien mountain location for the film's climax at Soran's compound. The scenes were filmed over eight days on an elevated plateau in the "Valley of Fire", north-east of Las Vegas, Nevada. The rise's height and sloped sides required cast and crew to climb using safety ropes and carry all provisions and equipment with them. The heat was difficult for all involved, especially Shatner, who wore a wool costume. Safety harnesses and wires used to keep performers safe from tumbling off a precipice were removed digitally in postproduction. As originally filmed, Kirk was shot in the back and killed by Soran. Test audiences reacted negatively to the death, so the scene was rewritten and reshot over two weeks so that Kirk sacrifices himself by leaping across a broken walkway to retrieve Soran's control pad and de-cloak the probe. Paramount allowed the film to go over budget to $35 million for the re-shoots. As the production crew had already spent weeks removing traces of their shoot from the Valley of Fire, the set had to be rebuilt under a very tight schedule, followed by effects work to remove wires and rigging in time for the footage to be included in the final cut. Effects Generations special effects tasks were split between the television series' effects vendors and ILM. ILM CG Supervisor John Schlag recalled that it was easy to recruit staff who wanted to work on Star Trek; working on the film "gave me a chance to be a part of the whole Trek thing ... ILM is practically an entire company filled with Trek geeks". The screenwriters filled the initial drafts with exciting—and expensive—effects. Effects supervisor John Knoll's team then storyboarded the effects sequences, figuring out how to best service the script as cheaply as possible. When even those estimates proved too costly, ILM continued cutting shots. "[We had] nothing left to cut, and we still had to cut stuff out," Knoll recalled. Previous Star Trek films had used conventional motion control techniques to record multiple passes of the starship models and miniatures. For Generations, the effects artists began using computer-generated imagery (CGI) and models for certain shots. No physical shooting models were built for the refugee ships, although George recalled that he created a quick physical miniature for CG modeler Rob Coleman to develop his ideas from, rather than try to articulate his feedback without it. Other CG elements included the solar collapses and the Veridian III planet. Knoll used a digital version of the Enterprise-D for the warp effect; the limitations of the motion-control programming and slitscan effect for the original meant that the effect "barely holds up", Knoll said, whereas the CG recreation could keep consistent lighting throughout. While digital techniques were used for many sequences and ships, a few new models were physically built; these included the observatory, built by model shop foreman John Goodson. The climactic battle between the Enterprise and the Klingons over Veridian III was accomplished using traditional motion control, but without the budget for practical explosions and special breakaway models, impacts and battle damage were simulated with practical compositing tricks and computer-generated effects. The destruction of the Bird of Prey was a reuse of footage from The Undiscovered Country. Weapons fire and energy bolts were hand-animated, but Knoll had a different idea for the photon torpedoes. A fan of the impressive, arcing look of the torpedoes from The Motion Picture, Knoll scanned in footage from the film and turned to computer-generated effects. A simulator program created a similar look that could be animated from any point the effects artists wanted, without the expense and tedium required—shining lasers through a crystal in a smoky environment—to recreate the look optically. Carson described the Nexus energy ribbon as the true villain of the film; ILM was responsible for conceiving what the ribbon would look like with no natural frame of reference. "When creating something from scratch, it's always important to rough out the whole thing... because there are so many paths you can explore, it's easy to get bogged down," recalled effects co-supervisor Alex Seiden, who had worked as a technical director on the planetary explosion of Praxis from The Undiscovered Country. Knoll decided the ribbon was a rip through universes, filled with chaotic energy, taking inspiration from images he had seen of magnetic fields around Uranus from a Jet Propulsion Laboratory simulation. The airfoil-shaped core of the undulating ribbon was enhanced with electrical tendrils. To sell the ribbon's vastness in space shots where no sense of scale would be available, Seiden and George created a debris field of embers that trailed the ribbon. The inside of the ribbon was conceptualized as similar to a dense electrical storm, with electricity fogging the screen. Because of the complex interplay of the ribbon elements with the ships that would be trapped within it, ILM decided the refugee ships and Enterprise-B should be CG models. To make the switch between computer-generated and motion-control passes of the physical model appear seamless, ILM created a wireframe of the physical model, with the computer-generated model's textures taken from photos of the physical model, shot in flat light with a long lens. The tendril strike that sends Kirk into the Nexus was simulated with the layering of multiple pieces of animation, including CG explosions Knoll rendered on his personal computer and a recycled explosion effect from The Empire Strikes Back. The Enterprise-D crash sequence was filmed in a forest floor set extended by matte paintings, built outside so ILM could use natural light. A model Enterprise saucer was constructed specifically for the shots; the model's size gave it the right sense of scale for flying dirt and debris, an illusion enhanced by shooting with a high-speed camera to give the saucer the expected slow movement of a massive object. ILM shot its crew members walking about their parking lot and matted the footage onto the top of the saucer to represent Starfleet personnel evacuating the saucer section. Music Dennis McCarthy, the principal composer for The Next Generation, was given the task of writing Generations score. McCarthy became the first Star Trek composer to work on both television and film projects. Critic Jeff Bond wrote that while McCarthy's score was "tasked with straddling the styles of both series", it offered the opportunity for the composer to produce stronger dramatic writing. The film's opening music is a choral piece that plays while a floating champagne bottle tumbles through space. For the action scenes with the Enterprise-B, McCarthy used low brass chords. Kirk was given a brass motif accented by snare drums (a sound not used on The Next Generation), while the scene ends with dissonant notes as Scott and Chekov discover Kirk has been blown into space. McCarthy expanded his brassy style for the film's action sequences, such as the battle over Veridian III and the crash-landing of the Enterprise-D. For Picard's trip to the Nexus, more choral music and synthesizers accompany Picard's discovery of his family. A broad fanfare—the film's only distinct theme—first plays when Picard and Kirk meet. This theme blends McCarthy's theme for Picard from The Next Generation first season, notes from the theme for Deep Space Nine, and Alexander Courage's Star Trek theme. For the final battle of Kirk and Picard against Soran, McCarthy used staccato music to accentuate the fistfight. For Kirk's death, McCarthy mated lyrical strings with another statement of the Courage theme, while a shot of Picard standing over Kirk's grave is scored with more pomp. The Courage theme plays again at the film's close. The original soundtrack was released in 1994 on cassette tape and CD. In 2013, GNP Crescendo Records rereleased the soundtrack as a two-disc, expanded collector's edition including previously unheard tracks. Release Marketing The marketing of Generations included a website, the first to officially publicize a motion picture. The site was a success, being viewed millions of times worldwide in the weeks leading to the film's release, at a time when fewer than a million Americans had internet access. Paramount also promoted the film on the Prodigy online service. Tie-in merchandise released to promote the film included collectible cups and calendars from Jack in the Box, promotional kiosks at Kmart stores, and action figures. Due to production timelines, these figures wore the Blackman-designed Starfleet uniforms that were ultimately unused in the film itself. Other collectibles included a 600,000-run special issue of Entertainment Weekly dedicated to the film, and stamps and souvenir sheets produced by Guyana. A novelization of the film written by J. M. Dillard spent three weeks on The New York Times Best Seller list. Paramount's licensing group estimated promotional partners could add up to $15 million in the film's support. Several tie-in video games were released to tie in with the film's release. Absolute Entertainment published Star Trek Generations: Beyond the Nexus for the Game Boy and the Game Gear handheld devices. Three years after the film, MicroProse produced Star Trek Generations, which featured the film's cast as voice actors. The game roughly followed the plot of the film with most of the game played in a first-person perspective. Versions of the film's script leaked out in advance of the film. A bootleg script revealed the energy ribbon and Kirk's death; James Doohan confirmed the script's authenticity
Denorios Belt in the Bajoran system. Doctor Mora Pol studied him for seven years, not initially recognising him as a sentient being. Doctor Mora was later forced to recognise Odo's sentience when he copied a beaker on a laboratory table. Odo's name stemmed from the Cardassian language word "Odo'ital", meaning "nothing", which was the loose translation of the "unknown sample" label in Bajoran on his laboratory flask. Later on the story was slowly developed: Over 200 years before, the "Changelings" "Great Link" [a planet in the Gamma Quadrant where Changelings exist in their "natural "gelatinous" form) had sent out 100 "Changelings" "Infants" in containers throughout the universe in order to see how other alien races react to the presence of "Changelings". Of those sent out four have been accounted for: An unnamed "Changeling" which took the shape of a key in a locket who ended up in possession of Constable Odo ["Vortex"] An infant Changeling. Bought by Odo from Quark, Odo tries to teach the "infant" shapeshifting abilities. However the infant is dying due to radiation poisoning; it "joins" with Odo so that he can regain his "Shapeshifting" powers ("The Begotten") "Laas". Over 200 years old he ended up on the Valara planet where the name "Laas" means "Changeable"; he left when he realized that he was only being tolerated and would never be accepted. He ended up on Deep Space Nine. He killed a Klingon in self-defense who was going to assault him and with the help of Major Kira he escaped. He vows to search the Alpha Quadrant in order to find the other missing "Hundred Changelings" like himself in order to create a new "Great Link" ["Chimera"] Odo. Quite young at 50 for a "Changeling", he becomes Security Chief at Deep Space Nine. In a battle with a "Changeling" Spy, Odo ended up killing him and thus breaking the most important rule of the "Changelings" (no Changeling had ever hurt another). He was punished by being changed by the "Great Link" into becoming a "solid". He regained his powers in the process of trying to save a dying "Changeling". Although his deepest desire is to "rejoin" the "Great Link", he is reluctant to do so due to the mad crusade of the "Female Changeling/Founder" for total war against every solid in the "Alpha Quadrant". In the last episode, Odo rejoins the "Great Link" saving them from being totally destroyed. ("What You Leave Behind"). Mirror Universe In the Mirror Universe, Odo is the supervisor of the mining complex at Terok Nor. He is a brutal taskmaster over Terran slaves there and tolerates no deviation from his strict rules. Relatively little is known of him, as no one in the Mirror Universe is aware that the wormhole exists or who Odo's people are. During a mining accident, Odo begins an evacuation of the Terran workers from the complex. Julian Bashir, seizing the opportunity to escape, disintegrates him with a disruptor. In this reality, Odo has his own set of rules called the "Rules of Obedience" and quotes one of the rules in the same way that regular universe Quark would quote his "Rules of Acquisition". After
represented the traditions of Spock and Data, the outsider who looks in at humanity." Late in the fifth season, in the episode "Children of Time", an Odo who has lived an additional 200 years tells the "current" Kira Nerys that he has loved her from the time their friendship first began. With this revelation, Kira and the "current" Odo eventually become a couple. According to the backstory of the series, Odo was found adrift in his natural gelatinous state in the Denorios Belt in the Bajoran system. Doctor Mora Pol studied him for seven years, not initially recognising him as a sentient being. Doctor Mora was later forced to recognise Odo's sentience when he copied a beaker on a laboratory table. Odo's name stemmed from the Cardassian language word "Odo'ital", meaning "nothing", which was the loose translation of the "unknown sample" label in Bajoran on his laboratory flask. Later on the story was slowly developed: Over 200 years before, the "Changelings" "Great Link" [a planet in the Gamma Quadrant where Changelings exist in their "natural "gelatinous" form) had sent out 100 "Changelings" "Infants" in containers throughout the universe in order to see how other alien races react to the presence of "Changelings". Of those sent out four have been accounted for: An unnamed "Changeling" which took the shape of a key in a locket who ended up in possession of Constable Odo ["Vortex"] An infant Changeling. Bought by Odo from Quark, Odo tries to teach the "infant" shapeshifting abilities. However the infant is dying due to radiation poisoning; it "joins" with Odo so that he can regain his "Shapeshifting" powers ("The Begotten") "Laas". Over 200 years old he ended up on the Valara planet where the name "Laas" means "Changeable"; he left when he realized that he was only being tolerated and would never be accepted. He ended up on Deep Space Nine. He killed a Klingon in self-defense who was going to assault him and with the help of Major Kira he escaped. He vows to search the Alpha Quadrant in order to find the other missing "Hundred Changelings" like himself in order to create a new "Great Link" ["Chimera"] Odo. Quite young at 50 for a "Changeling", he becomes Security Chief at Deep Space Nine. In a battle with a "Changeling" Spy, Odo ended up killing him and thus breaking the most important rule of the "Changelings" (no Changeling had ever hurt another). He was punished by being changed by the "Great Link" into becoming a "solid". He regained his powers in the process of trying to save a dying "Changeling". Although his deepest desire is to "rejoin" the "Great Link", he is reluctant to do so due to the mad crusade of the "Female Changeling/Founder" for total war against every solid in the "Alpha Quadrant". In the last episode, Odo rejoins the "Great Link" saving them from being totally destroyed. ("What You Leave Behind"). Mirror Universe In the Mirror Universe, Odo is the supervisor of the mining complex at Terok Nor. He is a brutal taskmaster over Terran slaves there and tolerates no deviation from his strict rules. Relatively little is known of him, as no one in the Mirror Universe is aware that the wormhole exists or who Odo's people are. During a mining accident, Odo begins an evacuation of the Terran workers from
Deep Space Nine. The Cardassians were central to the two-part sixth season episode "Chain of Command", written by Frank Abatemarco and screened in December 1992. In them, the Federation has gained intelligence that the Cardassians are developing a genetically engineered virus on an uninhabited planet. Picard is sent to infiltrate and destroy the weapon but is apprehended and tortured by the Cardassian Gul Madred (David Warner). "Chain of Command Part I" included the first mentions that the Cardassians' homeworld was called "Cardassia", and the "Cardassian Union" as the name of their interstellar state (previously mentioned only as the "Cardassian Empire"). "Chain of Command PartI" also introduced the news that the Cardassians had withdrawn from Bajor, setting the stage for the events of Star Trek: Deep Space Nine, which began airing a month later. The show's designers introduced the Cardassians' hand weapon in this episode, with Sternbach describing it as like a "copper-colored banana". Part Two of "Chain of Command" provided a brief history of the Cardassians and their military government. The Cardassians also appeared in the sixth season episode "The Chase", written by Joe Menosky and Ronald D. Moore and screened in April 1993, where it is revealed that humans and Cardassians—as well as the Klingons and Romulans—are all descended from an ancient species who seeded many planets with life. In the seventh season episode "Journey's End", written by Ronald D. Moore, it is explained that the treaty between the Federation and the Cardassians left various Federation planets in Cardassian territory, and that many of these Federation colonists refused to leave. Their presence and struggle for independence from Cardassian rule was a recurring theme in both Deep Space Nine and Voyager. "Journey's End" was the first time Cardassian communicators were shown, affixed to the actors' wrists. The conflict between the Cardassians and the rebel colonists, known as the Maquis, was again used as the basis for the series' penultimate episode, "Preemptive Strike", written by Naren Shankar and René Echevarria and directed by Stewart. Star Trek: Deep Space Nine Launching the new series, Star Trek: Deep Space Nine, was the pilot episode "Emissary", written by Rick Berman and Michael Piller. For this episode, the writers focused in on the aftermath of the Cardassian departure from Bajor. The premise of the series revolves around the Federation taking control of Deep Space Nine, a Cardassian-built space station orbiting Bajor, at the request of the Bajoran provisional government. In "Emissary", the station's new Starfleet commander, Benjamin Sisko (Avery Brooks) is visited by the Cardassian who formerly served as prefect of Bajor, Gul Dukat (Alaimo). Alaimo had played a different Cardassian character in The Next Generation; he was brought in to replace the actor formerly cast as Dukat, whose performance had dissatisfied the creative team. Ira Behr recalled that "It was either Mike Piller or Rick Berman who finally said, 'Let's get Marc Alaimo,' who had done a bunch of TNG episodes for them in the past. Marc came in and, of course, he was Gul Dukat." Deep Space Nine would go on to introduce several more Cardassians as recurring characters, including the exiled spy-turned-tailor Elim Garak, whose mysterious past and moral ambiguity made him one of the franchise's most popular recurring characters. Late in the first season, the show's creative team included another Cardassian-themed episode, "Duet". Written by Lisa Rich and Jeanne Carrigan-Fauci as a bottle episode, it featured the arrest of a Cardassian believed to be guilty of war crimes against Bajor, Aamin Marritza (Harris Yulin), and the relationship he developed with the station's Bajoran second-in-command, Kira Nerys (Nana Visitor). The dialogue given to Marritza was an early example of what the writers came to call "Cardassian monologues". Behr said, "Cardassians love to speak. Garak loves to speak, Enabran Tain loves to speak. Dukat loves to speak—very slowly—and certainly Marritza loves to speak." Over the course of Deep Space Nine, the Cardassians' internal politics and their relationships with the Federation and Bajor go through many upheavals. In early seasons, the Cardassians maintain a shaky alliance with the Federation, which comes to their defense against attacks from the Maquis and the Klingons. An ill-advised attack by the Obsidian Order, the Cardassian intelligence agency, against the alien empire known as the Dominion cripples the power of the Cardassian military dictatorship and allows a civilian government to take control. Later in the series, Dukat negotiates Cardassia's membership in the Dominion in exchange for his own appointment as ruler of Cardassia, leading to a war against the Federation. When Dominion rule becomes too oppressive for the Cardassians, Dukat's successor Damar leads a resistance movement against the Dominion with the support of the Federation and Bajorans, restoring Cardassia's independence. Cardassian history Within the Star Trek fictional universe, the Cardassians were once a "peaceful people with a rich spiritual life". However, during this period they also suffered from disease and famine. Nationalistic fervour grew and a military dictatorship was established, under which the citizens became prosperous. The Obsidian Order, an intelligence agency and internal security police force, kept the population under surveillance. The Cardassians became imperialistic, waging war with other races and occupying their territory to exploit resources. The Cardassian empire is known as the Cardassian Union. Occupation of Bajor In 2328, the Cardassians invaded Bajor, occupying it for fifty years, during which time they forced many Bajorans into slave labor, using them in their various mining operations. This forced many Bajorans to flee and live in refugee camps away from Cardassian domination, while other Bajorans became involved in the resistance movement, engaged in guerrilla warfare organising terrorist attacks against Cardassian
on either side of the neck, and a spoon-shaped structure on the forehead. Westmore was inspired by an abstract painting he had seen in a Ventura Boulevard store of a wide-shouldered woman with what looked like a spoon on her forehead. Rick Sternbach designed the Cardassian spaceship in "The Wounded". He initially proposed a pod-shaped vessel, before replacing it with a design resembling a scorpion, then one based on the ankh symbol. Sternbach later noted that "The Galor class started with an Egyptian ankh, given how [the Cardassians] were like the Pharaohs to the Bajoran slaves, but you don't really see the basic shape unless you look straight down on the vessel. The little disruptor pyramids were a bit more obvious, as were the 'temple' type structures on the ship's backbone, and the sandy yellow shades." Ed Miarecki and Tom Hudson built the model used in "The Wounded" from Sternbach's design. In the episode, Cardassian weapons fired a pink discharge, changed to amber in later episodes. Production designer Herman Zimmerman worked on the Cardassian architecture depicted on the shows. His concept had some Art Deco influence, and was based on geometric patterns. Some motifs were ellipses, angles rather than straight lines, and groups of three. Depiction in the shows Star Trek: The Next Generation "The Wounded": 1991 The Cardassians were invented by the writers of Star Trek: The Next Generation for the show's fourth season episode "The Wounded", written by Stuart Charno, Sara Charno, and Cy Chermak, with teleplay by Jeri Taylor. It was first screened in January 1991. The script related that the Cardassian Union and the United Federation of Planets—of which Earth was a part—were involved in skirmishes for many years but had signed a peace treaty. It begins with the revelation that the USS Phoenix, a renegade Federation starship under the command of Captain Benjamin Maxwell (Bob Gunton), has begun attacking Cardassian targets, as Maxwell is convinced the Cardassians are rearming for war against the Federation. The USS Enterprise-D, captained by Jean-Luc Picard (Patrick Stewart), is sent to stop the Phoenix, with the Cardassian Gul Macet (Marc Alaimo) coming aboard the Enterprise to assist. Alaimo's appearance as Gul Macet in "The Wounded" made him the second actor, after Mark Lenard, to play three separate alien species in the Star Trek franchise. In earlier episodes he portrayed an Antican ("Lonely Among Us") and a Romulan ("The Neutral Zone"). He later portrayed a human in The Next Generation episode "Time's Arrow" before gaining a recurring role as the Cardassian Gul Dukat in Star Trek: Deep Space Nine. For this episode, several Cardassians were depicted wearing helmets, something never again done in the franchise; Blackman and Westmore's designs also gave Gul Macet facial hair, the only time a Cardassian was shown this way. Later episodes: 1991–1994 In the fifth season episode "Ensign Ro", written by Rick Berman and Michael Piller and first screened in October 1991, the Bajoran species was introduced. It explained that the Cardassians had annexed the Bajoran homeworld, Bajor, 40 years earlier, with many Bajorans fleeing their planet as refugees and often fighting back with militant tactics. "Ensign Ro" was the first episode where Cardassian warships were introduced as "Galor class" vessels. Although it was not intended at the time, the situation between the Cardassians and Bajorans laid the groundwork for the plot of Star Trek: Deep Space Nine. The Cardassians were central to the two-part sixth season episode "Chain of Command", written by Frank Abatemarco and screened in December 1992. In them, the Federation has gained intelligence that the Cardassians are developing a genetically engineered virus on an uninhabited planet. Picard is sent to infiltrate and destroy the weapon but is apprehended and tortured by the Cardassian Gul Madred (David Warner). "Chain of Command Part I" included the first mentions that the Cardassians' homeworld was called "Cardassia", and the "Cardassian Union" as the name of their interstellar state (previously mentioned only as the "Cardassian Empire"). "Chain of Command PartI" also introduced the news that the Cardassians had withdrawn from Bajor, setting the stage for the events of Star Trek: Deep Space Nine, which began airing a month later. The show's designers introduced the Cardassians' hand weapon in this episode, with Sternbach describing it as like a "copper-colored banana". Part Two of "Chain of Command" provided a brief history of the Cardassians and their military government. The Cardassians also appeared in the sixth season episode "The Chase", written by Joe Menosky and Ronald D. Moore and screened in April 1993, where it is revealed that humans and Cardassians—as well as the Klingons and Romulans—are all descended from
the regular cast had worked with each other for years, and the Martok character had to "boss people around." However, he found the other actors welcomed him and helped him feel like he belonged. Appearances Background Little backstory is given regarding the early life of Martok, except for a brief history sketched by himself in the Deep Space Nine episode "Once More Unto the Breach". It is known that he was born into a Klingon house (The House of Martok) that was not part of the aristocracy and was raised in the Ket'ha lowlands on the Klingon homeworld of Qo'noS. This area is considered a wasteland by the Klingons. His family had been reputable soldiers and had loyally served the empire for 15 generations, although not as officers. It had long been the wish of his father Urthog to have young Martok become an officer and so he enlisted the aid of officers he had earned the respect of and eventually was able to get one to sponsor his son to the Klingon academy. Believing its approval was a mere formality, the application was submitted to the Oversight Committee but was rejected by one member, Kor, due to the elitist views of the legendary Klingon warrior regarding the honor and prestige of the "great houses". With a rejection on his record from such a legendary officer, Martok could no longer even serve as a common soldier. He opted to serve, regardless, and spent five years as a civilian laborer on General ShiVang's flagship. During his service the General's ship came under surprise attack by the Romulans. They attempted to board the ship at which time Martok took up arms and defended his General, successfully repelling the invasion. His performance and bravery in battle caught the eye of General ShiVang, who granted him a battlefield commission as an officer. Martok earned the rank of Lieutenant after the Battle of Tcha'voth, which earned him a spot as tactical officer aboard the Klingon Cruiser Gothspar, captained by Kultan (ST:DS9 Books: The Left Hand of Destiny). At Martok's introduction to the series, he had attained the rank of General. General Martok Around 2371, Martok was abducted by agents of the Dominion and replaced with a shapeshifter. The exact date of this is unclear. The shapeshifter was successful at beginning the war with the Cardassians but inadvertently revealed himself to Odo (who had been misled into believing that Chancellor Gowron was the shapeshifter) at a Klingon award ceremony, and was quickly killed by the Klingons attending the ceremony. Martok spent two years in a Dominion internment camp, forced to fight Jem'Hadar soldiers daily in hand-to-hand combat for training purposes. Presumably it was during one of these fights that his left eye was gouged out. During his confinement, Martok came to respect the indomitable character and fighting qualities of Worf. In the episode "By Inferno's Light", Martok escapes and returns to the Alpha Quadrant with Elim Garak, Worf and Julian Bashir, and is made commander of the Klingon forces on Deep Space Nine. Weeks after this new assignment, Martok took command of a Klingon Bird-of-Prey, the Rotarran, and made it his personal flagship. Initially, the Rotarran's crew were beaten and fatalistic, a fact that was made worse by Martok's apparent reluctance to engage Jem'Hadar forces on their first mission. Eventually, a confrontation between Martok and Worf helped rally both the crew's warrior spirit as well as Martok's. The mission would conclude with the Rotarran engaging and destroying a Jem'Hadar vessel and rescuing thirty-five crewmen from a disabled Klingon ship. A grateful Martok would later invite Worf (who had earlier been stripped of his family name by Gowron) to join Martok's house. Martok is portrayed as an excellent judge of character, caring deeply about those under his command. This, in turn, earned him great respect among fellow Klingons, since while they have a love for battle and conquest, they also have a very low opinion of those who wantonly throw soldiers into battle with little regard for their safety or well-being. These traits, along with his courage and leadership skills, would serve him well in the Dominion War, during which he fought in several battles, including the battle to retake Deep Space Nine, and the First and Second Battle of Chin'toka. Despite his humble background, or perhaps because of it, Martok would become extremely popular among other Klingon warriors and the civilian population, because he climbed his way up the ranks honorably, though Martok himself repeatedly stated he had no interest in politics. Eventually, he was made Supreme Commander of the Ninth Fleet, a position he initially resented because of the amount of paperwork involved. Like most Klingons, Martok had a disdain for Ferengi, which manifested itself in several refusals to even acknowledge Nog, who at the time was a Starfleet Cadet. It isn't until Nog stands up to Martok and directly challenges him that Martok begins to display a grudging respect for the young Ferengi (episodes "Soldiers of the Empire", "Blaze of Glory"). Shortly before the end of the war ("When It Rains…"), Gowron comes to Deep Space Nine to honor Martok by inducting him into the Order of Kahless, and then announces that he would be taking control of the Klingon forces from Martok because it was time for him to "take a more active role in the war". However, it becomes clear that Gowron is simply worried about Martok getting too powerful politically, and intends to usurp Martok's standing by sending him into battles that he cannot win. Worf tries to convince Martok to challenge Gowron, but he refuses, saying he is a loyal soldier of the Empire and has no desire whatsoever to enter politics, let alone become Chancellor. Worf then kills Gowron himself, and rather than accept the title of Chancellor, gives it to Martok ("Tacking into the Wind"). Chancellor Martok When the Dominion forces suddenly withdrew into Cardassian territory, the Allies realized that they were withdrawing in order to gain time to recover from their battle wounds, so
the producers of Deep Space Nine were casting Martok, Herzler auditioned after initially not considering the role but found himself getting angry during the interview due to a comment from the director which he felt was insulting. However, this response led to him gaining the role, and it was included as a character trait for Martok. It took around three hours each day for the make-up to be applied to Hertzler by David Quashnick, who was the "specialist" who did both Hertzler and O'Reilly's Klingon make-up. Hertzler did not mind the process, but stated that having the prostheses block the sight in his left side could sometimes make filming difficult as he could not see when turning that way. He felt it was important to the character to remind him of the time spent on the Dominion prison world, and turned down the opportunity to have Martok's sight restored when it was suggested by executive producer Ira Steven Behr. In particular, Hertzler felt it gave the same air to Martok as Christopher Plummer's character in Star Trek VI: The Undiscovered Country. In 2020, Hertzler talked about developing the character: "As a stage actor you usually get some weeks to rehearse, if you get lucky, and then you go on. And with Martok, I was able to work on him for four years. Now I am still doing it 25 years later!" In an interview in 2021, with Heavy Hertzler, noted for playing Martok, discussed how it was working with the cast of Deep Space Nine. He found it was intimidating at first, because the regular cast had worked with each other for years, and the Martok character had to "boss people around." However, he found the other actors welcomed him and helped him feel like he belonged. Appearances Background Little backstory is given regarding the early life of Martok, except for a brief history sketched by himself in the Deep Space Nine episode "Once More Unto the Breach". It is known that he was born into a Klingon house (The House of Martok) that was not part of the aristocracy and was raised in the Ket'ha lowlands on the Klingon homeworld of Qo'noS. This area is considered a wasteland by the Klingons. His family had been reputable soldiers and had loyally served the empire for 15 generations, although not as officers. It had long been the wish of his father Urthog to have young Martok become an officer and so he enlisted the aid of officers he had earned the respect of and eventually was able to get one to sponsor his son to the Klingon academy. Believing its approval was a mere formality, the application was submitted to the Oversight Committee but was rejected by one member, Kor, due to the elitist views of the legendary Klingon warrior regarding the honor and prestige of the "great houses". With a rejection on his record from such a legendary officer, Martok could no longer even serve as a common soldier. He opted to serve, regardless, and spent five years as a civilian laborer on General ShiVang's flagship. During his service the General's ship came under surprise attack by the Romulans. They attempted to board the ship at which time Martok took up arms and defended his General, successfully repelling the invasion. His performance and bravery in battle caught the eye of General ShiVang, who granted him a battlefield commission as an officer. Martok earned the rank of Lieutenant after the Battle of Tcha'voth, which earned him a spot as tactical officer aboard the Klingon Cruiser Gothspar, captained by Kultan (ST:DS9 Books: The Left Hand of Destiny). At Martok's introduction to the series, he had attained the rank of General. General Martok Around 2371, Martok was abducted by agents of the Dominion and replaced with a shapeshifter. The exact date of this is unclear. The shapeshifter was successful at
TV series, Voyager has contact with the Q Continuum on three occasions, and repeated contact with the Borg. With the intervention of a future/alternate version of herself, Janeway leads her crew in using one of the Borg's transwarp conduits to return her ship to Federation space after having traveled through the Delta Quadrant for seven years. In a cameo in the film Star Trek: Nemesis, now-Admiral Janeway instructs Captain Jean-Luc Picard to travel to Romulus at the invitation of the film's antagonist. A few years after Voyager's return to Federation space and Janeway's subsequent promotion to Admiral, Janeway commands the USS Dauntless in an effort to locate her former first officer Chakotay who disappeared while commanding the USS Protostar. Non-canon Admiral Janeway also appeared in the Borg Invasion 4-D ride at the Star Trek: The Experience venue in Las Vegas, which closed in 2008. In the ride, Janeway leads Voyager to the rescue of ride participants who are ostensibly trapped first on a space station and later on a shuttlecraft that come under attack by a Borg Cube commanded by the Borg Queen. At the ride's end, Janeway tells the participants, "Congratulations. You've defeated the Borg with one thing the Queen can never assimilate: the human spirit. As long as we have that, resistance will never be futile." Janeway continued as a major character in the Star Trek novels that depict the events in the lives of the Voyager characters after the end of that series. In Peter David's 2007 Star Trek: The Next Generation novel, Before Dishonor, which is set after the events of Star Trek: Nemesis, Janeway is assimilated by a rogue faction of the Borg, and becomes their new Borg Queen. Seven of Nine, with the aid of Ambassador Spock and the Enterprise-E crew, manages to communicate with Janeway's consciousness, buried deep within the Queen's mind. During a brief moment of contact, Janeway helps them destroy the Borg cube, with all hands on board. Although Seven manages to escape, Janeway is killed. Her memorial service sees a vast turnout, and a tall gleaming pillar with a light burning atop it is constructed in tribute to her. The Q female appears to Janeway's spirit, and tells her that Q and the Q Continuum had taken an interest in her. Telling her that she has a destiny, Lady Q takes Janeway by the hand, and disappears with her into realms unknown. Writer Peter David explained the book was conceived by Pocket Books editorial as one in which Janeway would die, and that he was brought in to write it in order to give her a reportedly heroic send-off. In the 2012 Star Trek: Voyager novel The Eternal Tide by Kirsten Beyer, Janeway returns to human life with the help of young Q, who needs her assistance, and by the book's end resumes her admiralship in Starfleet. In the 2014 Star Trek: Voyager novel Protectors by Kirsten Beyer, Janeway goes back to Earth per orders of Starfleet Command; by the end of the book she returns to the Delta Quadrant, taking charge of the starships stationed there. She continues this mission in Beyer's second 2014 Star Trek: Voyager novel, Acts of Contrition. In Cryptic Studios' online role-playing game, Star Trek Online, Janeway was physically added to game in January 2022 along with voiceover work by Kate Mulgrew as part of the game's twelfth anniversary. Prior to her addition, Janeway was only occasionally mentioned in the game. She was also retroactively added to the game's 2014 Delta Rising expansion. Reception In 2019, Vulture.com ranked Captain Kathryn Janeway as the number one Star Trek captain by their selection criterion, a combination of competency and managerial style. In particular, they note her ability to overcome great challenges despite being on the other side of the Galaxy and commanding a crew in large part consisting of non-Starfleet personnel. One of her interesting relationships is noted as with the Former Maquis B'Elanna Torres (played by Roxann Dawson), and the Former Borg Seven of Nine (played by Jeri Ryan). Space.com rated Janeway as the number three best captain of Star Trek. In 2017, The Washington Post ranked Janeway as the third best Captain of Star Trek. Screen Rant rated her the fifth best captain of the franchise, noting her ability to command in adverse situations; two praises were that she does not give up easily and tries to maintain crew morale. In a review of female characters from science fiction television and film, Janeway was in the top ten. Captain Janeway was ranked as the 18th best character of all Star Trek by IGN in 2009. In 2016, Captain Janeway was ranked as the 8th most important character of Starfleet within the Star Trek science fiction universe by Wired magazine. The romance between Janeway and Kashyk in "Counterpoint" was praised by Screen Rant, which they rated as one of the ten best episodes of Star Trek: Voyager. In 2018, CBR ranked Janeway as the 4th best Starfleet character of Star Trek. In 2017, Screen Rant ranked Kathryn Janeway as the 18th most attractive person in the Star Trek universe. In 2018, The Gamer ranked Janeway as one of the top fifteen starship captains of the Star Trek franchise. Captain Janeway was rated as one of the top seven time travelers, in the whole Star Trek franchise by Nerdist in 2019, for her exploits in "Endgame". In July 2019, Screen Rant ranked Janeway the 4th smartest character of Star Trek. Legacy There's coffee in that nebula In 2015, astronaut Samantha Cristoforetti tweeted "There's coffee in that nebula", quoting Janeway from the Star Trek: Voyager episode "The Cloud". She
graduating the academy was as a science officer on the USS Al-Batani, where she served as Chief Science Officer during the Arias mission. Captain Janeway takes command of the Intrepid-class USS Voyager in 2371. Their first mission is to locate and capture a Maquis vessel last seen in the area of space known as the Badlands. While there, the Maquis ship and Voyager are transported against their will into the Delta Quadrant, 70,000 light-years away, by a massive displacement wave. The Maquis ship is destroyed while fighting the Kazon-Ogla, and although Voyager survives, there are numerous casualties. In order to protect the Ocampa, who live on a planet Voyager visits, Janeway destroys the Caretaker Array, the space station that transported the two ships to the Delta Quadrant, which provides energy to the Ocampa's planet, despite the fact that the Array may be the two ships' only chance to return home. In doing this, Janeway strands her ship and crew seven decades' travel from home. Her first major task is integrating the surviving Maquis and Voyager crews. Chakotay, captain of the Maquis ship, succeeds the deceased Lieutenant Commander Cavit as her first officer. Janeway also grants convicted criminal, former Starfleet officer, and accomplished pilot Tom Paris a field commission, and makes him Voyagers helmsman. Janeway's other interactions with her crew include helping the de-assimilated Borg Seven of Nine reclaim her individuality and humanity and advocating for the Doctor's status as a sentient being. During the course of the TV series, Voyager has contact with the Q Continuum on three occasions, and repeated contact with the Borg. With the intervention of a future/alternate version of herself, Janeway leads her crew in using one of the Borg's transwarp conduits to return her ship to Federation space after having traveled through the Delta Quadrant for seven years. In a cameo in the film Star Trek: Nemesis, now-Admiral Janeway instructs Captain Jean-Luc Picard to travel to Romulus at the invitation of the film's antagonist. A few years after Voyager's return to Federation space and Janeway's subsequent promotion to Admiral, Janeway commands the USS Dauntless in an effort to locate her former first officer Chakotay who disappeared while commanding the USS Protostar. Non-canon Admiral Janeway also appeared in the Borg Invasion 4-D ride at the Star Trek: The Experience venue in Las Vegas, which closed in 2008. In the ride, Janeway leads Voyager to the rescue of ride participants who are ostensibly trapped first on a space station and later on a shuttlecraft that come under attack by a Borg Cube commanded by the Borg Queen. At the ride's end, Janeway tells the participants, "Congratulations. You've defeated the Borg with one thing the Queen can never assimilate: the human spirit. As long as we have that, resistance will never be futile." Janeway continued as a major character in the Star Trek novels that depict the events in the lives of the Voyager characters after the end of that series. In Peter David's 2007 Star Trek: The Next Generation novel, Before Dishonor, which is set after the events of Star Trek: Nemesis, Janeway is assimilated by a rogue faction of
known as the Sikarians. The Sikarians have advanced transporter technology that could drastically shorten their 70-year journey, but Sikarian law prohibits the Voyager crew from obtaining it legitimately. Torres becomes involved with a small group of officers who obtain the technology on the Sikarian black market and perpetrate a failed attempt to integrate it into Voyager'''s systems. Torres, along with Tom Paris, was later kidnapped by the Vidiians. A Vidiian scientist extracts the Klingon DNA from Torres, splicing her into two separate people: one human, one Klingon. He believed the Klingon DNA had a specific biochemical property that could lead to a cure for the Phage, a disease affecting his people. The human Torres is portrayed fraught with fear but having strong technical expertise, while the Klingon Torres is shown as aggressive and impatient. After her escape from the Vidiians the Klingon Torres suffered a fatal wound from the Vidiian energy weapon and died, but the Doctor used her DNA to restore the human Torres to her original half-human/half-Klingon state, as her cellular structure needs the Klingon DNA to survive. In the episode "Persistence of Vision," it is revealed that Torres at the time had a romantic interest in Chakotay. In 2373, Torres was the target of telepathically inspired dreams from a member of a race called the Enarans. The dreams were actually memories of a great massacre that took place on the Enaran homeworld and were the elder Enaran's method of making sure that the memory of this massacre lives on, even if in the mind of an alien. Later that year, Vulcan engineer Vorik triggered Torres' mating instincts when he forcibly initiated a telepathic bond with her while he is experiencing the pon farr. Torres and Tom Paris later became trapped on a planet together during an away mission, and Torres attempted to get Paris to mate with her, but he resisted. Eventually, Vorik and Torres engaged in ritual battle to purge the blood fever. Torres later began a relationship with Paris after a complicated and stormy courtship. During an incident in 2374, Torres confessed her love to him when they were left floating in space in environmental suits, with almost no hope of rescue ("Day of Honor"). Although Voyager was soon able to rescue them, Torres realized that her courage in admitting her love had brought her one step closer to discovering what she considered true honor. Their relationship first flourished on screen during "Scientific Method". They married in 2377 and their honeymoon was aboard the Delta Flyer.When Torres and Paris conceived their child in 2377, she learned from the Doctor that the child would have distinct Klingon cranial ridges as well as other Klingon traits. Torres, remembering painful events from her own childhood, urged the Doctor to perform gene therapy to reduce this phenotype, and even went so far as to reprogram him to do so. Paris and Captain Janeway both disagreed and prevented the Doctor from performing the genetic modifications. When Paris got her to open up, she admitted that she was afraid her husband would find living with two Klingons too difficult and leave her the way her father did. Once he allayed her fears, he admitted wanting even more children just like their mother, and Torres was shown as finally enjoying the pregnancy ("Lineage"). When a group of Klingon radicals spent time aboard Voyager ("Prophecy"), Torres began opening herself to more Klingon beliefs and, for the first time since childhood, was able to pray for her grandmother, L'Naal, and her great-grandmother, Krelik. When communications with Earth became available ("Author, Author"), she reached out to her estranged father, John Torres. Torres and Paris' daughter, Miral Paris (named after B'Elanna's mother), was born at the beginning of 2378, during Voyagers trip through a Borg transwarp conduit back to the Alpha Quadrant. In an alternate timeline where Voyager made it home by different means, Miral was shown as an adult serving in Starfleet, with the rank of ensign. Birthdate Torres's birthdate—on September 2, 2014, the official Star Trek website published an archive article with information on the press release for the launch of the series. In the document, which includes character biographies, it confirms that when the series began (2371)—"B'Elanna is a beautiful 25-year-old woman who is half-human, half-Klingon..." This information would then place B'Elanna's birthdate at 2346. The Official Star Trek Voyager Companion gives further evidence to Torres's age. This is a passage taken from the book: "B'ELANNA TORRES is a half-Klingon, half-human in her twenties who is frantically working at the consoles of the barely spaceworthy craft..." Reception In March 2019, Syfy rated B'Elanna as the 6th-greatest Klingon of the Star Trek franchise. In particular, they noted that she was an interesting character in the series, displaying both loyalty to the crew of the starship and brilliance as an engineer. In 2017, Screen Rant ranked B'Elanna Torres as the 14th-most attractive person in the Star Trek universe. In 2018, The Wrap ranked B'Elanna Torres as the 35th-best character of Star Trek overall. CBR ranked B'Elanna as the 14th-best Starfleet character of Star Trek, in 2018. They note that the former Maquis member works as chief engineer on the USS Voyager spacecraft, and must struggle with her ambivalent emotions about her Klingon heritage while keeping the warp engines working in the Delta quadrant (cutoff from Federation starbases). In addition, CBR opined that the character enhanced other characters aboard the starship, and praised the actress who portrayed her for making B’Elanna Torres's relationships more believable. In 2019, B'Elanna Torres was ranked the 11th-sexiest Star Trek character by Syfy. B’Elanna's struggle to reconcile both sides of her Klingon/Human hybrid heritage has been praised by audiences of multi-ethnic backgrounds. In 2020 ScreenRant ranked B'Elanna and Tom Paris as the 3rd best romantic couple of all Star
"Dreadnought" was swept into the Delta Quadrant by the Caretaker. USS Voyager When both the USS Voyager crew and the Val Jean crew were taken to the Delta Quadrant, Harry Kim and Torres were transported to the Ocampa home world while their respective crews set out to look for them. Being the only two people from their region of the Alpha Quadrant, the two quickly formed a relationship and she nicknamed him "Starfleet" for his faith in the Federation and Starfleet. This relationship would carry on throughout the series as the two would more than occasionally work on tasks together, allowing Kim to prove his intelligence to the whole crew. In 2371, B'Elanna Torres joined the Voyager crew with the rest of the Maquis from the Val Jean, as Captain Kathryn Janeway offers them the opportunity. She was placed in the engineering department, which had no clear department head because the original chief engineer was killed during the trip to the Delta Quadrant; Captain Janeway promoted Torres to chief engineer based on Voyagers first officer Chakotay's recommendation. Initially, Torres was very outspoken in her disapproval of Captain Janeway's decision to destroy the Caretaker's array, which had the ability to send the Voyager back home from the Delta Quadrant, and carried a small grudge against the captain. Over the first few months, Torres began respecting the captain and her decisions based on Janeway's strong leadership and their shared interest in science. Shortly after becoming chief engineer, Torres disobeys the captain's orders when Voyager encounters a race known as the Sikarians. The Sikarians have advanced transporter technology that could drastically shorten their 70-year journey, but Sikarian law prohibits the Voyager crew from obtaining it legitimately. Torres becomes involved with a small group of officers who obtain the technology on the Sikarian black market and perpetrate a failed attempt to integrate it into Voyager'''s systems. Torres, along with Tom Paris, was later kidnapped by the Vidiians. A Vidiian scientist extracts the Klingon DNA from Torres, splicing her into two separate people: one human, one Klingon. He believed the Klingon DNA had a specific biochemical property that could lead to a cure for the Phage, a disease affecting his people. The human Torres is portrayed fraught with fear but having strong technical expertise, while the Klingon Torres is shown as aggressive and impatient. After her escape from the Vidiians the Klingon Torres suffered a fatal wound from the Vidiian energy weapon and died, but the Doctor used her DNA to restore the human Torres to her original half-human/half-Klingon state, as her cellular structure needs the Klingon DNA to survive. In the episode "Persistence of Vision," it is revealed that Torres at the time had a romantic interest in Chakotay. In 2373, Torres was the target of telepathically inspired dreams from a member of a race called the Enarans. The dreams were actually memories of a great massacre that took place on the Enaran homeworld and were the elder Enaran's method of making sure that the memory of this massacre lives on, even if in the mind of an alien. Later that year, Vulcan engineer Vorik triggered Torres' mating instincts when he forcibly initiated a telepathic bond with her while he is experiencing the pon farr. Torres and Tom Paris later became trapped on a planet together during an away mission, and Torres attempted to get Paris to mate with her, but he resisted. Eventually, Vorik and Torres engaged in ritual battle to purge the blood fever. Torres later began a relationship with Paris after a complicated and stormy courtship. During an incident in 2374, Torres confessed her love to him when they were left floating in space in environmental suits, with almost no hope of rescue ("Day of Honor"). Although Voyager was soon able to rescue them, Torres realized that her courage in admitting her love had brought her one step closer to discovering what she considered true honor. Their relationship first flourished on screen during "Scientific Method". They married in 2377 and their honeymoon was aboard the Delta Flyer.When Torres and Paris conceived their child in 2377, she learned from the Doctor that the child would have distinct Klingon cranial ridges as well as other Klingon traits. Torres, remembering painful events from her own childhood, urged the Doctor to perform gene therapy to reduce this phenotype, and even went so far as to reprogram him to do so. Paris and Captain Janeway both disagreed and prevented the Doctor from performing the genetic modifications. When Paris got her to open up, she admitted that she was afraid her husband would find living with two Klingons too difficult and leave her the way her father did. Once he allayed her fears, he admitted wanting even more children just like their mother, and Torres was shown as finally enjoying the pregnancy ("Lineage"). When a group of Klingon radicals spent time aboard Voyager ("Prophecy"), Torres began opening herself to more Klingon beliefs and,
not make "very much difference, except to a very, very small percentage of fans who maybe didn't like what I said." In an interview to publicize the final episode of Voyager, "Endgame", Beltran said, "We all had a great relationship with each other and we've all said how much we enjoy our crew. We have a terrific crew. But at the same time, I'm looking forward to what's next. It's exciting to know that something unknown is next." The final episode introduced a romance between Seven of Nine and Chakotay. Ryan found this confusing for the characters, as although it had been suggested in the episode "Human Error", the producers told the pair to forget about the relationship in the in-between episodes until the finale. Appearances Background Chakotay's backstory was explained during the course of Star Trek: Voyager. He was born in 2329 on a Federation colony near Cardassian space in the demilitarized zone. While young, he was looked after by his grandfather. At the age of 15, Chakotay visited Earth with his father, who sought to find his tribe's ancestral home in Central America and the descendants of the Rubber Tree People. He was resistant to this, and instead dreamed of going into space and had heroes such as John Kelly, a pioneering astronaut in the early 21st century. He chose to enter Starfleet Academy against his father's wishes, and his entry was sponsored by Captain Sulu.[A] He attended Starfleet Academy from 2344 to 2348, where he engaged in the sport of boxing. After graduating, he was assigned to a starship. One of his earliest away missions resulted in a diplomatic incident on Ktaria VII, and he was also on the team that made first contact with the Tarkannans. He was assigned as an instructor in Starfleet's Advanced Tactical Training and achieved the rank of lieutenant commander. Following the death of his father in 2368 while defending his colony from the Cardassians, Chakotay resigned his Starfleet commission and joined the Maquis. At the time of his resignation, one of his students was Ro Laren. After he joined the Maquis, he became captain of a vessel named the Val Jean, with a crew which among others included his lover Seska (Martha Hackett), B'Elanna Torres (Roxann Dawson), and Tuvok (Tim Russ), who was actually Captain Janeway's Chief of Security, on an undercover mission to infiltrate the Maquis. Star Trek: Voyager The Kazon and Seska In the pilot episode of Voyager, while the crew on the Val Jean seek to evade a Cardassian vessel captained by Gul Evek (Richard Poe) in the Badlands, the vessel is transported some 70,000 light years across the galaxy into the Delta Quadrant by the creature known as the Caretaker. After the Federation starship USS Voyager is also trapped in the Delta Quadrant and Tuvok was revealed to be a Starfleet agent, Chakotay agrees with Captain Kathryn Janeway (Kate Mulgrew) to work together to find two of their missing crew. Following an attack by the Kazon, Chakotay destroyed the Val Jean to save Voyager and the Maquis crew joined the Federation ship. Chakotay was given a provisional rank of commander and named executive officer, the second-in-command of the vessel and the crew seeks to return home to the Alpha Quadrant. The Kazon continue to be a hindrance during Voyager initial period in the Delta Quadrant, with Chakotay dismayed in "State of Flux" when Seska is revealed as a Cardassian spy who has been providing technology to the Kazon to seek an alliance. She escapes Voyager and sides with the Kazon-Nistrim, one of the factions within that species. Chakotay is rendered brain dead, but is made into a disembodied spirit able to possess other crewmembers in "Cathexis". The incident occurs while Tuvok and he were investigating a dark matter nebula, and he sought to prevent the ship from returning there, as an alien species wants to feed on the crew's neural energy. After Voyager enters the nebula, Chakotay possesses Neelix (Ethan Phillips) and guides the ship out using a medicine wheel as a map. Shortly afterwards, The Doctor (Robert Picardo) is able to restore Chakotay's mind into his body. At the end of the first season, Chakotay supported Tuvok's aim of helping the former Maquis crew adapt better to life on Voyager in "Learning Curve", by showing them the enforcement techniques of the Maquis. In the second season episode "Tattoo", Chakotay meets with an alien race who influenced the ancestors of his tribe. They perceived Voyager as a threat because they had thought his people had been wiped out. He was able to resolve the problem using the teachings of his father. The Kazon returned and attacked Voyager in "Maneuvers", where they stole a transporter control module. Chakotay took it upon himself to retrieve the device, recognising that Seska was behind it. He managed to destroy it, but was captured and tortured by the Kazon in the process. He was rescued by Voyager, and shortly afterwards, he was contacted by Seska, who informed him that she had impregnated herself with his DNA. In "Resolutions", Chakotay and Janeway are infected with a virus which requires them to quarantine themselves on a nearby planet. The two began to show signs of affection for each other, but their stay is short-lived after Voyager under the captaincy of Tuvok agrees a deal with the Vidiians for a cure. The pair agree to return to the status quo on Voyager, but remain good friends. Chakotay was contacted by Seska in "Basics" to say that his son had been born, and the Kazon were threatening to condemn her to the life of a slave. Voyager attempted to extract Seska and the child, but it was a trap and resulted in the Kazon boarding the vessel and stranding the Federation/Maquis crew on a nearby planet. While Tom Paris (Robert Duncan McNeil), The Doctor, and Lon Suder (Brad Dourif), along with allied Talaxian forces, sought to retake Voyager, Chakotay was instrumental in the crew's survival on the planet. He saved Kes (Jennifer Lien) from a local tribe, and built an alliance with them. The crew retook Voyager, and in the process Seska was killed. The child was discovered not to be Chakotay's, but instead a Cardassian/Kazon hybrid and the son of the Kazon-Nistrim leader First Maje Culluh (Anthony De Longis). Entering Borg space The first indication that Voyager was approaching Borg space was shown in the episode "Unity". While investigating a Federation distress call in a shuttlecraft, Chakotay was injured by the natives of a planet. Another group saves him, and Chakotay discovers that the colonists are former Borg whose access to the main hive-mind was disrupted. He is linked to a local hive-mind to help him to heal, and after being returned to Voyager, he is forced against his will to reactivate the colonists' former Borg Cube. Chakotay is released from the new "cooperative" after the Cube self-destructs, leaving the planet with a hive-mind separate from the main collective. Chakotay is captured by the Voth scientist Gegen (Henry Woronicz) in "Distant Origin", who is seeking to prove his hypothesis that the Voth came from Earth. When Gegen is placed on trial by his people, Chakotay seeks to argue in his defense. Ultimately, Gegen is forced to back down to save Voyager after the Voth threaten to destroy the vessel. Before they depart, Chakotay gives a model globe of the Earth to Gegen as a present. His experience with the disconnected Borg resulted in Chakotay being against a plan to ally with the Borg against Species 8472 in "Scorpion", causing conflict between Captain Janeway and him. The alliance results in Seven of Nine and a number of other Borg
of "Hollywood" versions of vision quests and meditation techniques were contrary to the character's in-universe tribal background. However, he was praised as a role model for Native American science fiction and called "ground-breaking", as well as the most prominent example of a Native American character within this genre. Concept and development The inclusion of a Native American character in Star Trek: Voyager was suggested at an early stage in the development of the series. The producers were looking for an ethnic background which had not been seen before as a main character in the franchise. It was hoped that a Native American character would prove to be an inspiration in the same way that the appearance of Uhura in Star Trek: The Original Series later inspired Whoopi Goldberg and other African Americans. Executive producer Jeri Taylor said, "It seemed to us that Native Americans needed that same kind of role model and that same kind of boost ... the future looks good, you have purpose, you have worth, you have value, you will be leaders, you will be powerful. That was one character choice we had early on." Taylor's notes from the early production in July 1993 describe the character as "First Officer – a human native American male, a 'Queequeg' person who has renounced Earth and lives as an expatriate on another planet. A mystical, mysterious man with whom the Captain has some prior connection, not explained." A month later, this description was expanded with the line, "This man has made another choice – to re-enter the world of Starfleet." Chakotay was not the first Native American character to appear in the franchise, with "The Paradise Syndrome" in the third season of Star Trek: The Original Series showing a group of displaced humans following a Native American–like culture. The producers aimed to develop some conflict between the members of the crew to produce a scenario similar to the Bajoran / Starfleet relationship seen in Star Trek: Deep Space Nine, but wanted the characters to share the same ideals. To do this, the Maquis were created – a group of Federation colonists from the Cardassian border in a disputed territory who were joined by some Starfleet officers who joined them to fight for their rights. The producers had the Maquis introduced in other Star Trek series before Voyager in four episodes; two in Star Trek: The Next Generation and two in Deep Space Nine. It was a deliberate reference to the political situation in the West Bank. In developing Chakotay, the producers sought the assistance of Jamake Highwater, a writer of more than 25 books of both fiction and nonfiction related to Native American myths and traditions. Highwater was a controversial choice of advisor, having been exposed by Hank Adams and Vine Deloria, Jr. as taking a fake Native American ancestry to sell books. Around September 21, 1993, Highwater gave seven pages of notes to producers regarding Chakotay's backstory, but his tribal ancestry was unresolved. By the end of that month, Michael Piller drafted the first version of the writer's bible for the series in which the character was named "Chakotoy". By the time Piller wrote the first draft of the story that eventually became the Voyager pilot "Caretaker", the character was known as "Chakotay" and been made a Sioux. By the third draft of the story, submitted at the start of November, he had become a Hopi, but by the following February, he once again had no tribal affiliation. Winrich Kolbe, the director of "Caretaker", was involved in casting the main cast for the series. He described the casting process for the part of Chakotay as difficult due to the lower numbers of Native Americans who were in the Screen Actors Guild. The casting process came down to two actors, and the producers decided on Robert Beltran, who until then was best known for appearing in the soap opera Models Inc. and was of Mexican heritage. Beltran was not familiar with Star Trek before auditioning, and went along on the strength of the "Caretaker" script which showed the character becoming the second in command of Voyager after both their vessels are stranded in the Delta quadrant. Beltran explained the audition experience, "I felt neutral about the audition, didn't much care one way or the other. I went in the first time and wasn't really trying to get the part. They asked to see me again, and they wanted to see more of an edge to the character." Chakotay was originally written as a "calm, stoic" character, but Beltran expanded on the character during the audition process, something that Kolbe credited him for. The writer's bible described Chakotay as a very traditional Native American with an altar and traditional art in his quarters. It also mentioned his spirit guide, something which was picked up in the media report in TV Guide. Beltran wore a facial tattoo while playing Chakotay, which was applied with make-up. The design was created by Michael Westmore, who deliberately created it so it did not represent any particular tribal culture. The in-universe story of the tattoo and Chakotay's tribal origins were explained in the episode "Tattoo". Beltran gained the reputation on-set as a comedian. Following the first season and during a group interview with The Washington Times, Beltran joked that he was asked to perform in Hamlet during the summer in Albuquerque, but had been asked to wear Chakotay's facial tattoo. During that time he worked on the Oliver Stone film Nixon (1995). During the period when Voyager was run by Taylor and Piller as the executive producers, Beltran gave feedback on the character which was taken into account. He later explained that this ended following the introduction of Jeri Ryan as Seven of Nine onto the cast and Brannon Braga taking over from Taylor and Piller. Beltran felt that Chakotay was one of the characters alongside Harry Kim, Tuvok, and Neelix who were left behind by the new writers, who tended to concentrate on Janeway, Seven, and The Doctor. Beltran said that he was not aware of the effects this was having on the rest of the cast, saying, "For me it was like, 'OK, you can fire me if you want to. Go ahead, and I'll leave.'" He compared his experience on Voyager to working in a car factory, and said that the repetitive scenes meant that it limited his creativity. Beltran explained that it did not affect his relationship with the other actors, and in the end, he felt the producers decided to keep him on the cast as it did not make "very much difference, except to a very, very small percentage of fans who maybe didn't like what I said." In an interview to publicize the final episode of Voyager, "Endgame", Beltran said, "We all had a great relationship with each other and we've all said how much we enjoy our crew. We have a terrific crew. But at the same time, I'm looking forward to what's next. It's exciting to know that something unknown is next." The final episode introduced a romance between Seven of Nine and Chakotay. Ryan found this confusing for the characters, as although it had been suggested in the episode "Human Error", the producers told the pair to forget about the relationship in the in-between episodes until the finale. Appearances Background Chakotay's backstory was explained during the course of Star Trek: Voyager. He was born in 2329 on a Federation colony near Cardassian space in the demilitarized zone. While young, he was looked after by his grandfather. At the age of 15, Chakotay visited Earth with his father, who sought to find his tribe's ancestral home in Central America and the descendants of the Rubber Tree People. He was resistant to this, and instead dreamed of going into space and had heroes such as John Kelly, a pioneering astronaut in the early 21st century. He chose to enter Starfleet Academy against his father's wishes, and his entry was sponsored by Captain Sulu.[A] He attended Starfleet Academy from 2344 to 2348, where he engaged in the sport of boxing. After graduating, he was assigned to a starship. One of his earliest away missions resulted in
role in the upcoming Voyager, which was scheduled to begin airing in 1995. As Jeri Taylor commented, "We knew that we wanted to include a renegade element in Voyager, and that the show would involve a ship housing both Starfleet people and those idealistic freedom fighters that the Federation felt were outlaws [i.e., the Maquis]." Therefore, the creators of Star Trek decided to create a backstory for the Maquis in several episodes of Deep Space Nine and The Next Generation, and named them after the French guerrilla fighters of the Second World War. The recurring characters of Michael Eddington (Kenneth Marshall) in Deep Space Nine and Ro Laren (Michelle Forbes) in The Next Generation became members of the Maquis, and Voyager contained regular former Maquis characters such as Chakotay (Robert Beltran) and B'Elanna Torres (Roxann Dawson), as well as recurring characters such as Seska (Martha Hackett). While the book by Erdmann links the Maquis to the French Maquis, their history seems to more closely resemble the Spanish Maquis In "Caretaker", the pilot episode of Star Trek: Voyager, the titular starship pursues a Maquis ship into the Badlands before being teleported to the Delta Quadrant. Storyline According to the fictional storyline of the Star Trek universe, the Maquis were formed in the 24th century after a peace treaty was enacted between the United Federation of Planets and the Cardassian Union, redesignating the demilitarized zone between the two powers, which resulted in the Federation ceding several of their colony worlds to the Cardassians. Although the colonists were offered free relocation to elsewhere in Federation territory, some insisted on remaining on the ceded worlds, effectively becoming Cardassian Union citizens. Some of these colonists subsequently formed the Maquis to protect themselves from Cardassian aggression, due to a lack of official support from the Federation who feared breaking the peace treaty with the Cardassians, which would lead to war. Nonetheless, various Federation members supported the Maquis' cause, and illegally supplied them with weapons and other technology that they could use in their struggle. In several cases, the Federation actually intervened in the war between the Maquis and the Cardassians, aiding the latter in recognition of the peace treaty. In one case, the Federation ship tracked a Maquis vessel to the Badlands with the intention of apprehending it, but an alien force transported both to the Delta Quadrant on the opposite side of the Milky Way Galaxy. The two crews were forced to unite to survive against alien threats such as the Kazon and the Borg. In later years, when the Cardassians joined the Dominion to fight in the Dominion War against the Federation, the Dominion aided the Cardassian military in wiping out the Maquis, a prelude to their war against the Federation and its allies. The Maquis provide moral challenges to existing characters such as Quark and Sisko on Deep Space Nine station. Quark is lured into selling weapons to the Maquis by an attractive Vulcan woman, showing how his desire for money unwittingly turned him into an illegal arms dealer. Sisko must navigate the internal politics of the Cardassians and Federation as he tries to uphold the peace treaty, in addition to being tested by his old friend trying to recruit him into the rebellion. Episodes Cardassians were introduced on Star Trek The Next Generation in January 1991 with the episode "The Wounded", which lays some of the foundation for the Federation settlements on the Cardassian border.
vessel. (played by Robert Beltran) Calvin Hudson, Maquis leader (played by Bernie Casey) Macias, Maquis leader (played by John Franklyn-Robbins) Michael Eddington (played by Kenneth Marshall) Ro Laren (played primarily by Michelle Forbes) Teero (played by Keith Szarabajka) Tuvok, Federation agent and Voyager bridge officer (played by Tim Russ) Thomas Riker (played by Jonathan Frakes) Sakonna (played by Bertila Damas) Santos (played by William Thomas Jr.) Seska (played by Martha Hackett) Fictional spacecraft In the Star Trek science fiction franchise, the Maquis are known to use a diverse mix of older spacecraft from the United Federation of Planets. Three aspects are that the spacecraft are older, as much as several decades, there are a variety of types in service, and finally, they tend to be of Federation design. Although the spacecraft are old, the Maquis are known to upgrade them with advanced weaponry to take on larger Cardassian vessels such as the Galor class. The Val Jean in "Caretaker" Maquis raider as seen on Star Trek: Deep Space Nine episode "The Maquis, Part II" The Maquis spaceship in this episode was designed by Rich Sternbach, and constructed of fiberglass and resin. Dreadnought, former Cardassian weapon commandeered by the Maquis ("Dreadnought") Maquis Interceptor/Maquified Peregrine-class The Maquis Fighter seen in the DS9 episodes ("The Maquis" I & II) was designed by Jim Martin and the model for the special effect shots was built by Tony Meinenger. The fighter/transport used by Ro was also designed by Jim Martin, but that model was built by Greg Jein. In 2006, the miniature model of the Maquis raider from "The Maquis, Part II" went for 10,800 USD at auction. Reception An example of a review of Maquis episode was in 2016; USA Today the episode "The Maquis" as a must-watch for the entire Star Trek franchise for its introduction of the Maquis story, which would also be an element in Star Trek: Voyager. They note the interesting science fiction story elements of the Federation, Cardassians, Maquis, and Bajorans playing off one another to create complex themes centered around the fictional space station Deep Space Nine. Broadcast and releases Episodes featuring the Maquis were distributed in many ways because the story was spread out across multiple series. For instance, Star Trek : Deep Space Nine was broadcast in syndication, while Star Trek: Voyager was on the UPN network. Home Video Releases of the television episodes include an array of LaserDisc, VHS, and DVD titles. Relevant Star Trek: Trek The Next Generation titles were also released on Blu-Ray disc in HD. For example, the two part episode "The Maquis" was released in two separate LaserDisc releases in the United States. A double episode 12 inch optical disc with "Blood Oath" and "The Maquis, Part I" was released on October 6,
the pilot was too "passionless" due to its focus on an action-adventure storyline over individual character development; he explained: "The biggest danger in the pilot was in creating a story that nobody cared about." Part of Kes' role in the episode, for Piller, was to encourage the audience to care about Neelix. The costumes in "Caretaker" were created by Robert Blackman. He said designing Kes' clothing was a challenge since producers were still unclear about the character and Lien was very introverted. Although he had difficulty with Lien, Blackman said the cast and crew enjoyed working with her. Kes' original costume was pastel colored and based on a sprite, but the producers rejected it after a wardrobe fitting. The Ocampa prosthetics for "Caretaker" were designed by Michael Westmore. While the early scenes of "Caretaker" were filmed, Lien tested various combinations of wigs and prosthetics; cinematographer Marvin V. Rush filmed each version for series creator Rick Berman to receive his final approval. During the show's first two seasons, it took Lien three hours a day to get into her character's hair, make-up, and wardrobe. As the series progressed, Lien developed an allergic response to the ear prosthetics; starting with the episode "Before and After", Lien no longer wore the ear prosthetics and Kes was portrayed with longer hair to cover her ears and hide this. Characterization and relationships The "Caretaker" script stated Kes was a "dazzling, ethereal beauty, waifish and fragile", with a "dignity – her bearing, an alertness in her look, that suggests a being of powerful intelligence". On the Star Trek official website, the character is identified as a "tough survivor and a bit of a rebel". In a 1996 interview, Lien characterized Kes as "strong and curious and intelligent" despite still being "a child in a way with the same fears and inhibitions and worries that we all have". She saw the character's lack of "cynicism or precociousness or pretentiousness or sarcasm" as different from typical young female roles. Although she found "this kind of diversity in a character" difficult to play, Lien enjoyed the process and said: "It's a joy to pretend to be this extraordinary creature, so open and everything so new." Lien was not given information about her character's future storylines prior to receiving the final copies of the scripts. Unlike the show's other actors, she did not campaign for changes to her character, explaining "I felt my contribution was more in the acting, and not in the writing". She viewed Kes' developing mental abilities as representing "her confidence in being able to choose a path for her life", and identified temptation as a key part in her character arc. Author Paul Ruditis summed up Kes through the paradoxical phrase "fragile power". Kolbe said Kes and Neelix brought romance and comedy to the series. Lien and Neelix's actor Ethan Phillips said they enjoyed filming their scenes together. Writer Kenneth Biller wanted to establish the pair as living together and sexually active, but Taylor and Berman thought Kes looked too young for those storylines. Biller proposed scenes in which the characters talk about sex for the first time as a way to explore "the weirdness of alien sexuality". This discussion led to dialogue being included in the episode "Elogium". Despite this, the sexual relationship between Kes and Neelix is never clearly defined. After Kes breaks up with Neelix in "Warlord", Phillips asked writers to provide closure for the couple in a subsequent episode. He believed the end of their relationship was too "muddy", since Kes was possessed by an alien, and thus unable to control her actions, during the break-up scene. The writers denied his request, saying: "No, let's just drop it, let's move on." Producers had planned a scene for the episode "Fair Trade" in which Kes and Neelix discuss the end of their romantic relationship, but it was removed due to time constraints. Berman discussed the couple during a 1997 interview, saying: "There was a relationship with Neelix that didn't work out that well." Kes has a more parent-child relationship with Kathryn Janeway and the Doctor, portrayed by Kate Mulgrew and Robert Picardo, respectively. Ruditis identified Kes' trust in Janeway as representing her desire to explore the universe. Picardo viewed Kes as the Doctor's "sounding board" and "emotional confessor" as she mentored him on being human. Following the removal of Kes in the fourth season, Picardo was concerned the Doctor would be relegated to the role as the comic relief. He suggested producers invert the Doctor's relationship with Kes to show him teaching former Borg drone Seven of Nine about humanity. A darker relationship between the Doctor and Kes was planned for the episode "Darkling". According to writer Joe Menosky, the Doctor's evil alter ego was going to be "perversely sexual and sadistic" and have a "psychosexual" attraction to Kes. Menosky drafted a scene in which the Doctor interacts with holograms of Kes on the holodeck, including performing surgery on one, but this was cut from the final episode. Unlike Neelix, Janeway, and the Doctor, Kes has few scenes with B'Elanna Torres. Roxann Dawson, who plays Torres, requested for further interaction between the two. Departure and return The show-runners reluctantly terminated Lien's contract as a member of Voyager's main cast due to unresolved personal issues that negatively impacted her performances. Chakotay's actor Robert Beltran said changing a lead character mid-season was unusual for the Star Trek franchise, though Taylor believed it was typical for a show in its later seasons. There was speculation in the media that Harry Kim's actor Garrett Wang was going to be replaced instead, but that he was kept due to his appeal to a certain demographic and placement on People's "50 Most Beautiful People in the World" list. Wang said: "The timing of that, right during our hiatus, certainly couldn't have hurt me in terms of them keeping me on the show." At the time Berman and Taylor said they chose to remove Kes since they felt the character was not properly developed over the course of the show, though this was later revealed be a cover story to protect Lien. Executive producer Brannon Braga said this decision was a "failure of imagination on the writers' part". Braga requested freelance writer Bryan Fuller develop the concept for Kes' departure. Receiving a positive response during a pitch meeting, Fuller helped to rewrite the character's final episode "The Gift". He said he had "really bonded" with Kes during the episode's production. Some of the series' writing staff were sorry that Kes was removed; Kenneth Biller stated: I was a little bit regretful when Kes left the show, because I thought she was an interesting character to write for—from a science fiction standpoint—because she had certain... she had telepathic abilities, she had this very compressed lifespan, she had things about her character that often lent themselves to interesting storytelling [....] We lost something in losing the Kes character. Mulgrew was also disappointed by Lien's departure, describing it as a "great sorrow to me on many levels", describing the departure as the "fracturing of an ensemble cast that was extremely special to me". Tim Russ, who portrays Tuvok, referred to the character's exit as "gracious" and "poignant". After leaving Voyager, Lien stopped acting to pursue an associate degree in health. Despite this, producers invited her back for an episode because they wanted to use Kes to advance the story. The concept for this episode, "Fury", was developed by Braga and written by Fuller and Michael Taylor. Cinefantastique's Anna L. Kaplan considered Fuller's involvement ironic due to his participation in "The Gift". Lien was uncomfortable with the original script, and requested that it be rewritten. She said it was difficult to play a different version of Kes and interact with the other characters who had changed since her last appearance. Lien did not have the same allergic response to the ear prosthetics since she did not have to wear them for the same length of time. During a 2010 interview with StarTrek.com, Lien said she preferred her performance in "The Gift" to that for "Fury", saying she made "a lot of poor acting choices" in the latter. Appearances Star Trek: Voyager Kes was
Kes to prematurely enter the elogium, the Ocampa female reproductive state. This condition can only occur once during an Ocampa life cycle. Kes and Neelix disagree over the idea of having children. Neelix eventually agrees to being a father, but Kes decides against conceiving a child. After the ship moves away from the life forms, the Doctor determines that Kes has gone through a false alarm; she will be able to go through a true elogium in the future. Throughout the first two seasons, Neelix becomes jealous of Tom Paris' interest in Kes. Neelix and Paris resolve this tension in "Parturition" while nursing a reptilian humanoid baby together during an away mission. During the first two seasons, Kes slowly develops her psionic powers. She has visions of a planet's destruction in "Time and Again" and is able to resist a psychoactive trance to save the crew in "Persistence of Vision". Voyager discovers a second Ocampa colony in "Cold Fire", and its leader Tanis teaches Kes to see and control particles on the subatomic level. Kes was previously trained by Tuvok, who took a more cautious approach. Under Tanis' tutelage, Kes develops pyrokinesis, but she is unable to control the power and almost kills Tuvok by boiling his blood. After discovering that Tanis is collaborating with the Caretaker's first mate, Suspiria, to destroy Voyager, Kes subdues him with her powers. Tuvok reminds Kes that she must learn to control, rather than fear, her darker impulses. Tiernan, a former dictator of the planet Illari, takes control of Kes' body in "Warlord". He uses her mental powers to stage a coup against his planet's leader. While under Tieran's influence, Kes breaks up with Neelix. The crew eventually free Kes from Tieran's control and kill him, though she is traumatized by the experience. In "Darkling", Kes becomes attracted to Zahir, who is a part of a humanoid species called the Mikhal Travelers. She is interested in the Mikhal Travelers for their desire to explore space. The Doctor injures Zahir and kidnaps Kes after developing an evil alter ego while grafting new personalities into his program. Kes considers leaving Voyager to be with Zahir, but later decides against this. While exploring a Nechani holy site in "Sacred Ground", Kes is shocked into a coma by its force field. The Nechani believe Kes is being punished for her sacrilegious behavior. After participating in a religious ritual, Janeway realizes she must rely on her own faith rather than technology to cure Kes. Going against her crew's advice, Janeway carries Kes into the shrine. The force field does not harm them, and Kes recovers. In "Before and After", an episode in the third season, Kes lives short periods of her life in reverse order, starting with her death and ending with her birth. In this alternative timeline, she is romantically involved with Paris, and they have a daughter, Linnis, who marries and has a son with Harry Kim. During this timeline, Kes participates in Voyager's year-long battle with the Krenim, which takes place in the season four episode "Year of Hell". She is infected with particles from a chroniton torpedo during the Krenim attack; Paris speculates that this exposure to chroniton radiation is the reason why Kes is irregularly jumping back in time. When the Doctor brings Kes back to the present, she documents information about the Krenim and their future attack. At the end of the episode, Tuvok says Kes has seen only one possible future for Voyager. During "Scorpion", Voyager becomes entangled in a major conflict between the Borg and Species 8472. Partially due to her exposure to the powerful telepathic influx of Species 8472, Kes begins to evolve into a different state of being. In "The Gift", she realizes she can no longer remain aboard Voyager, as her powers threaten to destroy the ship. She uses her newly acquired powers to hurl Voyager and its crew safely beyond Borg space, 9,500 light-years closer to Earth, before turning into living energy. Kes revisits Voyager in "Fury", in which she is near the end of her life cycle and experiencing memory loss. She mistakenly believes that Janeway kidnapped her from Ocampa, and she travels back in time to negotiate with the Vidiians, promising to help them access the ship to harvest the crew members' organs if they take her younger self home. After this plan is stopped, the younger Kes creates a hologram to remind her future self about her affection for the crew and how much they had cared for her. After seeing the hologram, the older version of Kes says goodbye to the crew before taking her ship back to Ocampa. Non-canonical appearances Kes appears in non-canon novels and short stories adapted from Star Trek: Voyager. In Christie Golden's 1997 book Marooned, an alien kidnaps Kes, and during Greg Cox's 1997 novel The Black Shore, she feels a "psychic call" when the crew takes shore leave on a planet. Kes is featured in the novels Mosaic (1996) and Pathways (1998) in which she accompanies an away team on an unknown planet and helps the crew escape a prison camp, respectively. Jennifer Lien contributes recipes for potato salad and a "good-karma lentil soup" for the 1999 cookbook based on the series. Written by Ethan Phillips and William J. Birnes, the book mentions that tubers are Kes' favorite food. In Christie Golden's novel trilogy Dark Matters, Kes is known as the "Entity", and gathers mutated dark matter. She has forgotten about her past aboard Voyager after turning into living energy, but slowly regains some memories over the course of the books. She does not contact the crew and is told she is a parallel-universe version of herself, separate from the one featured in "Fury". Tuvok, however, does briefly sense her presence before her departure. In Kirsten Beyer's 2012 novel The Eternal Tide, Kes and Q Junior resurrect Janeway after she is assimilated by the Borg and subsequently killed. Q Junior teaches Kes how to pull Janeway's body back together and restore her to her most perfect state. Kes also features in Heather Jarman's 2006 book Evolution, the third installment of the trilogy String Theory, in which she helps the Doctor and Q with the birth of an Ocampa-Nacene hybrid. When the Ocampan mother is unable to carry the baby to term, Kes merges with her to act as a surrogate. After giving birth to a boy, Kes takes him to Ocampa; a rainstorm on the planet hints at the recovery of its ecosystem. The novel retcons Kes' appearance in "Fury" as the manifestation of her dark side, formed as a side effect of a confrontation with a renegade Nacene. In Penny A. Proctor's short story "Restoration", included in the 2001 anthology Strange New Worlds V, Kes sacrifices herself to revive Ocampa's ecosystem. The mirror universe version of Kes features in the Star Trek: Mirror Universe novel series. Reception Critical reception Lien received some positive feedback for her performance. In a 1995 review of "Caretaker", Variety's Kinsey Lowe praised Lien's performance as a "beguiling blend of naive wonder and fierce dedication". Screen Rant'''s Alexandra August applauded Lien for trying "her best with what she was given", but felt she could not make Kes "very dynamic" as a character. Kes' removal in season four was praised by critics who believed the character was poorly developed. Rob Owen, writing for Albany's Times Union, criticized Kes as "reduced to a subservient Nurse Chapel role". However, The Virginian-Pilot's Larry Bonko was disappointed by Kes' exit, as he felt the character "gave the series heart".Screen Rant contributors felt Kes had potential if her storylines focused more on her short lifespan and mental powers. Snellgrove cited Kes as an example of how certain Star Trek: Voyager character were underused. August felt she was not given enough screen time or character development to become interesting. Thompson described the Ocampa as one of the more fascinating species introduced on Star Trek: Voyager, and wrote that Kes' departure was one of the five things that hurt the show. Kes' romance with Neelix was the subject of criticism. Although the relationship was introduced in the pilot, Ruditis felt it was "somewhat undefined as the series progressed". TrekMovie.com's Matt Wright panned the couple as "borderline gross", and Thompson cited them as having the worst chemistry on the series. Thompson and Gizmodo's Tom Pritchard wrote that Kes would have benefited if Neelix was not included on the show. August criticized the frequency in which Kes' storylines revolved around her love life. Kes' relationship with other characters received a better response. Thompson praised Paris' attraction for Kes as "a good setup relationship to guide him into being a better and more responsible man for B'Elanna". August believed Tuvok and Kes could be an ideal couple if he were not already married. Critics had a mostly negative response to Kes' storyline for "Elogium". Commentators questioned the plausibility of an Ocampa woman only giving birth once as it would cause an inevitable decrease in the species population. Writer David A. McIntee criticized the elogium as a poorly-done metaphor for puberty, PMS, teenage pregnancy, abortion, and menopause. Bustle's Marie Southard Ospina praised the episode's depiction of a woman choosing to not have a baby without receiving judgement. Kes' return for "Fury" also received negative feedback from reviewers who found her characterization to be disappointing. Den of Geek!'s John Andrews likened the episode to a "sad yet compelling character study", although he believed Kes' shift in morality was not believable. August dislike the episode's version of Kes, describing it as "a ham-fisted way of undermining her entire journey after leaving Voyager". Analysis Kes' relationship with Voyager's crew was the focus of academic discussion. Cultural studies scholar Debra Bonita Shaw wrote Janeway only accepts Kes, Neelix, and Seven of Nine as her subordinates; to gain Janeway's acceptance, these characters must adhere to an established "structure of command" and help Voyager return home. Media studies scholar Aviva Dove-Viebahn was critical of the portrayal of Kes and
NBC. This is the first television series in the Star Trek franchise, and comprises 79 regular episodes over the series' three seasons, along with the series' original pilot episode, "The Cage". The episodes are listed in order by original air date, which match the episode order in each season's original, remastered, and Blu-ray DVD box sets. The original, single-disc DVD releases placed the episodes by production order, with "The Cage" on the final disc. After the series' cancellation, Paramount Television released Star Trek to television stations as a syndication package, where the series' popularity grew to become a "major phenomenon within popular culture". This popularity would eventually lead to the expansion of the Star Trek catalog, which as of 2020 includes nine more television series and thirteen Trek motion pictures. In 2006, CBS Paramount Domestic Television (now CBS Television Distribution) announced that each Original Series episode would be re-syndicated in high definition after undergoing digital remastering, including both new and enhanced visual effects. (To date, the remastered episodes have only been broadcast in standard definition, though all three seasons are now available on the high-definition Blu-ray Disc format.) The remastered episodes began with "Balance of Terror" (along with, in some markets, "Miri") during the weekend of September 16, 2006, and ended with "The Cage", which aired during the weekend of May 2, 2009. The remastered air dates listed below are based on the weekend each episode aired in syndication. Series overview Episodes Pilots (1964–65) Star Treks pilot episode, "The Cage", was completed between November 1964 and January 1965, and starred Jeffrey Hunter as Captain Christopher Pike, Majel Barrett as Number One, and Leonard Nimoy as Spock. The pilot was rejected by NBC as being "too cerebral" among other complaints. Jeffrey Hunter chose to withdraw from the role of Pike when creator Gene Roddenberry was asked to produce a second pilot episode "Where No Man Has Gone Before". A slightly edited version with the same title aired in 1966 as the third episode of the new series. "The Cage" never aired during Star Treks original run. It was presented by Roddenberry as a black-and-white workprint at various science fiction conventions over the years after Star Treks cancellation but was not released on home video until 1986 when Paramount Home Video produced a "restored" release of "The Cage" (a combination of the original black-and-white footage and color portions of the Season 1 episode "The Menagerie") along with an introduction by Gene Roddenberry. On October 15, 1988, Paramount Pictures aired a two-hour television special, hosted by Patrick Stewart, called The Star Trek Saga: From One Generation to the Next, which featured, for the first time, a full-color television presentation of "The Cage". In the United States, "The Cage" was released to DVD in December 2001. It was later included on the final disc in both the original and "remastered" season 3 DVD box sets listed with its original air date of October 15, 1988. "Where No Man Has Gone Before" in its original form (production number 02a) had been forwarded to NBC, but only a re-edited version was aired, not as a pilot but as the third episode of the series (production number 02b). The original version was thought to be lost, but later appeared on bootleg VHS tapes at conventions, until a print of it was discovered in 2009 and subsequently released on home video under the title "Where No Fan Has Gone Before" - The Restored, Unaired Alternate Pilot Episode as part of the TOS season 3 box set on Blu-ray; it has not been released on DVD. This version remains unaired. Season 1 (1966–67) After Roddenberry's second pilot episode, "Where No Man Has Gone Before", received a more favorable response from NBC, Star Trek finally aired its first episode—"The Man Trap"—at 8:30PM on September 8, 1966. "Where No Man...", which eventually aired in a re-edited format as the series' third episode, retained only Spock as a character from "The Cage" but introduced William Shatner as Captain James T. Kirk, James Doohan as chief engineer Scotty, and George Takei as physicist (later helmsman) Sulu. Also joining the cast were DeForest Kelley as ship's surgeon Dr. Leonard "Bones" McCoy and Nichelle Nichols as the communications officer Uhura in "The Man Trap"; the first aired episode of the series. Although her character of Number One was not retained from
"The Cage" (a combination of the original black-and-white footage and color portions of the Season 1 episode "The Menagerie") along with an introduction by Gene Roddenberry. On October 15, 1988, Paramount Pictures aired a two-hour television special, hosted by Patrick Stewart, called The Star Trek Saga: From One Generation to the Next, which featured, for the first time, a full-color television presentation of "The Cage". In the United States, "The Cage" was released to DVD in December 2001. It was later included on the final disc in both the original and "remastered" season 3 DVD box sets listed with its original air date of October 15, 1988. "Where No Man Has Gone Before" in its original form (production number 02a) had been forwarded to NBC, but only a re-edited version was aired, not as a pilot but as the third episode of the series (production number 02b). The original version was thought to be lost, but later appeared on bootleg VHS tapes at conventions, until a print of it was discovered in 2009 and subsequently released on home video under the title "Where No Fan Has Gone Before" - The Restored, Unaired Alternate Pilot Episode as part of the TOS season 3 box set on Blu-ray; it has not been released on DVD. This version remains unaired. Season 1 (1966–67) After Roddenberry's second pilot episode, "Where No Man Has Gone Before", received a more favorable response from NBC, Star Trek finally aired its first episode—"The Man Trap"—at 8:30PM on September 8, 1966. "Where No Man...", which eventually aired in a re-edited format as the series' third episode, retained only Spock as a character from "The Cage" but introduced William Shatner as Captain James T. Kirk, James Doohan as chief engineer Scotty, and George Takei as physicist (later helmsman) Sulu. Also joining the cast were DeForest Kelley as ship's surgeon Dr. Leonard "Bones" McCoy and Nichelle Nichols as the communications officer Uhura in "The Man Trap"; the first aired episode of the series. Although her character of Number One was not retained from "The Cage", Majel Barrett returned to the series as a new character, nurse Christine Chapel, and made her first of many recurring appearances in "The Naked Time". Grace Lee Whitney appeared in eight episodes as yeoman Janice Rand, beginning with "The Man Trap". Whitney left the series after "The Conscience of the King", but would later make minor appearances in the first, third, fourth, and sixth Star Trek films as well as one episode of the companion series Star Trek: Voyager. Star Treks first season comprised 29 episodes, including the two-part episode "The Menagerie", which includes almost all of the footage from the original pilot, "The Cage". Other notable episodes include "Balance of Terror", which introduces the Romulans; "Space Seed", which introduces Khan Noonien Singh and serves as the basis for Star Trek II: The Wrath of Khan; "Errand of Mercy", in which the Klingons make their first appearance; and the critically acclaimed, Hugo-Award-winning episode "The City on the Edge of Forever", which features Kirk, Spock, and McCoy traveling into the past through the Guardian of Forever. Season 2 (1967–68) The show's 26-episode second season began in September 1967 with "Amok Time", which introduced actor Walter Koenig as Russian navigator Pavel Chekov, and granted viewers the first glimpse of Spock's homeworld, Vulcan. The season also includes such notable episodes as "Mirror, Mirror", which introduces the evil "mirror universe"; "Journey to Babel", featuring the introduction of Spock's parents Sarek and Amanda; and the light-hearted "The Trouble with Tribbles", which would later be revisited in a 1973 episode of Star
years later. It only appeared once, in Chuck Menville's "The Practical Joker", and was known as the "Rec Room". This feature was originally proposed for the original series but was never used. A personal force field technology known as the life support belt was seen only in Star Trek: The Animated Series. In addition to supplying the wearer with the appropriate atmosphere and environmental protection, it permitted the animators to simply draw the belt and yellow glow around the existing characters, instead of having to redraw them with an environmental suit. A version of the life support belt later appeared in an early Star Trek: The Next Generation novel, The Peacekeepers, where they were referred to as "field-effect suits". The episode "The Lorelei Signal" provides a rare instance in early Star Trek in which a woman took temporary command of a starship. Due to the male crew members being incapacitated, Uhura assumes command of the Enterprise from Scotty. Other instances occurred on the first and last adventures filmed in the original series: "The Cage", in which Number One took command after the abduction of Captain Christopher Pike, and "Turnabout Intruder", in which Dr. Janice Lester took over the body of Captain Kirk and assumed command. "The Lorelei Signal" and "The Infinite Vulcan", the latter written by Walter Koenig, are rare occurrences where Captain Kirk comes close to actually saying, "Beam me up, Scotty" (long erroneously believed to be a Star Trek catchphrase), when he commands "Beam us up, Scotty". Star Trek IV: The Voyage Home arguably comes closer to it by having Kirk say "Scotty, beam me up". An anti-pollution public service announcement was created for non-profit Keep America Beautiful featuring the ST: TAS characters and original cast voices. In the ad, the Enterprise encounters the "Rhombian Pollution Belt". The ad ran during Saturday morning network programming during the series' run. Canon issues At the end of the first season of Star Trek: The Next Generation, all licenses for Star Trek spin-off fiction were renegotiated, and the animated series was essentially "decanonized" by Gene Roddenberry's office. Writers of the novels, comics and role-playing games were prohibited from using concepts from the animated series in their works. Among the facts established within the animated series that were called into question by the "official canon" issue was its identification of Robert April as the first captain of the USS Enterprise in the episode "The Counter-Clock Incident". The Star Trek Chronology by production staffers Michael Okuda and Denise Okuda does not include the animated series, but does include certain events from "Yesteryear" and acknowledges Robert April as first captain of the Enterprise. The timeline in Voyages of the Imagination dates the events of the series to 2269–2270, assuming the events of the show represented the final part of Kirk's five-year mission, and using revised Alan Dean Foster stardates. In the updated October 1999 edition of their book: The Star Trek Encyclopedia: A Reference Guide to the Future, Michael and Denise Okuda state that: David Gerrold, who contributed two stories to TAS, stated in an interview his views on the canon issue: Writer-producer D. C. Fontana discussed the TAS Canon issue in 2007: References to The Animated Series in other Star Trek series Since Roddenberry's death in 1991, and the subsequent exit of Richard H. Arnold (who vetted the licensed tie-ins for Roddenberry's Star Trek office at Paramount during its later years), there have been several references to the animated series in the various other Trek series. In the Star Trek: Deep Space Nine episode "Once More Unto the Breach", Kor referred to his ship, the Klothos, which was first named in the TAS episode "The Time Trap". Other DS9 episodes to make reference to the animated series include "Broken Link", where Elim Garak mentions Edosian orchids (Arex is an Edosian) and "Tears of the Prophets" where a Miranda-class starship is called the USS ShirKahr (sic) after ShiKahr, the city from "Yesteryear". In the episode "Prophet Motive" the title of healer is resurrected from "Yesteryear" as well. Vulcan's Forge is also mentioned in "Change of Heart", in which Worf wants to honeymoon there with Jadzia Dax, as well as in episodes "The Forge", "Awakening" and "Kir'Shara" from Star Trek: Enterprise. The Star Trek: Enterprise episodes "The Catwalk" and "The Forge" included references to "Yesteryear", the latter featuring a CGI rendition of a wild sehlat. The remastered Original Series episode "Amok Time" featured ShiKahr in the background as Spock beams up at the episode's ending, and the remastered version of "The Ultimate Computer" replaced the Botany Bay-style Woden with an automated grain carrier from "More Tribbles, More Troubles". The 2009 film Star Trek also references "Yesteryear", featuring a nearly identical scene in which a young Spock is confronted by several other Vulcan children, who bully and provoke him for being part human. The 2017 series Star Trek: Discovery episode "Context Is for Kings" has Spock's foster sister Michael Burnham state that their mother Amanda read Alice in Wonderland to them as children, as in the episode "Once Upon a Planet." The second season episode "Light and Shadows" expands on Amanda's reasons for doing so. The 2021 series Star Trek: Lower Decks episode "I, Excretus" features a Pandronian drill administrator named Shari yn Yem, the first Pandronian in the history of Trek to appear outside of TAS. The race was introduced in TAS episode "Bem". Carter Winston, from "The Survivor", has a small but important role late in the 1984 tie-in novel The Final Reflection by John M. Ford. In recent years, references to The Animated Series have also cropped up again in the licensed books and comics. M'Ress and Arex, characters from the animated series, appear in the Star Trek: New Frontier novels by Peter David, in which M'Ress and Arex are transported through time to the 24th Century, and are made officers on board the USS Trident. (David's previous use of these characters, in TOS movie-era comics published by DC Comics, had been ended by Gene Roddenberry's office.) A race introduced in the episode "The Jihad", represented by a character named M3 Green, is named the Nasat in the Starfleet Corps of Engineers e-book novellas. These stories feature a regular Nasat character, P8 Blue. The Vulcan city of ShiKahr also appears in many books. Paula Block, then of CBS Consumer Products, was responsible for approving proposals and all completed manuscripts for the licensed media tie-ins and granted many such uses of TAS material since Roddenberry's death. Amarillo Design Bureau has—as part of its license for the Star Fleet Universe series of games—incorporated many aspects of The Animated Series into its works, not least being the inclusion of the Kzinti, although in a modified form. In addition FASA used elements from The Animated Series in its sourcebooks and modules for its Star Trek role-playing game. Star Trek: Enterprise producer Manny Coto has commented that had the show been renewed for a fifth season, the Kzinti would have been introduced. Starship designs were produced which closely resemble the Kzinti/Mirak ships from the Star Fleet Universe, a gaming universe that includes the boardgame Star Fleet Battles and its PC analogue Star Fleet Command. The Kzinti were referenced in dialog in the Star Trek: Picard episode "Nepenthe", which marked their first canon on-screen mention since The Animated Series. On June 27, 2007, Star Treks official site incorporated information from The Animated Series into its library section, with many pointing to this as evidence that the animated series is canon, though this has not been officially confirmed. Both David Gerrold and D. C. Fontana have stated that the animated series is essentially the fourth season that fans wanted originally.<ref>Silverman, D. S. (2015). "Always Bring Phasers to an 'Animated' Canon Fight: Star Treks Animated Adventures on Saturday Mornings". In D. Brode & S. Brode (Eds.) Gene Roddenberry's Star Trek: The Original Cast Adventures. Lanham, MD: Scarecrow. </ref> Home media The complete series was first released in the United States on eleven volumes of VHS tapes in 1989. In the United
on the canon issue: Writer-producer D. C. Fontana discussed the TAS Canon issue in 2007: References to The Animated Series in other Star Trek series Since Roddenberry's death in 1991, and the subsequent exit of Richard H. Arnold (who vetted the licensed tie-ins for Roddenberry's Star Trek office at Paramount during its later years), there have been several references to the animated series in the various other Trek series. In the Star Trek: Deep Space Nine episode "Once More Unto the Breach", Kor referred to his ship, the Klothos, which was first named in the TAS episode "The Time Trap". Other DS9 episodes to make reference to the animated series include "Broken Link", where Elim Garak mentions Edosian orchids (Arex is an Edosian) and "Tears of the Prophets" where a Miranda-class starship is called the USS ShirKahr (sic) after ShiKahr, the city from "Yesteryear". In the episode "Prophet Motive" the title of healer is resurrected from "Yesteryear" as well. Vulcan's Forge is also mentioned in "Change of Heart", in which Worf wants to honeymoon there with Jadzia Dax, as well as in episodes "The Forge", "Awakening" and "Kir'Shara" from Star Trek: Enterprise. The Star Trek: Enterprise episodes "The Catwalk" and "The Forge" included references to "Yesteryear", the latter featuring a CGI rendition of a wild sehlat. The remastered Original Series episode "Amok Time" featured ShiKahr in the background as Spock beams up at the episode's ending, and the remastered version of "The Ultimate Computer" replaced the Botany Bay-style Woden with an automated grain carrier from "More Tribbles, More Troubles". The 2009 film Star Trek also references "Yesteryear", featuring a nearly identical scene in which a young Spock is confronted by several other Vulcan children, who bully and provoke him for being part human. The 2017 series Star Trek: Discovery episode "Context Is for Kings" has Spock's foster sister Michael Burnham state that their mother Amanda read Alice in Wonderland to them as children, as in the episode "Once Upon a Planet." The second season episode "Light and Shadows" expands on Amanda's reasons for doing so. The 2021 series Star Trek: Lower Decks episode "I, Excretus" features a Pandronian drill administrator named Shari yn Yem, the first Pandronian in the history of Trek to appear outside of TAS. The race was introduced in TAS episode "Bem". Carter Winston, from "The Survivor", has a small but important role late in the 1984 tie-in novel The Final Reflection by John M. Ford. In recent years, references to The Animated Series have also cropped up again in the licensed books and comics. M'Ress and Arex, characters from the animated series, appear in the Star Trek: New Frontier novels by Peter David, in which M'Ress and Arex are transported through time to the 24th Century, and are made officers on board the USS Trident. (David's previous use of these characters, in TOS movie-era comics published by DC Comics, had been ended by Gene Roddenberry's office.) A race introduced in the episode "The Jihad", represented by a character named M3 Green, is named the Nasat in the Starfleet Corps of Engineers e-book novellas. These stories feature a regular Nasat character, P8 Blue. The Vulcan city of ShiKahr also appears in many books. Paula Block, then of CBS Consumer Products, was responsible for approving proposals and all completed manuscripts for the licensed media tie-ins and granted many such uses of TAS material since Roddenberry's death. Amarillo Design Bureau has—as part of its license for the Star Fleet Universe series of games—incorporated many aspects of The Animated Series into its works, not least being the inclusion of the Kzinti, although in a modified form. In addition FASA used elements from The Animated Series in its sourcebooks and modules for its Star Trek role-playing game. Star Trek: Enterprise producer Manny Coto has commented that had the show been renewed for a fifth season, the Kzinti would have been introduced. Starship designs were produced which closely resemble the Kzinti/Mirak ships from the Star Fleet Universe, a gaming universe that includes the boardgame Star Fleet Battles and its PC analogue Star Fleet Command. The Kzinti were referenced in dialog in the Star Trek: Picard episode "Nepenthe", which marked their first canon on-screen mention since The Animated Series. On June 27, 2007, Star Treks official site incorporated information from The Animated Series into its library section, with many pointing to this as evidence that the animated series is canon, though this has not been officially confirmed. Both David Gerrold and D. C. Fontana have stated that the animated series is essentially the fourth season that fans wanted originally.<ref>Silverman, D. S. (2015). "Always Bring Phasers to an 'Animated' Canon Fight: Star Treks Animated Adventures on Saturday Mornings". In D. Brode & S. Brode (Eds.) Gene Roddenberry's Star Trek: The Original Cast Adventures. Lanham, MD: Scarecrow. </ref> Home media The complete series was first released in the United States on eleven volumes of VHS tapes in 1989. In the United Kingdom, CIC Video released the complete series on seven volumes (1x4 episodes and 6x3 episodes) on PAL VHS in 1992. Although CIC-Taft Australia negotiated an Australasian release, they did not proceed with their plans. A boxed set of the complete series on LaserDisc was released for the US market in 1990, then re-released in 1997. A Region 1 DVD box set of the series was released on November 21, 2006, and has since been released internationally for other Regions. Each episode on CBS DVD/Paramount Home Entertainment’s Complete Series DVD release of Star Trek: The Animated Series (aka The Animated Adventures of Gene Roddenberry’s Star Trek) was presented in its original network television format and original airdate order - uncut and unedited - and also remastered and restored in 1080p HD and full-color with remastered and remixed 5.1 surround sound and restored original mono audio. It was also the last series of Paramount's Star Trek television franchise to be released to DVD. A Blu-ray release in HD was released as part of the STAR TREK 50th Anniversary TV and Movie Collection in the United States on September 6, 2016. A stand-alone Blu-ray release was released on November 15, 2016. Reception In 1975, Star Trek: The Animated Series won an Emmy. The series is noted for the voice acting of actress Majel Barrett, who voiced various characters and the main computer. Majel also had roles in the live-action series for voice acting, but also as Number One, Nurse Christine Chapel, and Lwaxana Troi. Through both seasons, Star Trek: The Animated Series faced the reverse situation of The Original Series with regard to its popularity: ratings were high, but skewed away from the young children which Saturday morning advertisers were trying to reach, being more popular with adults and older children.Star Trek: The Animated Series was named the 96th best animated series by IGN. They declared that although the series suffered from technical limitations, its format allowed the writers far greater freedom and creativity than was possible in the original live-action series. In 2019, CBR ranked all 31 seasons of Star Trek television shows, placing season 1 of TAS at 23rd, and season 2 at 24th. Similarly to IGN, they commented that "The animation is definitely limited by today's standards, but the idea of an animated Star Trek makes perfect sense, since concerns over budget
Voyager arrives to pick them up however, they learn that Paris is accused of murdering a well-known elderly engineering physicist after allegedly being caught flirting with the latter's wife. As punishment, the Baneans imprint the scientist's final moments leading up to his death in Paris' brain, in which Paris has to relive repeatedly, slowly causing permanent brain damage. Tuvok conducts his own investigation to determine the true culprit, and discovers that Paris had been framed by the Baneans' enemies and is being used as a messenger, with the messages being imprinted in the recollection which Paris initially thought to be random letters and numbers. Upon discovery of Paris' innocence, the imprints are removed. During Voyager's second year in the Delta Quadrant, Paris reconfigures a shuttlecraft with the help of Kim and chief engineer B'Elanna Torres and breaks the transwarp barrier, achieving warp 10 and becoming the first known person to do so. However, this later causes Paris to experience an accelerated state of evolution that would normally take humans millions of years. During this, Paris kidnaps Janeway in a shuttlecraft and brings her on a warp 10 flight. Voyager later finds the duo on an uninhabited planet and discovers that they had evolved into amphibian-like beings and had reproduced. The Doctor manages to reverse the evolution process using antiproton treatments. Later that year, Paris also participates in a plot organized by Janeway and Tuvok in order to flush out a possible traitor aboard Voyager that had been feeding information to Seska and the Kazon, one of Voyager's enemies. However, this negatively impacts Paris' relations with first officer Chakotay as no one else had known of the plan, all being deceived by Paris' apparent tardiness and attitude. The plot is successful at deceiving the rest of the crew to the point where Neelix, believing that Paris was going to leave Voyager for good, gives a tribute speech on his own onboard show. Paris later manages to sneak onboard a Kazon ship and discover the spy. In the season 3 premiere, "Basics", Paris take backs Voyager with the assistance of the Doctor, crewman Lon Suder as well as several Talaxian ships after Voyager was taken over by the Kazon. During Voyager's third and fourth years into its journey, Paris is accused of bombing an alien world along with Kim and is sentenced to jail. Paris becomes gravely injured after being stabbed during a prison fight. Despite Voyager later discovering and bringing forward the true perpetrator, Paris and Kim are denied release due to the society's laws. Both men are later saved by Janeway and the others after they break into the prison. Relationships-wise, Paris grows closer to B'Elanna Torres. In one instance, Torres experiences symptoms similar to the Vulcan pon farr and aggressively pursues Paris as a result. Knowing that Torres was in a delirious state, Paris does not engage with her, angering the latter as she knew of Paris' advances. The year after, Paris and Torres are on an away mission which had gone wrong. As the pair float aimlessly in space in their environmental suits, the duo confesses to each other their true feelings. Fortunately, they are saved by Voyager in time. As the rest of the crew are unaware of the duo's relationship, they try their best to keep quiet about it. During that year, Paris also returns to being a field medic after Kes departs Voyager in "The Gift", serving regular shifts in the sickbay. The following year, Paris builds his own unique shuttlecraft which he named the Delta Flyer. The construction of the craft was authorized by Janeway as Voyager had to retrieve a multi-spatial probe that was lost in the atmosphere of a gas giant. Paris and the Delta Flyer manage to safely retrieve the probe. Later that year, Paris is demoted to ensign by Janeway and placed in Voyager's brig for 30 days after disobeying direct orders to not interfere with another society, called the Moneans, who lived on a planet where the entirety of its surface area was covered in water. Paris, who had an affection for the sea, had become concerned with the planet's gradual loss of water. Upon discovery by Paris that the Moneans' own oxygen-mining operations are to blame for the loss of water, he goes in the Delta Flyer with a Monean in order to target the oxygen refineries so that they could be temporarily taken out of operation and redesigned in a way that reduced the loss of water. The attack is foiled by Voyager at the last second, preventing a massive catastrophe. As Paris spends 30 days in the brig, he dictates his whole situation in his personal access display device in the form of a letter to his father to pass the time, later instructing the computer to transmit the letter to his father once Voyager is within range of Earth. During Voyager's last few years in the Delta Quadrant, Paris is repromoted to lieutenant junior grade in the season 6 finale "Unimatrix Zero" after a year of exemplary service. As Paris and Torres' relationship grew deeper, they marry during an interstellar race. Later that year, when it is revealed that Torres had become pregnant, Paris manages to convince Torres to let their baby inherit Torres' Klingon characteristics when she did not want them. As Voyager makes their return to the Alpha Quadrant and Earth in 2378, Torres gives birth to her and Paris' daughter, Miral Paris. Later career Paris briefly appears in Star Trek: Lower Decks in the season 2 episode "We'll Always Have Tom Paris", set approximately three years after the end of Star Trek: Voyager. In Lower Decks, Paris, which by then had been fully promoted to lieutenant, had been moving through various Starfleet ships and posts, conducting handshake tours and speaking of his experiences in the Delta Quadrant. In one instance, Paris visits the USS Cerritos, the show's focus ship, much to the excitement of one of the show's main characters. Non-canonical appearances In the non-canonical Voyager relaunch novels, written by Christie Golden, Paris was promoted two steps in rank, like many of the Voyager crew, and is now a lieutenant commander. He is serving as the first officer of Voyager, under the command of now-Captain Chakotay. In Star Trek: Voyager – Elite Force, published by Activision in 2000, Paris appears in the game as the ship's helmsman. In Star Trek Online, a massive multiplayer online role-playing game developed by Cryptic Studios, Paris is active as a Starfleet captain in the early 25th century. Paris makes his first appearance in the game in 2015, with McNeill reprising Paris and voicing him. Personality Personal interests Paris had a deep interest in 20th-century Earth pop culture, often utilizing such in his holo-programs. This knowledge helped the crew during time travel incidents. Paris had also shown an interest in cars; he was well-versed with 20th-century automobiles and even created his own holoprogram where he would tinker with cars from that era. This interest was also shown when Voyager encountered a Ford truck that originated from 1936 floating in space, as Paris was able to identify the car model and even the year it came from. He also programmed a holoprogram featuring a 1957 Chevy for the Doctor to use when the latter had an attraction to a Vidiian patient. During Paris' childhood, he had an interest in for the sea as well as naval ships; in one instance, Paris was scolded by his father for playing with ancient sailing ship models instead of doing his homework.
new beginning. Janeway gives Paris a field commission as a Starfleet lieutenant and makes him the chief helmsman of Voyager. He had a rough start, however, as Starfleet and Maquis alike viewed Paris with suspicion due to his previous affiliations with both organizations. Paris worked hard to earn his crewmates' respect. During this time, he became best friends with Ensign Harry Kim, a young officer on his first mission who defied his crewmates to befriend Paris. Eventually Paris is accepted by the crew and becomes one of Janeway's most valued officers. As Voyager begins its journey home, Paris is involuntarily selected to be an auxiliary medic on Voyager as he had previously studied two semesters of biochemistry at Starfleet Academy. He is initially joined and eventually replaced by Kes after she expresses a desire to learn from the Doctor. Later, on an away mission, Paris visits the planet Banea with Harry Kim to find a replacement collimator. Once Voyager arrives to pick them up however, they learn that Paris is accused of murdering a well-known elderly engineering physicist after allegedly being caught flirting with the latter's wife. As punishment, the Baneans imprint the scientist's final moments leading up to his death in Paris' brain, in which Paris has to relive repeatedly, slowly causing permanent brain damage. Tuvok conducts his own investigation to determine the true culprit, and discovers that Paris had been framed by the Baneans' enemies and is being used as a messenger, with the messages being imprinted in the recollection which Paris initially thought to be random letters and numbers. Upon discovery of Paris' innocence, the imprints are removed. During Voyager's second year in the Delta Quadrant, Paris reconfigures a shuttlecraft with the help of Kim and chief engineer B'Elanna Torres and breaks the transwarp barrier, achieving warp 10 and becoming the first known person to do so. However, this later causes Paris to experience an accelerated state of evolution that would normally take humans millions of years. During this, Paris kidnaps Janeway in a shuttlecraft and brings her on a warp 10 flight. Voyager later finds the duo on an uninhabited planet and discovers that they had evolved into amphibian-like beings and had reproduced. The Doctor manages to reverse the evolution process using antiproton treatments. Later that year, Paris also participates in a plot organized by Janeway and Tuvok in order to flush out a possible traitor aboard Voyager that had been feeding information to Seska and the Kazon, one of Voyager's enemies. However, this negatively impacts Paris' relations with first officer Chakotay as no one else had known of the plan, all being deceived by Paris' apparent tardiness and attitude. The plot is successful at deceiving the rest of the crew to the point where Neelix, believing that Paris was going to leave Voyager for good, gives a tribute speech on his own onboard show. Paris later manages to sneak onboard a Kazon ship and discover the spy. In the season 3 premiere, "Basics", Paris take backs Voyager with the assistance of the Doctor, crewman Lon Suder as well as several Talaxian ships after Voyager was taken over by the Kazon. During Voyager's third and fourth years into its journey, Paris is accused of bombing an alien world along with Kim and is sentenced to jail. Paris becomes gravely injured after being stabbed during a prison fight. Despite Voyager later discovering and bringing forward the true perpetrator, Paris and Kim are denied release due to the society's laws. Both men are later saved by Janeway and the others after they break into the prison. Relationships-wise, Paris grows closer to B'Elanna Torres. In one instance, Torres experiences symptoms similar to the Vulcan pon farr and aggressively pursues Paris as a result. Knowing that Torres was in a delirious state, Paris does not engage with her, angering the latter as she knew of Paris' advances. The year after, Paris and Torres are on an away mission which had gone wrong. As the pair float aimlessly in space in their environmental suits, the duo confesses to each other their true feelings. Fortunately, they are saved by Voyager in time. As the rest of the crew are unaware of the duo's relationship, they try their best to keep quiet about it. During that year, Paris also returns to being a field medic after Kes departs Voyager in "The Gift", serving regular shifts in the sickbay. The following year, Paris builds his own unique shuttlecraft which he named the Delta Flyer. The construction of the craft was authorized by Janeway as Voyager had to retrieve a multi-spatial probe that was lost in the atmosphere of a gas giant. Paris and the Delta Flyer manage to safely retrieve the probe. Later that year, Paris is demoted to ensign by Janeway and placed in Voyager's brig for 30 days after disobeying direct orders to not interfere with another society, called the Moneans, who lived on a planet where the entirety of its surface area was covered in water. Paris, who had an affection for the sea, had become concerned with the planet's gradual loss of water. Upon discovery by Paris that the Moneans' own oxygen-mining operations are to blame for the loss of water, he goes in the Delta Flyer with a Monean in order to target the oxygen refineries so that they could be temporarily taken out of operation and redesigned in a way that reduced the loss of water. The attack is foiled by Voyager at the last second, preventing a massive catastrophe. As Paris spends 30 days in the brig, he dictates his whole situation in his personal access display device in the form of a letter to his father to pass the time, later instructing the computer to transmit the letter to his father once Voyager is within range of Earth. During Voyager's last few years in the Delta Quadrant, Paris is repromoted to lieutenant junior grade in the season 6 finale "Unimatrix Zero" after a year of exemplary service. As Paris and Torres' relationship grew deeper, they marry during an interstellar race. Later that year, when it is revealed that Torres had become pregnant, Paris manages to convince Torres to let their baby inherit Torres' Klingon characteristics when she did not want them. As Voyager makes their return to the Alpha Quadrant and Earth in 2378, Torres gives birth to her and Paris' daughter, Miral Paris. Later career Paris briefly appears in Star Trek: Lower Decks in the season 2 episode "We'll Always Have Tom Paris", set approximately three years after the end of Star Trek: Voyager. In Lower Decks, Paris, which by then had been fully promoted to lieutenant, had been moving through various Starfleet ships and posts, conducting handshake tours and speaking of his experiences in the Delta Quadrant. In one instance, Paris visits the USS Cerritos, the show's focus ship, much to the excitement of one of the show's main characters. Non-canonical appearances In the non-canonical Voyager relaunch novels, written by Christie Golden, Paris was promoted two steps in rank, like many of the Voyager crew, and is now a lieutenant commander. He is serving as the first officer of Voyager, under the command of now-Captain Chakotay. In Star Trek: Voyager – Elite Force, published by Activision in 2000, Paris appears in the game as the ship's helmsman. In Star Trek Online, a massive multiplayer online role-playing game developed by Cryptic Studios, Paris is active as a Starfleet captain in the early 25th century. Paris makes his first appearance in the game in 2015, with McNeill reprising Paris and voicing him. Personality Personal interests Paris had a deep interest in 20th-century Earth pop culture, often utilizing such in his holo-programs. This knowledge helped the crew during time travel incidents. Paris had also shown an interest in cars; he was well-versed with 20th-century automobiles and even created his own holoprogram where he would tinker with
"And since we figured a lot of the background action in the space battle would need to be done with computer-generated ships that needed to be built from scratch anyway, I realized there was no reason not to do some new designs." Alex Jaeger was appointed visual effects art director to the film and assigned the task of creating four new starships. Paramount wanted ships that would look different from a distance, so the director devised multiple hull profiles. Knoll and Jaeger had decided that the ships had to obey certain Star Trek ship precedents, with a saucer-like primary hull and elongated warp nacelles in pairs. The Akira class featured the traditional saucer section and nacelles combined with a catamaran-style double hull; the Norway class was based on the USS Voyager; the Saber class was a smaller ship with nacelles trailing off the tips of its saucer section; and the Steamrunner class featured twin nacelles trailing off the saucer and connected by an engineering section in the rear. Each design was modeled as a three-dimensional digital wire-frame model for use in the film. The film also required a number of smaller non-Starfleet designs. The warp ship Phoenix was conceived as fitting inside an old nuclear missile, meaning that the ship's nacelles had to fold into a space of less than . Eaves made sure to emphasize the mechanical aspect of the ship, to suggest it was a highly experimental and untested technology. The Phoenixs cockpit labels came from McDonnell-Douglas space shuttle manuals. Eaves considered the Vulcan ship a "fun" vessel to design. Only two major Vulcan ships had been previously seen in Star Trek, including a courier vessel from The Motion Picture. Since the two-engine ship format had been seen many times, the artists decided to step away from the traditional ship layout, creating a more artistic than functional design. The ship incorporated elements of a starfish and a crab. Because of budget constraints, the full ship was realized as a computer-generated design. Only a boomerang-shaped landing foot was fabricated for the actors to interact with. The Enterprise interior sets were mostly new designs. The bridge was designed to be comfortable-looking, with warm colors. Among the new additions was a larger holographic viewscreen that would operate only when activated, leaving a plain wall when disabled. New flatscreen computer monitors were used for displays, using less space and giving the bridge a cleaner look. The new monitors also allowed for video playback that could simulate interaction with the actors. The designers created a larger and less-spartan ready room, retaining elements from the television series; Zimmerman added a set of golden three-dimensional Enterprise models to a glass case in the corner. The observation lounge was similar to the design in the Enterprise-D; the set itself was re-used from the television show, the only such set not to be struck following the filming of Generations, though it was expanded and underwent a color change. Engineering was simulated with a large, three-story set, corridors, a lobby, and the largest warp core in the franchise to date. For its Borg-corrupted state, the engineering section was outfitted with Borg drone alcoves, conduits and Data's "assimilation table" where he is interrogated by the Queen. Some existing sets were used to save money; sickbay was a redress of the same location from Voyager, while the USS Defiant scenes used Deep Space Nines standing set. Some set designs took inspiration from the Alien film series, Star Wars and 2001: A Space Odyssey. The spacewalk scene on the Enterprise exterior was one of the most challenging sets to envision and construct for the film. The production had to design a space suit that looked practical rather than exaggerated. Fans were built into the helmets so that the actors would not get overheated, and neon lights built into the front so that the occupant's faces could be seen. When the actors first put the helmets on, the fully enclosed design made it hard to breathe; after a minute of wearing the suit Stewart became ill, and shooting was discontinued. The set for the ship's outer hull and deflector dish were built on gimbals at Paramount's largest sound stage, surrounded by bluescreen and rigged with wires for the zero gravity sequences. The stage was not large enough to accommodate a full-sized replica of the Enterprise dish, so Zimmerman had to scale down the plans by 15 percent. Costumes and makeup The Starfleet uniforms were redesigned for the film by longtime Star Trek costumer Bob Blackman to give a more militaristic feel, with grey padded shoulders, black torso/sleeves/leggings and colored undershirts/stripe cuffs. The new uniforms from this film were later adopted in the fifth season of Star Trek: Deep Space Nine, beginning with "Rapture" and for the rest of the series, but the crew on Star Trek: Voyager continued to use the old DS9 uniforms, due to being stuck in the Delta Quadrant. Since Blackman was also handling the costumes for the television series, non-Starfleet design clothes were delegated to Deborah Everton, a newcomer to Star Trek who was responsible for more than 800 costumes during production. Everton was tasked with updating the Borg's costumes to something new, but reminiscent of the television series. The bulky suits were made sleeker and outfitted with fiber optic lights. The time-travel aspect of the story also required period costumes for the mid 21st century and the 1940s "Dixon Hill" nightclub holodeck recreation. Everton enjoyed designing Woodard's costumes because the character went through many changes during the course of the film, switching from a utilitarian vest and pants in many shots to a glamorous dress during the holodeck scene. Everton and makeup designers Michael Westmore, Scott Wheeler, and Jake Garber wanted to upgrade the pasty white look the Borg had retained since The Next Generations second season, born out of a need for budget-conscious television design. "I wanted it to look like they were [assimilated or "Borgified"] from the inside out rather than the outside in," Everton said. Each Borg had a slightly different design, and Westmore designed a new one each day to make it appear that there was an army of Borg; in reality, between eight and twelve actors filled all the roles as the costumes and makeup were so expensive to produce. Background Borg were simulated by half-finished mannequins. Westmore reasoned that since the Borg had traveled the galaxy, they would have assimilated other races besides humans. In the television series, much of the Borg's faces had been covered by helmets, but for First Contact the makeup artist removed the head coverings and designed assimilated versions of familiar Star Trek aliens such as Klingons, Bolians, Romulans, Bajorans, and Cardassians. Each drone received an electronic eyepiece. The blinking lights in each eye were programmed by Westmore's son to repeat a production member's name in Morse code. The makeup time for the Borg expanded from the single hour needed for television to five hours, in addition to the 30 minutes necessary to get into costume and 90 minutes to remove the makeup at the end of the day. While Westmore estimated that a fully staffed production would have around 50 makeup artists, First Contact had to make do with fewer than ten people involved in preparation, and at most 20 artists a day. Despite the long hours, Westmore's teams began to be more creative with the prosthetics even as they decreased their preparation times. "They were using two tubes, and then they were using three tubes, and then they were sticking tubes in the ears and up the nose," Westmore explained. "And we were using a very gooey caramel coloring, maybe using a little bit of it, but by the time we got to the end of the movie we had the stuff dripping down the side of [the Borg's] faces—it looked like they were leaking oil! So, at the very end [of the film], they're more ferocious." The Borg Queen was a challenge because she had to be unique among Borg but still retain human qualities; Westmore was conscious of avoiding comparisons to films like Alien. The final appearance involved pale gray skin and an elongated, oval head, with coils of wire rather than hair. Krige recalled the first day she had her makeup applied: "I saw everyone cringing. I thought, great; they made this, and they've scared themselves!" Frakes noted that the Queen ended up being alluring in a disturbing way, despite her evil behavior and appearance. Zimmerman, Everton and Westmore combined their efforts to design and create the Borgified sections of the Enterprise to build tension and to make the audience feel that "[they are being fed] the Borg". Filming Principal photography took a more leisurely pace than on The Next Generation because of a less hectic schedule; only four pages of script had to be filmed each day, as opposed to eight on the television series. First Contact saw the introduction of cinematographer Matthew F. Leonetti to the Star Trek franchise; Frakes hired him out of admiration for some of his previous work on films such as Poltergeist and Strange Days. Leonetti was unfamiliar with the Star Trek mythos when Frakes approached him; to prepare for the assignment, he studied the previous four films in the franchise, each with a different cinematographer—The Voyage Home (Donald Peterman), The Final Frontier (Andrew Laszlo), The Undiscovered Country (Hiro Narita), and Generations (John Alonzo). The cameraman also spent several days at the sets of Voyager and Deep Space Nine to observe filming. Leonetti devised multiple lighting methods for the Enterprise interiors for ship standard operations, "Red alert" status, and emergency power. He reasoned that since the ship was being taken over by a foreign entity, it required more dramatic lighting and framing. While much of the footage was shot at 50–70 mm focal lengths using anamorphic lenses, 14 mm spherical lenses were used for Borg's-eye-view shots. Leonetti preferred shooting with long lenses to provide a more claustrophobic feel, but made sure the length did not flatten the image. Handheld cameras were used for battle sequences so that viewers were brought into the action and the camera could follow the movements of the actors. The Borg scenes were received positively by test-screening audiences, so once the rest of the film had been completed, a Borg assimilation scene of the Enterprise crew was added in using some of the money left in the budget to add action. Since so many new sets had to be created, the production commenced filming with location photography. Four days were spent in the Titan Missile Museum, south of Tucson, Arizona—the disarmed nuclear missile was fitted with a fiberglass capsule shell to stand in for the Phoenixs booster and command module. The old missile silo provided a large set that the budget would have prohibited building from scratch, but the small size created difficulties. Each camera move was planned in advance to work around areas where the lighting would be added, and electricians and grips donned rock-climbing harnesses to move down the shaft and attach the lights. To give greater dimension to the rocket and lend the missile a futuristic appearance, Leonetti chose to offset the missile's metallic surface with complementary colors. Using different-colored gels made the rocket appear longer than it actually was; to complete the effect, shots from the Phoenixs nose downwards and from the engines up were filmed with a 30 mm lens to lengthen the missile. After the completion of the Phoenix shots, the crew moved to two weeks of nighttime shooting in the Angeles National Forest. Zimmerman created a village of fourteen huts to stand in for Montana; the cast enjoyed the scenes as a chance to escape their uniforms and wear "normal" clothes. The last location shoot was at an art deco restaurant in Los Angeles' Union Station, which stood in for the Dixon Hill holonovel; Frakes wanted a sharp contrast with the dark, mechanical Borg scenes. While the cinematographer wanted to shoot the scene in black and white, Paramount executives deemed the test footage "too experimental" and the idea was dropped. The site made using high-wattage lights impractical, so Leonetti opted to use dimmer master lights near the ceiling and took advantage of a large window to shine diffused lights through. To give the scene a black-and-white feel, Leonetti made sure to use light without any coloration. "I like creating separation with lighting as opposed to using color," he explained. "You can't always rely on color because the actor might start to melt into the background." By separating the backlights, Leonetti made sure that the principal actors stood out of the backdrop. The shoot used a ten-piece orchestra, 15 stuntmen, and 120 extras to fill the seats. Among the nightclub patrons were Braga, Moore, and the film's stunt coordinator, Ronnie Rondell. After location shooting was completed, shooting on the new Engineering set began May 3. The set lasted less than a day in its pristine condition before it was "Borgified". Filming then proceeded to the bridge. During normal operation scenes, Leonetti chose to cast crosslighting on the principals; this required the ceiling of the set to be removed and lighting grids to be situated around the sides. These lights were then directed towards the actors' faces at 90-degree angles. The set was lined with window paneling backed by red lights, which would blink intermittently during red-alert status. These lights were supplemented by what Leonetti called "interactive light"; these were off-stage, red-gelled lights that cast flashing rims on the bridge set and heads of the crew. For the Borg intrusion, the lighting originated solely from instrument panels and red-alert displays. The fill light on these scenes was reduced so that the cast would pass through dark spots on the bridge and interiors out of the limited range of these sources. Small 30- and 50-watt lights were used to throw localized shafts of light onto the sets. Next came the action sequences and the battle for the Enterprise, a phase the filmmakers dubbed "Borg Hell". Frakes directed the Borg scenes similar to a horror film, creating as much suspense as possible. To balance these elements he added more comedic elements to the Earth scenes, intended to momentarily relieve the audience of tension before building it up again. Leonetti reconfigured the lighting to reflect the takeover of the ship interiors. "When the ship gets Borgified, everything is changed into more of a squared-off, robotic look with sharp edges but rounded images," he explained. To give the corridor walls more shape, Leonetti lit them from underneath. Since the halls were so small and the ceilings would be visible in many of the shots, special attention was paid to hiding the light fixtures. For the live-action spacewalk scenes, visual-effects supervisor Ronald B. Moore spent two weeks of bluescreen photography at the deflector set. Frakes regarded filming the scene to be the most tedious in the film because of the amount of preparation it took for each day's shoot. Since the rest of the Enterprise-E, as well as the backdrop of Earth, were to be added later in post-production, it became confusing to coordinate shots. Moore used a laptop with digital reproductions of the set to orient the crew and help Frakes understand what the finished shot would look like. A one-armed actor portrayed the Borg whose arm Worf slices off to accurately portray the effect intended, and the actors' shoes were fitted with lead weights to remind the actors they were to move slowly as if actually wearing gravity boots. McDonough recalled that he joined Stewart and Dorn in asking whether they could do the shots without the weights, as "they hired us because we are actors", but the production insisted on using them. The last scene filmed was the film's first, Picard's Borg nightmare. One camera shot begins inside the iris of Picard's eyeball and pulls back to reveal the captain aboard a massive Borg ship. The shot continues to pull back and reveal the exterior of a Borg ship. The scene was inspired by a New York City production of Sweeney Todd: the Demon Barber of Fleet Street in which the stage surrounded the audience, giving a sense of realism. The shot was filmed as three separate elements merged with digital effects. The crew used a 50 mm lens to make it easier for the effects team to dissolve the closeup shots with the other elements. Starting from Stewart's eye, the camera pulled back , requiring the key light to increase in intensity up to 1,000 foot-candles so that there was enough depth to keep the eye sharp. The surface of the stage proved too uneven to accomplish the smooth dolly pullback required by the effects team, who needed a steady shot to blend a computer-generated version of Picard's eye with the pullback. The dolly track was raised off the stage floor and layered with pieces of double-thick birch plywood, chosen for its smooth finish. The entire set for the scene was wide and high; gaps left by the dolly reveal were filled in later digitally. Principal photography finished on July 2, 1996, two days over schedule but still under budget. Shooting took a total of sixty days. Effects The majority of First Contacts effects were handled by Industrial Light & Magic under the supervision of John Knoll. Smaller effects sequences, such as phaser fire, computer graphics, and transporter effects, were delegated to a team led by visual-effects supervisor David Takemura. Accustomed to directing episodes for the television series, Frakes was frequently reminded by effects artist Terry Frazee to "think big, blow everything up". Most of the effects sequences were planned using low-resolution computer-generated animatics. These rough animated storyboards established length, action and composition, allowing the producers and director to ascertain how the sequences would play out before they were shot.First Contact was the last film to feature a physical model of the Enterprise. For the ship's dramatic introduction, the effects team combined motion control shots of the Enterprise model with a computer-generated background. Sequence supervisor Dennis Turner, who had created Generations energy ribbon and specialized in creating natural phenomena, was charged with creating the star cluster, modeled after the Eagle Nebula. The nebular columns and solid areas were modeled with basic wireframe geometry, with surface shaders applied to make the edges of the nebula glow. A particle render that ILM had devised for the earlier tornado film Twister was used to create a turbulent look within the nebula. Once the shots of the Enterprise had been captured, Turner inserted the ship into the computer-generated background and altered its position until the images matched up. The opening beauty pass of the new Enterprise was the responsibility of visual-effects cinematographer Marty Rosenberg, who handled all the other miniatures, explosions, and some live-action bluescreen elements. Rosenberg had previously shot some of the Enterprise-D effects for Generations, but had to adjust his techniques for the new model; the cinematographer used a 50 mm lens instead of the 35 mm used for Generations because the smaller lens made the new Enterprises dish appear stretched out. Knoll decided to shoot the model from above and below as much as possible; side views made the ship appear too flat and elongated. Rosenberg preferred motion-control passes of ships over computer-generated versions, as it was much easier to capture a high level of detail with physical models rather than trying to recreate it by computer graphics. For the Borg battle, Knoll insisted on closeup shots that were near the alien vessel, necessitating a physical model. ILM layered their model with an additional five inches of etched brass over a glowing neon lightbox for internal illumination. To make the Borg vessel appear even larger than it was, Knoll made sure that an edge of it was facing the camera like the prow of a ship and that the Cube broke the edges of the frame. To give the Cube greater depth and texture, Rosenberg shot the vessel with harsher light. "I created this really odd, raking three-quarter backlight coming from the right or left side, which I balanced out with nets and a couple of little lights. I wanted it to look scary and mysterious, so it was lit like a point, and we always had the camera dutched to it; we never just had it coming straight at us," he said. Small lights attached to the Cube's surface helped to create visual interest and convey scale; the model was deliberately shot with a slow, determined pacing to contrast with the Federation ships engaged in battle with the Borg. The impact of Federation weaponry on the Borg Cube was simulated using a model of the Cube. The model had specific areas which could be blown up multiple times without damaging the miniature. For the final explosion of the Cube, Rosenberg shot ten Cube miniatures with explosive-packed lightweight skins. The Cubes were suspended from pipes sixty feet above the camera on the ground. Safety glass was placed over the lens to prevent damage, while the camera was covered with plywood to protect it from bits of plastic that rained down after each explosion. The smaller Borg sphere was a model that was shot separately from the Cube and digitally added in post-production. The time-travel vortex the Sphere creates was simulated with a rocket re-entry effect; bowshock forms in front of the ship, then streams backwards at high speed. Interactive lighting was played across the computer-generated Enterprise model for when the ship is caught in the time vortex. The miniature Enterprise was again used for the spacewalk sequence. Even on the large model, it was hard to make the miniature appear realistic in extreme close-up shots. To make the pullback shot work, the camera had to be within one eighth of an inch from the model. Painter Kim Smith spent several days on a tiny area of the model to add enough surface detail for the close-up, but even then the focus was barely adequate. To compensate, the crew used a wider-angle lens and shot at the highest f-stop they could. The live-action scenes of the spacewalking crew were then digitally added. Wide shots used footage of photo doubles walking across a large bluescreen draped across ILM's parking lot at night. ILM was tasked with imagining what the immediate assimilation of an Enterprise crewmember would look like. Jaeger came up with a set of cables that sprang from the Borg's knuckles and buried themselves in the crewmember's neck. Wormlike tubes would course through the victim's body and mechanical devices break the skin. The entire transformation was created using computer-generated imagery. The wormlike geometry was animated over the actor's face, then blended in with the addition of a skin texture over the animation. The gradual change in skin tone was simulated with shaders. Frakes considered the entrance of the Borg Queen—when her head, shoulders, and steel spine are lowered by cables and attached to her body—as the "signature visual effect in the film". The scene was difficult to execute, taking ILM five months to finish. Jaeger devised a rig that would lower the actress on the set, and applied a prosthetic spine over a blue suit so that ILM could remove Krige's lower body. This strategy enabled the filmmakers to incorporate as many live-action elements as possible without resorting to further digital effects. To make the prosthetics appear at the proper angle when her lower body was removed, Krige extended her neck forward so it appeared in line with the spine. Knoll did not want it to seem that the Queen was on a hard, mechanical rig; "we wanted her to have
saying that since one of the characters in the deflector dish battle had to die, "that would be me". The third draft of the script added cameos by two actors from the sister television series Star Trek: Voyager, which was in its third season when the film was released. Robert Picardo appears as the Enterprises Emergency Medical Hologram; Picardo played the holographic Doctor in Voyager. He won the cameo after suggesting to producers that the Enterprise should have the same technology as Voyager. Picardo's line "I'm a doctor, not a door stop", is an allusion to the Star Trek original series character Dr. Leonard McCoy. Picardo's fellow Voyager actor Ethan Phillips, who played Neelix, cameos as a nightclub maître d' in the holodeck scene. Phillips recalled that the producers wanted the fans to be left guessing whether he was the person who played Neelix or not, as he did not appear in the credits; "It was just kind of a goofy thing to do." During production, there were incorrect rumors that Avery Brooks would reprise his role as Star Trek: Deep Space Nine captain Benjamin Sisko. As with many Star Trek productions, new, disposable redshirt characters are killed off over the course of the plot. Production Development In December 1992, Paramount Pictures executives approached Star Trek: The Next Generation producer Rick Berman and engaged him to create two films featuring the cast of the television series. Berman decided to develop two screenplays simultaneously, and prioritize the most promising one for the first film. The effort of writers Brannon Braga and Ronald D. Moore was chosen and developed into Star Trek Generations. Two months after the release of Generations, Paramount decided to produce the second feature for a winter holiday 1996 release. Paramount wanted Braga and Moore, who had written the Generations script and a number of Next Generation episodes, to pen the screenplay. Berman told Braga and Moore that he wanted them to think about doing a story involving time travel. Braga and Moore, meanwhile, wanted to use the Borg. "Right on the spot, we said maybe we can do both, the Borg and time travel," Moore recalled. The Borg had not been seen in full force since the fourth-season episode of The Next Generation, "The Best of Both Worlds", and had never been heavily featured in the series due to budget constraints and the fear that they would lose their scare factor. "The Borg were really liked by the fans, and we liked them," Moore said. "They were fearsome. They were unstoppable. Perfect foils for a feature story." In deciding to combine the two-story ideas, the writers decided that the time travel element could play out as the Borg attempt to prevent humanity from ever reaching space and becoming a threat. "Our goals at that point were to create a story that was wonderful and a script that was [...] producible within the budget confines of a Star Trek film", said Berman. One major question was identifying the time period to which the Borg would travel. Berman's suggestion was the Renaissance; the Borg would attempt to prevent the dawn of modern European civilization. The first story draft, titled Star Trek: Renaissance, had the crew of the Enterprise track the Borg to their hive in a castle dungeon. The film would have featured sword fights alongside phasers in 15th-century Europe, while Data became Leonardo da Vinci's apprentice. Moore was afraid that it risked becoming campy and over-the-top, while Stewart refused to wear tights. Braga, meanwhile, wanted to see the "birth of Star Trek", when the Vulcans and humans first met; "that, to me, is what made the time travel story fresh", he said. With the idea of Star Treks genesis in mind, the central story became Cochrane's warp drive test and humanity's first contact. Drawing on clues from previous Star Trek episodes, Cochrane was placed in mid-21st-century Montana, where humans recover from a devastating world war. In the first script with this setting, the Borg attack Cochrane's lab, leaving the scientist comatose; Picard assumes Cochrane's place to continue the warp test and restore history. In this draft Picard has a love interest in the local photographer Ruby, while Riker leads the fight against the Borg on the Enterprise. Another draft included John de Lancie's omnipotent character Q. Looking at the early scripts, the trio knew that serious work was needed. "It just didn't make sense [...] that Picard, the one guy who has a history with the Borg, never meets them," Braga recalled. Riker's and Picard's roles were swapped, and the planetside story was shortened and told differently. Braga and Moore focused the new arc on Cochrane himself, making the ideal future of Star Trek come from a flawed man. The idea of Borg fighting among period costumes coalesced into a "Dixon Hill" holographic novel sequence on the holodeck. The second draft, titled Star Trek: Resurrection, was judged complete enough that the production team used it to plan expenses. The film was given a budget of $45 million, "considerably more" than Generations $35 million price tag; this allowed the production to plan a larger amount of action and special effects. Braga and Moore intended the film to be easily accessible to any moviegoer and work as a stand-alone story, yet still satisfy the devoted Star Trek fans. Since much of Picard's role made a direct reference to his time as a Borg in The Next Generation episodes "The Best of Both Worlds", the opening dream sequence was added to explain what happened to him in the show. The pair discarded an opening which would have established what the main characters had been doing since the last film in favor of quickly setting the story. While the writers tried to preserve the idea of the Borg as a mindless collective in the original draft, Paramount head Jonathan Dolgen felt that the script was not dramatic enough. He suggested adding an individual Borg villain with whom the characters could interact, which led to the creation of the Borg Queen. Cast member Frakes was chosen to direct. Frakes had not been the first choice for director; Ridley Scott and John McTiernan reportedly turned down the project. Stewart met a potential candidate and concluded that "they didn't know Star Trek". It was decided to stay with someone who understood the "gestalt of Star Trek", and Frakes was given the job. Frakes reported to work every day at 6:30 am. A major concern during the production was security—the script to Generations had been leaked online, and stronger measures were taken to prevent a similar occurrence. Some script pages were distributed on red paper to foil attempted photocopies or faxes; "We had real trouble reading them," Frakes noted. Frakes had directed multiple episodes of The Next Generation, Deep Space Nine and Voyager, but First Contact was his first feature film. Whereas Frakes had seven days of preparation followed by seven days of shooting for a given television episode, the director was given a ten-week preparation period before twelve weeks of filming, and had to get used to shooting for a 2.35:1 anamorphic ratio instead of the television standard 1.33:1. In preparation, he watched Jaws, Close Encounters of the Third Kind, 2001: A Space Odyssey and the works of James Cameron and Ridley Scott. Throughout multiple script revisions a number of titles were considered, including Star Trek: Borg, Star Trek: Destinies, Star Trek: Future Generations and Star Trek: Generations II. The planned title of Resurrection was scrapped when 20th Century Fox announced the title of the fourth Alien film as Alien Resurrection; the film was rebranded First Contact on May 3, 1996. DesignFirst Contact was the first Star Trek film to make significant use of computer-generated starship models, though physical miniatures were still used for the most important vessels. With the Enterprise-D destroyed during the events of Generations, the task of creating a new starship fell to veteran Star Trek production designer Herman Zimmerman. The script's only guide on the appearance of the vessel was the line "the new Enterprise sleekly comes out of the nebula". Working with illustrator John Eaves, the designers conceived the new Sovereign-class Enterprise-E as "leaner, sleeker, and mean enough to answer any Borg threat you can imagine". Braga and Moore intended it to be more muscular and militaryesque. Eaves looked at the structure of previous Enterprise iterations, and designed a more streamlined, capable war vessel than the Enterprise-D, reducing the neck area of the ship and lengthening the nacelles. Eaves produced 30 to 40 sketches before he found a final design he liked and began making minor changes. Working from blueprints created by Paramount's Rick Sternbach, the model shop at effects house Industrial Light & Magic (ILM) fabricated a miniature over a five-month period. Hull patterns were carved out of wood, then cast and assembled over an aluminum armature. The model's panels were painted in an alternating matte and gloss scheme to add texture. The crew had multiple difficulties in prepping the miniature for filming; while the model shop originally wanted to save time by casting windows using a clear fiberglass, the material came out tacky. ILM instead cut the windows using a laser. Slides of the sets were added behind the window frames to make the interior seem more dimensional when the camera tracked past the ship. In previous films, Starfleet's range of capital ships had been predominantly represented by the Constitution-class Enterprise and just five other ship classes: the Miranda class from Star Trek II: The Wrath of Khan (represented by the USS Reliant), the Excelsior and the Oberth class Grissom from Star Trek III: The Search for Spock, and the Galaxy and Nebula classes from The Next Generation. ILM supervisor John Knoll insisted that First Contacts space battle prove the breadth of Starfleet's ship configurations. "Starfleet would probably throw everything it could at the Borg, including ships we've never seen before", he reasoned. "And since we figured a lot of the background action in the space battle would need to be done with computer-generated ships that needed to be built from scratch anyway, I realized there was no reason not to do some new designs." Alex Jaeger was appointed visual effects art director to the film and assigned the task of creating four new starships. Paramount wanted ships that would look different from a distance, so the director devised multiple hull profiles. Knoll and Jaeger had decided that the ships had to obey certain Star Trek ship precedents, with a saucer-like primary hull and elongated warp nacelles in pairs. The Akira class featured the traditional saucer section and nacelles combined with a catamaran-style double hull; the Norway class was based on the USS Voyager; the Saber class was a smaller ship with nacelles trailing off the tips of its saucer section; and the Steamrunner class featured twin nacelles trailing off the saucer and connected by an engineering section in the rear. Each design was modeled as a three-dimensional digital wire-frame model for use in the film. The film also required a number of smaller non-Starfleet designs. The warp ship Phoenix was conceived as fitting inside an old nuclear missile, meaning that the ship's nacelles had to fold into a space of less than . Eaves made sure to emphasize the mechanical aspect of the ship, to suggest it was a highly experimental and untested technology. The Phoenixs cockpit labels came from McDonnell-Douglas space shuttle manuals. Eaves considered the Vulcan ship a "fun" vessel to design. Only two major Vulcan ships had been previously seen in Star Trek, including a courier vessel from The Motion Picture. Since the two-engine ship format had been seen many times, the artists decided to step away from the traditional ship layout, creating a more artistic than functional design. The ship incorporated elements of a starfish and a crab. Because of budget constraints, the full ship was realized as a computer-generated design. Only a boomerang-shaped landing foot was fabricated for the actors to interact with. The Enterprise interior sets were mostly new designs. The bridge was designed to be comfortable-looking, with warm colors. Among the new additions was a larger holographic viewscreen that would operate only when activated, leaving a plain wall when disabled. New flatscreen computer monitors were used for displays, using less space and giving the bridge a cleaner look. The new monitors also allowed for video playback that could simulate interaction with the actors. The designers created a larger and less-spartan ready room, retaining elements from the television series; Zimmerman added a set of golden three-dimensional Enterprise models to a glass case in the corner. The observation lounge was similar to the design in the Enterprise-D; the set itself was re-used from the television show, the only such set not to be struck following the filming of Generations, though it was expanded and underwent a color change. Engineering was simulated with a large, three-story set, corridors, a lobby, and the largest warp core in the franchise to date. For its Borg-corrupted state, the engineering section was outfitted with Borg drone alcoves, conduits and Data's "assimilation table" where he is interrogated by the Queen. Some existing sets were used to save money; sickbay was a redress of the same location from Voyager, while the USS Defiant scenes used Deep Space Nines standing set. Some set designs took inspiration from the Alien film series, Star Wars and 2001: A Space Odyssey. The spacewalk scene on the Enterprise exterior was one of the most challenging sets to envision and construct for the film. The production had to design a space suit that looked practical rather than exaggerated. Fans were built into the helmets so that the actors would not get overheated, and neon lights built into the front so that the occupant's faces could be seen. When the actors first put the helmets on, the fully enclosed design made it hard to breathe; after a minute of wearing the suit Stewart became ill, and shooting was discontinued. The set for the ship's outer hull and deflector dish were built on gimbals at Paramount's largest sound stage, surrounded by bluescreen and rigged with wires for the zero gravity sequences. The stage was not large enough to accommodate a full-sized replica of the Enterprise dish, so Zimmerman had to scale down the plans by 15 percent. Costumes and makeup The Starfleet uniforms were redesigned for the film by longtime Star Trek costumer Bob Blackman to give a more militaristic feel, with grey padded shoulders, black torso/sleeves/leggings and colored undershirts/stripe cuffs. The new uniforms from this film were later adopted in the fifth season of Star Trek: Deep Space Nine, beginning with "Rapture" and for the rest of the series, but the crew on Star Trek: Voyager continued to use the old DS9 uniforms, due to being stuck in the Delta Quadrant. Since Blackman was also handling the costumes for the television series, non-Starfleet design clothes were delegated to Deborah Everton, a newcomer to Star Trek who was responsible for more than 800 costumes during production. Everton was tasked with updating the Borg's costumes to something new, but reminiscent of the television series. The bulky suits were made sleeker and outfitted with fiber optic lights. The time-travel aspect of the story also required period costumes for the mid 21st century and the 1940s "Dixon Hill" nightclub holodeck recreation. Everton enjoyed designing Woodard's costumes because the character went through many changes during the course of the film, switching from a utilitarian vest and pants in many shots to a glamorous dress during the holodeck scene. Everton and makeup designers Michael Westmore, Scott Wheeler, and Jake Garber wanted to upgrade the pasty white look the Borg had retained since The Next Generations second season, born out of a need for budget-conscious television design. "I wanted it to look like they were [assimilated or "Borgified"] from the inside out rather than the outside in," Everton said. Each Borg had a slightly different design, and Westmore designed a new one each day to make it appear that there was an army of Borg; in reality, between eight and twelve actors filled all the roles as the costumes and makeup were so expensive to produce. Background Borg were simulated by half-finished mannequins. Westmore reasoned that since the Borg had traveled the galaxy, they would have assimilated other races besides humans. In the television series, much of the Borg's faces had been covered by helmets, but for First Contact the makeup artist removed the head coverings and designed assimilated versions of familiar Star Trek aliens such as Klingons, Bolians, Romulans, Bajorans, and Cardassians. Each drone received an electronic eyepiece. The blinking lights in each eye were programmed by Westmore's son to repeat a production member's name in Morse code. The makeup time for the Borg expanded from the single hour needed for television to five hours, in addition to the 30 minutes necessary to get into costume and 90 minutes to remove the makeup at the end of the day. While Westmore estimated that a fully staffed production would have around 50 makeup artists, First Contact had to make do with fewer than ten people involved in preparation, and at most 20 artists a day. Despite the long hours, Westmore's teams began to be more creative with the prosthetics even as they decreased their preparation times. "They were using two tubes, and then they were using three tubes, and then they were sticking tubes in the ears and up the nose," Westmore explained. "And we were using a very gooey caramel coloring, maybe using a little bit of it, but by the time we got to the end of the movie we had the stuff dripping down the side of [the Borg's] faces—it looked like they were leaking oil! So, at the very end [of the film], they're more ferocious." The Borg Queen was a challenge because she had to be unique among Borg but still retain human qualities; Westmore was conscious of avoiding comparisons to films like Alien. The final appearance involved pale gray skin and an elongated, oval head, with coils of wire rather than hair. Krige recalled the first day she had her makeup applied: "I saw everyone cringing. I thought, great; they made this, and they've scared themselves!" Frakes noted that the Queen ended up being alluring in a disturbing way, despite her evil behavior and appearance. Zimmerman, Everton and Westmore combined their efforts to design and create the Borgified sections of the Enterprise to build tension and to make the audience feel that "[they are being fed] the Borg". Filming Principal photography took a more leisurely pace than on The Next Generation because of a less hectic schedule; only four pages of script had to be filmed each day, as opposed to eight on the television series. First Contact saw the introduction of cinematographer Matthew F. Leonetti to the Star Trek franchise; Frakes hired him out of admiration for some of his previous work on films such as Poltergeist and Strange Days. Leonetti was unfamiliar with the Star Trek mythos when Frakes approached him; to prepare for the assignment, he studied the previous four films in the franchise, each with a different cinematographer—The Voyage Home (Donald Peterman), The Final Frontier (Andrew Laszlo), The Undiscovered Country (Hiro Narita), and Generations (John Alonzo). The cameraman also spent several days at the sets of Voyager and Deep Space Nine to observe filming. Leonetti devised multiple lighting methods for the Enterprise interiors for ship standard operations, "Red alert" status, and emergency power. He reasoned that since the ship was being taken over by a foreign entity, it required more dramatic lighting and framing. While much of the footage was shot at 50–70 mm focal lengths using anamorphic lenses, 14 mm spherical lenses were used for Borg's-eye-view shots. Leonetti preferred shooting with long lenses to provide a more claustrophobic feel, but made sure the length did not flatten the image. Handheld cameras were used for battle sequences so that viewers were brought into the action and the camera could follow the movements of the actors. The Borg scenes were received positively by test-screening audiences, so once the rest of the film had been completed, a Borg assimilation scene of the Enterprise crew was added in using some of the money left in the budget to add action. Since so many new sets had to be created, the production commenced filming with location photography. Four days were spent in the Titan Missile Museum, south of Tucson, Arizona—the disarmed nuclear missile was fitted with a fiberglass capsule shell to stand in for the Phoenixs booster and command module. The old missile silo provided a large set that the budget would have prohibited building from scratch, but the small size created difficulties. Each camera move was planned in advance to work around areas where the lighting would be added, and electricians and grips donned rock-climbing harnesses to move down the shaft and attach the lights. To give greater dimension to the rocket and lend the missile a futuristic appearance, Leonetti chose to offset the missile's metallic surface with complementary colors. Using different-colored gels made the rocket appear longer than it actually was; to complete the effect, shots from the Phoenixs nose downwards and from the engines up were filmed with a 30 mm lens to lengthen the missile. After the completion of the Phoenix shots, the crew moved to two weeks of nighttime shooting in the Angeles National Forest. Zimmerman created a village of fourteen huts to stand in for Montana; the cast enjoyed the scenes as a chance to escape their uniforms and wear "normal" clothes. The last location shoot was at an art deco restaurant in Los Angeles' Union Station, which stood in for the Dixon Hill holonovel; Frakes wanted a sharp contrast with the dark, mechanical Borg scenes. While the cinematographer wanted to shoot the scene in black and white, Paramount executives deemed the test footage "too experimental" and the idea was dropped. The site made using high-wattage lights impractical, so Leonetti opted to use dimmer master lights near the ceiling and took advantage of a large window to shine diffused lights through. To give the scene a black-and-white feel, Leonetti made sure to use light without any coloration. "I like creating separation with lighting as opposed to using color," he explained. "You can't always rely on color because the actor might start to melt into the background." By separating the backlights, Leonetti made sure that the principal actors stood out of the backdrop. The shoot used a ten-piece orchestra, 15 stuntmen, and 120 extras to fill the seats. Among the nightclub patrons were Braga, Moore, and the film's stunt coordinator, Ronnie Rondell. After location shooting was completed, shooting on the new Engineering set began May 3. The set lasted less than a day in its pristine condition before it was "Borgified". Filming then proceeded to the bridge. During normal operation scenes, Leonetti chose to cast crosslighting on the principals; this required the ceiling of the set to be removed and lighting grids to be situated around the sides. These lights were then directed towards the actors' faces at 90-degree angles. The set was lined with window paneling backed by red lights, which would blink intermittently during red-alert status. These lights were supplemented by what Leonetti called "interactive light"; these were off-stage, red-gelled lights that cast flashing rims on the bridge set and heads of the crew. For the Borg intrusion, the lighting originated solely from instrument panels and red-alert displays. The fill light on these scenes was reduced so that the cast would pass through dark spots on the bridge and interiors out of the limited range of these sources. Small 30- and 50-watt lights were used to throw localized shafts of light onto the sets. Next came the action sequences and the battle for the Enterprise, a phase the filmmakers dubbed "Borg Hell". Frakes directed the Borg scenes similar to a horror film, creating as much suspense as possible. To balance these elements he added more comedic elements to the Earth scenes, intended to momentarily relieve the audience of tension before building it up again. Leonetti reconfigured the lighting to reflect the takeover of the ship interiors. "When the ship gets Borgified, everything is changed into more of a squared-off, robotic look with sharp edges but rounded images," he explained. To give the corridor walls more shape, Leonetti lit them from underneath. Since the halls were so small and the ceilings would be visible in many of the shots, special attention was paid to hiding the light fixtures. For the live-action spacewalk scenes, visual-effects supervisor Ronald B. Moore spent two weeks of bluescreen photography at the deflector set. Frakes regarded filming the scene to be the most tedious in the film because of the amount of preparation it took for each day's shoot. Since the rest of the Enterprise-E, as well as the backdrop of Earth, were to be added later in post-production, it became confusing to coordinate shots. Moore used a laptop with digital reproductions of the set to orient the crew and help Frakes understand what the finished shot would look like. A one-armed actor portrayed the Borg whose arm Worf slices off to accurately portray the effect intended, and the actors' shoes were fitted with lead weights to remind the actors they were to move slowly as if actually wearing gravity boots. McDonough recalled that he joined Stewart and Dorn in asking whether they could do the shots without the weights, as "they hired us because we are actors", but the production insisted on using them. The last scene filmed was the film's first, Picard's Borg nightmare. One camera shot begins inside the iris of Picard's eyeball and pulls back to reveal the captain aboard a massive Borg ship. The shot continues to pull back and reveal the exterior of a Borg ship. The scene was inspired by a New York City production of Sweeney Todd: the Demon Barber of Fleet Street in which the stage surrounded the audience, giving a sense of realism. The shot was filmed as three separate elements merged with digital effects. The crew used a 50 mm lens to make it easier for the effects team to dissolve the closeup shots with the other elements. Starting from Stewart's eye, the camera pulled back , requiring the key light to increase in intensity up to 1,000 foot-candles so that there was enough depth to keep the eye sharp. The surface of the stage proved too uneven to accomplish the smooth dolly pullback required by the effects team, who needed a steady shot to blend a computer-generated version of Picard's eye with the pullback. The dolly track was raised off the stage floor and layered with pieces of double-thick birch plywood, chosen for its smooth finish. The entire set for the scene was wide and high; gaps left by the dolly reveal were filled in later digitally. Principal photography finished on July 2, 1996, two days over schedule but still under budget. Shooting took a total of sixty days. Effects The majority of First Contacts effects were handled by Industrial Light & Magic under the supervision of John Knoll. Smaller effects sequences, such as phaser fire, computer graphics, and transporter effects, were delegated to a team led by visual-effects supervisor David Takemura. Accustomed to directing episodes for the television series, Frakes was frequently reminded by effects artist Terry Frazee to "think big, blow everything up". Most of the effects sequences were planned using low-resolution computer-generated animatics. These rough animated storyboards established length, action and composition, allowing the producers and director to ascertain how the sequences would play out before they were shot.First Contact was the last film to feature a physical model of the Enterprise. For the ship's dramatic introduction, the effects team combined motion control shots of the Enterprise model with a computer-generated background. Sequence supervisor Dennis Turner, who had created Generations energy ribbon and specialized in creating natural phenomena, was charged with creating the star cluster, modeled after the Eagle Nebula.
and critically damaged. The simulation is a no-win scenario designed to test the character of Starfleet officers. Later, Dr. McCoy visits Kirk on his birthday; seeing Kirk in low spirits due to his age, the doctor advises Kirk to get a new command instead of growing old behind a desk. Meanwhile, the starship Reliant is on a mission to search for a lifeless planet to test the Genesis Device, a technology designed to reorganize dead matter into habitable worlds. Reliant officers Commander Pavel Chekov and Captain Clark Terrell beam down to evaluate a planet they believe to be Ceti Alpha VI; once there, they are captured by the genetically engineered tyrant Khan Noonien Singh explaining that they are on Ceti Alpha V. Fifteen years prior, Kirk exiled Khan and his fellow supermen to Ceti Alpha V after they attempted to take over his ship. The neighboring planet exploded, devastating the surface of Ceti Alpha V. Khan implants Chekov and Terrell with indigenous eel larvae (which killed several of his followers, including his wife) that render them susceptible to mind control, and uses them to capture Reliant. Learning of the Genesis Device, Khan attacks space station Regula I where the device is being developed by Kirk's former lover, Dr. Carol Marcus, and their son, David. Kirk assumes command of Enterprise after the ship, deployed on a training cruise, receives a distress call from Regula I. En route, Enterprise is ambushed and crippled by Reliant. Khan offers to spare Kirk's crew if they relinquish all material related to Genesis; Kirk instead stalls for time and remotely lowers Reliants shields, enabling a counter-attack. Khan is forced to retreat and effect repairs, while Enterprise limps to Regula I. Kirk, McCoy, and Saavik beam to the station and find Terrell and Chekov alive, along with the slaughtered members of Marcus's team. They soon find Carol and David hiding Genesis deep inside the nearby planetoid. Khan, having used Terrell and Chekov as spies, orders them to kill Kirk; Terrell resists the eel's influence and kills himself, while Chekov collapses as the eel leaves his body. Khan transports Genesis aboard the Reliant, intending to maroon Kirk on the lifeless planetoid, but is tricked by Kirk and Spock's coded arrangements for a rendezvous. Kirk directs Enterprise into the nearby Mutara Nebula; conditions inside the nebula render shields useless and compromise targeting systems, making Enterprise and Reliant evenly matched. Spock notes that Khan's tactics indicate inexperience in three-dimensional combat, which Kirk exploits to disable Reliant. Mortally wounded, Khan activates Genesis. Though Kirk's crew detects the activation and attempts to move out of range, they will not be able to escape the nebula in time without the ship's inoperable warp drive. Spock goes to restore warp power in the engine room, which is flooded with radiation. When McCoy tries to prevent Spock's entry, Spock incapacitates him with a Vulcan nerve pinch and performs a mind meld, telling him to "remember". Spock repairs the warp drive, and Enterprise escapes the explosion, which forms a new planet. Before dying of radiation poisoning, Spock urges Kirk not to grieve, as his decision to sacrifice himself to save the ship's crew was a logical one. The movie ends with Spock's friends hosting a space burial for Spock. Cast The Wrath of Khans cast includes all the major characters from the original television series, as well as new actors and characters. William Shatner as James T. Kirk, a Starfleet admiral and former commander of the Enterprise. Kirk and Khan never confront each other face-to-face during the film; all of their interactions are over a viewscreen or through communicators, and their scenes were filmed four months apart. Meyer described Shatner as an actor who was naturally protective of his character and himself, and who performed better over multiple takes. Ricardo Montalbán as Khan Noonien Singh, a genetically enhanced superhuman who had used his strength and intellect to briefly rule much of Earth in the 1990s. Montalbán said that he believed all good villains do villainous things, but think that they are acting for the "right" reasons; in this way, Khan uses his anger at the death of his wife to justify his pursuit of Kirk. Contrary to speculation that Montalbán used a prosthetic chest, no artificial devices were added to Montalbán's muscular physique. Montalbán enjoyed making the film, so much so that he played the role for much less than was offered him, and counted the role as a career highlight. His major complaint was that he was never face-to-face with Shatner for a scene. "I had to do my lines with the script girl, who, as you might imagine, sounded nothing like Bill [Shatner]," he explained. Bennett noted that the film was close to getting the green light when it occurred to the producers that no one had asked Montalbán if he could take a break from filming the television series Fantasy Island to take part. Leonard Nimoy as Spock, the captain of the Enterprise who relinquishes command to Kirk after Starfleet sends the ship to Regula I. Nimoy had not intended to have a role in The Motion Pictures sequel, but was enticed back on the promise that his character would be given a dramatic death scene. Nimoy reasoned that since The Wrath of Khan would be the final Star Trek film, having Spock "go out in a blaze of glory" seemed like a good way to end the character. DeForest Kelley as Leonard McCoy, the Enterprises chief medical officer and a close friend of Kirk and Spock. Kelley was dissatisfied with an early version of the script to the point that he considered not taking part. Kelley noted his character spoke many of the film's lighter lines, and felt that this role was essential in bringing a lighter side to the onscreen drama. James Doohan as Montgomery Scott, the Enterprises chief engineer. Kelley felt that McCoy's speaking his catchphrase "He's dead, Jim" during Spock's death scene would ruin the moment's seriousness, so Doohan instead says the line "He's dead already" to Kirk. Scott loses his young nephew following Khan's attacks on the Enterprise. The cadet, played by Ike Eisenmann, had many of his lines cut from the original theatrical release, including a scene where it is explained he is Scott's relative. These scenes were reintroduced when ABC aired The Wrath of Khan on television in 1985, and in the director's edition, making Scott's grief at the crewman's death more understandable. George Takei as Hikaru Sulu, the helm officer of the Enterprise. Takei had not wanted to reprise his role for The Wrath of Khan, but Shatner persuaded him to return. Walter Koenig as Pavel Chekov, the Reliants first officer and former Enterprise crewmember. During filming, Kelley noted that Chekov never met Khan in "Space Seed" (Koenig had not yet joined the cast), and thus Khan's recognizing Chekov on Ceti Alpha did not make sense. Non-canon Star Trek books have attempted to rationalize this discrepancy; in the film's novelization by Vonda N. McIntyre, Chekov is "an ensign assigned to the night watch" during "Space Seed" and met Khan in an off-screen scene. The novel To Reign in Hell: The Exile of Khan Noonien Singh fixes the error by having Chekov escort Khan to the surface of Ceti Alpha after the events of the television episode. The real cause of the error was a simple oversight by the filmmakers. Meyer defended the mistake by noting that Arthur Conan Doyle made similar oversights in his Sherlock Holmes stories. Although they did not appear in the episode together, the Star Trek timeline indicates that Chekov was a member of the crew at that time. Chekov's screaming while being infested by the Ceti eel caused Koenig to jokingly dub the film Star Trek II: Chekov Screams Again, in reference to a similar screaming scene in The Motion Picture. Nichelle Nichols as Uhura, the Enterprises communications officer. Nichols helped convince Meyer and Bennet to marginally cut back their vision of a more militaristic depiction of Starfleet, which Gene Roddenberry took issue with. Bibi Besch as Carol Marcus, the lead scientist working on Project Genesis, and the mother of Kirk's son. Meyer was looking for an actress who looked beautiful enough that it was plausible a womanizer such as Kirk would fall for her, yet who could also project a sense of intelligence. Merritt Butrick as David Marcus, a Project Genesis scientist and Kirk's son. Meyer liked that Butrick's hair was blond like Besch's and curly like Shatner's, making him a plausible son of the two. Paul Winfield as Clark Terrell, the captain of the Reliant. Meyer had seen Winfield's work in films such as Sounder and thought highly of him; there was no reason for casting him as the Reliants captain other than Meyer's desire to direct him. Meyer thought in retrospect that the Ceti eel scenes might have been corny, but felt that Winfield's performance helped add gravity. Kirstie Alley as Saavik, Spock's protege and a Starfleet commander-in-training aboard the Enterprise. Serving on board as the navigator in Chekov's absence, she has a strong habit of questioning Kirk's eccentric heroic methods, preferring a more by-the-book approach. Constantly quoting rules and regulations to Kirk, she is actually vindicated during the battle with Khan, and her manner provides Spock with the idea for how to talk in code to Kirk down at the science lab. When Kirk and McCoy intend to beam down to the science lab, she insists on going with them on the pretext of protecting Kirk. The movie was Alley's first feature film role. Saavik cries during Spock's funeral. Meyer said that during filming someone asked him, "'Are you going to let her do that?' And I said, 'Yeah', and they said, 'But Vulcans don't cry,' and I said, 'Well, that's what makes this such an interesting Vulcan.'" The character's emotional outbursts can be partly explained by the fact that Saavik was described as of mixed Vulcan-Romulan heritage in the script, though no indication is given on film. Alley was so fond of her Vulcan ears that she would take them home with her at the end of each day. Production Development After the release of The Motion Picture, executive producer Gene Roddenberry wrote his own sequel. In his plot, the crew of the Enterprise travel back in time to set right a corrupted time line after Klingons use the Guardian of Forever to prevent the assassination of John F. Kennedy. This was rejected by Paramount executives, who blamed the tepid reception and costs of the first film on its plodding pace and the constant rewrites Roddenberry demanded. As a consequence, Roddenberry was removed from the production and, according to Shatner, "kicked upstairs" to the ceremonial position of executive consultant. Harve Bennett, a new Paramount television producer, was made producer for the next Star Trek film. According to Bennett, he was called in front of a group including Jeffrey Katzenberg and Michael Eisner and asked if he thought he could make a better film than The Motion Picture, which Bennett confessed he found "really boring". When Bennett replied in the affirmative, Charles Bluhdorn asked, "Can you make it for less than forty-five-fucking-million-dollars?" Bennett replied that "Where I come from, I can make five movies for that." Bennett realized he faced a serious challenge in developing the new Star Trek film, partly due to his never having seen the television series. Watching episodes of the show convinced Bennett that what the first picture lacked was a real villain; after seeing the episode "Space Seed", he decided that the character of Khan Noonien Singh was the perfect enemy for the new film. Bennett selected Robert Sallin, a director of television commercials and a college friend, to produce the film. Sallin's job would be to produce Star Trek II quickly and cheaply. Bennett hired Michael Minor as art director to shape the direction of the film. Bennett wrote his first film treatment in November 1980. In his version, titled The War of the Generations, Kirk investigates a rebellion on a distant world and discovers that his son is the leader of the rebels. Khan is the mastermind behind the plot, and Kirk and son join forces to defeat the tyrant. Bennett then hired Jack B. Sowards, an avid Star Trek fan, to turn his outline into a film-able script. Sowards wrote an initial script before a writer's strike in 1981. Sowards' draft, The Omega Syndrome, involved the theft of the Federation's ultimate weapon, the "Omega system". Sowards was concerned that his weapon was too negative, and Bennett wanted something more uplifting "and as fundamental in the 23rd century as recombinant DNA is in our time", Minor recalled. Minor suggested to Bennett that the device be turned into a terraforming tool instead. At the story conference the next day, Bennett hugged Minor and declared that he had saved Star Trek. In recognition of the Biblical power of the weapon, Sowards renamed the "Omega system" to the "Genesis Device". By April 1981, Sowards had produced a draft that moved Spock's death to later in the story, because of fan dissatisfaction of the event after the script was leaked. Spock had originally died in the first act, in a shocking demise that Bennett compared to Janet Leigh's early death in Psycho. This draft had a twelve-page face-to-face confrontation between Kirk and Khan. Sowards' draft introduced a male character named Saavik. As pre-production began, Samuel A. Peeples, writer of the Star Trek episode "Where No Man Has Gone Before", was invited to offer his own script. Peeples' draft replaced Khan with two new villains named Sojin and Moray; the alien beings are so powerful they almost destroy Earth by mistake. This script was considered inadequate; the aliens resembled too closely the villains on a typical TOS (Star Trek: The Original Series) episode. Deadlines loomed for special effects production to begin (which required detailed storyboards based on a finished script), which did not exist. Karen Moore, a Paramount executive, suggested that Nicholas Meyer, writer of The Seven-Per-Cent Solution and director of Time After Time, could help
Reliant evenly matched. Spock notes that Khan's tactics indicate inexperience in three-dimensional combat, which Kirk exploits to disable Reliant. Mortally wounded, Khan activates Genesis. Though Kirk's crew detects the activation and attempts to move out of range, they will not be able to escape the nebula in time without the ship's inoperable warp drive. Spock goes to restore warp power in the engine room, which is flooded with radiation. When McCoy tries to prevent Spock's entry, Spock incapacitates him with a Vulcan nerve pinch and performs a mind meld, telling him to "remember". Spock repairs the warp drive, and Enterprise escapes the explosion, which forms a new planet. Before dying of radiation poisoning, Spock urges Kirk not to grieve, as his decision to sacrifice himself to save the ship's crew was a logical one. The movie ends with Spock's friends hosting a space burial for Spock. Cast The Wrath of Khans cast includes all the major characters from the original television series, as well as new actors and characters. William Shatner as James T. Kirk, a Starfleet admiral and former commander of the Enterprise. Kirk and Khan never confront each other face-to-face during the film; all of their interactions are over a viewscreen or through communicators, and their scenes were filmed four months apart. Meyer described Shatner as an actor who was naturally protective of his character and himself, and who performed better over multiple takes. Ricardo Montalbán as Khan Noonien Singh, a genetically enhanced superhuman who had used his strength and intellect to briefly rule much of Earth in the 1990s. Montalbán said that he believed all good villains do villainous things, but think that they are acting for the "right" reasons; in this way, Khan uses his anger at the death of his wife to justify his pursuit of Kirk. Contrary to speculation that Montalbán used a prosthetic chest, no artificial devices were added to Montalbán's muscular physique. Montalbán enjoyed making the film, so much so that he played the role for much less than was offered him, and counted the role as a career highlight. His major complaint was that he was never face-to-face with Shatner for a scene. "I had to do my lines with the script girl, who, as you might imagine, sounded nothing like Bill [Shatner]," he explained. Bennett noted that the film was close to getting the green light when it occurred to the producers that no one had asked Montalbán if he could take a break from filming the television series Fantasy Island to take part. Leonard Nimoy as Spock, the captain of the Enterprise who relinquishes command to Kirk after Starfleet sends the ship to Regula I. Nimoy had not intended to have a role in The Motion Pictures sequel, but was enticed back on the promise that his character would be given a dramatic death scene. Nimoy reasoned that since The Wrath of Khan would be the final Star Trek film, having Spock "go out in a blaze of glory" seemed like a good way to end the character. DeForest Kelley as Leonard McCoy, the Enterprises chief medical officer and a close friend of Kirk and Spock. Kelley was dissatisfied with an early version of the script to the point that he considered not taking part. Kelley noted his character spoke many of the film's lighter lines, and felt that this role was essential in bringing a lighter side to the onscreen drama. James Doohan as Montgomery Scott, the Enterprises chief engineer. Kelley felt that McCoy's speaking his catchphrase "He's dead, Jim" during Spock's death scene would ruin the moment's seriousness, so Doohan instead says the line "He's dead already" to Kirk. Scott loses his young nephew following Khan's attacks on the Enterprise. The cadet, played by Ike Eisenmann, had many of his lines cut from the original theatrical release, including a scene where it is explained he is Scott's relative. These scenes were reintroduced when ABC aired The Wrath of Khan on television in 1985, and in the director's edition, making Scott's grief at the crewman's death more understandable. George Takei as Hikaru Sulu, the helm officer of the Enterprise. Takei had not wanted to reprise his role for The Wrath of Khan, but Shatner persuaded him to return. Walter Koenig as Pavel Chekov, the Reliants first officer and former Enterprise crewmember. During filming, Kelley noted that Chekov never met Khan in "Space Seed" (Koenig had not yet joined the cast), and thus Khan's recognizing Chekov on Ceti Alpha did not make sense. Non-canon Star Trek books have attempted to rationalize this discrepancy; in the film's novelization by Vonda N. McIntyre, Chekov is "an ensign assigned to the night watch" during "Space Seed" and met Khan in an off-screen scene. The novel To Reign in Hell: The Exile of Khan Noonien Singh fixes the error by having Chekov escort Khan to the surface of Ceti Alpha after the events of the television episode. The real cause of the error was a simple oversight by the filmmakers. Meyer defended the mistake by noting that Arthur Conan Doyle made similar oversights in his Sherlock Holmes stories. Although they did not appear in the episode together, the Star Trek timeline indicates that Chekov was a member of the crew at that time. Chekov's screaming while being infested by the Ceti eel caused Koenig to jokingly dub the film Star Trek II: Chekov Screams Again, in reference to a similar screaming scene in The Motion Picture. Nichelle Nichols as Uhura, the Enterprises communications officer. Nichols helped convince Meyer and Bennet to marginally cut back their vision of a more militaristic depiction of Starfleet, which Gene Roddenberry took issue with. Bibi Besch as Carol Marcus, the lead scientist working on Project Genesis, and the mother of Kirk's son. Meyer was looking for an actress who looked beautiful enough that it was plausible a womanizer such as Kirk would fall for her, yet who could also project a sense of intelligence. Merritt Butrick as David Marcus, a Project Genesis scientist and Kirk's son. Meyer liked that Butrick's hair was blond like Besch's and curly like Shatner's, making him a plausible son of the two. Paul Winfield as Clark Terrell, the captain of the Reliant. Meyer had seen Winfield's work in films such as Sounder and thought highly of him; there was no reason for casting him as the Reliants captain other than Meyer's desire to direct him. Meyer thought in retrospect that the Ceti eel scenes might have been corny, but felt that Winfield's performance helped add gravity. Kirstie Alley as Saavik, Spock's protege and a Starfleet commander-in-training aboard the Enterprise. Serving on board as the navigator in Chekov's absence, she has a strong habit of questioning Kirk's eccentric heroic methods, preferring a more by-the-book approach. Constantly quoting rules and regulations to Kirk, she is actually vindicated during the battle with Khan, and her manner provides Spock with the idea for how to talk in code to Kirk down at the science lab. When Kirk and McCoy intend to beam down to the science lab, she insists on going with them on the pretext of protecting Kirk. The movie was Alley's first feature film role. Saavik cries during Spock's funeral. Meyer said that during filming someone asked him, "'Are you going to let her do that?' And I said, 'Yeah', and they said, 'But Vulcans don't cry,' and I said, 'Well, that's what makes this such an interesting Vulcan.'" The character's emotional outbursts can be partly explained by the fact that Saavik was described as of mixed Vulcan-Romulan heritage in the script, though no indication is given on film. Alley was so fond of her Vulcan ears that she would take them home with her at the end of each day. Production Development After the release of The Motion Picture, executive producer Gene Roddenberry wrote his own sequel. In his plot, the crew of the Enterprise travel back in time to set right a corrupted time line after Klingons use the Guardian of Forever to prevent the assassination of John F. Kennedy. This was rejected by Paramount executives, who blamed the tepid reception and costs of the first film on its plodding pace and the constant rewrites Roddenberry demanded. As a consequence, Roddenberry was removed from the production and, according to Shatner, "kicked upstairs" to the ceremonial position of executive consultant. Harve Bennett, a new Paramount television producer, was made producer for the next Star Trek film. According to Bennett, he was called in front of a group including Jeffrey Katzenberg and Michael Eisner and asked if he thought he could make a better film than The Motion Picture, which Bennett confessed he found "really boring". When Bennett replied in the affirmative, Charles Bluhdorn asked, "Can you make it for less than forty-five-fucking-million-dollars?" Bennett replied that "Where I come from, I can make five movies for that." Bennett realized he faced a serious challenge in developing the new Star Trek film, partly due to his never having seen the television series. Watching episodes of the show convinced Bennett that what the first picture lacked was a real villain; after seeing the episode "Space Seed", he decided that the character of Khan Noonien Singh was the perfect enemy for the new film. Bennett selected Robert Sallin, a director of television commercials and a college friend, to produce the film. Sallin's job would be to produce Star Trek II quickly and cheaply. Bennett hired Michael Minor as art director to shape the direction of the film. Bennett wrote his first film treatment in November 1980. In his version, titled The War of the Generations, Kirk investigates a rebellion on a distant world and discovers that his son is the leader of the rebels. Khan is the mastermind behind the plot, and Kirk and son join forces to defeat the tyrant. Bennett then hired Jack B. Sowards, an avid Star Trek fan, to turn his outline into a film-able script. Sowards wrote an initial script before a writer's strike in 1981. Sowards' draft, The Omega Syndrome, involved the theft of the Federation's ultimate weapon, the "Omega system". Sowards was concerned that his weapon was too negative, and Bennett wanted something more uplifting "and as fundamental in the 23rd century as recombinant DNA is in our time", Minor recalled. Minor suggested to Bennett that the device be turned into a terraforming tool instead. At the story conference the next day, Bennett hugged Minor and declared that he had saved Star Trek. In recognition of the Biblical power of the weapon, Sowards renamed the "Omega system" to the "Genesis Device". By April 1981, Sowards had produced a draft that moved Spock's death to later in the story, because of fan dissatisfaction of the event after the script was leaked. Spock had originally died in the first act, in a shocking demise that Bennett compared to Janet Leigh's early death in Psycho. This draft had a twelve-page face-to-face confrontation between Kirk and Khan. Sowards' draft introduced a male character named Saavik. As pre-production began, Samuel A. Peeples, writer of the Star Trek episode "Where No Man Has Gone Before", was invited to offer his own script. Peeples' draft replaced Khan with two new villains named Sojin and Moray; the alien beings are so powerful they almost destroy Earth by mistake. This script was considered inadequate; the aliens resembled too closely the villains on a typical TOS (Star Trek: The Original Series) episode. Deadlines loomed for special effects production to begin (which required detailed storyboards based on a finished script), which did not exist. Karen Moore, a Paramount executive, suggested that Nicholas Meyer, writer of The Seven-Per-Cent Solution and director of Time After Time, could help resolve the screenplay issues. Meyer had also never seen an episode of Star Trek. He had the idea of making a list consisting of everything that the creative team had liked from the preceding drafts—"it could be a character, it could be a scene, it could be a plot, it could be a subplot, [...] it could be a line of dialogue"—so that he could use that list as the basis of a new screenplay made from all the best aspects of the previous ones. To offset fan expectation that Spock would die, Meyer had the character "killed" in the Kobayashi Maru simulator in the opening scene. The effects company required a completed script in just 12 days. Meyer wrote the screenplay uncredited and for no pay before the deadline, surprising the actors and producers, and rapidly produced subsequent rewrites as necessary. One draft, for example, had a baby in Khan's group, who is killed with the others in the Genesis detonation. Meyer later said: Meyer described his script as "'Hornblower' in outer space", utilizing nautical references and a swashbuckling atmosphere. (Hornblower was an inspiration to Roddenberry and Shatner when making the show, although Meyer was unaware of this.) Sallin was impressed with Meyer's vision for the film: "His ideas brought dimension that broadened the scope of the material as we were working on it." Gene Roddenberry disagreed with the script's naval texture and Khan's Captain Ahab undertones, but was mostly ignored by the creative team. As a gesture of good faith, Paramount changed the film's title from its original working title, The Vengeance of Khan, as it was too close to the working title for Lucasfilm's upcoming Star Wars film. After the name change was made, Lucasfilm changed their title from Revenge of the Jedi to Return of the Jedi. An even earlier working title for the Trek film was The Undiscovered Country, a title which would eventually be used for the sixth film of the franchise. Design Meyer attempted to change the look of Star Trek to match the nautical atmosphere he envisioned while staying within budget. The Enterprise, for example, was given a ship's bell, boatswain's call, and more blinking lights and signage. Meyer had a "No Smoking" sign added to the Enterprises bridge, which he recalled "Everyone had a fit over [...] I said 'Why have they stopped smoking in the future? They've been smoking for four hundred years, you think it's going to stop in the next two?" The sign appeared in the first shot of the film, but was removed for all others appearing in the final cut. To save money on set design, production designer Joseph Jennings used existing elements from The Motion Picture that had been left standing after filming was completed. Sixty-five percent of the film was shot on the same set; the bridge of the Reliant and the "bridge simulator" from the opening scene were redresses of the Enterprises bridge. The Klingon bridge from The Motion Picture was redressed as the Regula I transporter room and the Enterprise'''s torpedo bay. The filmmakers stretched The Wrath of Khans budget by reusing models and footage from the first film, including footage of Enterprise in spacedock. The original ship miniatures were used where possible, or modified to stand in as new constructions. The orbital office complex from The Motion Picture was inverted and retouched to become the Regula I space station. Elements of the cancelled Star Trek: Phase II television show, such as bulkheads, railings, and sets, were cannibalized and reused. A major concern for the designers was that Reliant should be easily distinguishable from Enterprise. The ship's design was flipped after Bennett accidentally opened and approved the preliminary Reliant designs upside-down. Designer Robert Fletcher was brought in to redesign existing costumes and create new ones. Fletcher decided on a scheme of "corrupt colors", using materials with colors slightly off from the pure color. "They're not colors you see today, so in a subtle way [they] indicate another time." Meyer did not like the Starfleet uniforms from either the television series or The Motion Picture and wanted them changed, but could not be discarded entirely because of the budget. Dye tests of the fabric showed that the old uniforms took three colors well: blue-gray, gold, and dark red. Fletcher decided to use the dark red due to the strong contrast it provided with the background. The resulting naval-inspired designs would be used in Star Trek films until First Contact (1996). The first versions of the uniforms had stiff black collars, but Sallin suggested changing it to a turtleneck, using a form of vertical quilting called trapunto. The method creates a bas-relief effect to the material by stuffing the outlined areas with soft thread shot via air pressure through a hollow needle. By the time of The Wrath of Khans production, the machines and needles needed to produce trapunto were rare, and Fletcher was only able to find one needle for the wardrobe department. The crew was so worried about losing or breaking the needle that one of the department's workers took it home with him as a security measure, leading Fletcher to think it had been stolen. For Khan and his followers, Fletcher created a strong contrast with the highly organized Starfleet uniforms; his idea was that the exiles' costumes were made out of whatever they could find. Fletcher said, "My intention with Khan was to express the fact that they had been marooned on that planet with no technical infrastructure, so they had to cannibalize from the spaceship whatever they used or wore. Therefore, I tried to make it look as if they had dressed themselves out of pieces of upholstery and electrical equipment that composed the ship." Khan's costume was designed with an open chest to show Ricardo Montalbán's physique. Fletcher also designed smocks for the Regula I scientists, and civilian clothes for Kirk and McCoy that were designed to look practical and comfortable. Filming Principal photography began on November 9, 1981, and ended on January 29, 1982. The Wrath of Khan was more action-oriented than its predecessor, but less costly to make. The project was supervised by Paramount's television unit rather than its theatrical division. Bennett, a respected television veteran, made The Wrath of Khan on a budget of $12 million. The budget was initially lower at $8.5 million, but it rose when the producers were impressed by the first two weeks of footage. Meyer used camera and set tricks to spare the construction of large and expensive sets. For a scene taking place at Starfleet Academy, a forced perspective was created by placing scenery close to the camera to give the sense the set was larger than it really was. To present the illusion that the
wish to be a member of the Continuum any more, but Q refuses, because Quinn intends to commit suicide if he becomes human. The two parties agree to allow Captain Janeway to mediate their dispute, and after Janeway eventually finds in favor of Quinn, he is made human and then commits suicide. Its subsequently revealed that Q chose to assist Quinn's suicide. Later, in the Voyager episode "The Q and the Grey", Q reappears on the Voyager, asking Janeway to bear his child. He eventually reveals that the uncertainty and instability caused by Quinn's suicide divided the Continuum, causing a civil war between Quinn's followers (of which Q is a part) and the rest of the Continuum. Q believes that the birth of a new member of the Continuum could revitalize the Q by giving them something new to focus on after millennia of stagnation and boredom. Janeway refuses, and after she and her crew bring about a ceasefire in the Continuum, Q eventually mates with the female Q (Suzie Plakson) with whom he had been involved (referred to in Star Trek novels as 'Lady Q'), producing a son. Their progeny is born conscious and with all the power of any other Q, although lacking adult maturity. Q makes Janeway his godmother. In the episode "Q2", he appears on Voyager with his immature, rebellious son, who appears as a human teenager (played by John de Lancie's real-life son Keegan de Lancie, and referred to in the novels as "Little Q" or "q"). Q asks Janeway to mentor his son, and the two adults agree that the boy will remain on Voyager, without his powers, and either learn how to be a responsible, accountable, and productive inhabitant of the cosmos, or spend eternity as an amoeba. Eventually, the young Q comes around, but the Continuum is not entirely convinced, so in negotiation with Q, they come to an agreement. Q must eternally guard, observe, and accompany the boy to ensure his proper behavior. In the Star Trek: Lower Decks episode "Veritas", Q appears in a flashback, challenging the senior crew of the USS Cerritos to an inexplicable 'game' to prove humanity's worth, dressing them up as chess pieces facing a football field filled with anthropomorphic cards and soccer balls. Later in the episode, he appears again to challenge the ensigns to a duel, but he is unceremoniously blown off by Ensign Mariner, who tells him to "go bother Picard." Q follows them anyway, complaining that Picard is always quoting Shakespeare and making wine. Q is set to once again return in season 2 of Star Trek: Picard. The Q were also mentioned in the fourth season of Star Trek: Discovery as the possible creators of the Dark Matter Anomaly threatening the Alpha Quadrant, but were dismissed as being such by the Federation due to neither Q or his fellow Q being heard from since the late 26th century. Novels The similarity between Q and Trelane, the alien encountered in the Star Trek episode "The Squire of Gothos", inspired writer Peter David to establish in his 1994 novel Q-Squared that Trelane is a member of the Continuum, and that Q is his godfather (with it being all-but-explicitly stated that Q is actually Trelane's biological father, although the truth of this is kept an official secret). Q's past is expanded on in the trilogy The Q Continuum, which has Q and Picard travel through Q's past, witnessing Q's first encounter with the being that inspired his interest in testing other races. This being, known as 0, is similar to Q in power and abilities (although an injury of some sort prevents 0 travelling faster than light under his own power, even if he can still teleport short distances), but whereas Q has been shown to be more of a "merry prankster" throughout Star Trek canon, 0 is malevolent in his desires, using 'tests' as just an excuse to torture other races by changing the rules of his games so that the subjects will inevitably lose. Q ends up bringing him into the Milky Way galaxy through the Guardian of Forever, and 0 assembles other seemingly omnipotent beings from the original Star Trek, including The One (the being who impersonated God in Star Trek V: The Final Frontier) and (*) (the entity from "Day of the Dove", which thrived on violent conflict). However, although intrigued at 0's words about testing lesser races, Q loses his taste for 0's methods when 0's group provoke the Tkon Empire- an advanced civilisation millennia in the past- into decades of civil war and then blows up their sun just as they were about to exchange their dying old sun for a younger, fresher one, having completed their Great Endeavour despite the war. 0's group was later defeated in a battle with the Q Continuum, though the dinosaurs were left extinct as a result when Q diverted an asteroid from one of the combatants so that it would strike Earth instead. With Q having abstained from most of the conflict, he was thus put in charge of watching over Earth and its inhabitants as a possible rehabilitation project, while (*) escaped, The One was trapped at the heart of the galaxy having been reduced to just his head, and 0 was banished to just outside our galaxy and the galactic barrier erected to keep him out; as Picard observes, with 0's crippled state preventing him travelling faster than light, 0 was essentially reduced to a shipwrecked survivor cut off from the nearest inhabitable land and millennia away from anywhere else. 0 later returned from his banishment beyond the galaxy and sought revenge on Q, having manipulated a dying scientist to complete an artificial wormhole experiment, but was defeated when Picard was able to convince one of 0's old enemies to join forces with Q to stop his former mentor. The novel The Buried Age which explores Picard's life between the destruction of the Stargazer and his appointment to the position of captain of the Enterprise-D ends with a cameo appearance by Q as he meets an alien woman who recently met Picard before she chose to ascend to a higher plane of existence, her tales of Picard inspiring Q's own interest in humanity. This novel also establishes why Q chose his name, as he wanted something that would be simple for humans to remember, also reasoning that, if he was ever asked why he was called 'Q', he could reply 'Because U will always be behind me'. In the Voyager novel The Eternal Tide, Q's son sacrifices himself to save the universe, inspired by the example of the resurrected Kathryn Janeway, prompting Q to declare himself her enemy (although he swiftly gets over this hostility 'off-screen'). In the Star Trek comic series based on the alternate timeline established in the 2009 film Star Trek, Q visits that reality to take the crew of the Enterprise into their future. This allows them to interact with characters from the original timeline in the new history created by Spock's trip to the past. It also helps Q deal with a threat to the Continuum in the form of the Pah-Wraiths, which have all but destroyed the Bajoran Prophets in this timeline. Computer games The 1996 computer game Star Trek: Borg was primarily made up of live action segments directed by James L. Conway and featured John de Lancie as Q. Q also appears during Holiday events in the Massively Multiplayer Online game Star Trek Online including the creation of a Christmas Village that player characters can be teleported to. Reception In 2009, Q was ranked as the 9th best character of all Star
attempts to win her back. Q is blamed for a series of power failures, but denies it. Q taunts Captain Benjamin Sisko, only to get punched in the face, shocking him since Picard never did that. The power failures were actually caused by an alien life form disguised as a crystal that Vash was carrying. Q gives Vash his blessing to leave him. In the Star Trek: Voyager episode "Death Wish", Q pursues a rogue member of the Continuum, later named Quinn, who has been inadvertently released from his asteroid prison by the crew of that ship, and who seeks asylum on Voyager. He demands that Q make him human, as he does not wish to be a member of the Continuum any more, but Q refuses, because Quinn intends to commit suicide if he becomes human. The two parties agree to allow Captain Janeway to mediate their dispute, and after Janeway eventually finds in favor of Quinn, he is made human and then commits suicide. Its subsequently revealed that Q chose to assist Quinn's suicide. Later, in the Voyager episode "The Q and the Grey", Q reappears on the Voyager, asking Janeway to bear his child. He eventually reveals that the uncertainty and instability caused by Quinn's suicide divided the Continuum, causing a civil war between Quinn's followers (of which Q is a part) and the rest of the Continuum. Q believes that the birth of a new member of the Continuum could revitalize the Q by giving them something new to focus on after millennia of stagnation and boredom. Janeway refuses, and after she and her crew bring about a ceasefire in the Continuum, Q eventually mates with the female Q (Suzie Plakson) with whom he had been involved (referred to in Star Trek novels as 'Lady Q'), producing a son. Their progeny is born conscious and with all the power of any other Q, although lacking adult maturity. Q makes Janeway his godmother. In the episode "Q2", he appears on Voyager with his immature, rebellious son, who appears as a human teenager (played by John de Lancie's real-life son Keegan de Lancie, and referred to in the novels as "Little Q" or "q"). Q asks Janeway to mentor his son, and the two adults agree that the boy will remain on Voyager, without his powers, and either learn how to be a responsible, accountable, and productive inhabitant of the cosmos, or spend eternity as an amoeba. Eventually, the young Q comes around, but the Continuum is not entirely convinced, so in negotiation with Q, they come to an agreement. Q must eternally guard, observe, and accompany the boy to ensure his proper behavior. In the Star Trek: Lower Decks episode "Veritas", Q appears in a flashback, challenging the senior crew of the USS Cerritos to an inexplicable 'game' to prove humanity's worth, dressing them up as chess pieces facing a football field filled with anthropomorphic cards and soccer balls. Later in the episode, he appears again to challenge the ensigns to a duel, but he is unceremoniously blown off by Ensign Mariner, who tells him to "go bother Picard." Q follows them anyway, complaining that Picard is always quoting Shakespeare and making wine. Q is set to once again return in season 2 of Star Trek: Picard. The Q were also mentioned in the fourth season of Star Trek: Discovery as the possible creators of the Dark Matter Anomaly threatening the Alpha Quadrant, but were dismissed as being such by the Federation due to neither Q or his fellow Q being heard from since the late 26th century. Novels The similarity between Q and Trelane, the alien encountered in the Star Trek episode "The Squire of Gothos", inspired writer Peter David to establish in his 1994 novel Q-Squared that Trelane is a member of the Continuum, and that Q is his godfather (with it being all-but-explicitly stated that Q is actually Trelane's biological father, although the truth of this is kept an official secret). Q's past is expanded on in the trilogy The Q Continuum, which has Q and Picard travel through Q's past, witnessing Q's first encounter with the being that inspired his interest in testing other races. This being, known as 0, is similar to Q in power and abilities (although an injury of some sort prevents 0 travelling faster than light under his own power, even if he can still teleport short distances), but whereas Q has been shown to be more of a "merry prankster" throughout Star Trek canon, 0 is malevolent in his desires, using 'tests' as just an excuse to torture other races by changing the rules of his games so that the subjects will inevitably lose. Q ends up bringing him into the Milky Way galaxy through the Guardian of Forever, and 0 assembles other seemingly omnipotent beings from the original Star Trek, including The One (the being who impersonated God in Star Trek V: The Final Frontier) and (*) (the entity from "Day of the Dove", which thrived on violent conflict). However, although intrigued at 0's words about testing lesser races, Q loses his taste for 0's methods when 0's group provoke the Tkon Empire- an advanced civilisation millennia in the past- into decades of civil war and then blows up their sun just as they were about to exchange their dying old sun for a younger, fresher one, having completed their Great Endeavour despite the war. 0's group was later defeated in a battle with the Q Continuum, though the dinosaurs were left extinct as a result when Q diverted an asteroid from one of the combatants so that it would strike Earth instead. With Q having abstained from most of the conflict, he was thus put in charge of watching over Earth and its inhabitants as a possible rehabilitation project, while (*) escaped, The One was trapped at the heart of the galaxy having been reduced to just his head, and 0 was banished to just outside our galaxy and the galactic barrier erected to keep him out; as Picard observes, with 0's crippled state preventing him travelling faster than light, 0 was essentially reduced to a shipwrecked survivor cut off from the nearest inhabitable land and millennia away from anywhere else. 0 later returned from his banishment beyond the galaxy and sought revenge on Q, having manipulated a dying scientist to complete an artificial wormhole experiment, but was defeated when Picard was able to convince one of 0's old enemies to join forces with Q to stop his former mentor. The novel The Buried Age which explores Picard's life between the destruction of the Stargazer and his appointment to the position of captain of the Enterprise-D ends with a cameo appearance by Q as he meets an alien woman who recently met Picard before she chose to ascend to a
wormhole. The Ferengi send a delegation to the bidding. When the Enterprise and Ferengi vessel each send shuttles into the wormhole, they appear in the Delta Quadrant, where the Ferengi shuttle becomes trapped. In the Voyager season-three episode "False Profits", the Ferengi who were trapped have since landed on a nearby planet, and begun exploiting the inhabitants for profit. Actors from other Star Trek incarnations appearing on Voyager In some cases, the actors play the same character as elsewhere, such as Dwight Schultz who plays Reginald Barclay. In other cases, the same actors play different characters. Michael Ansara is one of seven actors to play the same character (in his case the Klingon commander Kang) on three different Star Trek TV series—the original series ("Day of the Dove"), Deep Space Nine ("Blood Oath"), and Voyager ("Flashback"). Vaughn Armstrong, who portrayed a wide variety of guest characters throughout the show's run, later went on to portray Admiral Forrest in Star Trek: Enterprise. Majel Barrett voices the ship's computer, having performed the same role in previous Star Trek series. LeVar Burton, who played Geordi La Forge on The Next Generation, appeared as Captain LaForge of USS Challenger in an alternate future in the episode "Timeless". Jeffrey Combs (Weyoun and Brunt of Deep Space Nine and Shran of Enterprise) appeared in "Tsunkatse" as Norcadian Penk. Leonard Crofoot, who appears in "Virtuoso" as a Qomar spectator, acted in The Next Generation episode "Angel One" and as the prototype version of Data's daughter Lal in The Next Generation episode "The Offspring". John de Lancie plays the mischievous Q, who also annoyed Captain Jean-Luc Picard on the Enterprise and Commander Benjamin Sisko on Deep Space Nine in the Deep Space Nine episode "Q-Less". He appeared in "Death Wish", "The Q and the Grey" and "Q2". Aron Eisenberg (Nog of Deep Space Nine) appeared in "Initiations" as a Kazon adolescent named Kar. Jonathan Frakes played Commander William Riker from The Next Generation, appearing in "Death Wish". Gerrit Graham, who played the Hunter in a Deep Space Nine episode called "Captive Pursuit", and later played a Q (Quinn) in the Voyager episode "Death Wish". J. G. Hertzler (Martok of Deep Space Nine and Klingon advocate Kolos in the Enterprise episode: "Judgement") appeared in "Tsunkatse" as an unnamed Hirogen. Suzie Plakson, who portrayed Dr. Selar in The Next Generation episode The Schizoid Man" as well as Ambassador K'Ehleyr, Worf's mate in "The Emissary" and "Reunion", appeared as the female Q in the episode "The Q and the Grey". Joseph Ruskin played a Vulcan Master in the episode "Gravity". Ruskin also played Galt in the Star Trek Original Series episode "Gamesters of Triskelion", the Klingon Tumek Deep Space Nine episodes "House of Quark" and "Looking for par'Mach in All the Wrong Places", a Cardassian informant in the Deep Space Nine episode "Improbable Cause", and a Suliban doctor in the Enterprise episode "Broken Bow". Dwight Schultz played Reginald Barclay on Star Trek: The Next Generation and in the film Star Trek: First Contact. He appeared in the following Voyager episodes: "Projections", "Pathfinder", "Life Line", "Inside Man", "Author, Author" and "Endgame". Mark Allen Shepherd also appears uncredited as Morn, alongside Quark in the pilot. Armin Shimerman, who portrayed Quark on Deep Space Nine, appeared in the pilot "Caretaker". Dan Shor, who appeared as the Ferengi Dr. Arridor in The Next Generation episode "The Price", reprised the role in Voyager episode "False Profits", having become stranded in the Delta Quadrant at the end of the Next Generation episode. Marina Sirtis, as Counselor Deanna Troi from The Next Generation, appears in "Pathfinder", "Life Line", and "Inside Man". James Sloyan portrayed Alidar Jarok (a defecting Romulan admiral) in "The Defector" and Alexander Rozhenko (Worf's son) as an adult in the future in "Firstborn", both Star Trek: The Next Generation episodes. In Star Trek: Deep Space Nine, he portrayed the Bajoran scientist Mora Pol and Odo's "father" in the episodes "The Begotten" and "The Alternate". The Star Trek: Voyager episode entitled "Jetrel" featured Sloyan as the title character. Kurtwood Smith, who plays Annorax in "Year of Hell", appeared in Star Trek: Deep Space 9 episode "Things Past" as a Cardassian, Thrax. Before this, he also appeared in Star Trek VI: The Undiscovered Country as the president of the Federation. George Takei from the Original Series reprised his role as Hikaru Sulu, who became Captain of USS Excelsior in Star Trek VI: The Undiscovered Country. He appeared in Voyager episode "Flashback", commemorating the 30th anniversary of Star Trek. Tony Todd, who played Worf's brother Kurn in The Next Generation episodes "Sins of the Father", "Redemption", parts 1 and 2 and the Deep Space Nine episode "Sons of Mogh", also the adult Jake Sisko in the Deep Space Nine episode "The Visitor", played an unnamed Hirogen in the Voyager episode "Prey". Gwynyth Walsh (B'Etor of The Next Generation and Generations) appeared in "Random Thoughts" as Chief Examiner Nimira. Grace Lee Whitney from Original Series reprised her role as Janice Rand in Voyager episode "Flashback", commemorating the 30th anniversary of Star Trek. Actors from Voyager appearing on other Star Trek incarnations Martha Hackett (Seska) appeared as a member of the Terellian alien species in the finale of Star Trek: The Next Generation, "All Good Things..." and in the Star Trek: Deep Space Nine two-part episode "The Search" as Romulan Subcommander T'Rul. Robert Duncan McNeill (Paris) appeared in Star Trek: The Next Generation episode "The First Duty" as Starfleet cadet Nicolas Locarno. (The character of Locarno was used as a template for Tom Paris). He also appeared as Tom Paris in the Star Trek: Lower Decks episode "We'll Always Have Tom Paris". Kate Mulgrew appears again as Kathryn Janeway, promoted to vice admiral, in the 2002 film Star Trek: Nemesis a year after Voyager ended its run.. Mulgrew is a main cast member, as Training Hologram Janeway, in the animated series Star Trek: Prodigy. Kate Mulgrew reprises her role in the animated series as Admiral Janeway. Ethan Phillips (Neelix) was featured in the Star Trek: The Next Generation episode "Ménage à Troi" as the Ferengi Farek, the Star Trek: Enterprise episode "Acquisition" as the Ferengi pirate Ulis, and in Star Trek: First Contact as an unnamed maître d' on the holodeck. Robert Picardo (the Doctor) guest-starred in the Star Trek: Deep Space Nine episode "Doctor Bashir, I Presume" as Dr. Lewis Zimmerman and an EMH Mark I, and made a cameo appearance in the film Star Trek: First Contact as the Enterprise-E's EMH. Tim Russ (Tuvok) appeared in Star Trek: The Next Generation episode "Starship Mine", the Star Trek: Deep Space Nine episodes "Invasive Procedures" and "Through the Looking Glass" (as Mirror Tuvok), and the film Star Trek: Generations, as various characters. Jeri Ryan reprises her role as Seven of Nine in Star Trek: PicardRobert Beltran appears as Captain Chakotay of the USS Protostar in Star Trek: Prodigy. List of episodes The series consists of 172 episodes, all 45 minutes in length, excluding advertisement breaks. Four episodes, "Caretaker", "Dark Frontier", "Flesh and Blood" and "Endgame" originally aired as 90 minute episodes (excluding advertisement breaks). In syndication these four episodes are each split into two episodes (45 minutes in length). Tie-in media Novels A total of 26 numbered books were released during the series' original run from 1995 to 2001. They include novelizations of the first episode, "Caretaker", "The Escape", "Violations", "Ragnarok", and novelizations of the episodes "Flashback", "Day of Honor", "Equinox" and "Endgame". Also, "unnumbered books", which are still part of the series, were released, though not part of the official release. These novels consist of episode novelizations except for Caretaker, Mosaic (a biography of Kathryn Janeway), Pathways (a novel in which the biography of various crew members, including all of the senior staff, is given); and The Nanotech War, a novel released in 2002, one year after the series' finale. Book relaunch A series of novels focusing on the continuing adventures of Voyager following the television series finale was implemented in 2003, much as Pocket Books did with the Deep Space Nine relaunch novel series, which features stories placed after the finale of that show. In the relaunch, several characters are reassigned while others are promoted but stay aboard Voyager. These changes include Janeway's promotion to admiral, Chakotay becoming captain of Voyager and breaking up with Seven of Nine, Tuvok leaving the ship to serve as tactical officer under William Riker, and Tom Paris's promotion to first officer on the Voyager. The series also introduces several new characters. The series began with Homecoming and The Farther Shore in 2003, a direct sequel to the series' finale, "Endgame". These were followed in 2004 by Spirit Walk: Old Wounds and Spirit Walk: Enemy of My Enemy. Under the direction of a new author, 2009 brought forth two more additions to the series: Full Circle and Unworthy. In 2011, another book by the same author called Children of the Storm was released. Other novels—some set during the relaunch period, others during the show's broadcast run—have been published. Video games Three video games based specifically on Voyager were released: Star Trek: Voyager – Elite Force for PC (2000) and PS2 (2001), the arcade game Star Trek: Voyager – The Arcade Game (2002) and Star Trek: Elite Force II (2003), a sequel to Elite Force. The PS2 game Star Trek: Encounters (2006) also features the ship and characters from the show. Voyager was a graphic adventure video game developed by Looking Glass Technologies but it was cancelled in 1997. Star Trek: Voyager - Elite Force drew revenues of $15 million and sold roughly 300,000 units worldwide by 2003. Reception Broadcast historyStar Trek: Voyager launched on UPN with repeats entering into syndication. The two hour long debut "Caretaker" was seen by 21.3 million people in January 1995. The series is available, Sunday through Friday evenings, on the broadcast network Heroes and Icons. It is also available for streaming in the United States on Paramount+, Hulu, Amazon Prime Video, and Netflix. Critical response In 2016, in a listing that included each Star Trek film and TV series separately, Voyager was ranked 6th by the L.A. Times. In 2017, Vulture ranked Star Trek: Voyager the 4th best live-action Star Trek television show, prior to Star Trek: Discovery. In 2019, Nerdist ranked this show the 5th best Star Trek series, in between Enterprise and Star Trek: Discovery. Also in 2019, MovieFone ranked it the fifth best live-action Star Trek series. In 2019, CBR ranked Season 5 the 4th best season of a Star Trek show, and Season 4, the 8th best. In 2019, Popular Mechanics ranked Star Trek: Voyager the 36th best science fiction television show ever. Review aggregator Rotten Tomatoes gives the show a rating of 77% overall of the seven seasons based on 49 reviews. Metacritic gives Star Trek: Voyager a score of 66 out of 100, based on 10 critics, indicating "generally favorable reviews". In 2021, Variety ranked it the fourth best installment of Star Trek, counting series and movies together, placing it ahead of all television series to-date except the original. Cultural influenceVoyager is notable for being the most gender-balanced Star Trek series with the first female lead character and strong female supporting characters, with a review of the different series giving Voyager the highest Bechdel test rating. In an article about Voyager, Ian Grey wrote: "It was a rare heavy-hardware science fiction fantasy not built around a strong man, and more audaciously, it didn't seem to trouble itself over how fans would receive this. On Voyager, female authority was assumed and unquestioned; women conveyed sexual power without shame and anger without guilt. Even more so than Buffy, which debuted two years later, it was the most feminist show in American TV history." About her years on Voyager, Kate Mulgrew said: "The best thing was simply the privilege and the challenge of being able to take a shot at the first female captain, transcending stereotypes that I was very familiar with. I was able to do that in front of millions of viewers. That was a remarkable experience—and it continues to resonate." In 2015, astronaut Samantha Cristoforetti tweeted the line from the Voyager TV show about coffee, from the International Space Station. The station was getting a shipment of supplies which triggered a chance to say how coffee really was in the incoming spacecraft (a Dragon cargo spacecraft). The spacecraft was carrying the ISSpresso machine which really would allow coffee beverages to be made aboard the real-life Space Station. The popular tweet was accompanied by her wearing a Star Trek uniform also. Home media The series was released on DVD in 2004
season, Kes leaves the ship in the wake of an extreme transformation of her mental abilities, while Seven of Nine (known colloquially as Seven), a Borg drone who was assimilated as a six-year-old human girl, is liberated from the collective and joins the Voyager crew. As the series progresses, Seven begins to regain her humanity with the ongoing help of Captain Janeway, who shows her that emotions, friendship, love, and caring are more important than the sterile "perfection" the Borg espouse. The Doctor also becomes more human-like, due in part to a mobile holo-emitter the crew obtains in the third season which allows the Doctor to leave the confines of sickbay. He discovers his love of music and art, which he demonstrates in the episode "Virtuoso". In the sixth season, the crew discovers a group of adolescent aliens assimilated by the Borg, but prematurely released from their maturation chambers due to a malfunction on their Borg cube. As he did with Seven of Nine, the Doctor rehumanizes the children; Azan, Rebi and Mezoti, three of them eventually find a new adoptive home while the fourth, Icheb, chooses to stay aboard Voyager.Life for the Voyager crew evolves during their long journey. Traitors Seska and Michael Jonas are uncovered in the early months ("State of Flux", "Investigations"); loyal crew members are lost late in the journey; and other wayward Starfleet officers are integrated into the crew. In the second season, the first child is born aboard the ship to Ensign Samantha Wildman; as she grows up, Naomi Wildman becomes great friends with her godfather, Neelix, and develops an unexpected and close relationship with Seven of Nine. Early in the seventh season, Tom Paris and B'Elanna Torres marry after a long courtship, and Torres gives birth to their child, Miral Paris, in the series finale. Late in the seventh season, the crew finds a colony of Talaxians on a makeshift settlement in an asteroid field, and Neelix chooses to bid Voyager farewell and live once again among his people. Over the course of the series, the Voyager crew finds various ways to reduce their 75-year journey by five decades: shortcuts, in the episodes "Night" and "Q2"; technology boosts in "The Voyager Conspiracy", "Dark Frontier", "Timeless" and "Hope and Fear"; a subspace corridor in "Dragon's Teeth"; and a mind-powered push from a powerful former shipmate in "The Gift". Several other trip-shortening attempts are unsuccessful, as seen in the episodes "Eye of the Needle", "Prime Factors", "Future's End", "Course: Oblivion", and "Inside Man". After traveling for seven years, a current (yet returning) shipmate helps instigate a series of complex efforts which shortens the remainder of the journey to a few minutes in the series finale, "Endgame". Cast Geneviève Bujold, originally cast as Janeway, quit a day and a half into shooting the pilot "Caretaker" and was replaced by Kate Mulgrew. Notable guest appearances Cameos Prince Abdullah of Jordan (now king) played an unnamed ensign (science officer) in the episode "Investigations". Musician Tom Morello played Crewman Mitchell, seen when Captain Janeway asks him for directions on Deck 15, in "Good Shepherd". Actors Source material: Jason Alexander played Kurros, the spokesperson for a group of alien scholars, in "Think Tank". John Aniston played the Quarren Ambassador in the two-part episode "Workforce". Ed Begley Jr. portrayed Henry Starling, an unscrupulous 20th-century industrialist, in "Future's End" parts 1 and 2. Dan Butler played Steth in "Vis à Vis". Robert Curtis Brown portrayed Neezar, the Ledosian ambassador, in "Natural Law". David Clennon played Dr. Crell Moset in the episode "Nothing Human". Henry Darrow appears in the episodes "Tattoo" and "Basics: Part I" as Chakotay's father. Andy Dick plays the Emergency Medical Hologram Mark 2 on USS Prometheus in "Message in a Bottle". David Graf appeared as Fred Noonan, Amelia Earhart's navigator in the episode "The 37's". Gary Graham, who portrayed Ambassador Soval on Star Trek: Enterprise, played Ocampan community leader Tanis in the season-two episode "Cold Fire". Gerrit Graham played a member of the Q Continuum called Quinn in "Death Wish" who sought asylum on Voyager. Joel Grey played Caylem, in "Resistance". Lori Hallier played Riley Frazier, one of a group of former Borg drones, in "Unity". Dwayne "The Rock" Johnson portrayed the Pendari Champion with whom Seven of Nine and Tuvok are forced to compete in the episode "Tsunkatse". Alice Krige and Susanna Thompson both played the Borg Queen. Krige, who had originated the role in the movie Star Trek: First Contact, returned for Voyager's series finale; Thompson had portrayed the character earlier in the show's run. Sharon Lawrence played the famous aviator Amelia Earhart in the episode "The 37's". Michael McKean plays a maniacal clown character in a simulation in which the crew's minds are held hostage in the episode "The Thaw". Virginia Madsen played Kellin, a Ramuran tracer, in "Unforgettable". Marjorie Monaghan played Freya, a shieldmaiden, in "Heroes and Demons". Leland Orser played Dejaren, an unstable hologram, in "Revulsion" John Savage plays Captain Rudolph Ransom of the USS Equinox, another Federation starship that Voyager encountered in the Delta Quadrant, in "Equinox" parts 1 and 2. Lori Petty played Noss in the episode "Gravity". Tuvok and Tom become stranded on a planet and befriend Noss, an alien stranded there many years before. John Rhys-Davies plays Leonardo da Vinci in Janeway's holodeck program. He appeared in "Scorpion: Part I" and "Concerning Flight". W. Morgan Sheppard appeared as Qatai, an alien trapped by a telepathic "pitcher plant" anomaly masquerading as Voyager's savior, in "Bliss". Sarah Silverman appeared as Rain Robinson, a young astronomer who finds Voyager in orbit of 20th-century Earth, in "Future's End" parts 1 and 2. Kurtwood Smith, who played the Federation president in Star Trek VI: The Undiscovered Country, played Annorax, a Krenim scientist who was determined to restore his original timeline, in "Year of Hell" parts 1 and 2. Comedian Scott Thompson played the alien Tomin in "Someone to Watch Over Me". Ray Walston, who appeared as Starfleet Academy groundskeeper Boothby in the Star Trek: The Next Generation episode "The First Duty", reprised the role in the episodes "In the Flesh" and "The Fight". Songwriter Paul Williams played Prelate Koru in "Virtuoso". Titus Welliver played Lieutenant Maxwell Burke in "Equinox" parts 1 and 2. Joseph Will played Tellis in "Muse". Ray Wise played Arturis in "Hope and Fear". He also had an appearance in an episode of Star Trek: The Next Generation called "Who Watches the Watchers". Tom Wright appeared as Tuvix in "Tuvix". Connections with other Star Trek incarnations Characters and races As with other Star Trek series, the original Star Treks Vulcans, Klingons, and Romulans appear in Star Trek: Voyager. Voyager had appearances by several other races who initially appear in The Next Generation: the Q, the Borg, Cardassians, Bajorans, Betazoids, and Ferengi, along with Deep Space Nines Jem'Hadar (via hologram), as well as the Maquis resistance movement, previously established in episodes of The Next Generation and Deep Space Nine. One notable connection between Voyager and The Next Generation appears regarding a wormhole and the Ferengi. In The Next Generation season-three episode "The Price", bidding takes place for rights to a wormhole. The Ferengi send a delegation to the bidding. When the Enterprise and Ferengi vessel each send shuttles into the wormhole, they appear in the Delta Quadrant, where the Ferengi shuttle becomes trapped. In the Voyager season-three episode "False Profits", the Ferengi who were trapped have since landed on a nearby planet, and begun exploiting the inhabitants for profit. Actors from other Star Trek incarnations appearing on Voyager In some cases, the actors play the same character as elsewhere, such as Dwight Schultz who plays Reginald Barclay. In other cases, the same actors play different characters. Michael Ansara is one of seven actors to play the same character (in his case the Klingon commander Kang) on three different Star Trek TV series—the original series ("Day of the Dove"), Deep Space Nine ("Blood Oath"), and Voyager ("Flashback"). Vaughn Armstrong, who portrayed a wide variety of guest characters throughout the show's run, later went on to portray Admiral Forrest in Star Trek: Enterprise. Majel Barrett voices the ship's computer, having performed the same role in previous Star Trek series. LeVar Burton, who played Geordi La Forge on The Next Generation, appeared as Captain LaForge of USS Challenger in an alternate future in the episode "Timeless". Jeffrey Combs (Weyoun and Brunt of Deep Space Nine and Shran of Enterprise) appeared in "Tsunkatse" as Norcadian Penk. Leonard Crofoot, who appears in "Virtuoso" as a Qomar spectator, acted in The Next Generation episode "Angel One" and as the prototype version of Data's daughter Lal in The Next Generation episode "The Offspring". John de Lancie plays the mischievous Q, who also annoyed Captain Jean-Luc Picard on the Enterprise and Commander Benjamin Sisko on Deep Space Nine in the Deep Space Nine episode "Q-Less". He appeared in "Death Wish", "The Q and the Grey" and "Q2". Aron Eisenberg (Nog of Deep Space Nine) appeared in "Initiations" as a Kazon adolescent named Kar. Jonathan Frakes played Commander William Riker from The Next Generation, appearing in "Death Wish". Gerrit Graham, who played the Hunter in a Deep Space Nine episode called "Captive Pursuit", and later played a Q (Quinn) in the Voyager episode "Death Wish". J. G. Hertzler (Martok of Deep Space Nine and Klingon advocate Kolos in the Enterprise episode: "Judgement") appeared in "Tsunkatse" as an unnamed Hirogen. Suzie Plakson, who portrayed Dr. Selar in The Next Generation episode The Schizoid Man" as well as Ambassador K'Ehleyr, Worf's mate in "The Emissary" and "Reunion", appeared as the female Q in the episode "The Q and the Grey". Joseph Ruskin played a Vulcan Master in the episode "Gravity". Ruskin also played Galt in the Star Trek Original Series episode "Gamesters of Triskelion", the Klingon Tumek Deep Space Nine episodes "House of Quark" and "Looking for par'Mach in All the Wrong Places", a Cardassian informant in the Deep Space Nine episode "Improbable Cause", and a Suliban doctor in the Enterprise episode "Broken Bow". Dwight Schultz played Reginald Barclay on Star Trek: The Next Generation and in the film Star Trek: First Contact. He appeared in the following Voyager episodes: "Projections", "Pathfinder", "Life Line", "Inside Man", "Author, Author" and "Endgame". Mark Allen Shepherd also appears uncredited as Morn, alongside Quark in the pilot. Armin Shimerman, who portrayed Quark on Deep Space Nine, appeared in the pilot "Caretaker". Dan Shor, who appeared as the Ferengi Dr. Arridor in The Next Generation episode "The Price", reprised the role in Voyager episode "False Profits", having become stranded in the Delta Quadrant at the end of the Next Generation episode. Marina Sirtis, as Counselor Deanna Troi from The Next Generation, appears in "Pathfinder", "Life Line", and "Inside Man". James Sloyan portrayed Alidar Jarok (a defecting Romulan admiral) in "The Defector" and Alexander Rozhenko (Worf's son) as an adult in the future in "Firstborn", both Star Trek: The Next Generation episodes. In Star Trek: Deep Space Nine, he portrayed the Bajoran scientist Mora Pol and Odo's "father" in the episodes "The Begotten" and "The Alternate". The Star Trek: Voyager episode entitled "Jetrel" featured Sloyan as the title character. Kurtwood Smith, who plays Annorax in "Year of Hell", appeared in Star Trek: Deep Space 9 episode "Things Past" as a Cardassian, Thrax. Before this, he also appeared in Star Trek VI: The Undiscovered Country as the president of the Federation. George Takei from the Original Series reprised his role as Hikaru Sulu, who became Captain of USS Excelsior in Star Trek VI: The Undiscovered Country. He appeared in Voyager episode "Flashback", commemorating the 30th anniversary of Star Trek. Tony Todd, who played Worf's brother Kurn in The Next Generation episodes "Sins of the Father", "Redemption", parts 1 and 2 and the Deep Space Nine episode "Sons of Mogh", also the adult Jake Sisko in the Deep Space Nine episode "The Visitor", played an unnamed Hirogen in the Voyager episode "Prey". Gwynyth Walsh (B'Etor of The Next Generation and Generations) appeared in "Random Thoughts" as Chief Examiner Nimira. Grace Lee Whitney from Original Series reprised her role as Janice Rand in Voyager episode "Flashback", commemorating the 30th anniversary of Star Trek. Actors from Voyager appearing on other Star Trek incarnations Martha Hackett (Seska) appeared as a member of the Terellian alien species in the
advances in "Attached", when the two are linked telepathically and their romantic feelings are revealed. At the end of this episode, Beverly tells Jean-Luc, "Perhaps we should be afraid", implying that she's not ready to take that step forward in their relationship. However, only a handful of episodes later in "Sub Rosa", it is revealed that neither Beverly or Jean-Luc has been able to let go of those feelings and they are back to where they started, trying to pretend the feelings don't exist and that they have no problem being "just friends" with one another. In the series finale "All Good Things...", it is revealed that in an alternate future, Dr. Crusher and Captain Picard had been married and then divorced—still evidently having feelings for each other after so many years. Little information is given about the circumstances of their marriage or separation. In the present the two share a kiss; however, that timeline is destroyed when Picard changes the past, meaning they never kiss nor marry. In the four Next Generation movies, the flirtation between Dr. Crusher and Captain Picard remains, though it is not as obvious as previous episodes and most certainly not part of the substantial movie plots. The most noteworthy moment between the two happens in one of the deleted scenes of the last Next Generation movie, Star Trek: Nemesis. Following the television series and films, the relationship between Dr. Crusher and Captain Picard continued throughout the non-canonical Star Trek: The Next Generation Pocket Books series. Beverly and Jean-Luc have married, but still serve together on the Enterprise-E. They have a son named René Jacques Robert Francois Picard, named after Picard's older brother (Robert) and nephew (René). Reception The character has generally been positively received. Zack Handlen of The A.V. Club praised Gates McFadden's performance, as well as the inclusion of a strong, likable female character in the series, but lamented that the character's potential was never fully realized, saying she "should've been one of TNG's best characters" but that "too often, her character has been relegated to back-up roles, interjecting occasional medical jargon to give color to scenes, or else worrying to one side about
Beverly Crusher was born Beverly Howard on October 13, 2324, in Copernicus City, Luna. Her ancestors were Scottish-Americans. Following the death of her parents when she was very young, she lived with her grandmother, Felisa Howard, on Arvada III, a colony planet, until a moon collision caused the planet to flood, forcing its evacuation. Resourceful Felisa, with her granddaughter's aid, used herbs, grasses, tree chemicals, and roots as medicines when synthetic medicines ran out for the injured. During her youth, Beverly was known as quiet, shy, and socially awkward. She was also very self-conscious about her bright red hair, and at the age of 13, attempted to dye it dark with disastrous results. She admits to Data later, in the episode "Offspring", that she was often ridiculed and unpopular in school and it had been very painful for her. She also admits that it brought back painful memories of those years when she saw her son Wesley going through similar ridicule as a child. It was her grandmother's career as a healer and Beverly's own caring, high intelligence, and sensitivity that largely sparked Beverly's lifelong interest in medicine and healing the sick and wounded. The Arvada III disaster solidified Beverly's decision to be a doctor. After Arvada III was evacuated, Beverly and Felisa then settled on Caldos IV where Beverly lived until she entered Starfleet Academy. Starfleet Academy Crusher attended Starfleet Academy from 2342 to 2350 during which she attended medical school. While attending the academy, she became romantically involved with fellow cadet Jack Crusher. They were introduced by their friend, Walker Keel. She graduated top of her class and married Jack in 2348. She had also been called "the Dancing Doctor" when she was at the academy and had won multiple awards at a dance competition in St. Louis, Missouri. In 2350, she started an internship with Dr. Dalen Quaice. Family After marrying Jack, she returned to the academy while he left for the USS Stargazer. A year later, she gave birth to a son named Wesley Crusher. Jack died on an away mission when Wesley was five years old. Captain Jean-Luc Picard, who was commanding the Stargazer at the time, took home the body of Jack. She never fully recovered from his death. Dr. Crusher and Captain Picard were also acquaintances while the character's husband was alive, as Picard and Jack Crusher were very good friends. At the beginning of the series, Picard
McCoy was born in Atlanta, Georgia, in 2227. The son of David McCoy, he attended the University of Mississippi and is a divorcé. McCoy later married Natira, the priestess of Yonada, characterized in the episode, "For the World Is Hollow and I Have Touched the Sky". In 2266, McCoy was posted as chief medical officer of the USS Enterprise under Captain James T. Kirk, who often calls him "Bones". McCoy and Kirk are good friends, even "brotherly". The passionate, sometimes cantankerous McCoy frequently argues with Kirk's other confidant, science officer Spock, and occasionally is prejudiced against Spock's Vulcan heritage. McCoy often plays the role of Kirk's conscience, offering a counterpoint to Spock's logic. McCoy is suspicious of technology, especially the transporter. As a physician, he prefers less intrusive treatment and believes in the body's innate recuperative powers. The character's nickname, "Bones", is a play on sawbones, an epithet for a physician qualified as a surgeon. In the 2009 Star Trek film reboot, when McCoy first meets Kirk, he states, "The ex-wife took the whole damn planet in the divorce. All I got left is my bones", which also could be from where his nickname came. When Kirk orders McCoy's commission reactivated in Star Trek: The Motion Picture (1979); a resentful McCoy complains of being "drafted". Spock transfers his katra—his knowledge and experience—into McCoy before dying in Star Trek II: The Wrath of Khan (1982). This causes mental anguish for McCoy, who in Star Trek III: The Search for Spock (1984) helps restore Spock's katra to his reanimated body. McCoy continues to serve on Kirk's crew aboard the captured Klingon ship in Star Trek IV: The Voyage Home (1986). In Star Trek V: The Final Frontier (1989), McCoy (through the intervention of Spock's half-brother Sybok) reveals that he helped his father commit suicide to relieve him of his pain. Shortly after the suicide, a cure was found for his father's disease, and McCoy had carried the guilt about it with him until Sybok's intervention. In Star Trek VI: The Undiscovered Country (1991), McCoy and Kirk escape from a Klingon prison world, and the Enterprise crew stops a plot to prevent peace between the United Federation of Planets and the Klingon Empire. Kelley reprised the role for the "Encounter at Farpoint" pilot episode of Star Trek: The Next Generation (1987), insisting upon no more than the minimum Screen Actors Guild payment for his appearance. McCoy had attained the rank of admiral in the Trek timeline when this episode was aired, and he is stated to be 137 years of age. He went on to become chief of Starfleet Medical, with a special rank known as branch admiral. The fictional book Comparative Alien Physiology was written by McCoy, and was required reading at the Starfleet Medical Academy through the 2370s. In the 1973 Star Trek: The Animated Series episode "The Survivor", McCoy mentions he has a daughter, Joanna. Although Chekov's friend Irina in the original series episode "The Way to Eden" was originally written as McCoy's daughter, it was changed before the episode was shot. Reboot film series In the 2009 Star Trek film, which takes place in an alternate, parallel reality, McCoy and Kirk become friends at Starfleet Academy, which McCoy joins after a divorce that he says, "left [him] nothing but [his] bones." This line, improvised by Urban, explains how McCoy earned the nickname Bones. McCoy later helps get Kirk posted aboard the USS Enterprise. He later becomes the chief medical officer after Doctor Puri is killed during an attack by Nero. McCoy remains aboard to see the Enterprise defeat Nero and his crew, with Kirk becoming the commanding officer of the ship. The Guardian called Urban's portrayal of McCoy in the 2009 film an "unqualified success", and The New York Times called the character "wild-eyed and funny". Slate said Urban came
the American science-fiction franchise Star Trek. McCoy was played by actor DeForest Kelley in the original Star Trek series from 1966 to 1969, and he also appears in the animated Star Trek series, six Star Trek films, the pilot episode of Star Trek: The Next Generation, and in numerous books, comics, and video games. A decade after Kelley's death, Karl Urban assumed the role of McCoy in the Star Trek reboot film in 2009. Depiction McCoy was born in Atlanta, Georgia, in 2227. The son of David McCoy, he attended the University of Mississippi and is a divorcé. McCoy later married Natira, the priestess of Yonada, characterized in the episode, "For the World Is Hollow and I Have Touched the Sky". In 2266, McCoy was posted as chief medical officer of the USS Enterprise under Captain James T. Kirk, who often calls him "Bones". McCoy and Kirk are good friends, even "brotherly". The passionate, sometimes cantankerous McCoy frequently argues with Kirk's other confidant, science officer Spock, and occasionally is prejudiced against Spock's Vulcan heritage. McCoy often plays the role of Kirk's conscience, offering a counterpoint to Spock's logic. McCoy is suspicious of technology, especially the transporter. As a physician, he prefers less intrusive treatment and believes in the body's innate recuperative powers. The character's nickname, "Bones", is a play on sawbones, an epithet for a physician qualified as a surgeon. In the 2009 Star Trek film reboot, when McCoy first meets Kirk, he states, "The ex-wife took the whole damn planet in the divorce. All I got left is my bones", which also could be from where his nickname came. When Kirk orders McCoy's commission reactivated in Star Trek: The Motion Picture (1979); a resentful McCoy complains of being "drafted". Spock transfers his katra—his knowledge and experience—into McCoy before dying in Star Trek II: The Wrath of Khan (1982). This causes mental anguish for McCoy, who in Star Trek III: The Search for Spock (1984) helps restore Spock's katra to his reanimated body. McCoy continues to serve on Kirk's crew aboard the captured Klingon ship in Star Trek IV: The Voyage Home (1986). In Star Trek V: The Final Frontier (1989), McCoy (through the intervention of Spock's half-brother Sybok) reveals that he helped his father commit suicide to relieve him of his pain. Shortly after the suicide, a cure was found for his father's disease, and McCoy had carried the guilt about it with him until Sybok's intervention. In Star Trek VI: The Undiscovered Country (1991), McCoy and Kirk escape from a Klingon prison world, and the Enterprise crew stops a plot to prevent peace between the United Federation of Planets and the Klingon Empire. Kelley reprised the role for the "Encounter at Farpoint" pilot episode of Star Trek: The Next Generation (1987), insisting upon no more than the minimum Screen Actors Guild payment for his appearance. McCoy had attained the rank of admiral in the Trek timeline when this episode was aired, and he is stated to be 137 years of age. He went on to become chief of Starfleet Medical, with a special rank known as branch admiral. The fictional book Comparative Alien Physiology was written by McCoy, and was required reading at the Starfleet Medical Academy through the 2370s. In the 1973 Star Trek: The Animated Series episode "The Survivor", McCoy mentions he has a daughter, Joanna. Although Chekov's friend Irina in the original series episode "The Way to Eden" was originally written as McCoy's daughter, it was changed before the episode was shot. Reboot film series In the 2009 Star Trek film, which takes place in an alternate, parallel reality, McCoy and Kirk become friends at Starfleet Academy, which McCoy joins after a divorce that he says, "left [him] nothing but [his] bones." This line, improvised by Urban, explains how McCoy earned the nickname Bones. McCoy later helps get Kirk posted aboard the USS Enterprise. He later becomes the chief medical officer after Doctor Puri is killed during an attack by Nero. McCoy remains aboard to see the Enterprise defeat Nero and his crew, with Kirk becoming the commanding officer of the ship. The Guardian called Urban's portrayal of McCoy in the 2009 film an "unqualified success", and The New York Times called the character "wild-eyed and funny". Slate said Urban came closer than the other actors to impersonating a character's original depiction. Development Kelley had worked with Star Trek creator Gene Roddenberry on previous television pilots, and he was Roddenberry's first choice to play the doctor aboard the USS Enterprise. However, for the rejected pilot "The Cage" (1964), Roddenberry went with director Robert Butler's choice of John Hoyt to play Dr. Philip Boyce. For the second pilot, "Where No Man Has Gone Before" (1966), Roddenberry accepted director James Goldstone's decision to have Paul Fix play Dr. Mark Piper. Although Roddenberry wanted Kelley to play the character of ship's doctor, he did not put Kelley's name forward to NBC; the network never "rejected" the actor, as Roddenberry sometimes suggested. Kelley's first broadcast appearance as Doctor Leonard McCoy was in "The Man Trap" (1966). Despite his character's prominence, Kelley's contract granted him only a "featuring" credit; he was not given "starring" credit until the second season, at the urging of producer Robert Justman. Kelley was apprehensive about Star Treks future, telling Roddenberry that the show was "going to be the biggest hit or the biggest miss God ever made". Kelley portrayed McCoy throughout the original Star Trek series, and voiced the character in the animated Star Trek. Kelley, who in his youth wanted to become a doctor like his uncle, but whose family could not pay for a medical
"superhuman" strength and effortlessly tosses Worf across the bridge, breaking his wrist. In the season-five episode, "Violations", the Enterprise encounters an alien species who are telepathic and specialize in being able to bring back lost memories. One of the aliens mentally assaults Deanna and also tries to physically assault her in her quarters. She is saved by Worf and one of his security teams. In the film, Star Trek: Nemesis, she is mentally violated by Shinzon's viceroy, who is also telepathic. This occurs in her quarters when she is with her new husband, Commander Riker; it also occurs in the Star Trek: Nemesis bonus deleted scenes, where she is attacked in the turbolift. She eventually is able to turn the tables on the viceroy using the same connection. Troi is an avid connoisseur of chocolate, a fact that is significant in multiple episodes, including one in which she tells Commander Riker how to properly enjoy eating it. In the episode "Remember Me", Beverly Crusher briefly describes Troi to Captain Picard to jog his memory and mentions that she "loves chocolate". She is known for ordering chocolate-flavored desserts in Ten-Forward, and her love for desserts is a common point of dialogue in many shows. She talks about this with a visiting-alien ambassador in "Liaisons", who takes up her love for desserts as in their culture they do not have this type of food. Dream-themed episodes include "Phantasms", where Troi appears as cake in Data's dream and in "Night Terrors", her dreams help save the ship. The dreams a suitor thinks he is having about her in "Haven" become a major plot point in that episode. Development and casting Marina Sirtis at first read for the role that would become Tasha Yar in 1986. She had, in total, five readings, all with Gene Roddenberry and other executives. Notably, Roddenberry took a liking to her almost immediately. Denise Crosby, who eventually won the role of Tasha, auditioned for the role of Deanna Troi. Sirtis was said to have had a more "exotic" feel about her. She was just about to return home, in debt and jobless, when she received the phone call alerting her that she had the role of Deanna Troi. She stated that if it had been an hour later, she would have missed that call and been on her way to England. Sirtis' US visa was expiring that day, and if she had stayed any longer, she could have run into legal trouble. For Sirtis, Star Trek was her first big break. Prior to Deanna Troi, her acting career was going nowhere: "What they told us about The Next Generation when we first started was that we were guaranteed 26 episodes. So that was the longest job I've ever had." Initially, series creator Gene Roddenberry intended Troi to be "eye candy" - beautiful, sexy, and not very bright. He also conceptualized her as having four breasts, before his wife told him this was a bad idea. Prior to filming, Sirtis was told to lose , but thought to herself that she had to drop even more, and was often wearing plunging necklines and form-fitting dresses. After six years, the producers decided to drop the "sexy and brainless" Troi and make her a stronger character: I was thrilled when I got my regulation Starfleet uniform... it covered up my cleavage and I got all my brains back, because when you have cleavage, you can't have brains in Hollywood... I was allowed to do things that I hadn't been allowed to do for five or six years. I went on away teams, I was in charge of staff, I had my pips back, I had phasers, I had all the equipment again, and it was fabulous. I was absolutely thrilled. Reception One reviewer compared her to Leonard McCoy from the original Star Trek television series. In 2018, CBR ranked Counselor Troi as the 25th-best Starfleet character of Star Trek, in 2018; they note her role as an empath aboard Enterprise 1701-D. In 2017, IndieWire ranked Troi as the 9th-best character on Star Trek: The Next Generation. In 2016, Troi was ranked as the 24th-most important character of Starfleet within the Star Trek universe by Wired. In 2017, Screen Rant ranked Troi the 12th-most attractive person in the Star Trek universe. In 2018, CBR ranked Troi the
and Troi's romantic relationship with Riker is rekindled through the Next Generation films. As a main cast member, Troi appears in nearly every TNG episode, though particular episodes, starting with "The Child", feature her as the primary protagonist. Her name is included in the show title "Ménage à Troi", which is oriented towards an adventure her mother and she have (besides Data and Q, this is one of the few cases where a character's name is in the episode title). Other episodes principally about Troi include: "Face of the Enemy", "Man of the People", "Violations", and "Night Terrors". She is addressed in various ways by fellow officers. Captain Picard calls her "Counselor", but when he is concerned about her, or in emergencies, he calls her "Deanna". Picard also refers to her as "Commander" in the pilot episode, "Encounter at Farpoint", which is consistent with her uniform's rank pips. Riker addresses her as "Lieutenant" a single time in the pilot episode; her service rank is not referred to again for several seasons. Doctor Crusher (one of her most noted female friends) usually calls her "Troi". Data very rarely calls her by her first name, usually calling her "Counselor Troi". Depending on the situation, Commander Riker calls her "Deanna" or "Imzadi", which means "beloved" in the Betazoid language. In several episodes, Troi falls victim to aliens. In an episode of season four ("Clues"), the Enterprise’s crew loses a day's memory. As events unfold, Troi is taken over by an entity to communicate with the crew. She temporarily gains "superhuman" strength and effortlessly tosses Worf across the bridge, breaking his wrist. In the season-five episode, "Violations", the Enterprise encounters an alien species who are telepathic and specialize in being able to bring back lost memories. One of the aliens mentally assaults Deanna and also tries to physically assault her in her quarters. She is saved by Worf and one of his security teams. In the film, Star Trek: Nemesis, she is mentally violated by Shinzon's viceroy, who is also telepathic. This occurs in her quarters when she is with her new husband, Commander Riker; it also occurs in the Star Trek: Nemesis bonus deleted scenes, where she is attacked in the turbolift. She eventually is able to turn the tables on the viceroy using the same connection. Troi is an avid connoisseur of chocolate, a fact that is significant in multiple episodes, including one in which she tells Commander Riker how to properly enjoy eating it. In the episode "Remember Me", Beverly Crusher briefly describes Troi to Captain Picard to jog his memory and mentions that she "loves chocolate". She is known for ordering chocolate-flavored desserts in Ten-Forward, and her love for desserts is a common point of dialogue in many shows. She talks about this with a visiting-alien ambassador in "Liaisons", who takes up her love for desserts as in their culture they do not have this type of food. Dream-themed episodes include "Phantasms", where Troi appears as cake in Data's dream and in "Night Terrors", her dreams help save the ship. The dreams a suitor thinks he is having about her in "Haven" become a major plot point in that episode. Development and casting Marina Sirtis at first read for the role that would become Tasha Yar in 1986. She had, in total, five readings, all with Gene Roddenberry and other executives. Notably, Roddenberry took a liking to her almost immediately. Denise Crosby, who eventually won the role of Tasha, auditioned for the role of Deanna Troi. Sirtis was said to have had a more "exotic" feel about her. She was just about to return home, in debt and jobless, when she received the phone call alerting her that she had the role of Deanna Troi. She stated that if it had been an hour later, she would have missed that call and been on her way to England. Sirtis' US visa was expiring that day, and if she had stayed any longer, she could have run into legal trouble. For Sirtis, Star Trek was her first big break. Prior to Deanna Troi, her acting career was going nowhere: "What they told us about The Next Generation when we first started was that we were guaranteed 26 episodes. So that was the longest job I've ever had." Initially, series creator Gene Roddenberry intended Troi to be "eye candy" - beautiful, sexy, and not very bright. He also conceptualized her as having four breasts, before his wife told him this was a bad idea. Prior to filming, Sirtis was told to lose , but thought to herself that she had to drop even more, and was often wearing plunging necklines and form-fitting dresses. After six years, the producers decided to drop the "sexy and brainless" Troi and make her a stronger character: I was thrilled when I got my regulation Starfleet uniform... it covered up my cleavage and I got all my brains back, because when you have cleavage, you can't have brains in Hollywood... I was allowed to do things that I hadn't been allowed to do for five or six
served on the ship, were unfamiliar with the device when first meeting La Forge. The device does not reproduce normal human vision, but does allow the character to "see" energy phenomena visible to the naked human eye while expanding the wearer's full perceived spectrum to 1 Hz — 100 PHz. This also allowed the character to see human vital signs such as heart rate and temperature, giving him the ability to monitor moods and even detect lies in humans (but not aliens). In the episode Heart of Glory, Captain Picard keys the main viewer to Geordi's visor allowing him to see the way he does. Seeing all the overlapping and different wavelengths was highly confusing to the Captain, prompting him to ask Geordi how he was able to differentiate between them all. Geordi's response made the comparison of a child hearing many different sounds at once and eventually being able to pick out what they needed; it is a learned talent. In the episode "The Mind's Eye", the access to Geordi's brain through the interface makes him a target of Romulan brainwashing. In the episode "Interface", Geordi uses an experimental interface to his VISOR. In an environment too dangerous for humans to be in, Geordi sees, hears, feels and acts through a robot. Twice in the series, Geordi refused to be granted natural vision, first by Commander Riker, who had been given extraordinary amounts of power by Q, because it would have come at the cost of Riker's humanity, and later by Doctor Katherine Pulaski. Sometime between 2371 and 2373, before the time of the film Star Trek: First Contact, Geordi's VISOR was replaced by cybernetic eyes, performing the same functions. On film, they are depicted using a combination of cosmetic contact lenses and CGI. There was a short time period in Star Trek: Insurrection where Geordi gained actual eyesight, due to the effects of fictional metaphasic radiation, in the atmosphere of the planet Ba'ku. However, the effects of the metaphasic radiation wore off after leaving the planet, and the cybernetic eyes were once again used in the film Star Trek: Nemesis. Reality New Scientist magazine reported on research as to whether a device similar to a VISOR can actually be created for blind or visually impaired people. Partial sight has been successfully restored to blind rats by installing an implant behind the retina. Several types of visual prosthesis are in development or trials in humans, and one device has been approved for sale in the European market. , 16 blind people worldwide have had sight partially restored in a procedure where electrodes implanted in their brains take impulses from a camera to allow patients to see lights and outlines of objects. There is a device developed by NASA called a Joint Optical Reflective Display, or JORDY, that is presumably named for Geordi La Forge. On August 14, 2012, the Proceedings of the National Academy of Sciences published an article stating the encoding of image information by the retina into patterns of action potentials has been replicated successfully by a prosthetic device and scientists have successfully restored full vision to blind mice. Scientists were able to mimic this ocular response using glasses, and speculate that a similar pair of glasses may be available for human use within two years. LeVar Burton, who played the character of Geordi La Forge, disliked the VISOR prop because it restricted his peripheral vision – albeit less than its prototypes – and the constant pressure of the prop's arms on his temples caused headaches. In commentary for Star Trek Generations, film writers Ronald D. Moore and Brannon Braga noted Burton also felt the prop limited him as an actor, as it denied him the use of his eyes in conveying emotion. The original prop was inspired by a one-piece women's hair clip brought to production by Michael Okuda during the initial conceptual development of the VISOR prop. Fictional character biography In the series, we learn that Geordi was born blind and wears a VISOR, an arc-shaped prosthetic attached at the temples that provides him with vision. Interfacing directly with his brain, the device enables him to "see" much of the electromagnetic spectrum – radio waves, infrared, ultraviolet, and beyond, but not normal light perception, though it does allow Geordi to see the visible light section of the EM spectrum. La Forge was born February 16, 2335 in Mogadishu, Somalia of the African Confederation on Earth to Silva La Forge, a Starfleet command track officer and eventual Captain of the USS Hera (NCC-62006) and Edward M. La Forge, a Starfleet exozoologist. He has also mentioned having a sister, Arianna. La Forge stated that with two parents in Starfleet he was an "army brat", frequently moving homes depending on where his parents were stationed
all the overlapping and different wavelengths was highly confusing to the Captain, prompting him to ask Geordi how he was able to differentiate between them all. Geordi's response made the comparison of a child hearing many different sounds at once and eventually being able to pick out what they needed; it is a learned talent. In the episode "The Mind's Eye", the access to Geordi's brain through the interface makes him a target of Romulan brainwashing. In the episode "Interface", Geordi uses an experimental interface to his VISOR. In an environment too dangerous for humans to be in, Geordi sees, hears, feels and acts through a robot. Twice in the series, Geordi refused to be granted natural vision, first by Commander Riker, who had been given extraordinary amounts of power by Q, because it would have come at the cost of Riker's humanity, and later by Doctor Katherine Pulaski. Sometime between 2371 and 2373, before the time of the film Star Trek: First Contact, Geordi's VISOR was replaced by cybernetic eyes, performing the same functions. On film, they are depicted using a combination of cosmetic contact lenses and CGI. There was a short time period in Star Trek: Insurrection where Geordi gained actual eyesight, due to the effects of fictional metaphasic radiation, in the atmosphere of the planet Ba'ku. However, the effects of the metaphasic radiation wore off after leaving the planet, and the cybernetic eyes were once again used in the film Star Trek: Nemesis. Reality New Scientist magazine reported on research as to whether a device similar to a VISOR can actually be created for blind or visually impaired people. Partial sight has been successfully restored to blind rats by installing an implant behind the retina. Several types of visual prosthesis are in development or trials in humans, and one device has been approved for sale in the European market. , 16 blind people worldwide have had sight partially restored in a procedure where electrodes implanted in their brains take impulses from a camera to allow patients to see lights and outlines of objects. There is a device developed by NASA called a Joint Optical Reflective Display, or JORDY, that is presumably named for Geordi La Forge. On August 14, 2012, the Proceedings of the National Academy of Sciences published an article stating the encoding of image information by the retina into patterns of action potentials has been replicated successfully by a prosthetic device and scientists have successfully restored full vision to blind mice. Scientists were able to mimic this ocular response using glasses, and speculate that a similar pair of glasses may be available for human use within two years. LeVar Burton, who played the character of Geordi La Forge, disliked the VISOR prop because it restricted his peripheral vision – albeit less than its prototypes – and the constant pressure of the prop's arms on his temples caused headaches. In commentary for Star Trek Generations, film writers Ronald D. Moore and Brannon Braga noted Burton also felt the prop limited him as an actor, as it denied him the use of his eyes in conveying emotion. The original prop was inspired by a one-piece women's hair clip brought to production by Michael Okuda during the initial conceptual development of the VISOR prop. Fictional character biography In the series, we learn that Geordi was born blind and wears a VISOR, an arc-shaped prosthetic attached at the temples that provides him with vision. Interfacing directly with his brain, the device enables him to "see" much of the electromagnetic spectrum – radio waves, infrared, ultraviolet, and beyond, but not normal light perception, though it does allow Geordi to see the visible light section of the EM spectrum. La Forge was born February 16, 2335 in Mogadishu, Somalia of the African Confederation on Earth to Silva La Forge, a Starfleet command track officer and eventual Captain of the USS Hera (NCC-62006) and Edward M. La Forge, a Starfleet exozoologist. He has also mentioned having a sister, Arianna. La Forge stated that with two parents in Starfleet he was an "army brat", frequently moving homes depending on where his parents were stationed around Earth (or other planets), which mirrors Burton's own youth (he was born on an American base in Germany). He attended Zefram Cochrane High School and then Starfleet Academy from 2353 to 2357. In 2357, he was assigned as an ensign aboard the USS Victory under Captain Zimbata. After his first cruise, he was transferred to the USS Hood serving with then Lt. Commander William Riker for her 2361-64 cruise, during which he was promoted to lieutenant junior grade. La Forge once impressed Captain Jean-Luc Picard by staying up all night to fix a shuttle craft that Picard mentioned had a superficial problem. Upon learning this, Picard decided he wanted Geordi on his next command which ended up being the Enterprise-D where Geordi was assigned to him as a helmsman. At the beginning of Season 2, he was promoted to Lieutenant and named Chief Engineer; in Season 3, he rose to Lieutenant Commander, a rank that he held for the duration of the series and movies. In 2372, Geordi is transferred to the new Sovereign class starship Enterprise-E. When the ship travels back in time to the 21st century, he works alongside Dr. Zefram Cochrane and helps him successfully launch Earth's first warp-capable vessel and achieve first contact with the Vulcans. During the Ba'ku incident, La Forge began to experience pain in his eyes after sojourning on the planet. Doctor Crusher removes his ocular implants to discover that his optic nerves have regenerated and he has gained normal sight. This effect is caused by the healing properties of the Ba'ku ring system and, at the time, it is speculated that the effect will fade after La Forge leaves Ba'ku. This diagnosis proved correct; La Forge again wears the implants in Star Trek: Nemesis. During the non-canon events of the comic book mini-series Star Trek: Countdown (a prequel to the 2009 Star Trek film), Geordi (now a civilian) is reunited with Data and Picard during an effort to stop a massive supernova that threatens all of existence. Geordi ultimately designs the Jellyfish, the advanced spacecraft that is piloted by Ambassador Spock in the film. Alternate time lines In the alternate timeline of TNG series
Starfleet officer at the time, or was reactivated to serve under Jonathan Archer. She later (also in "Observer Effect") expressed regret at leaving without saying goodbye to her students. The screenwriters mistakenly had the character speak in Spanish, since in Brazil the language is Portuguese. She appears to be very close to Captain Archer; he is often protective towards her and they appear to have a history that predates her posting to Enterprise, but the full nature of their relationship was not explored further. The series' final episode, "These Are the Voyages...", reveals that Sato remains Archer's communications officer throughout his tenure as captain, and was considering resuming her teaching career in Brazil following the ship's decommissioning. The final episode also revealed that, after serving aboard Enterprise for ten years, she still wore an Ensign's insignia. As noted in the records aboard the USS Defiant, Sato eventually achieved the rank of Lieutenant Commander. Fate According to a computer bio screen, shown in the episode "In a Mirror, Darkly", and taken from the memory banks of the USS Defiant, Sato was born in Kyoto, Japan. She was instrumental in the development of the universal translator. She eventually marries a man named Takashi Kimura, and retires from Starfleet with the rank of lieutenant commander. Mirror Universe In the Mirror Universe, Sato held the rank of Lieutenant. In addition to being the communications officer, she acted as the "Captain's Woman" (a combination yeoman/concubine) of Captain Maximillian Forrest and then Commander Jonathan Archer after Archer took control of the ISS Enterprise. After Archer used the USS Defiant to put down the rebellion, Sato poisoned him and took command of the ship, taking the Mirror Travis Mayweather as a new consort. Upon reaching Earth, she demanded Earth's surrender and proclaimed herself Empress. Key episodes Episodes in which Sato's character is expanded or plays a key role: "Broken Bow" – Introduction to Sato's character; assigned to Enterprise "Fight or Flight" – Sato faces her fears on an alien ship whose crew was murdered. "Vanishing Point" – Her first use of the transporter "Exile" – She remains on an alien planet to learn more about the Xindi. "The Council" – Vital in communicating with the Xindi council "Countdown" – Kidnapped and tortured by Xindi-Reptilians, she
was murdered. "Vanishing Point" – Her first use of the transporter "Exile" – She remains on an alien planet to learn more about the Xindi. "The Council" – Vital in communicating with the Xindi council "Countdown" – Kidnapped and tortured by Xindi-Reptilians, she is brainwashed to assist in destruction of Earth. "Zero Hour" – Crucial in the destruction of the Xindi superweapon before it can be used to destroy Earth "Observer Effect" – Chosen to carry a deadly pathogen in an experiment observed by the Organians "In a Mirror, Darkly" – The Sato of the parallel universe is promiscuous, conniving and ambitious, ultimately declaring herself Empress Sato of Earth. Reception According to author David Greven, "Ensign Hoshi Sato is an Asian American linguist and the communications officer. Prone to fearful fits and generally seen as ineffectual in any terms other than the linguistic aspects of her job, Hoshi is the resident screamer." In 2001 in an interview with Ian Spelling of The New York Times, actress Linda Park who portrays character Hoshi Sato on Enterprise cited "Fight or Flight" as an example of the progression and growth of her character during the series. In 2004, IGN said "Linda Park is possibly the most under-utilized actor on the show and shows the most potential." In 2013, Slate magazine ranked Hoshi Sato one of the ten best crew characters in the Star Trek franchise. In 2015, Den of Geek noted how Hoshi showed the importance of communication and the depth of her linguistic abilities. They recommended the episodes “Fight or Flight” and “Vox Sola” as watches for the Hoshi character. In 2018, The Wrap ranked Hoshi the 37th-best character in the Star Trek franchise, noting her job as translator before the days of the universal translator technology. In 2016, Wired ranked Lt. Commander Hoshi Sato the 27th-most important Starfleet character in the Star Trek universe. See also List of Star Trek: Enterprise characters References External links StarTrek.com: Hoshi Sato Star Trek: Enterprise characters Fictional lieutenants Fictional emperors and empresses Fictional budō practitioners Fictional linguists Starfleet officers
by the efforts of the Enterprise crew and instead resulted in the humans, Vulcans, Andorians and Tellarites uniting to defeat the Romulan threat, bringing them closer together than ever. The Enterprise then enlists the help of Gareb's sister Jhamel who telepathically contacts her brother and informs him of the truth. Gareb turns on the Romulans, destroying one drone ship and allowing the Enterprise to destroy the other, foiling the Romulan plot. In retaliation, Romulan Admiral Valdore kills Gareb for his betrayal. Reboot: 2009–present After Star Trek: Nemesis proved a financial failure and Star Trek: Enterprise was cancelled, the franchise's executive producer Rick Berman and screenwriter Erik Jendresen began developing a new film entitled Star Trek: The Beginning, which was to be set during the 22nd century Earth–Romulan War. The project never materialised. Instead, the decision was made to reboot the series by creating a film using the characters of the original Star Trek series but played by new actors. Putting together a script for the new film, the director J. J. Abrams stated that he wanted Romulans to be the antagonists because they had featured less than the Klingons in the original Star Trek series. The film's writers, Roberto Orci and Alex Kurtzman, thought that it would feel backward to demonize the Klingons as villains again after they had been presented heroically in later Star Trek series; they also wanted to use Spock as a central character in the film and believed that the Romulan presence would continue Spock's story from his last chronological appearance in "Unification". In the 2009 Abrams reboot film, titled Star Trek, the planet Romulus is destroyed by a supernova in the year 2387. A Romulan mining ship, the Narada, survives and travels back in time to the 23rd century; its commander, Nero (Eric Bana), is committed to destroying the planet Vulcan to punish Spock for failing to save Romulus. The actors playing Romulans in this film wore three prosthetics applied to their ears and foreheads, while Bana had a fourth prosthetic for the bitemark on his ear that extends to the back of his character's head. The film's Romulans lacked the 'V'-shaped ridges on the foreheads, which had been present in all of their depictions outside the original series. Neville Page wanted to honor that by having Nero's crew ritually scar themselves too, forming keloids reminiscent of the 'V'-ridges. It was abandoned as they did not pursue the idea enough. Picard's reaction to the destruction of Romulus is the backstory and central premise of Star Trek: Picard. The series begins with Picard in self-imposed exile at his French vineyard following his resignation in protest to Starfleet's handling of Romulans and androids. Picard has two live-in Romulans at his estate. At least two groups of Romulans survived: one group formed the Romulan Free State, while the other group was evacuated to the planet of Vashti. In the Star Trek: Discovery episode "Unification III", Ambassador Spock's dream of Vulcan/Romulan reunification has been achieved. The Romulans have returned to their ancestral homeworld (since renamed Ni'Var''') and reunified with their Vulcan cousins. When the Vulcans decided to pull out of the Federation due to the apocalyptic event known as the Burn, it was actually the Romulans who wished to remain, according to Starfleet Admiral Vance. In the episode "All Is Possible", Ni'Var rejoins the Federation. Romulan Warbird The Warbird was developed by Andrew Probert with the model built by Greg Jein. In the series it was introduced in the episode "The Neutral Zone" and seen on a recurring basis in the franchise from then on. In the Star Trek universe, it is twice as big as Picard's Enterprise D and is powered by an artificial quantum singularity. It noted for its size and power in Star Trek by Picard and his crew. In 2017, Space.com said the Warbird was the 9th best spacecraft in the Star Trek franchise. In 2020, CNET ranked the Romulan Warbird the 16th most powerful spacecraft in Star Trek. Romulan language Two fictional languages have been constructed for the Romulans and Remans of the Star Trek franchise. The first, called Rihannsu, was created by Diane Duane for her non-canon series of novels. In this imagining, it was an intentional creation, based on Old High Vulcan when the Romulans left Vulcan and established their own society. Duane describes it as sounding somewhat like Latin and Welsh.On Inventing a Romulan Language... by Diane Duane, archived on the Wayback Machine. The second was created for the television series Star Trek: Picard. Its script is distinct from occasional glimpses of Romulan writing in earlier series. As of 2021, little information has been released about the language, though it is developed enough to be used for dialog in the show. Reception In 2017, Den of Geek ranked Romulans the 7th best aliens out of 50 species from the Star Trek franchise, ahead of the Ferengi but behind the Q, and in first and second place respectively were the Vulcans and the Klingons. Other media The Romulans have been the focus of a number of non-canon books, and have appeared or been mentioned in other non-canon media. Among their key appearances have been: Diane Duane's miniseries Star Trek: Rihannsu, consisting of five books written between 1984 and 2006, is regarded as among the most detailed works focusing on the Romulans. In Dalla Van Hise's Killing Time (1985), the Romulans use time travel to alter history, which results in James T. Kirk becoming an ensign and Spock a starship captain. A prototype Romulan warbird is the focus of Simon Hawke's novel The Romulan Prize (1993). Robert Greenberger's The Romulan Stratagem (1995) involves Jean-Luc Picard and his crew competing with the Romulan officer Sela to convince a planet to join their respective states. In Diane Carey's Red Sector (1999), Spock and Leonard McCoy try to cure a virus that has infected the Romulan royal family. Josepha Sherman and Susan M. Schwartz's Vulcan's Heart (1999) involved Spock traveling to Romulus to aid the Romulan Commander from "The Enterprise Incident". Captain's Blood (2003), one of many collaborative works between Star Trek lead William Shatner and husband-and-wife team Judith and Garfield Reeves-Stevens, focused on the involvement of Kirk in preventing a Romulan civil war in the aftermath of Star Trek: Nemesis. The Tomed Incident is the focus of David R. George III's novel Serpents Among the Ruins (2003), which features the crew of the Enterprise-B. Star Trek: Vulcan's Soul is a trilogy written by Sherman and Shwartz between 2004 and 2007; set in the aftermath of the Dominion War, it focuses on members of Kirk's original crew becoming involved in a war between the Romulans and a fellow Vulcan offshoot, the Watraii. In Star Trek: Titan premier Taking Wing (2005), the Romulan Star Empire collapses into civil war in the wake of Star Trek: Nemesis. The Star Trek: Titan novel The Red King (2005) opens with the disappearance of a Romulan fleet and features Donatra, the Romulan commander featured in Star Trek: Nemesis, working alongside William Riker and his crew. In the novel Kobayashi Maru (2008) by Michael A. Martin and Andy Mangels, Admiral Valdore attempts once again to cause conflict in the region approximately one year after the incident involving the Aenar, this time using a "telecapture" system, designed to take over and control enemy ships. Using three Klingon vessels, Valdore attacks Coalition of Planets allies hoping to weaken or destroy two enemies of the Romulan Star Empire by provoking a war. Captain Archer is eventually able to provide evidence of this Romulan deception. This is followed by yet another unsuccessful attempt to break apart the alliance which involves using telecaptured Vulcan cruisers against Proxima Centauri (a recent coalition member). In the book, the event that finally sparks the Coalition's declaration of war against the Romulans is the destruction of the Earth freighter Kobayashi Maru. The sequel to the novel Kobayashi Maru is titled The Romulan War: Beneath the Raptor's Wing by Michael A. Martin. It is set between July 22, 2155, and July 22, 2156, and details the war between the Coalition of Planets and the Romulan Star Empire. The story focuses on the Romulan attempts at taking over the Coalition whilst the Vulcans who are aware they are vulnerable to the telecapture weapon withdraw from the fight early. The other Coalition members withdraw one by one in the face of continued
then enlists the help of Gareb's sister Jhamel who telepathically contacts her brother and informs him of the truth. Gareb turns on the Romulans, destroying one drone ship and allowing the Enterprise to destroy the other, foiling the Romulan plot. In retaliation, Romulan Admiral Valdore kills Gareb for his betrayal. Reboot: 2009–present After Star Trek: Nemesis proved a financial failure and Star Trek: Enterprise was cancelled, the franchise's executive producer Rick Berman and screenwriter Erik Jendresen began developing a new film entitled Star Trek: The Beginning, which was to be set during the 22nd century Earth–Romulan War. The project never materialised. Instead, the decision was made to reboot the series by creating a film using the characters of the original Star Trek series but played by new actors. Putting together a script for the new film, the director J. J. Abrams stated that he wanted Romulans to be the antagonists because they had featured less than the Klingons in the original Star Trek series. The film's writers, Roberto Orci and Alex Kurtzman, thought that it would feel backward to demonize the Klingons as villains again after they had been presented heroically in later Star Trek series; they also wanted to use Spock as a central character in the film and believed that the Romulan presence would continue Spock's story from his last chronological appearance in "Unification". In the 2009 Abrams reboot film, titled Star Trek, the planet Romulus is destroyed by a supernova in the year 2387. A Romulan mining ship, the Narada, survives and travels back in time to the 23rd century; its commander, Nero (Eric Bana), is committed to destroying the planet Vulcan to punish Spock for failing to save Romulus. The actors playing Romulans in this film wore three prosthetics applied to their ears and foreheads, while Bana had a fourth prosthetic for the bitemark on his ear that extends to the back of his character's head. The film's Romulans lacked the 'V'-shaped ridges on the foreheads, which had been present in all of their depictions outside the original series. Neville Page wanted to honor that by having Nero's crew ritually scar themselves too, forming keloids reminiscent of the 'V'-ridges. It was abandoned as they did not pursue the idea enough. Picard's reaction to the destruction of Romulus is the backstory and central premise of Star Trek: Picard. The series begins with Picard in self-imposed exile at his French vineyard following his resignation in protest to Starfleet's handling of Romulans and androids. Picard has two live-in Romulans at his estate. At least two groups of Romulans survived: one group formed the Romulan Free State, while the other group was evacuated to the planet of Vashti. In the Star Trek: Discovery episode "Unification III", Ambassador Spock's dream of Vulcan/Romulan reunification has been achieved. The Romulans have returned to their ancestral homeworld (since renamed Ni'Var''') and reunified with their Vulcan cousins. When the Vulcans decided to pull out of the Federation due to the apocalyptic event known as the Burn, it was actually the Romulans who wished to remain, according to Starfleet Admiral Vance. In the episode "All Is Possible", Ni'Var rejoins the Federation. Romulan Warbird The Warbird was developed by Andrew Probert with the model built by Greg Jein. In the series it was introduced in the episode "The Neutral Zone" and seen on a recurring basis in the franchise from then on. In the Star Trek universe, it is twice as big as Picard's Enterprise D and is powered by an artificial quantum singularity. It noted for its size and power in Star Trek by Picard and his crew. In 2017, Space.com said the Warbird was the 9th best spacecraft in the Star Trek franchise. In 2020, CNET ranked the Romulan Warbird the 16th most powerful spacecraft in Star Trek. Romulan language Two fictional languages have been constructed for the Romulans and Remans of the Star Trek franchise. The first, called Rihannsu, was created by Diane Duane for her non-canon series of novels. In this imagining, it was an intentional creation, based on Old High Vulcan when the Romulans left Vulcan and established their own society. Duane describes it as sounding somewhat like Latin and Welsh.On Inventing a Romulan Language... by Diane Duane, archived on the Wayback Machine. The second was created for the television series Star Trek: Picard. Its script is distinct from occasional glimpses of Romulan writing in earlier series. As of 2021, little information has been released about the language, though it is developed enough to be used for dialog in the show. Reception In 2017, Den of Geek ranked Romulans the 7th best aliens out of 50 species from the Star Trek franchise, ahead of the Ferengi but behind the Q, and in first and second place respectively were the Vulcans and the Klingons. Other media The Romulans have been the focus of a number of non-canon books, and have appeared or been mentioned in other non-canon media. Among their key appearances have been: Diane Duane's miniseries Star Trek: Rihannsu, consisting of five books written between 1984 and 2006, is regarded as among the most detailed works focusing on the Romulans. In Dalla Van Hise's Killing Time (1985), the Romulans use time travel to alter history, which results in James T. Kirk becoming an ensign and Spock a starship captain. A prototype Romulan warbird is the focus of Simon Hawke's novel The Romulan Prize (1993). Robert Greenberger's The Romulan Stratagem (1995) involves Jean-Luc Picard and his crew competing with the Romulan officer Sela to convince a planet to join their respective states. In Diane Carey's Red Sector (1999), Spock and Leonard McCoy try to cure a virus that has infected the Romulan royal family. Josepha Sherman and Susan M. Schwartz's Vulcan's Heart (1999) involved Spock traveling to Romulus to aid the Romulan Commander from "The Enterprise Incident". Captain's Blood (2003), one of many collaborative works between Star Trek lead William Shatner and husband-and-wife team Judith and Garfield Reeves-Stevens, focused on the involvement of Kirk in preventing a Romulan civil war in the aftermath of Star Trek: Nemesis. The Tomed Incident is the focus of David R. George III's novel Serpents Among the Ruins (2003), which features the crew of the Enterprise-B. Star Trek: Vulcan's Soul is a trilogy written by Sherman and Shwartz between 2004 and 2007; set in the aftermath of the Dominion War, it focuses on members of Kirk's original crew becoming involved in a war between the Romulans and a fellow Vulcan offshoot, the Watraii. In Star Trek: Titan premier Taking Wing (2005), the Romulan Star Empire collapses into civil war in the wake of Star Trek: Nemesis. The Star Trek: Titan novel The Red King (2005) opens with the disappearance of a Romulan fleet and features Donatra, the Romulan commander featured in Star Trek: Nemesis, working alongside William Riker and his crew. In the novel Kobayashi Maru (2008) by Michael A. Martin and Andy Mangels, Admiral Valdore attempts once again to cause conflict in the region approximately one year after the incident involving the Aenar, this time using a "telecapture" system, designed to take over and control enemy ships. Using three Klingon vessels, Valdore attacks Coalition of Planets allies hoping to weaken or destroy two enemies of the Romulan Star Empire by provoking a war. Captain Archer is eventually able to provide evidence of this Romulan deception. This is followed by yet another unsuccessful attempt to break apart the alliance which involves using telecaptured Vulcan cruisers against Proxima Centauri (a recent coalition member). In the book, the event that finally sparks the Coalition's declaration of war against the Romulans is the destruction of the Earth freighter Kobayashi Maru. The sequel to the novel Kobayashi Maru is titled The Romulan War: Beneath the Raptor's Wing by Michael A. Martin. It is set between July 22, 2155, and July 22, 2156, and details the war between the Coalition of Planets and the Romulan Star Empire. The story focuses on the Romulan attempts at taking over the Coalition
personal flagship. A third warp nacelle allowed the ship to reach at least Warp 13, and the Enterprise-D had also been equipped with a spinal phaser lance, large phaser cannons on the saucer section, and cloaking ability, making it one of the most powerful starships seen in the Star Trek franchise. Registry: USS Enterprise (NCC-1701-J) Class: Universe Service: 26th century Captain(s): Dax The "Azati Prime" episode of Star Trek: Enterprise involves time travel and features a scene in which Enterprise-J appears. Enterprise-J operates in a possible timeline during the 26th century. In this timeline, Enterprise-J participated in the Battle of Procyon V, a climactic battle in which the Federation successfully drove the invasive trans-dimensional beings known as the Sphere Builders back into their own realm. The ship's crew included a descendant of the Xindi scientist Degra. Games (non-canon) Registry: USS Enterprise (NCC-1701-F) Class: Odyssey Service: 2409–ongoing Captain: Va'Kel Shon One version of USS Enterprise (NCC-1701-F) appears in the massively multiplayer online role-playing game Star Trek Online. Its design is based on the entry submitted by Adam Ihle for the 2011 "Design the next Enterprise" contest, a joint venture between Cryptic Studios, CBS, and Intel, which ran shortly before the game went "free to play". Enterprise-F made its first appearance in the mission "Boldly They Rode", at the point where USS Enterprise-F appears to help the player defeat the Dominion fleet surrounding Deep Space Nine. Mirror universe The Mirror Universe first appeared in the original series as an alternate reality where the militaristic Terran Empire exists in place of the regular universe's United Federation of Planets ("Mirror, Mirror"). A montage in the opening credits of the Star Trek: Enterprise episode "In a Mirror, Darkly" shows the Terran Empire logo in use by at least World War II, with licensed novels putting the divergence before Shakespeare, or even classic Greek literature. Registry: ISS Enterprise (NX-01) Class: NX Service: 2150s Captains: Maximilian Forrest (Vaughn Armstrong), Jonathan Archer (Scott Bakula) The Star Trek: Enterprise episode "In a Mirror, Darkly" features a Mirror Universe version of NX-01 Enterprise. This ship is equipped with a cloaking device, deflector shields, a tractor beam, a prototype agony booth, and different exterior markings. It is commanded by Captain Maximilian Forrest, although for a brief time his first officer, Commander Jonathan Archer, takes command following a mutiny. This Enterprise is destroyed by the Tholians. Registry: ISS Enterprise (NCC-1701) Class: Constitution Service: 2260s Captains: Christopher Pike, James T. Kirk (William Shatner), Spock (Leonard Nimoy) A Mirror Universe Enterprise appears in the original Star Trek episode "Mirror, Mirror". The ship is equipped with an agony booth and the mirror in the captain's quarters conceals Captain Kirk's deadly Tantalus device. ISS Enterprise was originally the same shooting model as the regular Enterprise. The remastered version of "Mirror, Mirror" includes a CGI version of Enterprise with "ISS" markings on the hull and minor physical differences from USS Enterprise, such as a larger deflector dish, a taller bridge, and altered nacelle details. The ship was also shown orbiting the planet in the opposite direction (clockwise instead of counter-clockwise). Reboot (Kelvin timeline) films The 2009 Star Trek film takes place in a new reality created when the Romulan Nero traveled through time via an artificial black hole created by red matter. Registry: Service: 2258–2263 (5 years) Captains: Christopher Pike (Bruce Greenwood), James T. Kirk (Chris Pine) The main setting for the films Star Trek (2009), Star Trek Into Darkness (2013), and Star Trek Beyond (2016). Enterprise is shown during its construction phase at the Riverside Shipyard in Iowa during the first film. A brief shot of the NCC-1701 is seen as the shuttlecraft carrying Kirk and the new recruits into space departs the shipyard later on in the movie. At the end of Star Trek Into Darkness, Enterprise started its five-year mission. The ship was later destroyed by Krall and his alien swarm attack during the events of Star Trek Beyond. Measurements of this ship's length have ranged from 295 meters to 910 meters. In an article about the 2009 film's visual effects, Cinefex wrote, "The reconfigured ship was a larger vessel than previous manifestations – approximately long compared to the ship of the original series", and quoted Industrial Light & Magic art director Alex Jaeger discussing the design's growth in size during early production of the film: "Once we got the ship built and started putting it in environments it felt too small. The shuttle bay gave us a clear relative scale – shuttlecraft initially appeared much bigger than we had imagined – so we bumped up the Enterprise scale, which gave her a grander feel and allowed us to include more detail." A special feature on starships in the Blu-ray (BD) version of the movie gives the length as , which would be larger than the Next Generation D and E versions, making it the largest USS Enterprise in the franchise history (not counting the pre-Federation era Enterprise (XCV 330), seen only as a model). This would result in a height of 167m, and a beam of 339m. Registry: Class: Constitution Service: 2263–ongoing Captains: James T. Kirk (Chris Pine) Enterprise-A first appears at the end of Star Trek Beyond after the destruction of the original Enterprise when the crew resume their five-year mission. Sean Hargreaves stated that he was given the brief to "beef up the neck and arms" on the Ryan Church design, but went further to give the ship echoes of Matt Jefferies' original design. Development According to The Star Trek Encyclopedia, the registry number NCC-1701 was devised by Matt Jefferies, art director of the first Star Trek series, inspired by an old science fiction cover that Gene Roddenberry liked, with a starship flying through space. Jefferies, who was a pilot, based NCC on United States aircraft pre-1949 registration codes. In such pre-1949 usage, an "N" first letter refers to an aircraft registered in the United States. A "C" for a second letter refers to a civil aircraft. Jefferies added a second "C" because he thought it looked better. The Franz Joseph Blueprints, the book The Making of Star Trek, and a handful of
Motion Picture, the ship had just completed an extensive refit and redesign that included new slimmer warp nacelles, connected to the secondary hull by angled winglike struts. The updated design would be reused later for the Enterprises replacement, an identical starship given the name Enterprise and registry number NCC-1701-A. Registry: Class: Constitution-class refit Service: 2286–2293 (7 years) Captains: James T. Kirk (William Shatner) This ship first appears at the conclusion of Star Trek IV: The Voyage Home (1986) and is the main setting in the subsequent Star Trek movies which use the original crew. The ship is ordered "decommissioned" at the end of Star Trek VI: The Undiscovered Country (1991). Non-canon information concerning this ship includes paperwork included with the model kit, which indicated the ship was mothballed at the Memory Alpha ship museum, and the Shatnerverse novel The Ashes of Eden (1996), which depicted Enterprise-A's removal from the mothball fleet before being destroyed defending the planet Chal. Registry: USS Enterprise (NCC-1701-B) Class: Excelsior-class refit Service: 2293–2329 (36 years) Captains: John Harriman (Alan Ruck), Demora Sulu (portrayed in Generations by Jacqueline Kim) The Enterprise-B was launched at the beginning of the film Star Trek Generations (1994). During the ship's maiden voyage, prior to it being properly fitted with essential systems, the crew encountered an energy ribbon known as the Nexus, through which James T. Kirk - captain of the two former Enterprise starships, NCC-1701 and NCC-1701-A - was officially declared missing and presumed dead. The design of the Enterprise-B is nearly identical to that of the USS Excelsior, which first appeared in the 1984 film Star Trek III: The Search For Spock. Differences between the Enterprise-B and the Excelsior include: flarings on the outside of the secondary hull, additional and larger impulse engines, and slight differences between the nacelles as well as the bridge modules. Non-canon information concerning the Enterprise-B includes several licensed Star Trek novels in which Demora Sulu, daughter of Hikaru Sulu, followed Harriman as captain. There are also licensed guides, such as the Haynes Enterprise Manual, in which a list of the ship's captains includes Demora Sulu, William George, and Thomas Johnson Jr. The Next Generation era Three ships named Enterprise are featured in Star Trek: The Next Generation television series and four TNG-era films. Registry: USS Enterprise (NCC-1701-C) Class: Ambassador Service: 2332–2344 (12 years) Captains: Rachel Garrett (Tricia O'Neil) This ship's first and only appearance is in the Next Generation episode "Yesterday's Enterprise" (1990). It was destroyed attempting to defend the Klingon outpost Narendra III from Romulan attack. Survivors included Tasha Yar (Denise Crosby), whose alternate timeline version from "Yesterday's Enterprise" travels with the ship back in time to the battle over Narendra III. The actions of the Enterprise-C's crew became a catalyst for the alliance between the Federation and the Klingon Empire. Registry: Class: Galaxy Service: 2363–2371 (8 years) Captains: Jean-Luc Picard (Patrick Stewart), William T. Riker (Jonathan Frakes), Edward Jellico (Ronny Cox) The main setting of Star Trek: The Next Generation (1987–1994). During Star Trek Generations, Enterprise was lost in 2371 after an attack by the Duras sisters' renegade Klingon Bird-of-Prey which caused extensive damage, leading to a warp core breach. Although the saucer section was safely separated before the breach, the shock wave from the exploding engineering hull threw it out of control, and caused it to crash-land beyond recovery on Veridian III. The ship also appears in the first Deep Space Nine episode "Emissary" and the final Enterprise episode "These Are the Voyages..." Registry: Class: Sovereign Service: 2372– Captain: Jean-Luc Picard (Patrick Stewart) The main setting for the films Star Trek: First Contact (1996), Star Trek: Insurrection (1998), and Star Trek: Nemesis (2002). As a Sovereign class vessel, it was the most advanced vessel in Starfleet, and an active participant in the Battle of Sector 001 and the Dominion War. Alternate timelines Alternate future Registry: USS Enterprise (NCC-1701-D) Class: Galaxy refit Service: circa 2395 Captain: Full Admiral William T. Riker (Jonathan Frakes) In "All Good Things...", the final episode of Star Trek: The Next Generation, Enterprise-D was shown in an alternate future where it had not crashed during the events of Star Trek Generations, and instead had been made Admiral William T. Riker's personal flagship. A third warp nacelle allowed the ship to reach at least Warp 13, and the Enterprise-D had also been equipped with a spinal phaser lance, large phaser cannons on the saucer section, and cloaking ability, making it one of the most powerful starships seen in the Star Trek franchise. Registry: USS Enterprise (NCC-1701-J) Class: Universe Service: 26th century Captain(s): Dax The "Azati Prime" episode of Star Trek: Enterprise involves time travel and features a scene in which Enterprise-J appears. Enterprise-J operates in a possible timeline during the 26th century. In this timeline, Enterprise-J participated in the Battle of Procyon V, a climactic battle in which the Federation successfully drove the invasive trans-dimensional beings known as the Sphere Builders back into their own realm. The ship's crew included a descendant of the Xindi scientist Degra. Games (non-canon) Registry: USS Enterprise (NCC-1701-F) Class: Odyssey Service: 2409–ongoing Captain: Va'Kel Shon One version of USS Enterprise (NCC-1701-F) appears in the massively multiplayer online role-playing game Star Trek Online. Its design is based on the entry submitted by Adam Ihle for the 2011 "Design the next Enterprise" contest, a joint venture between Cryptic Studios, CBS, and Intel, which ran shortly before the game went "free to play". Enterprise-F made its first appearance in the mission "Boldly They Rode", at the point where USS Enterprise-F appears
state religion, replacing laws based on scripture (such as Halakha, and Sharia) with civil laws, and eliminating discrimination on the basis of religion. This is said to add to democracy by protecting the rights of religious minorities. Separation of church and state is but one possible strategy to be deployed by secular governments. From the democratic to the authoritarian, such governments share a concern to limit the religious side in the relationship. Each state may find its own unique policy prescriptions. These may include separation, careful monitoring and regulation of organized religion such as in France, Turkey, and others. A major impact on the idea of state religious liberty came from the writings of John Locke who, in his A Letter Concerning Toleration, argued in favour of religious toleration. He argued that government must treat all citizens and all religions equally, and that it can restrict actions, but not the religious intent behind them. Maharaja Ranjeet Singh of the Sikh Empire of the first half of the 19th century successfully established a secular rule in the Punjab. This secular rule respected members of all races and religions and it allowed them to participate without discrimination in Ranjeet Singh's darbar and he had Sikh, Muslim and Hindu representatives heading the darbar. Ranjit Singh also extensively funded education, religion, and arts of various different religions and languages. Secularism is most often associated with the Age of Enlightenment in Europe and it plays a major role in Western society. The principles, but not necessarily the practices, of separation of church and state in the United States and Laïcité in France draw heavily on secularism. Secular states also existed in the Islamic world during the Middle Ages (see Islam and secularism). In accord with the belief in the separation of church and state, secularists tend to prefer that politicians make decisions for secular rather than religious reasons. In this respect, policy decisions pertaining to topics like abortion, contraception, embryonic stem cell research, same-sex marriage, and sex education are prominently focused upon by American secularist organizations such as the Center for Inquiry. Some Christian fundamentalists and scholars (notably in the United States) oppose secularism, often claiming that there is a "radical secularist" ideology being adopted in our current day and they see secularism as a threat to "Christian rights" and national security. It has been argued that in the US, the concept of secularism has frequently been misinterpreted. Jacques Berlinerblau wrote that "Secularism must be the most misunderstood and mangled ism in the American political lexicon", and that the religious right purposefully equated it to atheism, communism and other ideologies since the 1970s. The most significant forces of religious fundamentalism in the contemporary world are Christian fundamentalism and Islamic fundamentalism. At the same time, one significant stream of secularism has come from religious minorities who see governmental and political secularism as integral to the preservation of equal rights. Some of the well known states that are often considered "constitutionally secular" are the United States, France, Turkey, India, Mexico, and South Korea, though none of these nations have identical forms of governance with respect to religion. For example, in India, secularism includes state involvement and restrictions in religion, while in France, secularism precludes state involvement in religion. Secular society In studies of religion, modern democracies are generally recognized as secular. This is due to the near-complete freedom of religion (religious beliefs generally are not subject to legal or social sanctions), and the lack of authority of religious leaders over political decisions. Nevertheless, it has been claimed that surveys done by Pew Research Center show Americans as generally being more comfortable with religion playing a major role in public life, while in Europe the impact of the church on public life is declining. Modern sociology has, since Max Weber, often been preoccupied with the problem of authority in secularized societies and with secularization as a sociological or historical process. Twentieth-century scholars, whose work has contributed to the understanding of these matters, include Carl L. Becker, Karl Löwith, Hans Blumenberg, M.H. Abrams, Peter L. Berger, Paul Bénichou and D.L. Munby, among others. Most societies become increasingly secular as the result of social, economic development and progress, rather than through the actions of a dedicated secular movement. Secularism is a code of duty pertaining to this life, founded on considerations purely human, and intended mainly for those who find theology indefinite or inadequate, unreliable or unbelievable. Its essential principles are three: (1) The improvement of this life by material means. (2) That science is the available Providence of man. (3) That it
United States, France, Turkey, India, Mexico, and South Korea, though none of these nations have identical forms of governance with respect to religion. For example, in India, secularism includes state involvement and restrictions in religion, while in France, secularism precludes state involvement in religion. Secular society In studies of religion, modern democracies are generally recognized as secular. This is due to the near-complete freedom of religion (religious beliefs generally are not subject to legal or social sanctions), and the lack of authority of religious leaders over political decisions. Nevertheless, it has been claimed that surveys done by Pew Research Center show Americans as generally being more comfortable with religion playing a major role in public life, while in Europe the impact of the church on public life is declining. Modern sociology has, since Max Weber, often been preoccupied with the problem of authority in secularized societies and with secularization as a sociological or historical process. Twentieth-century scholars, whose work has contributed to the understanding of these matters, include Carl L. Becker, Karl Löwith, Hans Blumenberg, M.H. Abrams, Peter L. Berger, Paul Bénichou and D.L. Munby, among others. Most societies become increasingly secular as the result of social, economic development and progress, rather than through the actions of a dedicated secular movement. Secularism is a code of duty pertaining to this life, founded on considerations purely human, and intended mainly for those who find theology indefinite or inadequate, unreliable or unbelievable. Its essential principles are three: (1) The improvement of this life by material means. (2) That science is the available Providence of man. (3) That it is good to do good. Whether there be other good or not, the good of the present life is good, and it is good to seek that good. Holyoake held that secularism and secular ethics should take no interest at all in religious questions (as they were irrelevant), and was thus to be distinguished from strong freethought and atheism. In this he disagreed with Charles Bradlaugh, and the disagreement split the secularist movement between those who argued that anti-religious movements and activism was not necessary or desirable and those who argued that it was. Contemporary ethical debate in the West is often described as "secular". The work of well known moral philosophers such as Derek Parfit and Peter Singer, and even the whole field of contemporary bioethics, have been described as explicitly secular or non-religious. Secularism in late 20th century political philosophy It can be seen by many of the organizations (NGOs) for secularism that they prefer to define secularism as the common ground for all life stance groups, religious or atheistic, to thrive in a society that honours freedom of speech and conscience. An example of that is the National Secular Society in the UK. This is a common understanding of what secularism stands for among many of its activists throughout the world. However, many scholars of Christianity and conservative politicians seem to interpret secularism more often than not, as an antithesis of religion and an attempt to push religion out of society and replace it with atheism or a void of values, nihilism. This dual aspect (as noted above in "Secular ethics") has created difficulties in political discourse on the subject. It seems that most political theorists in philosophy following the landmark work of John Rawl's Theory of Justice in 1971 and its following book, Political Liberalism (1993), would rather use the conjoined concept overlapping consensus rather than secularism. In the latter Rawls holds the idea of an overlapping consensus as one of three main ideas of political liberalism. He argues that the term secularism cannot apply; But what is a secular argument? Some think of any argument that is reflective and critical, publicly intelligible and rational, as a secular argument; [...], Nevertheless, a central feature of political liberalism is that it views all such arguments the same way it views religious ones, and therefore these secular philosophical doctrines do not provide public reasons. Secular concepts and reasoning of this kind belong to first philosophy and moral doctrine, and fall outside the domain of the political.Still, Rawl's theory is akin to Holyoake's vision of a tolerant democracy that treats all life stance groups alike. Rawl's idea it that it is in everybody's own interest to endorse "a reasonable constitutional democracy" with "principles of toleration". His
°C. This oxide layer nevertheless does not prevent reaction with the halogens; fluorine attacks silicon vigorously at room temperature, chlorine does so at about 300 °C, and bromine and iodine at about 500 °C. Silicon does not react with most aqueous acids, but is oxidised and complexed by hydrofluoric acid mixtures containing either chlorine or nitric acid to form hexafluorosilicates. It readily dissolves in hot aqueous alkali to form silicates. At high temperatures, silicon also reacts with alkyl halides; this reaction may be catalysed by copper to directly synthesise organosilicon chlorides as precursors to silicone polymers. Upon melting, silicon becomes extremely reactive, alloying with most metals to form silicides, and reducing most metal oxides because the heat of formation of silicon dioxide is so large. As a result, containers for liquid silicon must be made of refractory, unreactive materials such as zirconium dioxide or group 4, 5, and 6 borides. Tetrahedral coordination is a major structural motif in silicon chemistry just as it is for carbon chemistry. However, the 3p subshell is rather more diffuse than the 2p subshell and does not hybridise so well with the 3s subshell. As a result, the chemistry of silicon and its heavier congeners shows significant differences from that of carbon, and thus octahedral coordination is also significant. For example, the electronegativity of silicon (1.90) is much less than that of carbon (2.55), because the valence electrons of silicon are further from the nucleus than those of carbon and hence experience smaller electrostatic forces of attraction from the nucleus. The poor overlap of 3p orbitals also results in a much lower tendency toward catenation (formation of Si–Si bonds) for silicon than for carbon, due to the concomitant weakening of the Si–Si bond compared to the C–C bond: the average Si–Si bond energy is approximately 226 kJ/mol, compared to a value of 356 kJ/mol for the C–C bond. This results in multiply bonded silicon compounds generally being much less stable than their carbon counterparts, an example of the double bond rule. On the other hand, the presence of radial nodes in the 3p orbitals of silicon suggests the possibility of hypervalence, as seen in five and six-coordinate derivatives of silicon such as and . Lastly, because of the increasing energy gap between the valence s and p orbitals as the group is descended, the divalent state grows in importance from carbon to lead, so that a few unstable divalent compounds are known for silicon; this lowering of the main oxidation state, in tandem with increasing atomic radii, results in an increase of metallic character down the group. Silicon already shows some incipient metallic behavior, particularly in the behavior of its oxide compounds and its reaction with acids as well as bases (though this takes some effort), and is hence often referred to as a metalloid rather than a nonmetal. However, metallicity does not become clear in group 14 until germanium and dominant until tin, with the growing importance of the lower +2 oxidation state. Silicon shows clear differences from carbon. For example, organic chemistry has very few analogies with silicon chemistry, while silicate minerals have a structural complexity unseen in oxocarbons.Greenwood and Earnshaw, pp. 328–329</ref> Silicon tends to resemble germanium far more than it does carbon, and this resemblance is enhanced by the d-block contraction, resulting in the size of the germanium atom being much closer to that of the silicon atom than periodic trends would predict. Nevertheless, there are still some differences because of the growing importance of the divalent state in germanium compared to silicon, which result in germanium being significantly more metallic than silicon. Additionally, the lower Ge–O bond strength compared to the Si–O bond strength results in the absence of "germanone" polymers that would be analogous to silicone polymers. Silicides Many metal silicides are known, most of which have formulae that cannot be explained through simple appeals to valence: their bonding ranges from metallic to ionic and covalent. Some known stoichiometries are M6Si, M5Si, M4Si, M15Si4, M3Si, M5Si2, M2Si, M5Si3, M3Si2, MSi, M2Si3, MSi2, MSi3, and MSi6. They are structurally more similar to the borides than the carbides, in keeping with the diagonal relationship between boron and silicon, although the larger size of silicon than boron means that exact structural analogies are few and far between. The heats of formation of the silicides are usually similar to those of the borides and carbides of the same elements, but they usually melt at lower temperatures. Silicides are known for all stable elements in groups 1–10, with the exception of beryllium: in particular, uranium and the transition metals of groups 4–10 show the widest range of stoichiometries. Except for copper, the metals in groups 11–15 do not form silicides. Instead, most form eutectic mixtures, although the heaviest post-transition metals mercury, thallium, lead, and bismuth are completely immiscible with liquid silicon. Usually, silicides are prepared by direct reaction of the elements. For example, the alkali metals and alkaline earth metals react with silicon or silicon oxide to give silicides. Nevertheless, even with these highly electropositive elements true silicon anions are not obtainable, and most of these compounds are semiconductors. For example, the alkali metal silicides contain pyramidal tricoordinate silicon in the anion, isoelectronic with white phosphorus, P4. Metal-rich silicides tend to have isolated silicon atoms (e. g. Cu5Si); with increasing silicon content, catenation increases, resulting in isolated clusters of two (e. g. U3Si2) or four silicon atoms (e. g. [K+]4[Si4]4−) at first, followed by chains (e. g. CaSi), layers (e. g. CaSi2), or three-dimensional networks of silicon atoms spanning space (e. g. α-ThSi2) as the silicon content rises even higher. The silicides of the group 1 and 2 metals usually are more reactive than the transition metal silicides. The latter usually do not react with aqueous reagents, except for hydrofluoric acid; however, they do react with much more aggressive reagents such as liquid potassium hydroxide, or gaseous fluorine or chlorine when red-hot. The pre-transition metal silicides instead readily react with water and aqueous acids, usually producing hydrogen or silanes: Na2Si + 3 H2O → Na2SiO3 + 3 H2 Mg2Si + 2 H2SO4 → 2 MgSO4 + SiH4 Products often vary with the stoichiometry of the silicide reactant. For example, Ca2Si is polar and non-conducting and has the anti-PbCl2 structure with single isolated silicon atoms, and reacts with water to produce calcium hydroxide, hydrated silicon dioxide, and hydrogen gas. CaSi with its zigzag chains of silicon atoms instead reacts to give silanes and polymeric SiH2, while CaSi2 with its puckered layers of silicon atoms does not react with water, but will react with dilute hydrochloric acid: the product is a yellow polymeric solid with stoichiometry Si2H2O. Silanes Speculation on silicon hydride chemistry started in the 1830s, contemporary with the development of synthetic organic chemistry. Silane itself, as well as trichlorosilane, were first synthesised by Friedrich Wöhler and Heinrich Buff in 1857 by reacting aluminium–silicon alloys with hydrochloric acid, and characterised as SiH4 and SiHCl3 by Charles Friedel and Albert Ladenburg in 1867. Disilane (Si2H6) followed in 1902, when it was first made by Henri Moissan and Samuel Smiles by the protonolysis of magnesium silicides. Further investigation had to wait until 1916 because of the great reactivity and thermal instability of the silanes; it was then that Alfred Stock began to study silicon hydrides in earnest with new greaseless vacuum techniques, as they were found as contaminants of his focus, the boron hydrides. The names silanes and boranes are his, based on analogy with the alkanes. The Moissan and Smiles method of preparation of silanes and silane derivatives via protonolysis of metal silicides is still used, although the yield is lowered by the hydrolysis of the products that occurs simultaneously, so that the preferred route today is to treat substituted silanes with hydride reducing agents such as lithium aluminium hydride in etheric solutions at low temperatures. Direct reaction of HX or RX with silicon, possibly with a catalyst such as copper, is also a viable method of producing substituted silanes. The silanes comprise a homologous series of silicon hydrides with a general formula of SinH2n + 2. They are all strong reducing agents. Unbranched and branched chains are known up to n=8, and the cycles Si5H10 and Si6H12 are also known. The first two, silane and disilane, are colourless gases; the heavier members of the series are volatile liquids. All silanes are very reactive and catch fire or explode spontaneously in air. They become less thermally stable with room temperature, so that only silane is indefinitely stable at room temperature, although disilane does not decompose very quickly (only 2.5% of a sample decomposes after the passage of eight months). They decompose to form polymeric polysilicon hydride and hydrogen gas. As expected from the difference in atomic weight, the silanes are less volatile than the corresponding alkanes and boranes, but more so than the corresponding germanes. They are much more reactive than the corresponding alkanes, because of the larger radius of silicon compared to carbon facilitating nucleophilic attack at the silicon, the greater polarity of the Si–H bond compared to the C–H bond, and the ability of silicon to expand its octet and hence form adducts and lower the reaction's activation energy. Silane pyrolysis gives polymeric species and finally elemental silicon and hydrogen; indeed ultrapure silicon is commercially produced by the pyrolysis of silane. While the thermal decomposition of alkanes starts by the breaking of a C–H or C–C bond and the formation of radical intermediates, polysilanes decompose by eliminating silylenes :SiH2 or :SiHR, as the activation energy of this process (~210 kJ/mol) is much less than the Si–Si and Si–H bond energies. While pure silanes do not react with pure water or dilute acids, traces of alkali catalyse immediate hydrolysis to hydrated silicon dioxide. If the reaction is carried out in methanol, controlled solvolysis results in the products SiH2(OMe)2, SiH(OMe)3, and Si(OMe)4. The Si–H bond also adds to alkenes, a reaction which proceeds slowly and speeds up with increasing substitution of the silane involved. At 450 °C, silane participates in an addition reaction with acetone, as well as a ring-opening reaction with ethylene oxide. Direct reaction of the silanes with chlorine or bromine results in explosions at room temperature, but the reaction of silane with bromine at −80 °C is controlled and yields bromosilane and dibromosilane. The monohalosilanes may be formed by reacting silane with the appropriate hydrogen halide with an Al2X6 catalyst, or by reacting silane with a solid silver halide in a heated flow reactor: SiH4 + 2 AgCl SiH3Cl + HCl + 2 Ag Among the derivatives of silane, iodosilane (SiH3I) and potassium silanide (KSiH3) are very useful synthetic intermediates in the production of more complicated silicon-containing compounds: the latter is a colourless crystalline ionic solid containing K+ cations and anions in the NaCl structure, and is made by the reduction of silane by potassium metal. Additionally, the reactive hypervalent species is also known. With suitable organic substituents it is possible to produce stable polysilanes: they have surprisingly high electric conductivities, arising from sigma delocalisation of the electrons in the chain. Halides Silicon and silicon carbide readily react with all four stable halogens, forming the colourless, reactive, and volatile silicon tetrahalides Silicon tetrafluoride also may be made by fluorinating the other silicon halides, and is produced by the attack of hydrofluoric acid on glass. Heating two different tetrahalides together also produces a random mixture of mixed halides, which may also be produced by halogen exchange reactions. The melting and boiling points of these species usually rise with increasing atomic weight, though there are many exceptions: for example, the melting and boiling points drop as one passes from SiFBr3 through SiFClBr2 to SiFCl2Br. The shift from the hypoelectronic elements in group 13 and earlier to the group 14 elements is illustrated by the change from an infinite ionic structure in aluminium fluoride to a lattice of simple covalent silicon tetrafluoride molecules, as dictated by the lower electronegativity of aluminium than silicon, the stoichiometry (the +4 oxidation state being too high for true ionicity), and the smaller size of the silicon atom compared to the aluminium atom. Silicon tetrachloride is manufactured on a huge scale as a precursor to the production of pure silicon, silicon dioxide, and some silicon esters. The silicon tetrahalides hydrolyse readily in water, unlike the carbon tetrahalides, again because of the larger size of the silicon atom rendering it more open to nucleophilic attack and the ability of the silicon atom to expand its octet which carbon lacks. The reaction of silicon fluoride with excess hydrofluoric acid produces the octahedral hexafluorosilicate anion . Analogous to the silanes, halopolysilanes SinX2n + 2 also are known. While catenation in carbon compounds is maximised in the hydrogen compounds rather than the halides, the opposite is true for silicon, so that the halopolysilanes are known up to at least Si14F30, Si6Cl14, and Si4Br10. A suggested explanation for this phenomenon is the compensation for the electron loss of silicon to the more electronegative halogen atoms by pi backbonding from the filled pπ orbitals on the halogen atoms to the empty dπ orbitals on silicon: this is similar to the situation of carbon monoxide in metal carbonyl complexes and explains their stability. These halopolysilanes may be produced by comproportionation of silicon tetrahalides with elemental silicon, or by condensation of lighter halopolysilanes (trimethylammonium being a useful catalyst for this reaction). Silica Silicon dioxide (SiO2), also known as silica, is one of the best-studied compounds, second only to water. Twelve different crystal modifications of silica are known, the most common being α-quartz, a major constituent of many rocks such as granite and sandstone. It also is known to occur in a pure form as rock crystal; impure forms are known as rose quartz, smoky quartz, morion, amethyst, and citrine. Some poorly crystalline forms of quartz are also known, such as chalcedony, chrysoprase, carnelian, agate, onyx, jasper, heliotrope, and flint. Other modifications of silicon dioxide are known in some other minerals such as tridymite and cristobalite, as well as the much less common coesite and stishovite. Biologically generated forms are also known as kieselguhr and diatomaceous earth. Vitreous silicon dioxide is known as tektites, and obsidian, and rarely as lechatelierite. Some synthetic forms are known as keatite. Opals are composed of complicated crystalline aggregates of partially hydrated silicon dioxide. Most crystalline forms of silica are made of infinite arrangements of {SiO4} tetrahedra (with Si at the center) connected at their corners, with each oxygen atom linked to two silicon atoms. In the thermodynamically stable room-temperature form, α-quartz, these tetrahedra are linked in intertwined helical chains with two different Si–O distances (159.7 and 161.7 pm) with a Si–O–Si angle of 144°. These helices can be either left- or right-handed, so that individual α-quartz crystals are optically active. At 537 °C, this transforms quickly and reversibly into the similar β-quartz, with a change of the Si–O–Si angle to 155° but a retention of handedness. Further heating to 867 °C results in another reversible phase transition to β-tridymite, in which some Si–O bonds are broken to allow for the arrangement of the {SiO4} tetrahedra into a more open and less dense hexagonal structure. This transition is slow and hence tridymite occurs as a metastable mineral even below this transition temperature; when cooled to about 120 °C it quickly and reversibly transforms by slight displacements of individual silicon and oxygen atoms to α-tridymite, similarly to the transition from α-quartz to β-quartz. β-tridymite slowly transforms to cubic β-cristobalite at about 1470 °C, which once again exists metastably below this transition temperature and transforms at 200–280 °C to α-cristobalite via small atomic displacements. β-cristobalite melts at 1713 °C; the freezing of silica from the melt is quite slow and vitrification, or the formation of a glass, is likely to occur instead. In vitreous silica, the {SiO4} tetrahedra remain corner-connected, but the symmetry and periodicity of the crystalline forms are lost. Because of the slow conversions between these three forms, it is possible upon rapid heating to melt β-quartz (1550 °C) or β-tridymite (1703 °C). Silica boils at approximately 2800 °C. Other high-pressure forms of silica are known, such as coesite and stishovite: these are known in nature, formed under the shock pressure of a meteorite impact and then rapidly quenched to preserve the crystal structure. Similar melting and cooling of silica occurs following lightning strikes, forming glassy lechatelierite. W-silica is an unstable low-density form involving {SiO4} tetrahedra sharing opposite edges instead of corners, forming parallel chains similarly to silicon disulfide (SiS2) and silicon diselenide (SiSe2): it quickly returns to forming amorphous silica with heat or traces of water Silica is rather inert chemically. It is not attacked by any acids other than hydrofluoric acid. However, it slowly dissolves in hot concentrated alkalis, and does so rather quickly in fused metal hydroxides or carbonates, to give metal silicates. Among the elements, it is attacked only by fluorine at room temperature to form silicon tetrafluoride: hydrogen and carbon also react, but require temperatures over 1000 °C to do so. Silica nevertheless reacts with many metal and metalloid oxides to form a wide variety of compounds important in the glass and ceramic industries above all, but also have many other uses: for example, sodium silicate is often used in detergents due to its buffering, saponifying, and emulsifying properties Silicic acids Adding water to silica drops its melting point by around 800 °C due to the breaking of the structure by replacing Si–O–Si linkages with terminating Si–OH groups. Increasing water concentration results in the formation of hydrated silica gels and colloidal silica dispersions. Many hydrates and silicic acids exist in the most dilute of aqueous solutions, but these are rather insoluble and quickly precipitate and condense and cross-link to form various polysilicic acids of variable combinations following the formula [SiOx(OH)4−2x]n, similar to the behaviour of boron, aluminium, and iron, among other elements. Hence, although some simple silicic acids have been identified in dilute solutions, such as orthosilicic acid Si(OH)4 and metasilicic acid SiO(OH)2, none of these are likely to exist in the solid state Silicate minerals About 95% of the Earth's crustal rocks are made of silica or silicate and aluminosilicate minerals, as reflected in oxygen, silicon, and aluminium being the three most common elements in the crust (in that order). Measured by mass, silicon makes up 27.7% of the Earth's crust. Pure silicon crystals are very rarely found in nature, but notable exceptions are crystals as large as to 0.3 mm across found during sampling gases from the Kudriavy volcano on Iturup, one of the Kuril Islands. Silicate and aluminosilicate minerals have many different structures and varying stoichiometry, but they may be classified following some general principles. Tetrahedral {SiO4} units are common to almost all these compounds, either as discrete structures, or combined into larger units by the sharing of corner oxygen atoms. These may be divided into neso-silicates (discrete {SiO4} units) sharing no oxygen atoms, soro-silicates (discrete {Si2O7} units) sharing one, cyclo-silicates (closed ring structures) and ino-silicates (continuous chain or ribbon structures) both sharing two, phyllo-silicates (continuous sheets) sharing three, and tecto-silicates (continuous three-dimensional frameworks) sharing four. The lattice of oxygen atoms that results is usually close-packed, or close to it, with the charge being balanced by other cations in various different polyhedral sites according to size. The orthosilicates MSiO (M = Be, Mg, Mn, Fe, Zn) and ZrSiO4 are neso-silicates. (phenacite) is unusual as both BeII and SiIV occupy tetrahedral four-coordinated sites; the other divalent cations instead occupy six-coordinated octahedral sites and often isomorphously replace each other as in olivine, (Mg,Fe,Mn)2SiO4. Zircon, ZrSiO4, demands eight-coordination of the ZrIV cations due to stoichiometry and because of their larger ionic radius (84 pm). Also significant are the garnets, [MM(SiO)], in which the divalent cations (e.g. Ca, Mg, Fe) are eight-coordinated and the trivalent ones are six-coordinated (e.g. Al, Cr, Fe). Regular coordination is not always present: for example, it is not found in Ca2SiO4, which mixes six- and eight-coordinate sites for CaII. Soro-silicates, involving discrete double or triple tetrahedral units, are quite rare: metasilicates involving cyclic "[(SiO3)n]2n−" units of corner-abutting tetrahedra forming a polygonal ring are also known. Chain metasilicates, {SiO}, form by corner-sharing of an indefinite chain of linked {SiO4} tetrahedra. Many differences arise due to the differing repeat distances of conformation across the line of tetrahedra. A repeat distance of two is most common, as in most pyroxene minerals, but repeat distances of one, three, four, five, six, seven, nine, and twelve are also known. These chains may then link across each other to form double chains and ribbons, as in the asbestos minerals, involving repeated chains of cyclic tetrahedron rings. Layer silicates, such as the clay minerals and the micas, are very common, and often are formed by horizontal cross-linking of metasilicate chains or planar condensation of smaller units. An example is kaolinite [Al2(OH)4Si2O5]; in many of these minerals cation and anion replacement is common, so that for example tetrahedral SiIV may be replaced by AlIII, octahedral AlIII by MgII, and OH− by F−. Three-dimensional framework aluminosilicates are structurally very complex; they
was able to demonstrate better performance due to higher carrier mobility. The relative lack of performance in early silicon semiconductors was due to electrical conductivity being limited by unstable quantum surface states, where electrons are trapped at the surface, due to dangling bonds that occur because unsaturated bonds are present at the surface. This prevented electricity from reliably penetrating the surface to reach the semiconducting silicon layer. Mohamed M. Atalla eventually overcame this problem with his silicon surface passivation process developed at Bell Labs in the late 1950s, which was a key step towards the proliferation of silicon integrated circuits. In 1959, the silicon integrated circuit was invented by Robert Noyce at Fairchild Semiconductor. Silicon Age The "Silicon Age" refers to the late 20th century to early 21st century. This is due to silicon being the dominant material of the Silicon Age (also known as the Digital Age or Information Age), similar to how the Stone Age, Bronze Age and Iron Age were defined by the dominant materials during their respective ages of civilization. The key component or "workhorse" of the silicon revolution is the silicon MOSFET (metal–oxide–silicon field-effect transistor). It was the first truly compact transistor that could be miniaturised and mass-produced for a wide range of uses. Since then, the mass-production of silicon MOSFETs and MOS integrated circuit chips, along with continuous MOSFET scaling miniaturization at an exponential pace (as predicted by Moore's law), has led to revolutionary changes in technology, economy, culture and thinking. The MOSFET has since become the most widely manufactured device in history, with an estimated total of 13sextillion MOSFETs having been manufactured between 1960 and 2018. Because silicon is an important element in high-technology semiconductor devices, many places in the world bear its name. For example, Santa Clara Valley in California acquired the nickname Silicon Valley, as the element is the base material in the semiconductor industry there. Since then, many other places have been dubbed similarly, including Silicon Wadi in Israel, Silicon Forest in Oregon, Silicon Hills in Austin, Texas, Silicon Slopes in Salt Lake City, Utah, Silicon Saxony in Germany, Silicon Valley in India, Silicon Border in Mexicali, Mexico, Silicon Fen in Cambridge, England, Silicon Roundabout in London, Silicon Glen in Scotland, Silicon Gorge in Bristol, England, Silicon Alley in New York, New York and Silicon Beach in Los Angeles, California. Characteristics Physical and atomic A silicon atom has fourteen electrons. In the ground state, they are arranged in the electron configuration [Ne]3s23p2. Of these, four are valence electrons, occupying the 3s orbital and two of the 3p orbitals. Like the other members of its group, the lighter carbon and the heavier germanium, tin, and lead, it has the same number of valence electrons as valence orbitals: hence, it can complete its octet and obtain the stable noble gas configuration of argon by forming sp3 hybrid orbitals, forming tetrahedral SiX4 derivatives where the central silicon atom shares an electron pair with each of the four atoms it is bonded to. The first four ionisation energies of silicon are 786.3, 1576.5, 3228.3, and 4354.4 kJ/mol respectively; these figures are high enough to preclude the possibility of simple cationic chemistry for the element. Following periodic trends, its single-bond covalent radius of 117.6 pm is intermediate between those of carbon (77.2 pm) and germanium (122.3 pm). The hexacoordinate ionic radius of silicon may be considered to be 40 pm, although this must be taken as a purely notional figure given the lack of a simple Si4+ cation in reality. Electrical At standard temperature and pressure, silicon is a shiny semiconductor with a bluish-grey metallic lustre; as typical for semiconductors, its resistivity drops as temperature rises. This arises because silicon has a small energy gap (band gap) between its highest occupied energy levels (the valence band) and the lowest unoccupied ones (the conduction band). The Fermi level is about halfway between the valence and conduction bands and is the energy at which a state is as likely to be occupied by an electron as not. Hence pure silicon is effectively an insulator at room temperature. However, doping silicon with a pnictogen such as phosphorus, arsenic, or antimony introduces one extra electron per dopant and these may then be excited into the conduction band either thermally or photolytically, creating an n-type semiconductor. Similarly, doping silicon with a group 13 element such as boron, aluminium, or gallium results in the introduction of acceptor levels that trap electrons that may be excited from the filled valence band, creating a p-type semiconductor. Joining n-type silicon to p-type silicon creates a p–n junction with a common Fermi level; electrons flow from n to p, while holes flow from p to n, creating a voltage drop. This p–n junction thus acts as a diode that can rectify alternating current that allows current to pass more easily one way than the other. A transistor is an n–p–n junction, with a thin layer of weakly p-type silicon between two n-type regions. Biasing the emitter through a small forward voltage and the collector through a large reverse voltage allows the transistor to act as a triode amplifier. Crystal structure Silicon crystallises in a giant covalent structure at standard conditions, specifically in a diamond cubic lattice (space group 227). It thus has a high melting point of 1414 °C, as a lot of energy is required to break the strong covalent bonds and melt the solid. Upon melting silicon contracts as the long-range tetrahedral network of bonds breaks up and the voids in that network are filled in, similar to water ice when hydrogen bonds are broken upon melting. It does not have any thermodynamically stable allotropes at standard pressure, but several other crystal structures are known at higher pressures. The general trend is one of increasing coordination number with pressure, culminating in a hexagonal close-packed allotrope at about 40 gigapascals known as Si–VII (the standard modification being Si–I). An allotrope called BC8 (or bc8), having a body-centred cubic lattice with eight atoms per primitive unit cell (space group 206), can be created at high pressure and remains metastable at low pressure. Its properties have been studied in detail. Silicon boils at 3265 °C: this, while high, is still lower than the temperature at which its lighter congener carbon sublimes (3642 °C) and silicon similarly has a lower heat of vaporisation than carbon, consistent with the fact that the Si–Si bond is weaker than the C–C bond. It is also possible to construct silicene layers analogous to graphene. Isotopes Naturally occurring silicon is composed of three stable isotopes, 28Si (92.23%), 29Si (4.67%), and 30Si (3.10%). Out of these, only 29Si is of use in NMR and EPR spectroscopy, as it is the only one with a nuclear spin (I =). All three are produced in Type Ia supernovae through the oxygen-burning process, with 28Si being made as part of the alpha process and hence the most abundant. The fusion of 28Si with alpha particles by photodisintegration rearrangement in stars is known as the silicon-burning process; it is the last stage of stellar nucleosynthesis before the rapid collapse and violent explosion of the star in question in a type II supernova. Twenty radioisotopes have been characterized, the two stablest being 32Si with a half-life of about 150 years, and 31Si with a half-life of 2.62 hours. All the remaining radioactive isotopes have half-lives that are less than seven seconds, and the majority of these have half-lives that are less than one tenth of a second. Silicon has one known nuclear isomer, 34mSi, with a half-life less than 210 nanoseconds. 32Si undergoes low-energy beta decay to 32P and then stable 32S. 31Si may be produced by the neutron activation of natural silicon and is thus useful for quantitative analysis; it can be easily detected by its characteristic beta decay to stable 31P, in which the emitted electron carries up to 1.48 MeV of energy. The known isotopes of silicon range in mass number from 22 to 44. The most common decay mode of the isotopes with mass numbers lower than the three stable isotopes is inverse beta decay, primarily forming aluminium isotopes (13 protons) as decay products. The most common decay mode for the heavier unstable isotopes is beta decay, primarily forming phosphorus isotopes (15 protons) as decay products. Silicon can enter the oceans through groundwater and riverine transport. Large fluxes of groundwater input have an isotopic composition which is distinct from riverine silicon inputs. Isotopic variations in groundwater and riverine transports contribute to variations in oceanic 30Si values. Currently, there are substantial differences in the isotopic values of deep water in the world's ocean basins. Between the Atlantic and Pacific oceans, there is a deep water 30Si gradient of greater than 0.3 parts per thousand. 30Si is most commonly associated with productivity in the oceans. Chemistry and compounds Crystalline bulk silicon is rather inert, but becomes more reactive at high temperatures. Like its neighbour aluminium, silicon forms a thin, continuous surface layer of silicon dioxide (SiO2) that protects the metal from oxidation. Thus silicon does not measurably react with the air below 900 °C, but formation of the vitreous dioxide rapidly increases between 950 °C and 1160 °C and when 1400 °C is reached, atmospheric nitrogen also reacts to give the nitrides SiN and Si3N4. Silicon reacts with gaseous sulfur at 600 °C and gaseous phosphorus at 1000 °C. This oxide layer nevertheless does not prevent reaction with the halogens; fluorine attacks silicon vigorously at room temperature, chlorine does so at about 300 °C, and bromine and iodine at about 500 °C. Silicon does not react with most aqueous acids, but is oxidised and complexed by hydrofluoric acid mixtures containing either chlorine or nitric acid to form hexafluorosilicates. It readily dissolves in hot aqueous alkali to form silicates. At high temperatures, silicon also reacts with alkyl halides; this reaction may be catalysed by copper to directly synthesise organosilicon chlorides as precursors to silicone polymers. Upon melting, silicon becomes extremely reactive, alloying with most metals to form silicides, and reducing most metal oxides because the heat of formation of silicon dioxide is so large. As a result, containers for liquid silicon must be made of refractory, unreactive materials such as zirconium dioxide or group 4, 5, and 6 borides. Tetrahedral coordination is a major structural motif in silicon chemistry just as it is for carbon chemistry. However, the 3p subshell is rather more diffuse than the 2p subshell and does not hybridise so well with the 3s subshell. As a result, the chemistry of silicon and its heavier congeners shows significant differences from that of carbon, and thus octahedral coordination is also significant. For example, the electronegativity of silicon (1.90) is much less than that of carbon (2.55), because the valence electrons of silicon are further from the nucleus than those of carbon and hence experience smaller electrostatic forces of attraction from the nucleus. The poor overlap of 3p orbitals also results in a much lower tendency toward catenation (formation of Si–Si bonds) for silicon than for carbon, due to the concomitant weakening of the Si–Si bond compared to the C–C bond: the average Si–Si bond energy is approximately 226 kJ/mol, compared to a value of 356 kJ/mol for the C–C bond. This results in multiply bonded silicon compounds generally being much less stable than their carbon counterparts, an example of the double bond rule. On the other hand, the presence of radial nodes in the 3p orbitals of silicon suggests the possibility of hypervalence, as seen in five and six-coordinate derivatives of silicon such as and . Lastly, because of the increasing energy gap between the valence s and p orbitals as the group is descended, the divalent state grows in importance from carbon to lead, so that a few unstable divalent compounds are known for silicon; this lowering of the main oxidation state, in tandem with increasing atomic radii, results in an increase of metallic character down the group. Silicon already shows some incipient metallic behavior, particularly in the behavior of its oxide compounds and its reaction with acids as well as bases (though this takes some effort), and is hence often referred to as a metalloid rather than a nonmetal. However, metallicity does not become clear in group 14 until germanium and dominant until tin, with the growing importance of the lower +2 oxidation state. Silicon shows clear differences from carbon. For example, organic chemistry has very few analogies with silicon chemistry, while silicate minerals have a structural complexity unseen in oxocarbons.Greenwood and Earnshaw, pp. 328–329</ref> Silicon tends to resemble germanium far more than it does carbon, and this resemblance is enhanced by the d-block contraction, resulting in the size of the germanium atom being much closer to that of the silicon atom than periodic trends would predict. Nevertheless, there are still some differences because of the growing importance of the divalent state in germanium compared to silicon, which result in germanium being significantly more metallic than silicon. Additionally, the lower Ge–O bond strength compared to the Si–O bond strength results in the absence of "germanone" polymers that would be analogous to silicone polymers. Silicides Many metal silicides are known, most of which have formulae that cannot be explained through simple appeals to valence: their bonding ranges from metallic to ionic and covalent. Some known stoichiometries are M6Si, M5Si, M4Si, M15Si4, M3Si, M5Si2, M2Si, M5Si3, M3Si2, MSi, M2Si3, MSi2, MSi3, and MSi6. They are structurally more similar to the borides than the carbides, in keeping with the diagonal relationship between boron and silicon, although the larger size of silicon than boron means that exact structural analogies are few and far between. The heats of formation of the silicides are usually similar to those of the borides and carbides of the same elements, but they usually melt at lower temperatures. Silicides are known for all stable elements in groups 1–10, with the exception of beryllium: in particular, uranium and the transition metals of groups 4–10 show the widest range of stoichiometries. Except for copper, the metals in groups 11–15 do not form silicides. Instead, most form eutectic mixtures, although the heaviest post-transition metals mercury, thallium, lead, and bismuth are completely immiscible with liquid silicon. Usually, silicides are prepared by direct reaction of the elements. For example, the alkali metals and alkaline earth metals react with silicon or silicon oxide to give silicides. Nevertheless, even with these highly electropositive elements true silicon anions are not obtainable, and most of these compounds are semiconductors. For example, the alkali metal silicides contain pyramidal tricoordinate silicon in the anion, isoelectronic with white phosphorus, P4. Metal-rich silicides tend to have isolated silicon atoms (e. g. Cu5Si); with increasing silicon content, catenation increases, resulting in isolated clusters of two (e. g. U3Si2) or four silicon atoms (e. g. [K+]4[Si4]4−) at first, followed by chains (e. g. CaSi), layers (e. g. CaSi2), or three-dimensional networks of silicon atoms spanning space (e. g. α-ThSi2) as the silicon content rises even higher. The silicides of the group 1 and 2 metals usually are more reactive than the transition metal silicides. The latter usually do not react with aqueous reagents, except for hydrofluoric acid; however, they do react with much more aggressive reagents such as liquid potassium hydroxide, or gaseous fluorine or chlorine when red-hot. The pre-transition metal silicides instead readily react with water and aqueous acids, usually producing hydrogen or silanes: Na2Si + 3 H2O → Na2SiO3 + 3 H2 Mg2Si + 2 H2SO4 → 2 MgSO4 + SiH4 Products often vary with the stoichiometry of the silicide reactant. For example, Ca2Si is polar and non-conducting and has the anti-PbCl2 structure with single isolated silicon atoms, and reacts with water to produce calcium hydroxide, hydrated silicon dioxide, and hydrogen gas. CaSi with its zigzag chains of silicon atoms instead reacts to give silanes and polymeric SiH2, while CaSi2 with its puckered layers of silicon atoms does not react with water, but will react with dilute hydrochloric acid: the product is a yellow polymeric solid with stoichiometry Si2H2O. Silanes Speculation on silicon hydride chemistry started in the 1830s, contemporary with the development of synthetic organic chemistry. Silane itself, as well as trichlorosilane, were first synthesised by Friedrich Wöhler and Heinrich Buff in 1857 by reacting aluminium–silicon alloys with hydrochloric acid, and characterised as SiH4 and SiHCl3 by Charles Friedel and Albert Ladenburg in 1867. Disilane (Si2H6) followed in 1902, when it was first made by Henri Moissan and Samuel Smiles by the protonolysis of magnesium silicides. Further investigation had to wait until 1916 because of the great reactivity and thermal instability of the silanes; it was then that Alfred Stock began to study silicon hydrides in earnest with new greaseless vacuum techniques, as they were found as contaminants of his focus, the boron hydrides. The names silanes and boranes are his, based on analogy with the alkanes. The Moissan and Smiles method of preparation of silanes and silane derivatives via protonolysis of metal silicides is still used, although the yield is lowered by the hydrolysis of the products that occurs simultaneously, so that the preferred route today is to treat substituted silanes with hydride reducing agents such as lithium aluminium hydride in etheric solutions at low temperatures. Direct reaction of HX or RX with silicon, possibly with a catalyst such as copper, is also a viable method of producing substituted silanes. The silanes comprise a homologous series of silicon hydrides with a general formula of SinH2n + 2. They are all strong reducing agents. Unbranched and branched chains are known up to n=8, and the cycles Si5H10 and Si6H12 are also known. The first two, silane and disilane, are colourless gases; the heavier members of the series are volatile liquids. All silanes are very reactive and catch fire or explode spontaneously in air. They become less thermally stable with room temperature, so that only silane is indefinitely stable at room temperature, although disilane does not decompose very quickly (only 2.5% of a sample decomposes after the passage of eight months). They decompose to form polymeric polysilicon hydride and hydrogen gas. As expected from the difference in atomic weight, the silanes are less volatile than the corresponding alkanes and boranes, but more so than the corresponding germanes. They are much more reactive than the corresponding alkanes, because of the larger radius of silicon compared to carbon facilitating nucleophilic attack at the silicon, the greater polarity of the Si–H bond compared to the C–H bond, and the ability of silicon to expand its octet and hence form adducts and lower the reaction's activation energy. Silane pyrolysis gives polymeric species and finally elemental silicon and hydrogen; indeed ultrapure silicon is commercially produced by the pyrolysis of silane. While the thermal decomposition of alkanes starts by the breaking of a C–H or C–C bond and the formation of radical intermediates, polysilanes decompose by eliminating silylenes :SiH2 or :SiHR, as the activation energy of this process (~210 kJ/mol) is much less than the Si–Si and Si–H bond energies. While pure silanes do not react with pure
various mountains Sulphur River in Texas and Arkansas Sulphur Spring, a geyser in Yellowstone National Park Sulphur Springs (disambiguation) Sulphur Creek (disambiguation), multiple Other uses The sulfur cycle Sulfur (pharmacy) Sulfur (magazine), a defunct literary magazine Fedora 9, codenamed Sulphur Sulfur (band), an American dark cabaret band. "Sulfur", a song from by Katatonia on the Teargas EP "Sulfur" (song), a single by American heavy metal
Mountain (disambiguation), various mountains Sulphur River in Texas and Arkansas Sulphur Spring, a geyser in Yellowstone National Park Sulphur Springs (disambiguation) Sulphur Creek (disambiguation), multiple Other uses The sulfur cycle Sulfur (pharmacy) Sulfur (magazine), a defunct literary magazine Fedora 9, codenamed Sulphur Sulfur (band), an American dark cabaret band. "Sulfur", a song from by Katatonia on the Teargas EP "Sulfur" (song), a single by American heavy metal band Slipknot See also Sulpher, a musical group composed of Rob
stable, long-term production has limited the commercial applications of scandium. Despite this low level of use, scandium offers significant benefits. Particularly promising is the strengthening of aluminium alloys with as little as 0.5% scandium. Scandium-stabilized zirconia enjoys a growing market demand for use as a high-efficiency electrolyte in solid oxide fuel cells. Price The USGS reports that, from 2015 to 2019 in the US, the price of small quantities of scandium ingot has been $107 to $134 per gram, and that of scandium oxide $4 to $5 per gram. Compounds Scandium chemistry is almost completely dominated by the trivalent ion, Sc3+. The radii of M3+ ions in the table below indicate that the chemical properties of scandium ions have more in common with yttrium ions than with aluminium ions. In part because of this similarity, scandium is often classified as a lanthanide-like element. {|class="wikitable" |+ Ionic radii (pm) |- |Al||Sc||Y||La||Lu |- |53.5||74.5||90.0||103.2||86.1 |} Oxides and hydroxides The oxide and the hydroxide are amphoteric: + 3 → (scandate ion) + 3 + 3 → α- and γ-ScOOH are isostructural with their aluminium hydroxide oxide counterparts. Solutions of in water are acidic due to hydrolysis. Halides and pseudohalides The halides , where X= Cl, Br, or I, are very soluble in water, but is insoluble. In all four halides, the scandium is 6-coordinated. The halides are Lewis acids; for example, dissolves in a solution containing excess fluoride ion to form . The coordination number 6 is typical for Sc(III). In the larger Y3+ and La3+ ions, coordination numbers of 8 and 9 are common. Scandium triflate is sometimes used as a Lewis acid catalyst in organic chemistry. Organic derivatives Scandium forms a series of organometallic compounds with cyclopentadienyl ligands (Cp), similar to the behavior of the lanthanides. One example is the chlorine-bridged dimer, and related derivatives of pentamethylcyclopentadienyl ligands. Uncommon oxidation states Compounds that feature scandium in oxidation states other than +3 are rare but well characterized. The blue-black compound is one of the simplest. This material adopts a sheet-like structure that exhibits extensive bonding between the scandium(II) centers. Scandium hydride is not well understood, although it appears not to be a saline hydride of Sc(II). As is observed for most elements, a diatomic scandium hydride has been observed spectroscopically at high temperatures in the gas phase. Scandium borides and carbides are non-stoichiometric, as is typical for neighboring elements. Lower oxidation states (+2, +1, 0) have also been observed in organoscandium compounds. History Dmitri Mendeleev, who is referred to as the father of the periodic table, predicted the existence of an element ekaboron, with an atomic mass between 40 and 48 in 1869. Lars Fredrik Nilson and his team detected this element in the minerals euxenite and gadolinite in 1879. Nilson prepared 2 grams of scandium oxide of high purity. He named the element scandium, from the Latin Scandia meaning "Scandinavia". Nilson was apparently unaware of Mendeleev's prediction, but Per Teodor Cleve recognized the correspondence and notified Mendeleev. Metallic scandium was produced for the first time in 1937 by electrolysis of a eutectic mixture of potassium, lithium, and scandium chlorides, at 700–800 °C. The first pound of 99% pure scandium metal was produced in 1960. Production of aluminium alloys began in 1971, following a US patent. Aluminium-scandium alloys were also developed in the USSR. Laser crystals of gadolinium-scandium-gallium garnet (GSGG) were used in strategic defense applications developed for the Strategic Defense Initiative (SDI) in the 1980s and 1990s. Red giant stars near the Galactic Center In early 2018, evidence was gathered from spectrometer data of significant scandium, vanadium, and yttrium abundances in red giant stars in the Nuclear Star Cluster (NSC) in the Galactic Center. Further research showed that this was an illusion caused by the relatively low temperature (below 3,500 K) of these stars masking the abundance signals, and that this phenomenon was observable in other red giants. Applications The addition of scandium to aluminium limits the grain growth in the heat zone of welded aluminium components. This has two beneficial effects: the precipitated forms smaller crystals than in other aluminium alloys, and the volume of precipitate-free zones at the grain boundaries of age-hardening aluminium alloys is reduced. The precipitate is a coherent precipitate that strengthens the aluminum matrix by applying elastic strain fields that inhibit dislocation movement (i.e., plastic deformation). has an equilibrium L12 superlattice structure exclusive to this system. A fine dispersion of nano scale precipitate can be achieved via heat treatment that can also strengthen the alloys through order hardening. Recent developments include the additions of transition metals such as Zr and rare earth metals like Er produce shells surrounding the spherical precipitate that reduce coarsening. These shells are dictated by the diffusivity of the alloying element and lower the cost of the alloy due to less Sc being substituted in part by Zr while maintaining stability and less Sc being needed to form the precipitate. These have made somewhat competitive with titanium alloys along with a wide array of applications. However, titanium alloys, which are similar in lightness and strength, are cheaper and much more widely used. The alloy is as strong as titanium, light as aluminium, and hard as some ceramics. The main application of scandium by weight is in aluminium-scandium alloys for minor aerospace industry components. These alloys contain between 0.1% and 0.5% of scandium. They were used in Russian military aircraft, specifically the Mikoyan-Gurevich MiG-21 and MiG-29. Some items of sports equipment, which rely on lightweight high-performance materials, have been made with scandium-aluminium alloys, including baseball bats, tent poles and bicycle frames and components. Lacrosse sticks are also made with
most stable being 46Sc, which has a half-life of 83.8 days; 47Sc, 3.35 days; the positron emitter 44Sc, 4 hours; and 48Sc, 43.7 hours. All of the remaining radioactive isotopes have half-lives less than 4 hours, and the majority of these have half-lives less than 2 minutes. This element also has five nuclear isomers, with the most stable being 44m2Sc (t1/2 = 58.6 h). The known isotopes of scandium range from 36Sc to 60Sc. The primary decay mode at masses lower than the only stable isotope, 45Sc, is electron capture, and the primary mode at masses above it is beta emission. The primary decay products at atomic weights below 45Sc are calcium isotopes and the primary products from higher atomic weights are titanium isotopes. Occurrence In Earth's crust, scandium is not rare. Estimates vary from 18 to 25 ppm, which is comparable to the abundance of cobalt (20–30 ppm). Scandium is only the 50th most common element on Earth (35th most abundant in the crust), but it is the 23rd most common element in the Sun. However, scandium is distributed sparsely and occurs in trace amounts in many minerals. Rare minerals from Scandinavia and Madagascar such as thortveitite, euxenite, and gadolinite are the only known concentrated sources of this element. Thortveitite can contain up to 45% of scandium in the form of scandium oxide. The stable form of scandium is created in supernovas via the r-process. Also, scandium is created by cosmic ray spallation of the more abundant iron nuclei. 28Si + 17n → 45Sc (r-process) 56Fe + p → 45Sc + 11C + n (cosmic ray spallation) Production The world production of scandium is in the order of 15-20 tonnes per year, in the form of scandium oxide. The demand is about 50% higher, and both the production and demand keep increasing. In 2003, only three mines produced scandium: the uranium and iron mines in Zhovti Vody in Ukraine, the rare-earth mines in Bayan Obo, China, and the apatite mines in the Kola peninsula, Russia; since then many other countries have built scandium-producing facilities, including 5 tonnes/year (7.5 tonnes/year ) by Nickel Asia Corporation and Sumitomo Metal Mining in the Philippines. In the United States, NioCorp Development hopes to raise $1 billion toward opening a niobium mine at its Elk Creek site in southeast Nebraska which may be able to produce as much as 95 tonnes of scandium oxide annually. In each case, scandium is a byproduct of the extraction of other elements and is sold as scandium oxide. To produce metallic scandium, the oxide is converted to scandium fluoride and then reduced with metallic calcium. Madagascar and the Iveland-Evje region in Norway have the only deposits of minerals with high scandium content, thortveitite ) but these are not being exploited. The mineral kolbeckite has a very high scandium content but is not available in any larger deposits. The absence of reliable, secure, stable, long-term production has limited the commercial applications of scandium. Despite this low level of use, scandium offers significant benefits. Particularly promising is the strengthening of aluminium alloys with as little as 0.5% scandium. Scandium-stabilized zirconia enjoys a growing market demand for use as a high-efficiency electrolyte in solid oxide fuel cells. Price The USGS reports that, from 2015 to 2019 in the US, the price of small quantities of scandium ingot has been $107 to $134 per gram, and that of scandium oxide $4 to $5 per gram. Compounds Scandium chemistry is almost completely dominated by the trivalent ion, Sc3+. The radii of M3+ ions in the table below indicate that the chemical properties of scandium ions have more in common with yttrium ions than with aluminium ions. In part because of this similarity, scandium is often classified as a lanthanide-like element. {|class="wikitable" |+ Ionic radii (pm) |- |Al||Sc||Y||La||Lu |- |53.5||74.5||90.0||103.2||86.1 |}
a photoconductor in flat-panel x-ray detectors (see below), the optical properties of amorphous selenium (α-Se) thin films have been the subject of intense research. Isotopes Selenium has seven naturally occurring isotopes. Five of these, 74Se, 76Se, 77Se, 78Se, 80Se, are stable, with 80Se being the most abundant (49.6% natural abundance). Also naturally occurring is the long-lived primordial radionuclide 82Se, with a half-life of 9.2×1019 years. The non-primordial radioisotope 79Se also occurs in minute quantities in uranium ores as a product of nuclear fission. Selenium also has numerous unstable synthetic isotopes ranging from 64Se to 95Se; the most stable are 75Se with a half-life of 119.78 days and 72Se with a half-life of 8.4 days. Isotopes lighter than the stable isotopes primarily undergo beta plus decay to isotopes of arsenic, and isotopes heavier than the stable isotopes undergo beta minus decay to isotopes of bromine, with some minor neutron emission branches in the heaviest known isotopes. Chemical compounds Selenium compounds commonly exist in the oxidation states −2, +2, +4, and +6. Chalcogen compounds Selenium forms two oxides: selenium dioxide (SeO2) and selenium trioxide (SeO3). Selenium dioxide is formed by the reaction of elemental selenium with oxygen: Se8 + 8 O2 → 8 SeO2 It is a polymeric solid that forms monomeric SeO2 molecules in the gas phase. It dissolves in water to form selenous acid, H2SeO3. Selenous acid can also be made directly by oxidizing elemental selenium with nitric acid: 3 Se + 4 HNO3 + H2O → 3 H2SeO3 + 4 NO Unlike sulfur, which forms a stable trioxide, selenium trioxide is thermodynamically unstable and decomposes to the dioxide above 185 °C: 2 SeO3 → 2 SeO2 + O2 (ΔH = −54 kJ/mol) Selenium trioxide is produced in the laboratory by the reaction of anhydrous potassium selenate (K2SeO4) and sulfur trioxide (SO3). Salts of selenous acid are called selenites. These include silver selenite (Ag2SeO3) and sodium selenite (Na2SeO3). Hydrogen sulfide reacts with aqueous selenous acid to produce selenium disulfide: H2SeO3 + 2 H2S → SeS2 + 3 H2O Selenium disulfide consists of 8-membered rings. It has an approximate composition of SeS2, with individual rings varying in composition, such as Se4S4 and Se2S6. Selenium disulfide has been used in shampoo as an antidandruff agent, an inhibitor in polymer chemistry, a glass dye, and a reducing agent in fireworks. Selenium trioxide may be synthesized by dehydrating selenic acid, H2SeO4, which is itself produced by the oxidation of selenium dioxide with hydrogen peroxide: SeO2 + H2O2 → H2SeO4 Hot, concentrated selenic acid can react with gold to form gold(III) selenate. Halogen compounds Iodides of selenium are not well known. The only stable chloride is selenium monochloride (Se2Cl2), which might be better known as selenium(I) chloride; the corresponding bromide is also known. These species are structurally analogous to the corresponding disulfur dichloride. Selenium dichloride is an important reagent in the preparation of selenium compounds (e.g. the preparation of Se7). It is prepared by treating selenium with sulfuryl chloride (SO2Cl2). Selenium reacts with fluorine to form selenium hexafluoride: Se8 + 24 F2 → 8 SeF6 In comparison with its sulfur counterpart (sulfur hexafluoride), selenium hexafluoride (SeF6) is more reactive and is a toxic pulmonary irritant. Some of the selenium oxyhalides, such as selenium oxyfluoride (SeOF2) and selenium oxychloride (SeOCl2) have been used as specialty solvents. Selenides Analogous to the behavior of other chalcogens, selenium forms hydrogen selenide, H2Se. It is a strongly odiferous, toxic, and colorless gas. It is more acidic than H2S. In solution it ionizes to HSe−. The selenide dianion Se2− forms a variety of compounds, including the minerals from which selenium is obtained commercially. Illustrative selenides include mercury selenide (HgSe), lead selenide (PbSe), zinc selenide (ZnSe), and copper indium gallium diselenide (Cu(Ga,In)Se2). These materials are semiconductors. With highly electropositive metals, such as aluminium, these selenides are prone to hydrolysis: Al2Se3 + 3 H2O → Al2O3 + 3 H2Se Alkali metal selenides react with selenium to form polyselenides, , which exist as chains. Other compounds Tetraselenium tetranitride, Se4N4, is an explosive orange compound analogous to tetrasulfur tetranitride (S4N4). It can be synthesized by the reaction of selenium tetrachloride (SeCl4) with . Selenium reacts with cyanides to yield selenocyanates: 8 KCN + Se8 → 8 KSeCN Organoselenium compounds Selenium, especially in the II oxidation state, forms stable bonds to carbon, which are structurally analogous to the corresponding organosulfur compounds. Especially common are selenides (R2Se, analogues of thioethers), diselenides (R2Se2, analogues of disulfides), and selenols (RSeH, analogues of thiols). Representatives of selenides, diselenides, and selenols include respectively selenomethionine, diphenyldiselenide, and benzeneselenol. The sulfoxide in sulfur chemistry is represented in selenium chemistry by the selenoxides (formula RSe(O)R), which are intermediates in organic synthesis, as illustrated by the selenoxide elimination reaction. Consistent with trends indicated by the double bond rule, selenoketones, R(C=Se)R, and selenaldehydes, R(C=Se)H, are rarely observed. History Selenium (Greek σελήνη selene meaning "Moon") was discovered in 1817 by Jöns Jacob Berzelius and Johan Gottlieb Gahn. Both chemists owned a chemistry plant near Gripsholm, Sweden, producing sulfuric acid by the lead chamber process. The pyrite from the Falun Mine created a red precipitate in the lead chambers which was presumed to be an arsenic compound, so the pyrite's use to make acid was discontinued. Berzelius and Gahn wanted to use the pyrite and they also observed that the red precipitate gave off a smell like horseradish when burned. This smell was not typical of arsenic, but a similar odor was known from tellurium compounds. Hence, Berzelius's first letter to Alexander Marcet stated that this was a tellurium compound. However, the lack of tellurium compounds in the Falun Mine minerals eventually led Berzelius to reanalyze the red precipitate, and in 1818 he wrote a second letter to Marcet describing a newly found element similar to sulfur and tellurium. Because of its similarity to tellurium, named for the Earth, Berzelius named the new element after the Moon. In 1873, Willoughby Smith found that the electrical resistance of grey selenium was dependent on the ambient light. This led to its use as a cell for sensing light. The first commercial products using selenium were developed by Werner Siemens in the mid-1870s. The selenium cell was used in the photophone developed by Alexander Graham Bell in 1879. Selenium transmits an electric current proportional to the amount of light falling on its surface. This phenomenon was used in the design of light meters and similar devices. Selenium's semiconductor properties found numerous other applications in electronics. The development of selenium rectifiers began during the early 1930s, and these replaced copper oxide rectifiers because they were more efficient. These lasted in commercial applications until the 1970s, following which they were replaced with less expensive and even more efficient silicon rectifiers. Selenium came to medical notice later because of its toxicity to industrial workers. Selenium was also recognized as an important veterinary toxin, which is seen in animals that have eaten high-selenium plants. In 1954, the first hints of specific biological functions of selenium were discovered in microorganisms by biochemist, Jane Pinsent. It was discovered to be essential for mammalian life in 1957. In the 1970s, it was shown to be present in two independent sets of enzymes. This was followed by the discovery of selenocysteine in proteins. During the 1980s, selenocysteine was shown to be encoded by the codon UGA. The recoding mechanism was worked out first in bacteria and then in mammals (see SECIS element). Occurrence Native (i.e., elemental) selenium is a rare mineral, which does not usually form good crystals, but, when it does, they are steep rhombohedra or tiny acicular (hair-like) crystals. Isolation of selenium is often complicated by the presence of other compounds and elements. Selenium occurs naturally in a number of inorganic forms, including selenide, selenate, and selenite, but these minerals are rare. The common mineral selenite is not a selenium mineral, and contains no selenite ion, but is rather a type of gypsum (calcium sulfate hydrate) named like selenium for the moon well before the discovery of selenium. Selenium is most commonly found as an impurity, replacing a small part of the sulfur in sulfide ores of many metals. In living systems, selenium is found in the amino acids selenomethionine, selenocysteine, and methylselenocysteine. In these compounds, selenium plays a role analogous to that of sulfur. Another naturally occurring organoselenium compound is dimethyl selenide. Certain soils are selenium-rich, and selenium can be bioconcentrated by some plants. In soils, selenium most often occurs in soluble forms such as selenate (analogous to sulfate), which are leached into rivers very easily by runoff. Ocean water contains significant amounts of selenium. Typical background concentrations of selenium do not exceed 1 ng/m3 in the atmosphere; 1 mg/kg in soil and vegetation and 0.5 μg/L in freshwater and seawater. Anthropogenic sources of selenium include coal burning, and the mining and smelting of sulfide ores. Production Selenium is most commonly produced from selenide in many sulfide ores, such as those of copper, nickel, or lead. Electrolytic metal refining is particularly productive of selenium as a byproduct, obtained from the anode mud of copper refineries. Another source was the mud from the lead chambers of sulfuric acid plants, a process that is no longer used. Selenium can be refined from these muds by a number of methods. However, most elemental selenium comes as a byproduct of refining copper or producing sulfuric acid. Since its invention, solvent extraction and electrowinning (SX/EW) production of copper produces an increasing share of the worldwide copper supply. This changes the availability of selenium because only a comparably small part of the selenium in the ore is leached with the copper. Industrial production of selenium usually involves the extraction of selenium dioxide from residues obtained during the purification of copper. Common production from the residue then begins by oxidation with sodium carbonate to produce selenium dioxide, which is mixed with water and acidified to form selenous acid (oxidation step). Selenous acid is bubbled with sulfur dioxide (reduction step) to give elemental selenium. About 2,000 tonnes of selenium were produced in 2011 worldwide, mostly in Germany (650 t), Japan (630 t), Belgium (200 t), and Russia (140 t), and the total reserves were estimated at 93,000 tonnes. These data exclude two major producers: the United States and China. A previous sharp increase was observed in 2004 from $4–$5 to $27/lb. The price was relatively stable during 2004–2010 at about US$30 per pound (in 100 pound lots) but increased to $65/lb in 2011. The consumption in 2010 was divided as follows: metallurgy – 30%, glass manufacturing – 30%, agriculture – 10%, chemicals and pigments – 10%, and electronics – 10%. China is the dominant consumer of selenium at 1,500–2,000 tonnes/year. Applications Fertilizers Researchers found that application of selenium fertilizer to lettuce crops decreased the accumulation of lead and cadmium. Peaches and pears given a foliar selenium spray contained higher levels of selenium and also stayed firm and ripe longer when in storage. In low doses, selenium has shown a beneficial effect on plant resistance to various environmental stress factors including drought, UV-B, soil salinity, and cold or hot temperatures. However, it can damage plants at higher doses. Manganese electrolysis During the electrowinning of manganese, the addition of selenium dioxide decreases the power necessary to operate the electrolysis cells. China is the largest consumer of selenium dioxide for this purpose. For every tonne of manganese, an average 2 kg selenium oxide is used. Glass production The largest commercial use of Se, accounting for about 50% of consumption, is for the production of glass. Se compounds confer a red color to glass. This color cancels out the green or yellow tints that arise from iron impurities typical for most glass. For this purpose, various selenite and selenate salts are added. For other applications, a red color may be desired, produced by mixtures of CdSe and CdS. Alloys Selenium is used with bismuth in brasses to replace more toxic lead. The regulation of lead in drinking water applications such as in the US with the Safe Drinking Water Act of 1974, made a reduction of lead in brass necessary. The new brass is marketed under the name EnviroBrass. Like lead and sulfur, selenium improves the machinability of steel at concentrations around 0.15%. Selenium produces the same machinability improvement in copper alloys. Lithium–selenium batteries The lithium–selenium (Li–Se) battery is one of the most promising systems for energy storage in the family of lithium batteries. The Li–Se battery is an alternative to the lithium–sulfur battery, with an advantage of high electrical conductivity. Solar cells Copper indium gallium selenide is a material used in solar cells. Photoconductors Amorphous selenium (α-Se) thin films have found application as photoconductors in flat panel x-ray detectors. These detectors use amorphous selenium to capture and convert incident x-ray photons directly into electric charge. Rectifiers Selenium rectifiers were first used in 1933. Their use continued into the 1990s. Other uses Small amounts of organoselenium compounds have been used to modify the catalysts used for the vulcanization for the production of rubber. The demand for selenium by the electronics industry is declining. Its photovoltaic and photoconductive properties are still useful in photocopying, photocells, light meters and solar cells. Its use as a photoconductor in plain-paper copiers once was a leading application, but in the 1980s, the photoconductor application declined (although it was still a large end-use) as more and more copiers switched to organic photoconductors. Though once widely used, selenium rectifiers have mostly been replaced (or are being replaced) by silicon-based devices. The most notable exception is in power DC surge protection, where the superior energy capabilities of selenium suppressors make them more desirable than metal-oxide varistors. Zinc selenide was the first material for blue LEDs, but gallium nitride dominates that market. Cadmium selenide was an important component in quantum dots. Sheets of amorphous selenium convert X-ray images to patterns of charge in xeroradiography and in solid-state, flat-panel X-ray cameras. Ionized selenium (Se+24) is one of the active mediums used in X-ray lasers. Selenium is a catalyst in some chemical reactions, but it is not widely used because of issues with toxicity. In X-ray crystallography, incorporation of one or more selenium atoms in place of sulfur helps with multiple-wavelength anomalous dispersion and single wavelength anomalous dispersion phasing. Selenium is used in the toning of photographic prints, and it is sold as a toner by numerous photographic manufacturers. Selenium intensifies and extends the tonal range of black-and-white photographic images and improves the permanence of prints. 75Se is used as a gamma source in industrial radiography. Pollution In high concentrations, selenium acts as an environmental contaminant. Sources of pollution include waste materials from certain mining, agricultural, petrochemical, and industrial manufacturing operations. In Belews Lake North Carolina, 19 species of fish were eliminated from the lake due to 150-200 μg Se/L wastewater discharged from 1974 to 1986 from a Duke Energy coal-fired power plant. At the Kesterson National Wildlife Refuge in California, thousands of fish and waterbirds were poisoned by selenium in agricultural irrigation drainage. Substantial physiological changes may occur in fish with high tissue concentrations of selenium. Fish affected by selenium may experience swelling of the gill lamellae, which impedes oxygen diffusion across the gills and blood flow within the gills. Respiratory capacity is further reduced due to selenium binding to hemoglobin. Other problems include degeneration of liver tissue, swelling around the heart, damaged egg follicles in ovaries, cataracts, and accumulation of fluid in the body cavity and head. Selenium often causes a malformed fish fetus which may have problems feeding or respiring; distortion of the fins or spine is also common. Adult fish may appear healthy despite their inability to produce viable offspring. Selenium is bioaccumulated in aquatic habitats, which results in higher concentrations in organisms than the surrounding water. Organoselenium compounds can be concentrated over 200,000 times by zooplankton when water concentrations are in the 0.5 to 0.8 μg Se/L range. Inorganic
are intermediates in organic synthesis, as illustrated by the selenoxide elimination reaction. Consistent with trends indicated by the double bond rule, selenoketones, R(C=Se)R, and selenaldehydes, R(C=Se)H, are rarely observed. History Selenium (Greek σελήνη selene meaning "Moon") was discovered in 1817 by Jöns Jacob Berzelius and Johan Gottlieb Gahn. Both chemists owned a chemistry plant near Gripsholm, Sweden, producing sulfuric acid by the lead chamber process. The pyrite from the Falun Mine created a red precipitate in the lead chambers which was presumed to be an arsenic compound, so the pyrite's use to make acid was discontinued. Berzelius and Gahn wanted to use the pyrite and they also observed that the red precipitate gave off a smell like horseradish when burned. This smell was not typical of arsenic, but a similar odor was known from tellurium compounds. Hence, Berzelius's first letter to Alexander Marcet stated that this was a tellurium compound. However, the lack of tellurium compounds in the Falun Mine minerals eventually led Berzelius to reanalyze the red precipitate, and in 1818 he wrote a second letter to Marcet describing a newly found element similar to sulfur and tellurium. Because of its similarity to tellurium, named for the Earth, Berzelius named the new element after the Moon. In 1873, Willoughby Smith found that the electrical resistance of grey selenium was dependent on the ambient light. This led to its use as a cell for sensing light. The first commercial products using selenium were developed by Werner Siemens in the mid-1870s. The selenium cell was used in the photophone developed by Alexander Graham Bell in 1879. Selenium transmits an electric current proportional to the amount of light falling on its surface. This phenomenon was used in the design of light meters and similar devices. Selenium's semiconductor properties found numerous other applications in electronics. The development of selenium rectifiers began during the early 1930s, and these replaced copper oxide rectifiers because they were more efficient. These lasted in commercial applications until the 1970s, following which they were replaced with less expensive and even more efficient silicon rectifiers. Selenium came to medical notice later because of its toxicity to industrial workers. Selenium was also recognized as an important veterinary toxin, which is seen in animals that have eaten high-selenium plants. In 1954, the first hints of specific biological functions of selenium were discovered in microorganisms by biochemist, Jane Pinsent. It was discovered to be essential for mammalian life in 1957. In the 1970s, it was shown to be present in two independent sets of enzymes. This was followed by the discovery of selenocysteine in proteins. During the 1980s, selenocysteine was shown to be encoded by the codon UGA. The recoding mechanism was worked out first in bacteria and then in mammals (see SECIS element). Occurrence Native (i.e., elemental) selenium is a rare mineral, which does not usually form good crystals, but, when it does, they are steep rhombohedra or tiny acicular (hair-like) crystals. Isolation of selenium is often complicated by the presence of other compounds and elements. Selenium occurs naturally in a number of inorganic forms, including selenide, selenate, and selenite, but these minerals are rare. The common mineral selenite is not a selenium mineral, and contains no selenite ion, but is rather a type of gypsum (calcium sulfate hydrate) named like selenium for the moon well before the discovery of selenium. Selenium is most commonly found as an impurity, replacing a small part of the sulfur in sulfide ores of many metals. In living systems, selenium is found in the amino acids selenomethionine, selenocysteine, and methylselenocysteine. In these compounds, selenium plays a role analogous to that of sulfur. Another naturally occurring organoselenium compound is dimethyl selenide. Certain soils are selenium-rich, and selenium can be bioconcentrated by some plants. In soils, selenium most often occurs in soluble forms such as selenate (analogous to sulfate), which are leached into rivers very easily by runoff. Ocean water contains significant amounts of selenium. Typical background concentrations of selenium do not exceed 1 ng/m3 in the atmosphere; 1 mg/kg in soil and vegetation and 0.5 μg/L in freshwater and seawater. Anthropogenic sources of selenium include coal burning, and the mining and smelting of sulfide ores. Production Selenium is most commonly produced from selenide in many sulfide ores, such as those of copper, nickel, or lead. Electrolytic metal refining is particularly productive of selenium as a byproduct, obtained from the anode mud of copper refineries. Another source was the mud from the lead chambers of sulfuric acid plants, a process that is no longer used. Selenium can be refined from these muds by a number of methods. However, most elemental selenium comes as a byproduct of refining copper or producing sulfuric acid. Since its invention, solvent extraction and electrowinning (SX/EW) production of copper produces an increasing share of the worldwide copper supply. This changes the availability of selenium because only a comparably small part of the selenium in the ore is leached with the copper. Industrial production of selenium usually involves the extraction of selenium dioxide from residues obtained during the purification of copper. Common production from the residue then begins by oxidation with sodium carbonate to produce selenium dioxide, which is mixed with water and acidified to form selenous acid (oxidation step). Selenous acid is bubbled with sulfur dioxide (reduction step) to give elemental selenium. About 2,000 tonnes of selenium were produced in 2011 worldwide, mostly in Germany (650 t), Japan (630 t), Belgium (200 t), and Russia (140 t), and the total reserves were estimated at 93,000 tonnes. These data exclude two major producers: the United States and China. A previous sharp increase was observed in 2004 from $4–$5 to $27/lb. The price was relatively stable during 2004–2010 at about US$30 per pound (in 100 pound lots) but increased to $65/lb in 2011. The consumption in 2010 was divided as follows: metallurgy – 30%, glass manufacturing – 30%, agriculture – 10%, chemicals and pigments – 10%, and electronics – 10%. China is the dominant consumer of selenium at 1,500–2,000 tonnes/year. Applications Fertilizers Researchers found that application of selenium fertilizer to lettuce crops decreased the accumulation of lead and cadmium. Peaches and pears given a foliar selenium spray contained higher levels of selenium and also stayed firm and ripe longer when in storage. In low doses, selenium has shown a beneficial effect on plant resistance to various environmental stress factors including drought, UV-B, soil salinity, and cold or hot temperatures. However, it can damage plants at higher doses. Manganese electrolysis During the electrowinning of manganese, the addition of selenium dioxide decreases the power necessary to operate the electrolysis cells. China is the largest consumer of selenium dioxide for this purpose. For every tonne of manganese, an average 2 kg selenium oxide is used. Glass production The largest commercial use of Se, accounting for about 50% of consumption, is for the production of glass. Se compounds confer a red color to glass. This color cancels out the green or yellow tints that arise from iron impurities typical for most glass. For this purpose, various selenite and selenate salts are added. For other applications, a red color may be desired, produced by mixtures of CdSe and CdS. Alloys Selenium is used with bismuth in brasses to replace more toxic lead. The regulation of lead in drinking water applications such as in the US with the Safe Drinking Water Act of 1974, made a reduction of lead in brass necessary. The new brass is marketed under the name EnviroBrass. Like lead and sulfur, selenium improves the machinability of steel at concentrations around 0.15%. Selenium produces the same machinability improvement in copper alloys. Lithium–selenium batteries The lithium–selenium (Li–Se) battery is one of the most promising systems for energy storage in the family of lithium batteries. The Li–Se battery is an alternative to the lithium–sulfur battery, with an advantage of high electrical conductivity. Solar cells Copper indium gallium selenide is a material used in solar cells. Photoconductors Amorphous selenium (α-Se) thin films have found application as photoconductors in flat panel x-ray detectors. These detectors use amorphous selenium to capture and convert incident x-ray photons directly into electric charge. Rectifiers Selenium rectifiers were first used in 1933. Their use continued into the 1990s. Other uses Small amounts of organoselenium compounds have been used to modify the catalysts used for the vulcanization for the production of rubber. The demand for selenium by the electronics industry is declining. Its photovoltaic and photoconductive properties are still useful in photocopying, photocells, light meters and solar cells. Its use as a photoconductor in plain-paper copiers once was a leading application, but in the 1980s, the photoconductor application declined (although it was still a large end-use) as more and more copiers switched to organic photoconductors. Though once widely used, selenium rectifiers have mostly been replaced (or are being replaced) by silicon-based devices. The most notable exception is in power DC surge protection, where the superior energy capabilities of selenium suppressors make them more desirable than metal-oxide varistors. Zinc selenide was the first material for blue LEDs, but gallium nitride dominates that market. Cadmium selenide was an important component in quantum dots. Sheets of amorphous selenium convert X-ray images to patterns of charge in xeroradiography and in solid-state, flat-panel X-ray cameras. Ionized selenium (Se+24) is one of the active mediums used in X-ray lasers. Selenium is a catalyst in some chemical reactions, but it is not widely used because of issues with toxicity. In X-ray crystallography, incorporation of one or more selenium atoms in place of sulfur helps with multiple-wavelength anomalous dispersion and single wavelength anomalous dispersion phasing. Selenium is used in the toning of photographic prints, and it is sold as a toner by numerous photographic manufacturers. Selenium intensifies and extends the tonal range of black-and-white photographic images and improves the permanence of prints. 75Se is used as a gamma source in industrial radiography. Pollution In high concentrations, selenium acts as an environmental contaminant. Sources of pollution include waste materials from certain mining, agricultural, petrochemical, and industrial manufacturing operations. In Belews Lake North Carolina, 19 species of fish were eliminated from the lake due to 150-200 μg Se/L wastewater discharged from 1974 to 1986 from a Duke Energy coal-fired power plant. At the Kesterson National Wildlife Refuge in California, thousands of fish and waterbirds were poisoned by selenium in agricultural irrigation drainage. Substantial physiological changes may occur in fish with high tissue concentrations of selenium. Fish affected by selenium may experience swelling of the gill lamellae, which impedes oxygen diffusion across the gills and blood flow within the gills. Respiratory capacity is further reduced due to selenium binding to hemoglobin. Other problems include degeneration of liver tissue, swelling around the heart, damaged egg follicles in ovaries, cataracts, and accumulation of fluid in the body cavity and head. Selenium often
mean strontium content of ocean water is 8 mg/l. At a concentration between 82 and 90 μmol/l of strontium, the concentration is considerably lower than the calcium concentration, which is normally between 9.6 and 11.6 mmol/l. It is nevertheless much higher than that of barium, 13 μg/l. Production The three major producers of strontium as celestine as of 2015 are China (150,000 t), Spain (90,000 t), and Mexico (70,000 t); Argentina (10,000 t) and Morocco (2,500 t) are smaller producers. Although strontium deposits occur widely in the United States, they have not been mined since 1959. A large proportion of mined celestine (SrSO4) is converted to the carbonate by two processes. Either the celestine is directly leached with sodium carbonate solution or the celestine is roasted with coal to form the sulfide. The second stage produces a dark-coloured material containing mostly strontium sulfide. This so-called "black ash" is dissolved in water and filtered. Strontium carbonate is precipitated from the strontium sulfide solution by introduction of carbon dioxide. The sulfate is reduced to the sulfide by the carbothermic reduction: SrSO4 + 2 C → SrS + 2 CO2 About 300,000 tons are processed in this way annually. The metal is produced commercially by reducing strontium oxide with aluminium. The strontium is distilled from the mixture. Strontium metal can also be prepared on a small scale by electrolysis of a solution of strontium chloride in molten potassium chloride: Sr2+ + 2 → Sr 2 Cl− → Cl2 + 2 Applications Consuming 75% of production, the primary use for strontium was in glass for colour television cathode ray tubes, where it prevented X-ray emission. This application for strontium has been declining because CRTs are being replaced by other display methods. This decline has a significant influence on the mining and refining of strontium. All parts of the CRT must absorb X-rays. In the neck and the funnel of the tube, lead glass is used for this purpose, but this type of glass shows a browning effect due to the interaction of the X-rays with the glass. Therefore, the front panel is made from a different glass mixture with strontium and barium to absorb the X-rays. The average values for the glass mixture determined for a recycling study in 2005 is 8.5% strontium oxide and 10% barium oxide. Because strontium is so similar to calcium, it is incorporated in the bone. All four stable isotopes are incorporated, in roughly the same proportions they are found in nature. However, the actual distribution of the isotopes tends to vary greatly from one geographical location to another. Thus, analyzing the bone of an individual can help determine the region it came from. This approach helps to identify the ancient migration patterns and the origin of commingled human remains in battlefield burial sites. 87Sr/86Sr ratios are commonly used to determine the likely provenance areas of sediment in natural systems, especially in marine and fluvial environments. Dasch (1969) showed that surface sediments of Atlantic displayed 87Sr/86Sr ratios that could be regarded as bulk averages of the 87Sr/86Sr ratios of geological terrains from adjacent landmasses. A good example of a fluvial-marine system to which Sr isotope provenance studies have been successfully employed is the River Nile-Mediterranean system. Due to the differing ages of the rocks that constitute the majority of the Blue and White Nile, catchment areas of the changing provenance of sediment reaching the River Nile Delta and East Mediterranean Sea can be discerned through strontium isotopic studies. Such changes are climatically controlled in the Late Quaternary. More recently, 87Sr/86Sr ratios have also been used to determine the source of ancient archaeological materials such as timbers and corn in Chaco Canyon, New Mexico. 87Sr/86Sr ratios in teeth may also be used to track animal migrations. Strontium aluminate is frequently used in glow in the dark toys, as it is chemically and biologically inert. Strontium carbonate and other strontium salts are added to fireworks to give a deep red colour. This same effect identifies strontium cations in the flame test. Fireworks consume about 5% of the world's production. Strontium carbonate is used in the manufacturing of hard ferrite magnets. Strontium chloride is sometimes used in toothpastes for sensitive teeth. One popular brand includes 10% total strontium chloride hexahydrate by weight. Small amounts are used in the refining of zinc to remove small amounts of lead impurities. The metal itself has a limited use as a getter, to remove unwanted gases in vacuums by reacting with them, although barium may also be used for this purpose. The ultra-narrow optical transition between the [Kr]5s2 1S0 electronic ground state and the metastable [Kr]5s5p 3P0 excited state of 87Sr is one of the leading candidates for the future re-definition of the second in terms of an optical transition as opposed to the current definition derived from a microwave transition between different hyperfine ground states of 133Cs. Current optical atomic clocks operating on this transition already surpass the precision and accuracy of the current definition of the second. Radioactive strontium 89Sr is the active ingredient in Metastron, a radiopharmaceutical used for bone pain secondary to metastatic bone cancer. The strontium is processed like calcium by the body, preferentially incorporating it into bone at sites of increased osteogenesis. This localization focuses the radiation exposure on the cancerous lesion. 90Sr has been used as a power source for radioisotope thermoelectric generators (RTGs). 90Sr produces approximately 0.93 watts of heat per gram (it is lower for the form of 90Sr used in RTGs, which is strontium fluoride). However, 90Sr has one third the lifetime and a lower density than 238Pu, another RTG fuel. The main advantage of 90Sr is that it is cheaper than 238Pu and is found in nuclear waste. The Soviet Union deployed nearly 1000 of these RTGs on its northern coast as a power source for lighthouses and meteorology stations. Biological role Acantharea, a relatively large group of marine radiolarian protozoa, produce intricate mineral skeletons composed of strontium sulfate. In biological systems, calcium is substituted to a small extent by strontium. In the human body, most of the absorbed strontium is deposited in the bones. The ratio of strontium to calcium in human bones is between 1:1000 and 1:2000, roughly in the same range as in the blood serum. Effect on the human body The human body absorbs strontium as if it were its lighter congener calcium. Because the elements are chemically very similar, stable strontium isotopes do not pose a significant health threat. The average human has an intake of about two milligrams of strontium a day. In adults, strontium consumed tends to attach only to the surface of bones, but in children, strontium can replace calcium in the mineral of the growing bones and thus lead to bone growth problems. The biological half-life of strontium in humans has variously been reported as from 14 to 600 days, 1,000 days, 18 years, 30 years and, at an upper limit, 49 years. The wide-ranging published biological half-life figures are explained by strontium's complex metabolism within the body. However, by averaging all excretion paths, the overall biological half-life is estimated to be about 18 years. The elimination rate of strontium is strongly affected by age and sex, due to differences in bone metabolism. The drug strontium ranelate aids bone growth, increases bone density, and lessens the incidence of vertebral, peripheral, and hip fractures. However, strontium ranelate also increases the risk of venous thromboembolism, pulmonary embolism, and serious cardiovascular disorders, including myocardial infarction. Its use is therefore now restricted. Its beneficial effects are also questionable, since the increased bone density is partially caused by the increased density of strontium over the calcium which it replaces. Strontium also bioaccumulates in the body. Despite restrictions on strontium ranelate, strontium is still contained in some supplements. There is not much scientific evidence on risks of strontium chloride when taken by mouth. Those with a personal or family history of blood clotting disorders are advised to avoid strontium. Strontium has been shown to inhibit sensory irritation when applied topically to the skin. Topically applied, strontium has been shown to accelerate the recovery rate of the epidermal permeability barrier (skin barrier). Nuclear waste Strontium-90 is a radioactive fission product produced by nuclear reactors used in nuclear power. It is a major component of high level nuclear waste and spent nuclear fuel. Its 29-year half life is short
°C) points are lower than those of calcium (842 °C and 1484 °C respectively); barium continues this downward trend in the melting point (727 °C), but not in the boiling point (1900 °C). The density of strontium (2.64 g/cm3) is similarly intermediate between those of calcium (1.54 g/cm3) and barium (3.594 g/cm3). Three allotropes of metallic strontium exist, with transition points at 235 and 540 °C. The standard electrode potential for the Sr2+/Sr couple is −2.89 V, approximately midway between those of the Ca2+/Ca (−2.84 V) and Ba2+/Ba (−2.92 V) couples, and close to those of the neighboring alkali metals. Strontium is intermediate between calcium and barium in its reactivity toward water, with which it reacts on contact to produce strontium hydroxide and hydrogen gas. Strontium metal burns in air to produce both strontium oxide and strontium nitride, but since it does not react with nitrogen below 380 °C, at room temperature, it forms only the oxide spontaneously. Besides the simple oxide SrO, the peroxide SrO2 can be made by direct oxidation of strontium metal under a high pressure of oxygen, and there is some evidence for a yellow superoxide Sr(O2)2. Strontium hydroxide, Sr(OH)2, is a strong base, though it is not as strong as the hydroxides of barium or the alkali metals. All four dihalides of strontium are known. Due to the large size of the heavy s-block elements, including strontium, a vast range of coordination numbers is known, from 2, 3, or 4 all the way to 22 or 24 in SrCd11 and SrZn13. The Sr2+ ion is quite large, so that high coordination numbers are the rule. The large size of strontium and barium plays a significant part in stabilising strontium complexes with polydentate macrocyclic ligands such as crown ethers: for example, while 18-crown-6 forms relatively weak complexes with calcium and the alkali metals, its strontium and barium complexes are much stronger. Organostrontium compounds contain one or more strontium–carbon bonds. They have been reported as intermediates in Barbier-type reactions. Although strontium is in the same group as magnesium, and organomagnesium compounds are very commonly used throughout chemistry, organostrontium compounds are not similarly widespread because they are more difficult to make and more reactive. Organostrontium compounds tend to be more similar to organoeuropium or organosamarium compounds due to the similar ionic radii of these elements (Sr2+ 118 pm; Eu2+ 117 pm; Sm2+ 122 pm). Most of these compounds can only be prepared at low temperatures; bulky ligands tend to favor stability. For example, strontium dicyclopentadienyl, Sr(C5H5)2, must be made by directly reacting strontium metal with mercurocene or cyclopentadiene itself; replacing the C5H5 ligand with the bulkier C5(CH3)5 ligand on the other hand increases the compound's solubility, volatility, and kinetic stability. Because of its extreme reactivity with oxygen and water, strontium occurs naturally only in compounds with other elements, such as in the minerals strontianite and celestine. It is kept under a liquid hydrocarbon such as mineral oil or kerosene to prevent oxidation; freshly exposed strontium metal rapidly turns a yellowish color with the formation of the oxide. Finely powdered strontium metal is pyrophoric, meaning that it will ignite spontaneously in air at room temperature. Volatile strontium salts impart a bright red color to flames, and these salts are used in pyrotechnics and in the production of flares. Like calcium and barium, as well as the alkali metals and the divalent lanthanides europium and ytterbium, strontium metal dissolves directly in liquid ammonia to give a dark blue solution of solvated electrons. Isotopes Natural strontium is a mixture of four stable isotopes: 84Sr, 86Sr, 87Sr, and 88Sr. Their abundance increases with increasing mass number and the heaviest, 88Sr, makes up about 82.6% of all natural strontium, though the abundance varies due to the production of radiogenic 87Sr as the daughter of long-lived beta-decaying 87Rb. This is the basis of rubidium–strontium dating. Of the unstable isotopes, the primary decay mode of the isotopes lighter than 85Sr is electron capture or positron emission to isotopes of rubidium, and that of the isotopes heavier than 88Sr is electron emission to isotopes of yttrium. Of special note are 89Sr and 90Sr. The former has a half-life of 50.6 days and is used to treat bone cancer due to strontium's chemical similarity and hence ability to replace calcium. While 90Sr (half-life 28.90 years) has been used similarly, it is also an isotope of concern in fallout from nuclear weapons and nuclear accidents due to its production as a fission product. Its presence in bones can cause bone cancer, cancer of nearby tissues, and leukemia. The 1986 Chernobyl nuclear accident contaminated about 30,000 km2 with greater than 10 kBq/m2 with 90Sr, which accounts for about 5% of the 90Sr which was in the reactor core. History Strontium is named after the Scottish village of Strontian (Gaelic Sròn an t-Sìthein), where it was discovered in the ores of the lead mines. In 1790, Adair Crawford, a physician engaged in the preparation of barium, and his colleague William Cruickshank, recognised that the Strontian ores exhibited properties that differed from those in other "heavy spars" sources. This allowed Crawford to conclude on page 355 "... it is probable indeed, that the scotch mineral is a new species of earth which has not hitherto been sufficiently examined." The physician and mineral collector Friedrich Gabriel Sulzer analysed together with Johann Friedrich Blumenbach the mineral from Strontian and named it strontianite. He also came to the conclusion that it was distinct from the witherite and contained a new earth (neue Grunderde). In 1793 Thomas Charles Hope, a professor of chemistry at the University of Glasgow studied the mineral and proposed the name strontites. He confirmed the earlier work of Crawford and recounted: "... Considering it a peculiar earth I thought it necessary to give it an name. I have called it Strontites, from the place it was found; a mode of derivation in my opinion, fully as proper as any quality it may possess, which is the present fashion." The element was eventually isolated by Sir Humphry Davy in 1808 by the electrolysis of a mixture containing strontium chloride and mercuric oxide, and announced by him in a lecture to the Royal Society on 30 June 1808. In keeping with the naming of the other alkaline earths, he changed the name to strontium. The first large-scale application of strontium was in the production of sugar from sugar beet. Although a crystallisation process using strontium hydroxide was patented by Augustin-Pierre Dubrunfaut in 1849 the large scale introduction came with the improvement of the process in the early 1870s. The German sugar industry used the process well into the 20th century. Before World War I the beet sugar industry used 100,000 to 150,000 tons of strontium hydroxide for this process per year. The strontium hydroxide was recycled in the process, but the demand to substitute losses during production was high enough to create a significant demand initiating mining of strontianite in the Münsterland. The mining of strontianite in Germany ended when mining of the celestine deposits in Gloucestershire started. These mines supplied most of the world strontium supply from 1884 to 1941. Although the celestine deposits in the Granada basin were known for some time the large scale mining did not start before the 1950s. During atmospheric nuclear weapons testing, it was observed that strontium-90 is one of the nuclear fission products with a relatively high yield. The similarity to calcium and the chance that the strontium-90 might become enriched in bones made research on the metabolism of strontium an important topic. Occurrence Strontium commonly occurs in nature, being the 15th most abundant element on Earth (its heavier congener barium being the 14th), estimated to average approximately 360 parts per million in the Earth's crust and is found chiefly as the sulfate mineral celestine (SrSO4) and the carbonate strontianite (SrCO3). Of the two, celestine occurs much more frequently in deposits of sufficient size for mining. Because strontium is used most often in the carbonate form, strontianite would be the more useful of the two common minerals, but few deposits have been discovered that are suitable for development. Because of the way it reacts with air and water, strontium only exists in nature when combined to form minerals. Naturally occurring strontium is stable, but its synthetic isotope Sr-90 is only produced by nuclear fallout. In groundwater strontium behaves chemically much like calcium. At intermediate to acidic pH Sr2+ is the dominant strontium species. In the presence of calcium ions, strontium commonly forms coprecipitates with calcium minerals such as calcite and anhydrite at an increased pH. At intermediate to acidic pH, dissolved strontium is bound to soil particles by cation exchange. The mean strontium content of ocean water is 8 mg/l. At a concentration between 82 and 90
the time of Charlemagne: by then, tens of thousands of tonnes of silver had already been extracted. Central Europe became the centre of silver production during the Middle Ages, as the Mediterranean deposits exploited by the ancient civilisations had been exhausted. Silver mines were opened in Bohemia, Saxony, Erzgebirge, Alsace, the Lahn region, Siegerland, Silesia, Hungary, Norway, Steiermark, Salzburg, and the southern Black Forest. Most of these ores were quite rich in silver and could simply be separated by hand from the remaining rock and then smelted; some deposits of native silver were also encountered. Many of these mines were soon exhausted, but a few of them remained active until the Industrial Revolution, before which the world production of silver was around a meagre 50 tonnes per year. In the Americas, high temperature silver-lead cupellation technology was developed by pre-Inca civilizations as early as AD 60–120; silver deposits in India, China, Japan, and pre-Columbian America continued to be mined during this time. With the discovery of America and the plundering of silver by the Spanish conquistadors, Central and South America became the dominant producers of silver until around the beginning of the 18th century, particularly Peru, Bolivia, Chile, and Argentina: the last of these countries later took its name from that of the metal that composed so much of its mineral wealth. The silver trade gave way to a global network of exchange. As one historian put it, silver "went round the world and made the world go round." Much of this silver ended up in the hands of the Chinese. A Portuguese merchant in 1621 noted that silver "wanders throughout all the world... before flocking to China, where it remains as if at its natural center." Still, much of it went to Spain, allowing Spanish rulers to pursue military and political ambitions in both Europe and the Americas. "New World mines," concluded several historians, "supported the Spanish empire." In the 19th century, primary production of silver moved to North America, particularly Canada, Mexico, and Nevada in the United States: some secondary production from lead and zinc ores also took place in Europe, and deposits in Siberia and the Russian Far East as well as in Australia were mined. Poland emerged as an important producer during the 1970s after the discovery of copper deposits that were rich in silver, before the centre of production returned to the Americas the following decade. Today, Peru and Mexico are still among the primary silver producers, but the distribution of silver production around the world is quite balanced and about one-fifth of the silver supply comes from recycling instead of new production. Symbolic role Silver plays a certain role in mythology and has found various usage as a metaphor and in folklore. The Greek poet Hesiod's Works and Days (lines 109–201) lists different ages of man named after metals like gold, silver, bronze and iron to account for successive ages of humanity. Ovid's Metamorphoses contains another retelling of the story, containing an illustration of silver's metaphorical use of signifying the second-best in a series, better than bronze but worse than gold: In folklore, silver was commonly thought to have mystic powers: for example, a bullet cast from silver is often supposed in such folklore the only weapon that is effective against a werewolf, witch, or other monsters. From this the idiom of a silver bullet developed into figuratively referring to any simple solution with very high effectiveness or almost miraculous results, as in the widely discussed software engineering paper No Silver Bullet. Other powers attributed to silver include detection of poison and facilitation of passage into the mythical realm of fairies. Silver production has also inspired figurative language. Clear references to cupellation occur throughout the Old Testament of the Bible, such as in Jeremiah's rebuke to Judah: "The bellows are burned, the lead is consumed of the fire; the founder melteth in vain: for the wicked are not plucked away. Reprobate silver shall men call them, because the Lord hath rejected them." (Jeremiah 6:19–20) Jeremiah was also aware of sheet silver, exemplifying the malleability and ductility of the metal: "Silver spread into plates is brought from Tarshish, and gold from Uphaz, the work of the workman, and of the hands of the founder: blue and purple is their clothing: they are all the work of cunning men." (Jeremiah 10:9) Silver also has more negative cultural meanings: the idiom thirty pieces of silver, referring to a reward for betrayal, references the bribe Judas Iscariot is said in the New Testament to have taken from Jewish leaders in Jerusalem to turn Jesus of Nazareth over to soldiers of the high priest Caiaphas. Ethically, silver also symbolizes greed and degradation of consciousness; this is the negative aspect, the perverting of its value. Occurrence and production The abundance of silver in the Earth's crust is 0.08 parts per million, almost exactly the same as that of mercury. It mostly occurs in sulfide ores, especially acanthite and argentite, Ag2S. Argentite deposits sometimes also contain native silver when they occur in reducing environments, and when in contact with salt water they are converted to chlorargyrite (including horn silver), AgCl, which is prevalent in Chile and New South Wales. Most other silver minerals are silver pnictides or chalcogenides; they are generally lustrous semiconductors. Most true silver deposits, as opposed to argentiferous deposits of other metals, came from Tertiary period vulcanism. The principal sources of silver are the ores of copper, copper-nickel, lead, and lead-zinc obtained from Peru, Bolivia, Mexico, China, Australia, Chile, Poland and Serbia. Peru, Bolivia and Mexico have been mining silver since 1546, and are still major world producers. Top silver-producing mines are Cannington (Australia), Fresnillo (Mexico), San Cristóbal (Bolivia), Antamina (Peru), Rudna (Poland), and Penasquito (Mexico). Top near-term mine development projects through 2015 are Pascua Lama (Chile), Navidad (Argentina), Jaunicipio (Mexico), Malku Khota (Bolivia), and Hackett River (Canada). In Central Asia, Tajikistan is known to have some of the largest silver deposits in the world. Silver is usually found in nature combined with other metals, or in minerals that contain silver compounds, generally in the form of sulfides such as galena (lead sulfide) or cerussite (lead carbonate). So the primary production of silver requires the smelting and then cupellation of argentiferous lead ores, a historically important process. Lead melts at 327 °C, lead oxide at 888 °C and silver melts at 960 °C. To separate the silver, the alloy is melted again at the high temperature of 960 °C to 1000 °C in an oxidizing environment. The lead oxidises to lead monoxide, then known as litharge, which captures the oxygen from the other metals present. The liquid lead oxide is removed or absorbed by capillary action into the hearth linings. (s) + 2(s) + (g) → 2(absorbed) + Ag(l) Today, silver metal is primarily produced instead as a secondary byproduct of electrolytic refining of copper, lead, and zinc, and by application of the Parkes process on lead bullion from ore that also contains silver. In such processes, silver follows the non-ferrous metal in question through its concentration and smelting, and is later purified out. For example, in copper production, purified copper is electrolytically deposited on the cathode, while the less reactive precious metals such as silver and gold collect under the anode as the so-called "anode slime". This is then separated and purified of base metals by treatment with hot aerated dilute sulfuric acid and heating with lime or silica flux, before the silver is purified to over 99.9% purity via electrolysis in nitrate solution. Commercial-grade fine silver is at least 99.9% pure, and purities greater than 99.999% are available. In 2014, Mexico was the top producer of silver (5,000 tonnes or 18.7% of the world's total of 26,800 t), followed by China (4,060 t) and Peru (3,780 t). In marine environments Silver concentration is low in seawater (pmol/L). Levels vary by depth and between water bodies. Dissolved silver concentrations range from 0.3 pmol/L in coastal surface waters to 22.8 pmol/L in pelagic deep waters. Analyzing the presence and dynamics of silver in marine environments is difficult due to these particularly low concentrations and complex interactions in the environment. Although a rare trace metal, concentrations are greatly impacted by fluvial, aeolian, atmospheric, and upwelling inputs, as well as anthropogenic inputs via discharge, waste disposal, and emissions from industrial companies. Other internal processes such as decomposition of organic matter may be a source of dissolved silver in deeper waters, which feeds into some surface waters through upwelling and vertical mixing. In the Atlantic and Pacific, silver concentrations are minimal at the surface but rise in deeper waters. Silver is taken up by plankton in the photic zone, remobilized with depth, and enriched in deep waters. Silver is transported from the Atlantic to the other oceanic water masses. In North Pacific waters, silver is remobilized at a slower rate and increasingly enriched compared to deep Atlantic waters. Silver has increasing concentrations that follow the major oceanic conveyor belt that cycles water and nutrients from the North Atlantic to the South Atlantic to the North Pacific. There is not an extensive amount of data focused on how marine life is affected by silver despite the likely deleterious effects it could have on organisms through bioaccumulation, association with particulate matters, and sorption. Not until about 1984 did scientists begin to understand the chemical characteristics of silver and the potential toxicity. In fact, mercury is the only other trace metal that surpasses the toxic effects of silver; however, the full extent of silver toxicity is not expected in oceanic conditions because of its ability to transfer into nonreactive biological compounds. In one study, the presence of excess ionic silver and silver nanoparticles caused bioaccumulation effects on zebrafish organs and altered the chemical pathways within their gills. In addition, very early experimental studies demonstrated how the toxic effects of silver fluctuate with salinity and other parameters, as well as between life stages and different species such as finfish, molluscs, and crustaceans. Another study found raised concentrations of silver in the muscles and liver of dolphins and whales, indicating pollution of this metal within recent decades. Silver is not an easy metal for an organism to eliminate and elevated concentrations can cause death. Monetary use The earliest known coins were minted in the kingdom of Lydia in Asia Minor around 600 BC. The coins of Lydia were made of electrum, which is a naturally occurring alloy of gold and silver, that was available within the territory of Lydia. Since that time, silver standards, in which the standard economic unit of account is a fixed weight of silver, have been widespread throughout the world until the 20th century. Notable silver coins through the centuries include the Greek drachma, the Roman denarius, the Islamic dirham, the karshapana from ancient India and rupee from the time of the Mughal Empire (grouped with copper and gold coins to create a trimetallic standard), and the Spanish dollar. The ratio between the amount of silver used for coinage and that used for other purposes has fluctuated greatly over time; for example, in wartime, more silver tends to have been used for coinage to finance the war. Today, silver bullion has the ISO 4217 currency code XAG, one of only four precious metals to have one (the others being palladium, platinum, and gold). Silver coins are produced from cast rods or ingots, rolled to the correct thickness, heat-treated, and then used to cut blanks from. These blanks are then milled and minted in a coining press; modern coining presses can produce 8000 silver coins per hour. Price Silver prices are normally quoted in troy ounces. One troy ounce is equal to . The London silver fix is published every working day at noon London time. This price is determined by several major international banks and is used by London bullion market members for trading that day. Prices are most commonly shown as the United States dollar (USD), the Pound sterling (GBP), and the Euro (EUR). Applications Jewellery and silverware The major use of silver besides coinage throughout most of history was in the manufacture of jewellery and other general-use items, and this continues to be a major use today. Examples include table silver for cutlery, for which silver is highly suited due to its antibacterial properties. Western concert flutes are usually plated with or made out of sterling silver; in fact, most silverware is only silver-plated rather than made out of pure silver; the silver is normally put in place by electroplating. Silver-plated glass (as opposed to metal) is used for mirrors, vacuum flasks, and Christmas tree decorations. Because pure silver is very soft, most silver used for these purposes is alloyed with copper, with finenesses of 925/1000, 835/1000, and 800/1000 being common. One drawback is the easy tarnishing of silver in the presence of hydrogen sulfide and its derivatives. Including precious metals such as palladium, platinum, and gold gives resistance to tarnishing but is quite costly; base metals like zinc, cadmium, silicon, and germanium do not totally prevent corrosion and tend to affect the lustre and colour of the alloy. Electrolytically refined pure silver plating is effective at increasing resistance to tarnishing. The usual solutions for restoring the lustre of tarnished silver are dipping baths that reduce the silver sulfide surface to metallic silver, and cleaning off the layer of tarnish with a paste; the latter approach also has the welcome side effect of polishing the silver concurrently. A simple chemical approach to removal of the sulfide tarnish is to bring silver items into contact with aluminium foil whilst immersed in water containing a conducting salt, such as sodium chloride. Medicine In medicine, silver is incorporated into wound dressings and used as an antibiotic coating in medical devices. Wound dressings containing silver sulfadiazine or silver nanomaterials are used to treat external infections. Silver is also used in some medical applications, such as urinary catheters (where tentative evidence indicates it reduces catheter-related urinary tract infections) and in endotracheal breathing tubes (where evidence suggests it reduces ventilator-associated pneumonia). The silver ion is bioactive and in sufficient concentration readily kills bacteria in vitro. Silver ions interfere with enzymes in the bacteria that transport nutrients, form structures, and synthesise cell walls; these ions also bond with the bacteria's genetic material. Silver and silver nanoparticles are used as an antimicrobial in a variety of industrial, healthcare, and domestic application: for example, infusing clothing with nanosilver particles thus allows them to stay odourless for longer. Bacteria can, however, develop resistance to the antimicrobial action of silver. Silver compounds are taken up by the body like mercury compounds, but lack the toxicity of the latter. Silver and its alloys are used in cranial surgery to replace bone, and silver–tin–mercury amalgams are used in dentistry. Silver diammine fluoride, the fluoride salt of a coordination complex with the formula [Ag(NH3)2]F, is a topical medicament (drug) used to treat and prevent dental caries (cavities) and relieve dentinal hypersensitivity. Electronics Silver is very important in electronics for conductors and electrodes on account of its high electrical conductivity even when tarnished. Bulk silver and silver foils were used to make vacuum tubes, and continue to be used today in the manufacture of semiconductor devices, circuits, and their components. For example, silver is used in high quality connectors for RF, VHF, and higher frequencies, particularly in tuned circuits such as cavity filters where conductors cannot be scaled by more than 6%. Printed circuits and RFID antennas are made with silver paints, Powdered silver and its alloys are used in paste preparations for conductor layers and electrodes, ceramic capacitors, and other ceramic components. Brazing alloys Silver-containing brazing alloys are used for brazing metallic materials, mostly cobalt, nickel, and copper-based alloys, tool steels, and precious metals. The basic components are silver and copper, with other elements selected according to the specific application desired: examples include zinc, tin, cadmium, palladium, manganese, and phosphorus. Silver provides increased workability and corrosion resistance during usage. Chemical equipment Silver is useful in the manufacture of chemical equipment on account of its low chemical reactivity, high thermal conductivity, and being easily workable. Silver crucibles (alloyed with 0.15% nickel to avoid recrystallisation of the metal at red heat) are used for carrying out alkaline fusion. Copper and silver are also used when doing chemistry with fluorine. Equipment made to work at high temperatures is often silver-plated. Silver and its alloys with gold are used as wire or ring seals for oxygen compressors and vacuum equipment. Catalysis Silver metal is a good catalyst for oxidation reactions; in fact it is somewhat too good for most purposes, as finely divided silver tends to result in complete oxidation of organic substances to carbon dioxide and water, and hence coarser-grained silver tends to be used instead. For instance, 15% silver supported on α-Al2O3 or silicates is a catalyst for the oxidation of ethylene to ethylene oxide at 230–270 °C. Dehydrogenation of methanol to formaldehyde is conducted at 600–720 °C over silver gauze or crystals as the catalyst, as is dehydrogenation of isopropanol to acetone. In the gas phase, glycol yields glyoxal and ethanol yields acetaldehyde, while organic amines are dehydrated to nitriles. Photography The photosensitivity of the silver halides allowed for their use in traditional photography, although digital photography, which does not use silver, is now dominant. The photosensitive emulsion used in black-and-white photography is a suspension of silver halide crystals in gelatin, possibly mixed in with some noble metal compounds for improved photosensitivity, developing, and . Colour photography requires the addition of special dye components and sensitisers, so that the initial black-and-white silver image couples with a different dye component. The original silver images are bleached off and the silver is then recovered and recycled. Silver nitrate is the starting material in all cases. The use of silver nitrate and silver halides in photography has rapidly declined with the advent of digital technology. From the peak global demand for photographic silver in 1999 (267,000,000 troy ounces or 8,304.6 tonnes) the market contracted almost 70% by 2013. Nanoparticles Nanosilver particles, between 10 and 100 nanometres in size, are used in many applications. They are used in conductive inks for printed electronics, and have a much lower melting point than larger silver particles of micrometre size. They are also used medicinally in antibacterials and antifungals in much the same way as larger silver particles. In addition, according to the European Union Observatory for Nanomaterials (EUON), silver nanoparticles are used both in pigments, as well as cosmetics. Miscellanea Pure silver metal is used as a food colouring. It has the E174 designation and is approved in the European Union. Traditional Pakistani and Indian dishes sometimes include decorative silver foil known as vark, and in various other cultures, silver dragée are used to decorate cakes, cookies, and other dessert items. Photochromic lenses include silver halides, so that ultraviolet light in natural daylight liberates metallic silver, darkening the lenses. The silver halides are reformed in lower light intensities. Colourless silver chloride films are used in radiation detectors. Zeolite sieves incorporating Ag+ ions are used to desalinate seawater during rescues, using silver ions to precipitate chloride as silver chloride. Silver is also used for its antibacterial properties for water sanitisation, but the application of this is limited by limits on silver consumption. Colloidal silver is similarly used to disinfect closed swimming pools; while it has the advantage of not giving off a smell like hypochlorite treatments do, colloidal silver is not effective enough for more contaminated open swimming pools. Small silver iodide crystals are used in cloud seeding to cause rain. Precautions Silver compounds have low toxicity compared to those of most other heavy metals, as they are poorly absorbed by the human body when digested, and that which does get absorbed is rapidly converted to insoluble silver compounds or complexed by metallothionein. However, silver fluoride and silver nitrate are caustic and can cause tissue damage, resulting in gastroenteritis, diarrhoea, falling blood pressure, cramps, paralysis, and respiratory arrest. Animals repeatedly dosed with silver salts have been observed to experience anaemia, slowed growth, necrosis of the liver, and fatty degeneration of the liver and kidneys; rats implanted with silver foil or injected with colloidal silver have been observed to develop localised tumours. Parenterally admistered colloidal silver causes acute silver poisoning. Some waterborne species are particularly sensitive to silver salts and those of the other precious metals; in most situations, however, silver does not pose serious environmental hazards. In large doses, silver and compounds containing it can be absorbed into the circulatory system and become deposited in various body tissues, leading to argyria, which results in a blue-grayish pigmentation of the skin, eyes, and mucous membranes. Argyria is rare, and so far as is known, does not otherwise harm a person's health, though it is disfiguring
of copper(III). For instance, the square planar periodate [Ag(IO5OH)2]5− and tellurate [Ag{TeO4(OH)2}2]5− complexes may be prepared by oxidising silver(I) with alkaline peroxodisulfate. The yellow diamagnetic [AgF4]− is much less stable, fuming in moist air and reacting with glass. Silver(II) complexes are more common. Like the valence isoelectronic copper(II) complexes, they are usually square planar and paramagnetic, which is increased by the greater field splitting for 4d electrons than for 3d electrons. Aqueous Ag2+, produced by oxidation of Ag+ by ozone, is a very strong oxidising agent, even in acidic solutions: it is stabilized in phosphoric acid due to complex formation. Peroxodisulfate oxidation is generally necessary to give the more stable complexes with heterocyclic amines, such as [Ag(py)4]2+ and [Ag(bipy)2]2+: these are stable provided the counterion cannot reduce the silver back to the +1 oxidation state. [AgF4]2− is also known in its violet barium salt, as are some silver(II) complexes with N- or O-donor ligands such as pyridine carboxylates. By far the most important oxidation state for silver in complexes is +1. The Ag+ cation is diamagnetic, like its homologues Cu+ and Au+, as all three have closed-shell electron configurations with no unpaired electrons: its complexes are colourless provided the ligands are not too easily polarized such as I−. Ag+ forms salts with most anions, but it is reluctant to coordinate to oxygen and thus most of these salts are insoluble in water: the exceptions are the nitrate, perchlorate, and fluoride. The tetracoordinate tetrahedral aqueous ion [Ag(H2O)4]+ is known, but the characteristic geometry for the Ag+ cation is 2-coordinate linear. For example, silver chloride dissolves readily in excess aqueous ammonia to form [Ag(NH3)2]+; silver salts are dissolved in photography due to the formation of the thiosulfate complex [Ag(S2O3)2]3−; and cyanide extraction for silver (and gold) works by the formation of the complex [Ag(CN)2]−. Silver cyanide forms the linear polymer {Ag–C≡N→Ag–C≡N→}; silver thiocyanate has a similar structure, but forms a zigzag instead because of the sp3-hybridized sulfur atom. Chelating ligands are unable to form linear complexes and thus silver(I) complexes with them tend to form polymers; a few exceptions exist, such as the near-tetrahedral diphosphine and diarsine complexes [Ag(L–L)2]+. Organometallic Under standard conditions, silver does not form simple carbonyls, due to the weakness of the Ag–C bond. A few are known at very low temperatures around 6–15 K, such as the green, planar paramagnetic Ag(CO)3, which dimerizes at 25–30 K, probably by forming Ag–Ag bonds. Additionally, the silver carbonyl [Ag(CO)] [B(OTeF5)4] is known. Polymeric AgLX complexes with alkenes and alkynes are known, but their bonds are thermodynamically weaker than even those of the platinum complexes (though they are formed more readily than those of the analogous gold complexes): they are also quite unsymmetrical, showing the weak π bonding in group 11. Ag–C σ bonds may also be formed by silver(I), like copper(I) and gold(I), but the simple alkyls and aryls of silver(I) are even less stable than those of copper(I) (which tend to explode under ambient conditions). For example, poor thermal stability is reflected in the relative decomposition temperatures of AgMe (−50 °C) and CuMe (−15 °C) as well as those of PhAg (74 °C) and PhCu (100 °C). The C–Ag bond is stabilized by perfluoroalkyl ligands, for example in AgCF(CF3)2. Alkenylsilver compounds are also more stable than their alkylsilver counterparts. Silver-NHC complexes are easily prepared, and are commonly used to prepare other NHC complexes by displacing labile ligands. For example, the reaction of the bis(NHC)silver(I) complex with bis(acetonitrile)palladium dichloride or chlorido(dimethyl sulfide)gold(I): Intermetallic Silver forms alloys with most other elements on the periodic table. The elements from groups 1–3, except for hydrogen, lithium, and beryllium, are very miscible with silver in the condensed phase and form intermetallic compounds; those from groups 4–9 are only poorly miscible; the elements in groups 10–14 (except boron and carbon) have very complex Ag–M phase diagrams and form the most commercially important alloys; and the remaining elements on the periodic table have no consistency in their Ag–M phase diagrams. By far the most important such alloys are those with copper: most silver used for coinage and jewellery is in reality a silver–copper alloy, and the eutectic mixture is used in vacuum brazing. The two metals are completely miscible as liquids but not as solids; their importance in industry comes from the fact that their properties tend to be suitable over a wide range of variation in silver and copper concentration, although most useful alloys tend to be richer in silver than the eutectic mixture (71.9% silver and 28.1% copper by weight, and 60.1% silver and 28.1% copper by atom). Most other binary alloys are of little use: for example, silver–gold alloys are too soft and silver–cadmium alloys too toxic. Ternary alloys have much greater importance: dental amalgams are usually silver–tin–mercury alloys, silver–copper–gold alloys are very important in jewellery (usually on the gold-rich side) and have a vast range of hardnesses and colours, silver–copper–zinc alloys are useful as low-melting brazing alloys, and silver–cadmium–indium (involving three adjacent elements on the periodic table) is useful in nuclear reactors because of its high thermal neutron capture cross-section, good conduction of heat, mechanical stability, and resistance to corrosion in hot water. Etymology The word "silver" appears in Old English in various spellings, such as seolfor and siolfor. It is cognate with Old High German silabar; Gothic silubr; or Old Norse silfr, all ultimately deriving from Proto-Germanic *silubra. The Balto-Slavic words for silver are rather similar to the Germanic ones (e.g. Russian серебро [serebró], Polish srebro, Lithuanian sidãbras), as is the Celtiberian form silabur. They may have a common Indo-European origin, although their morphology rather suggest a non-Indo-European Wanderwort. Some scholars have thus proposed a Paleo-Hispanic origin, pointing to the Basque form zilharr as an evidence. The chemical symbol Ag is from the Latin word for "silver", argentum (compare Ancient Greek ἄργυρος, árgyros), from the Proto-Indo-European root *h₂erǵ- (formerly reconstructed as *arǵ-), meaning "white" or "shining". This was the usual Proto-Indo-European word for the metal, whose reflexes are missing in Germanic and Balto-Slavic. History Silver was one of the seven metals of antiquity that were known to prehistoric humans and whose discovery is thus lost to history. In particular, the three metals of group 11, copper, silver, and gold, occur in the elemental form in nature and were probably used as the first primitive forms of money as opposed to simple bartering. However, unlike copper, silver did not lead to the growth of metallurgy on account of its low structural strength, and was more often used ornamentally or as money. Since silver is more reactive than gold, supplies of native silver were much more limited than those of gold. For example, silver was more expensive than gold in Egypt until around the fifteenth century BC: the Egyptians are thought to have separated gold from silver by heating the metals with salt, and then reducing the silver chloride produced to the metal. The situation changed with the discovery of cupellation, a technique that allowed silver metal to be extracted from its ores. While slag heaps found in Asia Minor and on the islands of the Aegean Sea indicate that silver was being separated from lead as early as the 4th millennium BC, and one of the earliest silver extraction centres in Europe was Sardinia in the early Chalcolithic period, these techniques did not spread widely until later, when it spread throughout the region and beyond. The origins of silver production in India, China, and Japan were almost certainly equally ancient, but are not well-documented due to their great age. When the Phoenicians first came to what is now Spain, they obtained so much silver that they could not fit it all on their ships, and as a result used silver to weight their anchors instead of lead. By the time of the Greek and Roman civilizations, silver coins were a staple of the economy: the Greeks were already extracting silver from galena by the 7th century BC, and the rise of Athens was partly made possible by the nearby silver mines at Laurium, from which they extracted about 30 tonnes a year from 600 to 300 BC. The stability of the Roman currency relied to a high degree on the supply of silver bullion, mostly from Spain, which Roman miners produced on a scale unparalleled before the discovery of the New World. Reaching a peak production of 200 tonnes per year, an estimated silver stock of 10,000 tonnes circulated in the Roman economy in the middle of the second century AD, five to ten times larger than the combined amount of silver available to medieval Europe and the Abbasid Caliphate around AD 800. The Romans also recorded the extraction of silver in central and northern Europe in the same time period. This production came to a nearly complete halt with the fall of the Roman Empire, not to resume until the time of Charlemagne: by then, tens of thousands of tonnes of silver had already been extracted. Central Europe became the centre of silver production during the Middle Ages, as the Mediterranean deposits exploited by the ancient civilisations had been exhausted. Silver mines were opened in Bohemia, Saxony, Erzgebirge, Alsace, the Lahn region, Siegerland, Silesia, Hungary, Norway, Steiermark, Salzburg, and the southern Black Forest. Most of these ores were quite rich in silver and could simply be separated by hand from the remaining rock and then smelted; some deposits of native silver were also encountered. Many of these mines were soon exhausted, but a few of them remained active until the Industrial Revolution, before which the world production of silver was around a meagre 50 tonnes per year. In the Americas, high temperature silver-lead cupellation technology was developed by pre-Inca civilizations as early as AD 60–120; silver deposits in India, China, Japan, and pre-Columbian America continued to be mined during this time. With the discovery of America and the plundering of silver by the Spanish conquistadors, Central and South America became the dominant producers of silver until around the beginning of the 18th century, particularly Peru, Bolivia, Chile, and Argentina: the last of these countries later took its name from that of the metal that composed so much of its mineral wealth. The silver trade gave way to a global network of exchange. As one historian put it, silver "went round the world and made the world go round." Much of this silver ended up in the hands of the Chinese. A Portuguese merchant in 1621 noted that silver "wanders throughout all the world... before flocking to China, where it remains as if at its natural center." Still, much of it went to Spain, allowing Spanish rulers to pursue military and political ambitions in both Europe and the Americas. "New World mines," concluded several historians, "supported the Spanish empire." In the 19th century, primary production of silver moved to North America, particularly Canada, Mexico, and Nevada in the United States: some secondary production from lead and zinc ores also took place in Europe, and deposits in Siberia and the Russian Far East as well as in Australia were mined. Poland emerged as an important producer during the 1970s after the discovery of copper deposits that were rich in silver, before the centre of production returned to the Americas the following decade. Today, Peru and Mexico are still among the primary silver producers, but the distribution of silver production around the world is quite balanced and about one-fifth of the silver supply comes from recycling instead of new production. Symbolic role Silver plays a certain role in mythology and has found various usage as a metaphor and in folklore. The Greek poet Hesiod's Works and Days (lines 109–201) lists different ages of man named after metals like gold, silver, bronze and iron to account for successive ages of humanity. Ovid's Metamorphoses contains another retelling of the story, containing an illustration of silver's metaphorical use of signifying the second-best in a series, better than bronze but worse than gold: In folklore, silver was commonly thought to have mystic powers: for example, a bullet cast from silver is often supposed in such folklore the only weapon that is effective against a werewolf, witch, or other monsters. From this the idiom of a silver bullet developed into figuratively referring to any simple solution with very high effectiveness or almost miraculous results, as in the widely discussed software engineering paper No Silver Bullet. Other powers attributed to silver include detection of poison and facilitation of passage into the mythical realm of fairies. Silver production has also inspired figurative language. Clear references to cupellation occur throughout the Old Testament of the Bible, such as in Jeremiah's rebuke to Judah: "The bellows are burned, the lead is consumed of the fire; the founder melteth in vain: for the wicked are not plucked away. Reprobate silver shall men call them, because the Lord hath rejected them." (Jeremiah 6:19–20) Jeremiah was also aware of sheet silver, exemplifying the malleability and ductility of the metal: "Silver spread into plates is brought from Tarshish, and gold from Uphaz, the work of the workman, and of the hands of the founder: blue and purple is their clothing: they are all the work of cunning men." (Jeremiah 10:9) Silver also has more negative cultural meanings: the idiom thirty pieces of silver, referring to a reward for betrayal, references the bribe Judas Iscariot is said in the New Testament to have taken from Jewish leaders in Jerusalem to turn Jesus of Nazareth over to soldiers of the high priest Caiaphas. Ethically, silver also symbolizes greed and degradation of consciousness; this is the negative aspect, the perverting of its value. Occurrence and production The abundance of silver in the Earth's crust is 0.08 parts per million, almost exactly the same as that of mercury. It mostly occurs in sulfide ores, especially acanthite and argentite, Ag2S. Argentite deposits sometimes also contain native silver when they occur in reducing environments, and when in contact with salt water they are converted to chlorargyrite (including horn silver), AgCl, which is prevalent in Chile and New South Wales. Most other silver minerals are silver pnictides or chalcogenides; they are generally lustrous semiconductors. Most true silver deposits, as opposed to argentiferous deposits of other metals, came from Tertiary period vulcanism. The principal sources of silver are the ores of copper, copper-nickel, lead, and lead-zinc obtained from Peru, Bolivia, Mexico, China, Australia, Chile, Poland and Serbia. Peru, Bolivia and Mexico have been mining silver since 1546, and are still major world producers. Top silver-producing mines are Cannington (Australia), Fresnillo (Mexico), San Cristóbal (Bolivia), Antamina (Peru), Rudna (Poland), and Penasquito (Mexico). Top near-term mine development projects through 2015 are Pascua Lama (Chile), Navidad (Argentina), Jaunicipio (Mexico), Malku Khota (Bolivia), and Hackett River (Canada). In Central Asia, Tajikistan is known to have some of the largest silver deposits in the world. Silver is usually found in nature combined with other metals, or in minerals that contain silver compounds, generally in the form of sulfides such as galena (lead sulfide) or cerussite (lead carbonate). So the primary production of silver requires the smelting and then cupellation of argentiferous lead ores, a historically important process. Lead melts at 327 °C, lead oxide at 888 °C and silver melts at 960 °C. To separate the silver, the alloy is melted again at the high temperature of 960 °C to 1000 °C in an oxidizing environment. The lead oxidises to lead monoxide, then known as litharge, which captures the oxygen from the other metals present. The liquid lead oxide is removed or absorbed by capillary action into the hearth linings. (s) + 2(s) + (g) → 2(absorbed) + Ag(l) Today, silver metal is primarily produced instead as a secondary byproduct of electrolytic refining of copper, lead, and zinc, and by application of the Parkes process on lead bullion from ore that also contains silver. In such processes, silver follows the non-ferrous metal in question through its concentration and smelting, and is later purified out. For example, in copper production, purified copper is electrolytically deposited on the cathode, while the less reactive precious metals such as silver and gold collect under the anode as the so-called "anode slime". This is then separated and purified of base metals by treatment with hot aerated dilute sulfuric acid and heating with lime or silica flux, before the silver is purified to over 99.9% purity via electrolysis in nitrate solution. Commercial-grade fine silver is at least 99.9% pure, and purities greater than 99.999% are available. In 2014, Mexico was the top producer of silver (5,000 tonnes or 18.7% of the world's total of 26,800 t), followed by China (4,060 t) and Peru (3,780 t). In marine environments Silver concentration is low in seawater (pmol/L). Levels vary by depth and between water bodies. Dissolved silver concentrations range from 0.3 pmol/L in coastal surface waters to 22.8 pmol/L in pelagic deep waters. Analyzing the presence and dynamics of silver in marine environments is difficult due to these particularly low concentrations and complex interactions in the environment. Although a rare trace metal, concentrations are greatly impacted by fluvial, aeolian, atmospheric, and upwelling inputs, as well as anthropogenic inputs via discharge, waste disposal, and emissions from industrial companies. Other internal processes such as decomposition of organic matter may be a source of dissolved silver in deeper waters, which feeds into some surface waters through upwelling and vertical mixing. In the Atlantic and Pacific, silver concentrations are minimal at the surface but rise in deeper waters. Silver is taken up by plankton in the photic zone, remobilized with depth, and enriched in deep waters. Silver is transported from the Atlantic to the other oceanic water masses. In North Pacific waters, silver is remobilized at a slower rate and increasingly enriched compared to deep Atlantic waters. Silver has increasing concentrations that follow the major oceanic conveyor belt that cycles water and nutrients from the North Atlantic to the South Atlantic to the North Pacific. There is not an extensive amount of data focused on how marine life is affected by silver despite the likely deleterious effects it could have on organisms through bioaccumulation, association with particulate matters, and sorption. Not until about 1984 did scientists begin to understand the chemical characteristics of silver and the potential toxicity. In fact, mercury is the only other trace metal that surpasses the toxic effects of silver; however, the full extent of silver toxicity is not expected in oceanic conditions because of its ability to transfer into nonreactive biological compounds. In one study, the presence of excess ionic silver and silver nanoparticles caused bioaccumulation effects on zebrafish organs and altered the chemical pathways within their gills. In addition, very early experimental studies demonstrated how the toxic effects of silver fluctuate with salinity and other parameters, as well as between life stages and different species such as finfish, molluscs, and crustaceans. Another study found raised concentrations of silver in the muscles and liver of dolphins and whales, indicating pollution of this metal within recent decades. Silver is not an easy metal for an organism to eliminate and elevated concentrations can cause death. Monetary use The earliest known coins were minted in the kingdom of Lydia in Asia Minor around 600 BC. The coins of Lydia were made of electrum, which is a naturally occurring alloy of gold and silver, that was available within the territory of Lydia. Since that time, silver standards,
the two languages are spoken is known as Lusatia ( in Upper Sorbian, in Lower Sorbian, or in German). History After the settlement of the formerly Germanic territories (the part largely corresponding to the former East Germany) by the Sorbs' Slavic ancestors in the fifth and sixth centuries, the Sorbian language (or its predecessors) had been in use in much of what was the southern half of East Germany for several centuries, and still had its stronghold in (Upper and Lower) Lusatia, where it enjoys national protection and fostering to the present day. Outside Lusatia, it has been superseded by German. From the 13th century on, the language suffered official discrimination. Bible translations into Sorbian provided the foundations for its writing system. The exact origin of the language is uncertain. While some linguists consider it to be a transitory language between Lechitic and other non-Lechitic languages of West Slavic languages, others like Heinz Schuster-Šewc consider it a separate dialectical group of Proto-Slavic which is a mixture of Proto-Lechitic and South Slavic languages. Furthermore, while some consider it a single language which later diverged to two major dialects, others consider these dialects two separate languages. There exist significant differences in phonology, morphology, and lexicon between them. Several characteristics in Upper Sorbian language indicate a close proximity to Czech language which again are absent in Lower Sorbian language. According to some researchers the archaeological data cannot confirm the thesis about a single linguistic group yet supports the claim about two separated ethno-cultural groups with different ancestry whose respective territories correspond to Tornow-type ceramics (Lower Sorbian language) and Leipzig-type ceramics (Upper Sorbian language), both derivations of Prague culture. Geographic distribution In Germany, Upper and Lower Sorbian are officially recognized and protected as minority languages. In the home areas of the Sorbs, both languages are recognized as second
the other two West Slavic subgroups: Lechitic and Czech–Slovak. Historically, the languages have also been known as Wendish (named after the Wends, the earliest Slavic people in modern Poland and Germany) or Lusatian. Their collective ISO 639-2 code is . The two Sorbian languages and are Upper Sorbian (), spoken by about 20,000–25,000 people in Saxony, and Lower Sorbian (), spoken by about 7,000 people in Brandenburg. The area where the two languages are spoken is known as Lusatia ( in Upper Sorbian, in Lower Sorbian, or in German). History After the settlement of the formerly Germanic territories (the part largely corresponding to the former East Germany) by the Sorbs' Slavic ancestors in the fifth and sixth centuries, the Sorbian language (or its predecessors) had been in use in much of what was the southern half of East Germany for several centuries, and still had its stronghold in (Upper and Lower) Lusatia, where it enjoys national protection and fostering to the present day. Outside Lusatia, it has been superseded by German. From the 13th century on, the language suffered official discrimination. Bible translations into Sorbian provided the foundations for its writing system. The exact origin of the language is uncertain. While some linguists consider it to be a transitory language between Lechitic and other non-Lechitic languages of West Slavic languages, others like Heinz Schuster-Šewc consider it a separate dialectical group of Proto-Slavic which is a mixture of Proto-Lechitic and South Slavic languages. Furthermore, while some consider it a single language which later diverged to two major dialects, others consider these dialects two separate languages. There exist significant differences in phonology, morphology, and lexicon between them. Several characteristics in Upper Sorbian language indicate a close proximity to Czech language which again are absent in Lower Sorbian language. According to some researchers the archaeological data cannot confirm the thesis about a single linguistic group yet supports the claim about two
of 1.06 years serve for samarium–neodymium dating. The half-lives of 151Sm and 145Sm are 90 years and 340 days, respectively. All the remaining radioisotopes have half-lives that are less than 2 days, and the majority of these have half-lives that are less than 48 seconds. Samarium also has five nuclear isomers with the most stable being 141mSm (half-life 22.6 minutes), 143m1Sm (t1/2 = 66 seconds) and 139mSm (t1/2 = 10.7 seconds). History Detection of samarium and related elements was announced by several scientists in the second half of the 19th century; however, most sources give the priority to the French chemist Paul Émile Lecoq de Boisbaudran. Boisbaudran isolated samarium oxide and/or hydroxide in Paris in 1879 from the mineral samarskite ) and identified a new element in it via sharp optical absorption lines. The Swiss chemist Marc Delafontaine announced a new element decipium (from meaning "deceptive, misleading") in 1878, but later in 1880–1881 demonstrated that it was a mixture of several elements, one being identical to the Boisbaudran's samarium. Although samarskite was first found in the remote Russian region of Urals, by the late 1870s its deposits had been located in other places making the mineral available to many researchers. In particular, it was found that the samarium isolated by Boisbaudran was also impure and contained comparable amount of europium. The pure element was produced only in 1901 by Eugène-Anatole Demarçay. Boisbaudran named his element samaria after the mineral samarskite, which in turn honored Vassili Samarsky-Bykhovets (1803–1870). Samarsky-Bykhovets, as the Chief of Staff of the Russian Corps of Mining Engineers, had granted access for two German mineralogists, the brothers Gustav Rose and Heinrich Rose, to study the mineral samples from the Urals. In this sense samarium was the first chemical element to be named after a person. Later the name samaria used by Boisbaudran was transformed into samarium, to conform with other element names, and samaria nowadays is sometimes used to refer to samarium oxide, by analogy with yttria, zirconia, alumina, ceria, holmia, etc. The symbol Sm was suggested for samarium; however an alternative Sa was frequently used instead until the 1920s. Prior to the advent of ion-exchange separation technology in the 1950s, samarium had no commercial uses in pure form. However, a by-product of the fractional crystallization purification of neodymium was a mixture of samarium and gadolinium that acquired the name of "Lindsay Mix" after the company that made it. This material is thought to have been used for nuclear control rods in some early nuclear reactors. Nowadays, a similar commodity product has the name "samarium-europium-gadolinium" (SEG) concentrate. It is prepared by solvent extraction from the mixed lanthanides isolated from bastnäsite (or monazite). Since the heavier lanthanides have the greater affinity for the solvent used, they are easily extracted from the bulk using relatively small proportions of solvent. Not all rare-earth producers who process bastnäsite do so on a large enough scale to continue onward with the separation of the components of SEG, which typically makes up only one or two percent of the original ore. Such producers will therefore be making SEG with a view to marketing it to the specialized processors. In this manner, the valuable europium content of the ore is rescued for use in phosphor manufacture. Samarium purification follows the removal of the europium. , being in oversupply, samarium oxide is less expensive on a commercial scale than its relative abundance in the ore might suggest. Occurrence and production With the average concentration of about 8 parts per million (ppm), samarium is the 40th most abundant element in the Earth's crust. It is the fifth most abundant lanthanide and is more common than elements such as tin. Samarium concentration in soils varies between 2 and 23 ppm, and oceans contain about 0.5–0.8 parts per trillion. Distribution of samarium in soils strongly depends on its chemical state and is very inhomogeneous: in sandy soils, samarium concentration is about 200 times higher at the surface of soil particles than in the water trapped between them, and this ratio can exceed 1,000 in clays. Samarium is not found free in nature, but, like other rare earth elements, is contained in many minerals, including monazite, bastnäsite, cerite, gadolinite and samarskite; monazite (in which samarium occurs at concentrations of up to 2.8%) and bastnäsite are mostly used as commercial sources. World resources of samarium are estimated at two million tonnes; they are mostly located in China, US, Brazil, India, Sri Lanka and Australia, and the annual production is about 700 tonnes. Country production reports are usually given for all rare-earth metals combined. By far, China has the largest production with 120,000 tonnes mined per year; it is followed by the US (about 5,000 tonnes) and India (2,700 tonnes). Samarium is usually sold as oxide, which at the price of about US$30/kg is one of the cheapest lanthanide oxides. Whereas mischmetal – a mixture of rare earth metals containing about 1% of samarium – has long been used, relatively pure samarium has been isolated only recently, through ion exchange processes, solvent extraction techniques, and electrochemical deposition. The metal is often prepared by electrolysis of a molten mixture of samarium(III) chloride with sodium chloride or calcium chloride. Samarium can also be obtained by reducing its oxide with lanthanum. The product is then distilled to separate samarium (boiling point 1794 °C) and lanthanum (b.p. 3464 °C). Domination of samarium in minerals is unique. Minerals with essential (dominant) samarium include monazite-(Sm) and florencite-(Sm). They are very rare. Samarium-151 is produced in nuclear fission of uranium with the yield of about 0.4% of the total number of fission events. It is also synthesized upon neutron capture by samarium-149, which is added to the control rods of nuclear reactors. Consequently, samarium-151 is present in spent nuclear fuel and radioactive waste. Applications One of the most important applications of samarium is in samarium–cobalt magnets, which have a nominal composition of SmCo5 or Sm2Co17. They have high permanent magnetization, which is about 10,000 times that of iron and is second only to that of neodymium magnets. However, samarium-based magnets have higher resistance to demagnetization, as they are stable to temperatures above 700 °C (cf. 300–400 °C for neodymium magnets). These magnets are found in small motors, headphones, and high-end magnetic pickups for guitars and related musical instruments. For example, they are used in the motors of a solar-powered electric aircraft, the Solar Challenger, and in the Samarium Cobalt Noiseless electric guitar and bass pickups. Another important application of samarium and its compounds is as catalyst and chemical reagent. Samarium catalysts assist decomposition of plastics, dechlorination of pollutants such as polychlorinated biphenyls (PCBs), as well as the dehydration and dehydrogenation of ethanol. Samarium(III) triflate , that is , is one of the most efficient Lewis acid catalysts for a halogen-promoted Friedel–Crafts reaction with alkenes. Samarium(II) iodide is a very common reducing and coupling agent in organic synthesis, for example in the desulfonylation reactions; annulation; Danishefsky, Kuwajima, Mukaiyama and Holton Taxol total syntheses; strychnine total synthesis; Barbier reaction and other reductions with samarium(II) iodide. In its usual oxidized form, samarium is added to ceramics and glasses where it increases absorption of infrared light. As a (minor) part of mischmetal, samarium is found in "flint" ignition device of many lighters and torches. Radioactive samarium-153 is a beta emitter with a half-life of 46.3 hours. It is used to kill cancer cells in the treatment of lung cancer, prostate cancer, breast cancer, and osteosarcoma. For this purpose, samarium-153 is chelated with ethylene diamine tetramethylene phosphonate (EDTMP) and injected intravenously. The chelation prevents accumulation of radioactive samarium in the body that would result in excessive irradiation and generation of new cancer cells. The corresponding drug has several names including samarium (153Sm) lexidronam; its trade name is Quadramet. Samarium-149 has high cross-section for neutron capture (41,000 barns) and is therefore used in the control rods of nuclear reactors. Its advantage compared to competing materials, such as boron and cadmium, is stability of absorption – most of the fusion and decay products of samarium-149 are other isotopes of samarium that are also good neutron absorbers. For example, the cross section of samarium-151 is 15,000 barns, it is on the order of hundreds of barns for 150Sm, 152Sm, and 153Sm, and is 6,800 barns for natural (mixed-isotope) samarium. Among the decay products in a nuclear reactor, samarium-149 is regarded as the second most important for the reactor design and operation after xenon-135. Samarium hexaboride, abbreviated SmB6, has recently been shown to be a topological insulator with potential applications to quantum computing. Non-commercial and potential applications Samarium-doped calcium fluoride crystals were used as an active medium in one of the first solid-state lasers designed and constructed by Peter Sorokin (co-inventor of the dye laser) and Mirek Stevenson at IBM research labs in early 1961. This samarium laser emitted pulses of red light at 708.5 nm. It had to be cooled by liquid helium and thus did not find practical applications. Another samarium-based laser became the first saturated X-ray laser operating at wavelengths shorter than 10 nanometers. It provided 50-picosecond pulses at 7.3 and 6.8 nm suitable for applications in holography, high-resolution microscopy of biological specimens, deflectometry, interferometry, and radiography of dense plasmas related to confinement fusion and astrophysics. Saturated operation meant that the maximum possible power was extracted from the lasing medium, resulting in the high peak energy of 0.3 mJ. The active medium was samarium plasma produced by irradiating samarium-coated glass with a pulsed infrared Nd-glass laser (wavelength ~1.05 μm). The change in electrical resistivity in samarium monochalcogenides can be used in a pressure sensor or in a memory device triggered between a low-resistance and high-resistance state by external pressure, and such devices are being developed commercially. Samarium monosulfide also generates electric voltage upon moderate heating to about 150 °C that can be applied in thermoelectric power converters. The analysis of relative concentrations of samarium and neodymium isotopes 147Sm, 144Nd, and 143Nd allows the determination of the age and origin of rocks and meteorites in samarium–neodymium dating. Both elements are lanthanides and have very similar physical and chemical properties. Therefore, Sm–Nd dating is either insensitive to partitioning of the marker elements during various geological processes, or such partitioning can well be understood and modeled from the ionic radii of the involved elements. The Sm ion is a potential activator for use in warm-white light emitting diodes. It offers high luminous efficacy due to the narrow emission bands, however, the generally low quantum efficiency and insufficient absorption in the UV-A to blue spectral region hinders commercial application. In recent years it has been demonstrated that nanocrystalline BaFCl:Sm as prepared by a co-precipitation can serve as a very efficient x-ray storage phosphor. The co-precipitation leads to nanocrystallites of the order of 100-200 nm in size and their sensitivity as x-ray storage phosphors is increased an astounding ∼500,000 times because of the specific arrangements and density of defect centres in comparison with microcrystalline samples prepared by sintering at high temperature. The mechanism is based on the reduction of Sm to Sm by trapping electrons that are created upon exposure to ionizing radiation in the BaFCl host. The D- F f-f luminescence lines can be very efficiently excited via the parity allowed 4f →4f 5d transition at around 417 nm. The latter wavelength is ideal for efficient excitation by blue-violet laser diodes as the transition is electric dipole allowed and thus relatively intense (400 L/(mol⋅cm)). The phosphor has potential applications in personal dosimetry, dosimetry and imaging in radiotherapy, and medical imaging. Samarium is used for ionosphere testing. A rocket spreads it as a red vapor at high altitude, and researchers tests how the atmosphere disperses it and how it impacts radio transmissions. Biological role and precautions Samarium salts stimulate metabolism, but it is unclear whether this is the effect of samarium or other lanthanides present with it. The total amount of samarium in adults is about 50 μg, mostly in liver and kidneys and with about 8 μg/L being dissolved in the blood. Samarium is not absorbed by plants to a measurable concentration and therefore is normally not a part of human diet. However, a few plants and vegetables may contain up to 1 part per million of samarium. Insoluble salts of samarium are non-toxic and the soluble ones are only slightly toxic. When ingested, only about 0.05% of samarium salts is absorbed into the bloodstream and the remainder is excreted. From the blood, about 45%
actinides). Many halides have two major crystal phases for one composition, one being significantly more stable and another being metastable. The latter is formed upon compression or heating, followed by quenching to ambient conditions. For example, compressing the usual monoclinic samarium diiodide and releasing the pressure results in a PbCl2-type orthorhombic structure (density 5.90 g/cm3), and similar treatment results in a new phase of samarium triiodide (density 5.97 g/cm3). Borides Sintering powders of samarium oxide and boron, in vacuum, yields a powder containing several samarium boride phases, and their volume ratio can be controlled through the mixing proportion. The powder can be converted into larger crystals of a certain samarium boride using arc melting or zone melting techniques, relying on the different melting/crystallization temperature of SmB6 (2580 °C), SmB4 (about 2300 °C) and SmB66 (2150 °C). All these materials are hard, brittle, dark-gray solids with the hardness increasing with the boron content. Samarium diboride is too volatile to be produced with these methods and requires high pressure (about 65 kbar) and low temperatures between 1140 and 1240 °C to stabilize its growth. Increasing the temperature results in the preferential formations of SmB6. Samarium hexaboride Samarium hexaboride is a typical intermediate-valence compound where samarium is present both as Sm2+ and Sm3+ ions at the ratio 3:7. It belongs to a class of Kondo insulators, that is at high temperatures (above 50 K), its properties are typical of a Kondo metal, with metallic electrical conductivity characterized by strong electron scattering, whereas at low temperatures, it behaves as a non-magnetic insulator with a narrow band gap of about 4–14 meV. The cooling-induced metal-insulator transition in SmB6 is accompanied by a sharp increase in the thermal conductivity, peaking at about 15 K. The reason for this increase is that electrons themselves do not contribute to the thermal conductivity at low temperatures, which is dominated by phonons, but the decrease in electron concentration reduced the rate of electron-phonon scattering. New research seems to show that it may be a topological insulator. Other inorganic compounds Samarium carbides are prepared by melting a graphite-metal mixture in an inert atmosphere. After the synthesis, they are unstable in air and are studied also under inert atmosphere. Samarium monophosphide SmP is a semiconductor with the bandgap of 1.10 eV, the same as in silicon, and high electrical conductivity of n-type. It can be prepared by annealing at 1100 °C an evacuated quartz ampoule containing mixed powders of phosphorus and samarium. Phosphorus is highly volatile at high temperatures and may explode, thus the heating rate has to be kept well below 1 °C/min. Similar procedure is adopted for the monarsenide SmAs, but the synthesis temperature is higher at 1800 °C. Numerous crystalline binary compounds are known for samarium and one of the group-14, 15 or 16 element X, where X is Si, Ge, Sn, Pb, Sb or Te, and metallic alloys of samarium form another large group. They are all prepared by annealing mixed powders of the corresponding elements. Many of the resulting compounds are non-stoichiometric and have nominal compositions SmaXb, where the b/a ratio varies between 0.5 and 3. Organometallic compounds Samarium forms a cyclopentadienide and its chloroderivatives and . They are prepared by reacting samarium trichloride with in tetrahydrofuran. Contrary to cyclopentadienides of most other lanthanides, in some rings bridge each other by forming ring vertexes η1 or edges η2 toward another neighboring samarium atom, thereby creating polymeric chains. The chloroderivative has a dimer structure, which is more accurately expressed as . There, the chlorine bridges can be replaced, for instance, by iodine, hydrogen or nitrogen atoms or by CN groups. The (C5H5)− ion in samarium cyclopentadienides can be replaced by the indenide (C9H7)− or cyclooctatetraenide (C8H8)2− ring, resulting in or . The latter compound has a similar structure to that of uranocene. There is also a cyclopentadienide of divalent samarium, – a solid that sublimates at about 85 °C. Contrary to ferrocene, the rings in are not parallel but are tilted by 40°. Alkyls and aryls of samarium are obtained through a metathesis reaction in tetrahydrofuran or ether: Here R is a hydrocarbon group and Me stands for methyl. Isotopes Naturally occurring samarium has a radioactivity of 128 Bq/g. It is composed of five stable isotopes: 144Sm, 149Sm, 150Sm, 152Sm and 154Sm, and two extremely long-lived radioisotopes, 147Sm (half-life t1/2 = 1.06 years) and 148Sm (7 years), with 152Sm being the most abundant (natural abundance 26.75%). 149Sm is listed by various sources either as stable or radioactive, but only a lower bound for its half-life is given. The long-lived isotopes, 146Sm, 147Sm, and 148Sm, primarily decay by emission of alpha particles to isotopes of neodymium. Lighter unstable isotopes of samarium primarily decay by electron capture to isotopes of promethium, while heavier ones convert through beta decay to isotopes of europium. The alpha decay of 147Sm to 143Nd with a half-life of 1.06 years serve for samarium–neodymium dating. The half-lives of 151Sm and 145Sm are 90 years and 340 days, respectively. All the remaining radioisotopes have half-lives that are less than 2 days, and the majority of these have half-lives that are less than 48 seconds. Samarium also has five nuclear isomers with the most stable being 141mSm (half-life 22.6 minutes), 143m1Sm (t1/2 = 66 seconds) and 139mSm (t1/2 = 10.7 seconds). History Detection of samarium and related elements was announced by several scientists in the second half of the 19th century; however, most sources give the priority to the French chemist Paul Émile Lecoq de Boisbaudran. Boisbaudran isolated samarium oxide and/or hydroxide in Paris in 1879 from the mineral samarskite ) and identified a new element in it via sharp optical absorption lines. The Swiss chemist Marc Delafontaine announced a new element decipium (from meaning "deceptive, misleading") in 1878, but later in 1880–1881 demonstrated that it was a mixture of several elements, one being identical to the Boisbaudran's samarium. Although samarskite was first found in the remote Russian region of Urals, by the late 1870s its deposits had been located in other places making the mineral available to many researchers. In particular, it was found that the samarium isolated by Boisbaudran was also impure and contained comparable amount of europium. The pure element was produced only in 1901 by Eugène-Anatole Demarçay. Boisbaudran named his element samaria after the mineral samarskite, which in turn honored Vassili Samarsky-Bykhovets (1803–1870). Samarsky-Bykhovets, as the Chief of Staff of the Russian Corps of Mining Engineers, had granted access for two German mineralogists, the brothers Gustav Rose and Heinrich Rose, to study the mineral samples from the Urals. In this sense samarium was the first chemical element to be named after a person. Later the name samaria used by Boisbaudran was transformed into samarium, to conform with other element names, and samaria nowadays is sometimes used to refer to samarium oxide, by analogy with yttria, zirconia, alumina, ceria, holmia, etc. The symbol Sm was suggested for samarium; however an alternative Sa was frequently used instead until the 1920s. Prior to the advent of ion-exchange separation technology in the 1950s, samarium had no commercial uses in pure form. However, a by-product of the fractional crystallization purification of neodymium was a mixture of samarium and gadolinium that acquired the name of "Lindsay Mix" after the company that made it. This material is thought to have been used for nuclear control rods in some early nuclear reactors. Nowadays, a similar commodity product has the name "samarium-europium-gadolinium" (SEG) concentrate. It is prepared by solvent extraction from the mixed lanthanides isolated from bastnäsite (or monazite). Since the heavier lanthanides have the greater affinity for the solvent used, they are easily extracted from the bulk using relatively small proportions of solvent. Not all rare-earth producers who process bastnäsite do so on a large enough scale to continue onward with the separation of the components of SEG, which typically makes up only one or two percent of the original ore. Such producers will therefore be making SEG with a view to marketing it to the specialized processors. In this manner, the valuable europium content of the ore is rescued for use in phosphor manufacture. Samarium purification follows the removal of the europium. , being in oversupply, samarium oxide is less expensive on a commercial scale than its relative abundance in the ore might suggest. Occurrence and production With the average concentration of about 8 parts per million (ppm), samarium is the 40th most abundant element in the Earth's crust. It is the fifth most abundant lanthanide and is more common than elements such as tin. Samarium concentration in soils varies between 2 and 23 ppm, and oceans contain about 0.5–0.8 parts per trillion. Distribution of samarium in soils strongly depends on its chemical state and is very inhomogeneous: in sandy soils, samarium concentration is about 200 times higher at the surface of soil particles than in the water trapped between them, and this ratio can exceed 1,000 in clays. Samarium is not found free in nature, but, like other rare earth elements, is contained in many minerals, including monazite, bastnäsite, cerite, gadolinite and samarskite; monazite (in which samarium occurs at concentrations of up to 2.8%) and bastnäsite are mostly used as commercial sources. World resources of samarium are estimated at two million tonnes; they are mostly located in China, US, Brazil, India, Sri Lanka and Australia, and the annual production is about 700 tonnes. Country production reports are usually given for all rare-earth metals combined. By far, China has the largest production with 120,000 tonnes mined per year; it is followed by the US (about 5,000 tonnes) and India (2,700 tonnes). Samarium is usually sold as oxide, which at the price of about US$30/kg is one of the cheapest lanthanide oxides. Whereas mischmetal – a mixture of rare earth metals containing about 1% of samarium – has long been used, relatively pure samarium has been isolated only recently, through ion exchange processes, solvent extraction techniques, and electrochemical deposition. The metal is often prepared by electrolysis of a molten mixture of samarium(III) chloride with sodium chloride or calcium chloride. Samarium can also be obtained by reducing its oxide with lanthanum. The product is then distilled to separate samarium (boiling point 1794 °C) and lanthanum (b.p. 3464 °C). Domination of samarium in minerals is unique. Minerals with essential (dominant) samarium include monazite-(Sm) and florencite-(Sm). They are very rare. Samarium-151 is produced in nuclear fission of uranium with the yield of about 0.4% of the total number of fission events. It is also synthesized upon neutron capture by samarium-149, which is added to the control rods of nuclear reactors. Consequently, samarium-151 is present in spent nuclear fuel and radioactive waste. Applications One of the most important applications of samarium is in samarium–cobalt magnets, which have a nominal composition of SmCo5 or Sm2Co17. They have high permanent magnetization, which is about 10,000 times that of iron and is second only to that of neodymium magnets. However, samarium-based magnets have higher resistance to demagnetization, as they are stable to temperatures above 700 °C (cf. 300–400 °C for neodymium magnets). These magnets are found in small motors, headphones, and high-end magnetic pickups for guitars and related musical instruments. For example, they are used in the motors of a solar-powered electric aircraft, the Solar Challenger, and in the Samarium Cobalt Noiseless electric guitar and bass pickups. Another important application of samarium and its compounds is as catalyst and chemical reagent. Samarium catalysts assist decomposition of plastics, dechlorination
students needing bilingual education in Sámi. One committee recommendation was that no language be allowed to be a basis for discrimination in the Norwegian anti-discrimination laws, and it recommended wording of Racial Discrimination Convention Article 1 contained in the Act. Further points of recommendation concerning the Sámi population in Norway included the incorporation of the racial Convention through the Human Rights Act, improving the availability and quality of interpreter services, and equality of the civil Ombudsman's recommendations for action. A new present status report was to have been ready by the end of 2012. In 2018, The Storting commissioned The Truth and Reconciliation Commission to lay the foundation for recognition of the experiences of the Sámi subject to Norwegianization and the subsequent consequences. Sweden has faced similar criticism for its Swedification policies, which began in the 1800s and lasted until the 1970s. In 2020, Sweden funded the establishment of an independent truth commission to examine and document past abuse of Sámi by the Swedish state. In Finland, where Sámi children, like all Finnish children, are entitled to day care and language instruction in their own language, the Finnish government has denied funding for these rights in most of the country, including in Rovaniemi, the largest municipality in Finnish Lapland. Sámi activists have pushed for nationwide application of these basic rights. As in the other countries claiming sovereignty over Sámi lands, Sámi activists' efforts in Finland in the 20th century achieved limited government recognition of the Sámis' rights as a recognized minority, but the Finnish government has maintained its legally enforced premise that the Sámi must prove their land ownership, an idea incompatible with and antithetical to the traditional reindeer-herding Sámi way of life. This has effectively allowed the Finnish government to take without compensation, motivated by economic gain, land occupied by the Sámi for centuries. Official Sámi policies Norway The Sámi have been recognized as an indigenous people in Norway (1990 according to ILO convention 169 as described below), and therefore, according to international law, the Sámi people in Norway are entitled special protection and rights. The legal foundation of the Sámi policy is: Article 110a of the Norwegian Constitution. The Sámi Act (12 June 1987, No. 56. The constitutional amendment states: "It is the responsibility of the authorities of the State to create conditions enabling the Sámi people to preserve and develop its language, culture and way of life." This provides a legal and political protection of the Sámi language, culture and society. In addition the "amendment implies a legal, political and moral obligation for Norwegian authorities to create an environment conducive to the Sámis themselves influencing on the development of the Sámi community". The Sámi Act provides special rights for the Sámi people: "... the Sámis shall have their own national Sámi Parliament elected by and amongst the Sámis" (Chapter 1–2). The Sámi people shall decide the area of activity of the Norwegian Sámi Parliament. The Sámi and Norwegian languages have equal standing in Norway (section 15; Chapter 3 contains details with regards to the use of the Sámi language). The Norwegian Sámi Parliament also elects 50% of the members to the board of the Finnmark Estate, which controls 95% of the land in the county of Finnmark. In addition, the Sámi have special rights to reindeer husbandry. In 2007, the Norwegian Parliament passed the new Reindeer Herding Act acknowledging siida as the basic institution regarding land rights, organization, and daily herding management. Norway has also accepted international conventions, declarations and agreements applicable to the Sámi as a minority and indigenous people including: The International Covenant on Civil and Political Right (1966). Article 27 protects minorities, and indigenous peoples, against discrimination: "In those states in which ethnic, religious or linguistic minorities exist, persons belonging to such minorities, shall not be denied the right, in community with the other members of their group, to enjoy their own culture, to profess and practice their own religion, or use their own language." ILO Convention No. 169 concerning Indigenous and Tribal Peoples in Independent Countries (1989). The convention states that rights for the indigenous peoples to land and natural resources are recognized as central for their material and cultural survival. In addition, indigenous peoples should be entitled to exercise control over, and manage, their own institutions, ways of life and economic development in order to maintain and develop their identities, languages and religions, within the framework of the states in which they live. The International Convention on the Elimination of All Forms of Racial Discrimination (1965). The UN Convention on the Rights of the Child (1989). The UN Convention on the Elimination of All Forms of Discrimination against Women (1979). The Council of Europe's Framework Convention for the Protection of National Minorities (1995). The Council of Europe's Charter for Regional and Minority Languages (1992). The UN Declaration on the Rights of Indigenous Peoples (2007). Sweden Sweden recognised the existence of the "Sámi nation" in 1989, but the ILO Indigenous and Tribal Peoples Convention, C169 has not been adopted. The Sametingslag was established as the Swedish Sámi Parliament on 1 January 1993. In 1998, Sweden formally apologized for the wrongs committed against the Sámi. Sámi is one of five national minority languages recognized by Swedish law. The Compulsory School Ordinance states that Sámi pupils are entitled to be taught in their native language; however, a municipality is only obliged to arrange mother-tongue teaching in Sámi if a suitable teacher is available and the pupil has a basic knowledge of Sámi. In 2010, after 15 years of negotiation, Laponiatjuottjudus, an association with Sámi majority control, will govern the UNESCO World Heritage Site Laponia. The reindeer-herding law will apply in the area as well. Finland The act establishing the Finnish Sámi Parliament (Finnish: Saamelaiskäräjät) was passed on November 9, 1973. Sámi people have had very little representation in Finnish national politics. In fact, as of 2007, Janne Seurujärvi, a Finnish Centre Party representative, was the first Sámi ever to be elected to the Finnish Parliament. Finland ratified the 1966 U.N. Covenant on Civil and Political Rights though several cases have been brought before the U.N. Human Rights Committee. Of those, 36 cases involved a determination of the rights of individual Sámi in Finland and Sweden. The committee decisions clarify that Sámi are members of a minority within the meaning of Article 27 and that deprivation or erosion of their rights to practice traditional activities that are an essential element of their culture do come within the scope of Article 27. Finland recognized the Sámi as a "people" in 1995, but they have yet to ratify ILO Convention 169 Concerning Indigenous and Tribal Peoples. Sámi in Finland have had access to Sámi language instruction in some schools since the 1970s, and language rights were established in 1992. There are three Sámi languages spoken in Finland: North Sámi, Skolt Sámi and Inari Sámi. Of these languages, Inari Sámi, which is spoken by about 350 speakers, is the only one that is used entirely within the borders of Finland, mainly in the municipality of Inari. The case of J. Lansman versus Finland concerned a challenge by Sámi reindeer herders in northern Finland to the Finnish Central Forestry Board's plans to approve logging and construction of roads in an area used by the herdsmen as winter pasture and spring calving grounds. Finland has denied any aboriginal rights or land rights to the Sámi people; in Finland, non-Sámi can herd reindeer. Russia The 1822 Statute of Administration of Non-Russians in Siberia asserted state ownership over all the land in Siberia and then "granted" possessory rights to the natives. Governance of indigenous groups, and especially collection of taxes from them, necessitated protection of indigenous peoples against exploitation by traders and settlers. During the Soviet era, the inhabitants of the Kola tundra were forcibly relocated to kolkhoz'es (collective communities) by the state; most Sámi were settled at Lujávri (Lovozero). The 1993 Constitution, Article 69 states, "The Russian Federation guarantees the rights of small indigenous peoples in accordance with the generally accepted principles and standards of international law and international treaties of the Russian Federation." For the first time in Russia, the rights of indigenous minorities were established in the 1993 Constitution. The Russian Federation ratified the 1966 U.N. Covenant on Civil and Political Rights; Section 2 explicitly forbids depriving a people of "its own means of subsistence." The Russian parliament (Duma) has adopted partial measures to implement it. The Russian Federation lists distinct indigenous peoples as having special rights and protections under the Constitution and federal laws and decrees. These rights are linked to the category known since Soviet times as the malochislennye narody ("small-numbered peoples"), a term that is often translated as "indigenous minorities", which include Arctic peoples such as the Sámi, Nenets, Evenki, and Chukchi. In April 1999, the Russian Duma passed a law that guarantees socio-economic and cultural development to all indigenous minorities, protecting traditional living places and acknowledging some form of limited ownership of territories that have traditionally been used for hunting, herding, fishing, and gathering activities. The law, however, does not anticipate the transfer of title in fee simply to indigenous minorities. The law does not recognize development rights, some proprietary rights including compensation for damage to the property, and limited exclusionary rights. It is not clear, however, whether protection of nature in the traditional places of inhabitation implies a right to exclude conflicting uses that are destructive to nature or whether they have the right to veto development. The Russian Federation's Land Code reinforces the rights of numerically small peoples ("indigenous minorities") to use places they inhabit and to continue traditional economic activities without being charged rent. Such lands cannot be allocated for unrelated activities (which might include oil, gas, and mineral development or tourism) without the consent of the indigenous peoples. Furthermore, indigenous minorities and ethnic groups are allowed to use environmentally protected lands and lands set aside as nature preserves to engage in their traditional modes of land use. Regional law, Code of the Murmansk Oblast, calls on the organs of state power of the oblast to facilitate the native peoples of the Kola North, specifically naming the Sámi, "in realization of their rights for preservation and development of their native language, national culture, traditions and customs." The third section of Article 21 states: "In historically established areas of habitation, Sámi enjoy the rights for traditional use of nature and [traditional] activities." Throughout the Russian North, indigenous and local people have difficulties with exercising control over resources upon which they and their ancestors have depended for centuries. The failure to protect indigenous ways, however, stems not from inadequacy of the written law, but rather from the failure to implement existing laws. Violations of the rights of indigenous peoples continue, and oil, gas, and mineral development and other activities, (mining, timber cutting, commercial fishing, and tourism) that bring foreign currency into the Russian economy. The life ways and economy of indigenous peoples of the Russian North are based upon reindeer herding, fishing, terrestrial and sea mammal hunting, and trapping. Many groups in the Russian Arctic are semi-nomadic, moving seasonally to different hunting and fishing camps. These groups depend upon different types of environment at differing times of the year, rather than upon exploiting a single commodity to exhaustion. Throughout northwestern Siberia, oil and gas development has disturbed pastureland and undermined the ability of indigenous peoples to continue hunting, fishing, trapping, and herding activities. Roads constructed in connection with oil and gas exploration and development destroy and degrade pastureland, ancestral burial grounds, and sacred sites and increase hunting by oil workers on the territory used by indigenous peoples. In the Sámi homeland on the Kola Peninsula in northwestern Russia, regional authorities closed a fifty-mile (eighty-kilometer) stretch of the Ponoi River (and other rivers) to local fishing and granted exclusive fishing rights to a commercial company offering catch-and-release fishing to sport fishers largely from abroad. This deprived the local Sámi (see Article 21 of the Code of the Murmansk Oblast) of food for their families and community and of their traditional economic livelihood. Thus, closing the fishery to locals may have violated the test articulated by the U.N. Human Rights Committee and disregarded the Land Code, other legislative acts, and the 1992 Presidential decree. Sámi are not only forbidden to fish in the eighty-kilometer stretch leased to the Ponoi River Company but are also required by regional laws to pay for licenses to catch a limited number of fish outside the lease area. Residents of remote communities have neither the power nor the resources to demand enforcement of their rights. Here and elsewhere in the circumpolar north, the failure to apply laws for the protection of indigenous peoples leads to "criminalization" of local indigenous populations who cannot survive without "poaching" resources that should be accessible to them legally. Although indigenous leaders in Russia have occasionally asserted indigenous rights to land and resources, to date there has been no serious or sustained discussion of indigenous group rights to ownership of land. Russia has not adopted the ILO Indigenous and Tribal Peoples Convention, C169. Nordic Sámi Convention On 16 November 2005 in Helsinki, a group of experts, led by former Chief Justice of the Supreme Court of Norway Professor Carsten Smith, submitted a proposal for a Nordic Sámi Convention to the annual joint meeting of the ministers responsible for Sámi affairs in Finland, Norway and Sweden and the presidents of the three Sámi Parliaments from the respective countries. This convention recognizes the Sámi as one indigenous people residing across national borders in all three countries. A set of minimum standards is proposed for the rights of developing the Sámi language and culture and rights to land and water, livelihoods and society. The convention has not yet been ratified in the Nordic countries. Culture To make up for past suppression, the authorities of Norway, Sweden and Finland now make an effort to build up Sámi cultural institutions and promote Sámi culture and language. Duodji (craft) Duodji, the Sámi handicraft, originates from the time when the Sámis were self-supporting nomads, believing therefore that an object should first and foremost serve a purpose rather than being primarily decorative. Men mostly use wood, bone, and antlers to make items such as antler-handled scrimshawed sami knives, drums, and guksi (burl cups). Women used leather and roots to make items such as gákti (clothing), and birch- and spruce-root woven baskets. Clothing Gákti are the traditional clothing worn by the Sámi people. The gákti is worn both in ceremonial contexts and while working, particularly when herding reindeer. Traditionally, the gákti was made from reindeer leather and sinews, but nowadays, it is more common to use wool, cotton, or silk. Women's gákti typically consist of a dress, a fringed shawl that is fastened with 1–3 silver brooches, and boots/shoes made of reindeer fur or leather. Sámi boots (or nutukas) can have pointed or curled toes and often have band-woven ankle wraps. Eastern Sámi boots have a rounded toe on reindeer-fur boots, lined with felt and with beaded details. There are different gákti for women and men; men's gákti have a shorter "jacket-skirt" than a women's long dress. Traditional gákti are most commonly in variations of red, blue, green, white, medium-brown tanned leather, or reindeer fur. In winter, there is the addition of a reindeer fur coat and leggings, and sometimes a poncho (luhkka) and rope/lasso. The colours, patterns and the jewellery of the gákti indicate where a person is from, if a person is single or married, and sometimes can even be specific to their family. The collar, sleeves and hem usually have appliqués in the form of geometric shapes. Some regions have ribbonwork, others have tin embroidery, and some Eastern Sámi have beading on clothing or collar. Hats vary by sex, season, and region. They can be wool, leather, or fur. They can be embroidered, or in the East, they are more like a beaded cloth crown with a shawl. Some traditional shamanic headgear had animal hides, plaits, and feathers, particularly in East Sápmi. The gákti can be worn with a belt; these are sometimes band-woven belts, woven, or beaded. Leather belts can have scrimshawed antler buttons, silver concho-like buttons, tassels, or brass/copper details such as rings. Belts can also have beaded leather pouches, antler needle cases, accessories for a fire, copper rings, amulets, and often a carved and/or scrimshawed antler handled knife. Some Eastern Sámi also have a hooded jumper (малиц) from reindeer skins with wool inside and above the knee boots. Media and literature There are short daily news bulletins in Northern Sámi on national TV in Norway, Sweden and Finland. Children's television shows in Sámi are also frequently made. There is also a radio station for Northern Sámi, which has some news programs in the other Sámi languages. A single daily newspaper is published in Northern Sámi, Ávvir, along with a few magazines. There is a Sámi theatre, Beaivvaš, in Kautokeino on the Norwegian side, as well as in Kiruna on the Swedish side. Both tour the entire Sámi area with drama written by Sámi authors or international translations. A number of novels and poetry collections are published every year in Northern Sámi, and sometimes in the other Sámi languages as well. The largest Sámi publishing house is Davvi Girji. The first secular book published in a Sámi language was Johan Turi's Muitalus sámiid birra (An Account of the Sámi), released in 1910 with text in Northern Sámi and Danish. Music A characteristic feature of Sámi musical tradition is the singing of joik. Joiks are song-chants and are traditionally sung a cappella, usually sung slowly and deep in the throat with apparent emotional content of sorrow or anger. Joiks can be dedicated to animals and birds in nature, special people or special occasions, and they can be joyous, sad or melancholic. They often are based on syllablic improvisation. In recent years, musical instruments frequently accompany joiks. The only traditional Sámi instruments that were sometimes used to accompany joik are the "fadno" flute (made from reed-like Angelica archangelica stems) and hand drums (frame drums and bowl drums). Education Education with Sámi as the first language is available in all four countries, and also outside the Sámi area. Sámi University College is located in Kautokeino. Sámi language is studied in several universities in all countries, most notably the University of Tromsø, which considers Sámi a mother tongue, not a foreign language. Festivals Numerous Sámi festivals throughout the Sápmi area celebrate different aspects of the Sámi culture. The best known on the Norwegian side is Riddu Riđđu, though there are others, such as in Inari. Among the most festive are the Easter festivals taking place in Kautokeino and Karasjok before the springtime reindeer migration to the coast. These festivals combine traditional culture with modern phenomena such as snowmobile races. They celebrated the new year known as Ođđajagemánnu. Visual arts In addition to Duodji (Sámi handicraft), there is a developing area of contemporary Sámi visual art. Galleries such as Sámi Dáiddaguovddáš (Sami Center for Contemporary Art) are being established. Dance Unlike many other Indigenous peoples, traditional dance is generally not a visible manifestation of Sámi identity. This has led to a common misconception that Sámi, at least in western Sápmi, have no traditional dance culture. The Sámi modern dance company Kompani Nomad looked to old descriptions of shamnistic rituals and behaviors to identify "lost" Sámi dances and reimagine them through contemporary dance. An example is the lihkadus (ecstasy dance) described in sources from the 16th and 17th centuries, but which was adapted by Swedish–Sámi priest Lars Levi Laestadius, who brought it and other Sámi traditions into the Church of Sweden as part of the Laestadianism movement. Partner and group dancing have been a part of Skolt Sámi culture and among Sámi on the Kola Peninsula since at least the second half of the 1800s. These square dances, couple dances, circle dances, and singing games are influenced by Karelian and Northern Russian dance cultures, likely under the influence of Russian traders, military service under the tsar, and the Russian Orthodox Church. This eastern Sápmi dance tradition has been more continuous and has been adapted by modern Sámi dance companies such as Johtti Kompani. Reindeer husbandry Reindeer husbandry has been and still is an important aspect of Sámi culture. Traditionally the Sámi lived and worked in reindeer herding groups called siidat, which consist of several families and their herds. Members of the siida helped each other with the management and husbandry of the herds. During the years of forced assimilation, the areas in which reindeer herding was an important livelihood were among the few where the Sámi culture and language survived. Today in Norway and Sweden, reindeer husbandry is legally protected as an exclusive Sámi livelihood, such that only persons of Sámi descent with a linkage to a reindeer herding family can own, and hence make a living off, reindeer. Presently, about 2,800 people are engaged in reindeer herding in Norway. In Finland, reindeer husbandry is not exclusive and is also practiced to a limited degree by ethnic Finns. Legally, it is restricted to EU/EEA nationals resident in the area. In the north (Lapland), it plays a major role in the local economy, while its economic impact is lesser in the southern parts of the area (Province of Oulu). Among the reindeer herders in Sámi villages, the women usually have a higher level of formal education in the area. Games The Sámi have traditionally played both card games and board games, but few Sámi games have survived, because Christian missionaries and Laestadianists considered such games sinful. Only the rules of three Sámi board games have been preserved into modern times. Sáhkku is a running-fight board game where each player controls a set of soldiers (referred to as "women" and "men") that race across a board in a loop, attempting to eliminate the other player's soldiers. The game is related to South Scandinavian daldøs, Arabian tâb and Indian tablan. Sáhkku differs from these games in several respects, most notably the addition of a piece – "the king" – that changes gameplay radically. Tablut is a pure strategy game in the tafl family. The game features "Swedes" and a "Swedish king" whose goal is to escape, and an army of "Muscovites" whose goal is to capture the king. Tablut is the only tafl game where a relatively intact set of rules have survived into our time. Hence, all modern versions of tafl (commonly called "Hnefatafl" and marketed exclusively as "Norse" or "Viking" games) are based on the Sámi game of tablut. Dablot Prejjesne is a game related to alquerque which differs from most such games (e.g. draughts) by having pieces of three different ranks. The game's two sides are referred to as "Sámi" (king, prince, warriors) and "Finlenders" (landowners, landowner's son, farmers). Cultural region Sápmi is located in Northern Europe, includes the northern parts of Fennoscandia and spans four countries: Norway, Sweden, Finland, and Russia. Non-Sámi and many regional maps have often called this same region Lapland as there is considerable regional overlap between Sápmi and the provinces of Lappland in Sweden and Lapland in Finland. Much of Sápmi falls outside of those provinces. Despite the terms use in tourism, Lapland can be either misleading or offensive, or both, to Sámi, depending on the context and where this word is used. Among the Sámi people, Sápmi is strictly used and acceptable. Extent There is no official geographic definition for the boundaries of Sápmi. However, the following counties and provinces are usually included: Finnmark county in Norway Jämtland county in Sweden Lapland region in Finland Murmansk oblast in Russia Nord-Trøndelag county in Norway Nordland county in Norway Norrbotten county in Sweden Troms county in Norway Västerbotten county in Sweden The municipalities of Gällivare, Jokkmokk and Arjeplog in Swedish Lappland were designated a UNESCO World Heritage Site in 1996 as a "Laponian Area". The Sami Domicile Area in Finland consists of the municipalities of Enontekiö, Utsjoki and Inari as well as a part of the municipality of Sodankylä. About 3,000 of Finland's about 10,000 people speak Sámi as their mother tongue. Today, a considerable part of the Finnish Sámi live outside the Sápmi region, for example in Helsinki there is a relatively large and active Sámi minority. According to the Sámi Parliament, the Sámi live in 230 municipalities out of a total of 336 municipalities in Finland. 75% of Sámi under the age of 10 live outside the Sápmi region. Important Sámi towns The following towns and villages have a significant Sámi population or host Sámi institutions (Norwegian, Swedish, Finnish or Russian name in parentheses): Aanaar, Anár, or Aanar (Inari), is the location of the Finnish Sámi Parliament, Sajos Sámi Cultural Centre, SAKK – (Sámi Education Institute), Anarâškielâ servi (Inari Sámi Language Association), and the Inari Sámi Siida Museum. Aarborte (Hattfjelldal) is a southern Sámi center with a Southern Sámi-language school and a Sámi culture center. Árjepluovve (Arjeplog) is the Pite Saami center in Sweden. Deatnu (Tana) has a significant Sámi population. Divtasvuodna (Tysfjord) is a center for the Lule-Sámi population. The Árran Lule-Sámi center is located here. Gáivuotna (Kåfjord, Troms) is an important center for the Sea-Sámi culture. Each summer the Riddu Riđđu festival is held in Gáivuotna. The municipality has a Sámi-language center and hosts the Ája Sámi Center. The opposition against Sámi language and culture revitalization in Gáivuotna was infamous in the late 1990s and included Sámi-language road signs being shot to pieces repeatedly. Giron (Kiruna), proposed seat of the Swedish Sámi Parliament. Guovdageaidnu (Kautokeino) is perhaps the cultural capital of the Sámi. About 90% of the population speaks Sámi. Several Sámi institutions are located in Kautokeino including: Beaivváš Sámi Theatre, a Sámi secondary school and reindeer-herding School, the Sámi University College, the Nordic Sámi Research Institute, the Sámi Language Board, the Resource Centre for the Rights of Indigenous People, and the International Centre for Reindeer Husbandry. In addition, several Sámi media are located in Kautokeino including the Sámi-language Áššu newspaper, and the DAT Sámi publishing house and record company. Kautokeino also hosts the, which includes the Sámi Grand Prix 2010 (Sámi Musicfestival) and the Reindeer Racing World Cup. The Kautokeino rebellion in 1852 is one of the few Sámi rebellions against the Norwegian government's oppression against the Sámi. Iänudâh, or Eanodat (Enontekiö). Jiellevárri, or Váhčir (Gällivare) Jåhkåmåhkke (Jokkmokk) holds a Sámi market on the first weekend of every February and has a Sámi school for language and traditional knowledge called Samij Åhpadusguovdásj. Kárášjohka (Karasjok) is the seat of the Norwegian Sámi Parliament. Other important Sámi institutions are located in Kárášjohka, including NRK Sámi Radio, the Sámi Collections museum, the Sámi Art Centre, the Sámi Specialist Library, the Mid-Finnmark legal office, a child and adolescent psychiatry outpatient clinic – one of few on a national level approved for providing full specialist training. Other significant institutions include a Sámi Specialist Medical Centre, and the Sámi Health Research Institute. In addition, the Sápmi cultural park is in the township, and the Sámi-language Min Áigi newspaper is published here. Leavdnja (Lakselv) in Porsáŋgu (Porsanger) municipality is the location of the Finnmark Estate and the Ságat Sámi newspaper. The Finnmarkseiendommen organization owns and manages about 95% of the land in Finnmark, and 50% of its board members are elected by the Norwegian Sámi Parliament. Луя̄ввьр (Lovozero) Staare (Östersund) is the center for the Southern Sámi people living in Sweden. It is the site for Gaaltije – centre for South Sámi culture – a living source of knowledge for South Sámi culture, history and business. Staare also hosts the Sámi Information Centre and one of the offices to the Sámi Parliament in Sweden. Njauddâm is the center for the Skolt Sámi of Norway, which have their own museum Äʹvv in the town. Ohcejohka (Utsjoki). Snåase (Snåsa) is a center for the Southern Sámi language and the only municipality in Norway where Southern Sámi is an official language. The Saemien Sijte Southern Sámi museum is located in Snåase. Unjárga (Nesseby) is an important center for the Sea Sámi culture. It is also the site for the Várjjat Sámi Museum and the Norwegian Sámi Parliament's department of culture and environment. The first Sámi to be elected into the Norwegian Parliament, Isak Saba, was born there. Árviesjávrrie (Arvidsjaur). New settlers from the south of Sweden did not arrive until the second half of the 18th century. Because of that, Sámi tradition and culture has been well preserved. Sámi people living in the south of Norrbotten, Sweden, use the city for Reindeer herding during the summer. During winter they move the Reindeers to the coast, to Piteå. Demographics In the geographical area of Sápmi, the Sámi are a small population. According to some, the estimated total Sámi population is about 70,000. One problem when attempting to count the population of the Sámi is that there are few common criteria of what "being a Sámi" constitutes. In addition, there are several Sámi languages and additional dialects, and there are several areas in Sapmi where few of the Sámi speak their native language due to the forced cultural assimilation, but still consider themselves Sámi. Other identity markers are kinship (which can be said to, at some level or other, be of high importance for all Sámi), the geographical region of Sápmi where their family came from, and/or protecting or preserving certain aspects of Sámi culture. All the Nordic Sámi Parliaments have included as the "core" criterion for registering as a Sámi the identity in itself—one must declare that one truly considers oneself a Sámi. Objective criteria vary, but are generally related to kinship and/or language. Still, due to the cultural assimilation of the Sámi people that had occurred in the four countries over the centuries, population estimates are difficult to measure precisely. The population has been estimated to be between 80,000 and 135,000 across the whole Nordic region, including urban areas such as Oslo, Norway, traditionally considered outside Sápmi. The Norwegian state recognizes any Norwegian as Sámi if he or she has one great-grandparent whose home language was Sámi, but there is not, and has never been, any registration of the home language spoken by Norwegian people. Roughly half of all Sámi live in Norway, but many live in Sweden, with smaller groups living in the far north of Finland and the Kola Peninsula of Russia. The Sámi in Russia were forced by the Soviet authorities to relocate to a collective called Lovozero/Lujávri, in the central part of the Kola Peninsula. Language There is no single Sámi language, but a group of ten distinct Sámi languages. Six of these languages have their own written standards. The Sámi languages are relatively closely related, but not mutually intelligible; for instance, speakers of Southern Sámi cannot understand Northern Sámi. Especially earlier, these distinct languages were referred to as "dialects", but today, this is considered misleading due to the deep differences between the varieties. Most Sámi languages are spoken in several countries, because linguistic borders do not correspond to national borders. All Sámi languages are at some degree of endangerment, ranging from what UNESCO defines as "definitely endangered" to "extinct". This is due in part to historic laws prohibiting the use of Sámi languages in schools and at home in Sweden and Norway. Sámi languages, and Sámi song-chants, called joiks, were illegal in Norway from 1773 until 1958. Then, access to Sámi instruction as part of schooling was not available until 1988. Special residential schools that would assimilate the Sámi into the dominant culture were established. These were originally run by missionaries, but later, controlled by the government. For example, in Russia, Sámi children were taken away when aged 1–2 and returned when aged 15–17 with no knowledge of their language and traditional communities. Not all Sámi viewed the schools negatively, and not all of the schools were brutal. However, being taken from home and prohibited from speaking Sámi has resulted in cultural alienation, loss of language, and lowered self-esteem. The Sámi languages belong to the Uralic language family, linguistically related to Finnish, Estonian, and Hungarian. Due to prolonged contact and import of items foreign to Sámi culture from neighboring Scandinavians, there are a number of Germanic loanwords in Sámi, particularly for "urban" objects. The majority of the Sámi now speak the majority languages of the countries they live in, i.e., Swedish, Russian, Finnish and Norwegian. Efforts are being made to further the use of Sámi languages among Sámi and persons of Sámi origin. Despite these changes, the legacy of cultural repression still exists. Many older Sámi still refuse to speak Sámi. In addition, Sámi parents still feel alienated from schools and hence do not participate as much as they could in shaping school curricula and policy. In Norway, the name of the language is samisk, and the name of the people is Same; in Finland, the name of the language is spelled saame and the name of the people saamelainen. American scientist Michael E. Krauss published in 1997 an estimate of Sámi population and their languages. Kemi Sámi language became extinct in the 19th century. Many Sámi do not speak any of the Sámi languages any more due to historical assimilation policies, so the number of Sámi living in each area is much higher. Intelligence studies of Sámi have found them to score similarly to other Nordic populations. Division by geography Sápmi is traditionally divided into: Eastern Sápmi (Inari, Skolt, Akkala, Kildin and Teri Sámi in Kola peninsula (Russia) and Inari (Finland, formerly also in eastern Norway) Northern Sápmi (Northern, Lule and Pite Sámi in most of northern parts of Norway, Sweden and Finland) Southern Sápmi (Ume and Southern Sámi in central parts of Sweden and Norway) It should also be noted that many Sámi now live outside Sápmi, in large cities such as Oslo in Norway. Division by occupation A division often used in Northern Sámi is based on occupation and the area of living. This division is also used in many historical texts: Reindeer Sámi or Mountain Sámi (in Northern Sámi boazosapmelash or badjeolmmosh). Previously nomadic Sámi living as reindeer herders. Now most have a permanent residence in the Sámi core areas. Some 10% of Sámi practice reindeer herding, which is seen as a fundamental part of a Sámi culture and, in some parts of the Nordic countries, can be practiced by Sámis only. Sea Sámi (in Northern Sámi" mearasapmelash). These lived traditionally by combining fishing and small-scale farming. Today, often used for all Sámi from the coast regardless of their occupation. Forest Sámi who traditionally lived by combining fishing in inland rivers and lakes with small-scale reindeer-herding. City Sámi who are now probably the largest group of Sámi. Division by country According to the Norwegian Sámi Parliament, the Sámi population of Norway is 40,000. If all people who speak Sámi or have a parent, grandparent, or great-grandparent who speaks or spoke Sámi are included, the number reaches 70,000. As of 2005, 12,538 people were registered to vote in the election for the Sámi Parliament in Norway. The bulk of the Sámi live in Finnmark and Northern Troms, but there are also Sámi populations in Southern Troms, Nordland and Trøndelag. Due to recent migration, it has also been claimed that Oslo is the municipality with the largest Sámi population. The Sámi are in a majority only in the municipalities of Guovdageaidnu-Kautokeino, Karasjohka-Karasjok, Porsanger, Deatnu-Tana and Unjargga-Nesseby in Finnmark, and Gáivuotna (Kåfjord) in Northern Troms. This area is also known as the Sámi core area. Sámi and Norwegian are equal as administrative languages in this area. In Norway, Sweden and Finland Sámi are primarily Lutheran; Skolt Sámi of Finland and Sámi of Russia are primarily orthodox Christians. According to the Swedish Sámi Parliament, the Sámi population of Sweden is about 20,000. According to the Finnish Population Registry Center and the Finnish Sámi Parliament, the Sámi population living in Finland was 7,371 in 2003. As of 31 December 2006, only 1776 of them had registered to speak one of the Sámi languages as the mother tongue. According to the 2002 census, the Sámi population of Russia was 1,991. Since 1926, the number of identified Sámi in Russia has gradually increased: Census 1926: 1,720 (this number refers to the entire Soviet Union) Census 1939: 1,829 Census 1959: 1,760 Census 1970: 1,836 Census 1979: 1,775 Census 1989: 1,835 Census 2002: 1,991 Sámi diaspora outside of Sápmi There are an estimated 30,000 people living in North America who are either Sámi, or descendants of Sámi. Most have settled in areas that are known to have Norwegian, Swedish and Finnish immigrants. Some of these concentrated areas are Minnesota, North Dakota, Iowa, Wisconsin, the Upper Peninsula of Michigan, Illinois, California, Washington, Utah and Alaska; and throughout Canada, including Saskatchewan, Manitoba and Northern Ontario, and the Canadian territories of the Northwest Territories, Yukon and Nunavut. Descendants of these Sámi immigrants typically know little of their heritage because their ancestors purposely hid their indigenous culture to avoid discrimination from the dominating Scandinavian or Nordic culture. Some of these Sámi are part of a diaspora that moved to North America in order to escape assimilation policies in their home countries. There were also several Sámi families that were brought to North America with herds of reindeer by the U.S. and Canadian governments as part of the "Reindeer Project" designed to teach the Inuit about reindeer herding. There is a long history of Sámi in Alaska. Some of these Sámi immigrants and descendants of immigrants are members of the Sami Siida of North America. Organization Sápmi demonstrates a distinct semi-national identity that transcends the borders between Norway, Sweden, Finland and Russia. There is no movement for sovereign state, but they do seek greater autonomy in respective nation states. Sámi Parliaments The Sámi Parliaments (Sámediggi in Northern Sámi, Sämitigge in Inari Sámi, Sää'mte'ǧǧ in Skolt Sámi) founded in Finland (1973), Norway (1989) and Sweden (1993) are the representative bodies for peoples of Sámi heritage. Russia has not recognized the Sámi as a minority and, as a result, recognizes no Sámi parliament, even if the Sámi people there have formed an unrecognised Sámi Parliament of Russia. There is no single, unified Sámi parliament that spans across the Nordic countries. Rather, each of the aforementioned three countries has set up its own separate legislatures for Sámi people, even though the three Sámi Parliaments often work together on cross-border issues. In all three countries, they act as an institution of cultural autonomy for the indigenous Sámi people. The parliaments have very weak political influence, far from autonomy. They are formally public authorities, ruled by the Scandinavian governments, but have democratically elected parliamentarians, whose mission is to work for the Sámi people and culture. Candidates' election promises often get into conflict with the institutions' submission under their governments, but as authorities, they have some influence over the government. Norwegian organizations The main organisations for Sámi representation in Norway are the siidas. They cover northern and central Norway. Swedish organizations The main organisations for Sámi representation in Sweden are the siidas. They cover northern and central Sweden. Finnish organizations In contrast to Norway and Sweden, in Finland, a siida (paliskunta in Finnish) is a reindeer-herding corporation that is not restricted by ethnicity. There are indeed some ethnic Finns who practice reindeer herding, and in principle, all residents of the reindeer herding area (most of Finnish Lapland and parts of Oulu province) who are citizens of EEA countries, i.e., the European Union and Norway, Iceland and Liechtenstein, are allowed to join a paliskunta. Russian organizations In 2010, the Sámi Council supported the establishment of a cultural center in Russia for Arctic peoples. The Center for Northern Peoples aims to promote artistic and cultural cooperation between the Arctic peoples of Russia and the Nordic countries, with particular focus on indigenous peoples and minorities. Border conflicts Sápmi, the Sámi traditional lands, cross four national borders. Traditional summer and winter pastures sometimes lie on different sides of the borders of the nation-states. In addition to that, there is a border drawn for modern-day Sápmi. Some state that the rights (for reindeer herding and, in some parts, even for fishing
18th and especially the 19th century, the governments of Norway and Sweden started to assert sovereignty more aggressively in the north, and targeted the Sámi with Scandinavization policies aimed at forced assimilation from the 19th century. Before the era of forced Scandinavization policies, the Norwegian and Swedish authorities had largely ignored the Sámi and did not interfere much in their way of life. While Norwegians moved north to gradually colonise the coast of modern-day Troms og Finnmark to engage in an export-driven fisheries industry prior to the 19th century, they showed little interest in the harsh and non-arable inland populated by reindeer-herding Sámi. Unlike the Norwegians on the coast who were strongly dependent on their trade with the south, the Sámi in the inland lived off the land. From the 19th century Norwegian and Swedish authorities started to regard the Sámi as a "backward" and "primitive" people in need of being "civilized", imposing the Scandinavian languages as the only valid languages of the kingdoms and effectively banning Sámi language and culture in many contexts, particularly schools. Southern limits of Sámi settlement in the past How far south the Sámi extended in the past has been debated among historians and archeologists for many years. The Norwegian historian Yngvar Nielsen, commissioned by the Norwegian government in 1889 to determine this question in order to settle contemporary questions of Sámi land rights, concluded that the Sámi had lived no farther south than Lierne in Nord-Trøndelag county until around 1500, when they started moving south, reaching the area around Lake Femund in the 18th century. This hypothesis is still accepted among many historians, but has been the subject of scholarly debate in the 21st century. In recent years, several archaeological finds indicate a Sámi presence in southern Norway in the Middle Ages, and in southern Sweden, including finds in Lesja, in Vang, in Valdres and in Hol and Ål in Hallingdal. Proponents of the Sámi interpretations of these finds assume a mixed population of Norse and Sámi people in the mountainous areas of southern Norway in the Middle Ages. Origins of the Norwegian Sea Sámi Bubonic plague Until the arrival of bubonic plague in northern Norway in 1349, the Sámi and the Norwegians occupied very separate economic niches. The Sámi hunted reindeer and fished for their livelihood. The Norwegians, who were concentrated on the outer islands and near the mouths of the fjords, had access to the major European trade routes so that, in addition to marginal farming in the Nordland, Troms, and Finnmark counties, they were able to establish commerce, trading fish for products from the south. According to old Nordic texts, the Sea Sámi and the Mountain Sámi are two classes of the same people and not two different ethnic groups, as had been erroneously believed. This socioeconomic balance greatly changed when bubonic plague came to northern Norway in December 1349. The Norwegians were closely connected to the greater European trade routes, along which the plague traveled; consequently, they were infected and died at a far higher rate than Sámi in the interior. Of all the states in the region, Norway suffered the most from this plague. Depending on the parish, 60 to 76 percent of northern Norwegian farms were abandoned following the plague, while land-rents, another measure of population, dropped to nine to 28% of pre-plague levels. Although the population of northern Norway is sparse compared to southern Europe, the disease spread just as fast. The spread of the plague-carrying flea (Xenopsylla cheopsis) from the south was facilitated by the transport of wooden barrels holding wheat, rye, or wool, where the fleas were able to live, and even reproduce, for several months at a time. The Sámi lived on fish and reindeer meat, and did not eat wheat or rye. They lived in communities detached from the Norwegians; being only loosely connected to the European trade routes, they fared far better than the Norwegians. Fishing industry Fishing has always been the main livelihood for the many Sámi living permanently in coastal areas. Archeological research shows that the Sámi have lived along the coast and once lived much farther south in the past, and they were also involved in work other than reindeer herding (e.g., fishing, agriculture, iron work). The fishing along the north Norwegian coast, especially in the Lofoten and Vesterålen islands, is quite productive, with a variety of fish; during medieval times, it was a major source of income for both the fishermen and the Norwegian monarchy. With such massive population drops caused by the Black Death, the tax revenues from this industry greatly diminished. Because of the huge profits that could be had from these fisheries, the local authorities offered incentives to the Sámi—faced with their own population pressures—to settle on the newly vacant farms. This started the economic division between the Sea Sámi (sjøsamene), who fished extensively off the coast, and the Mountain Sámi (fjellsamene, innlandssamene), who continued to hunt reindeer and small-game animals. They later herded reindeer. Even as late as the early 18th century, there were many Sámi who were still settling on these farms left abandoned from the 1350s. After many years of continuous migration, these Sea Sámi became far more numerous than the reindeer-herding mountain Sámi, who today only make up 10% of all Sámi. In contemporary times, there are also ongoing consultations between the Government of Norway and the Sámi Parliament regarding the right of the coastal Sámi to fish in the seas on the basis of historical use and international law. State regulation of sea fisheries underwent drastic change in the late 1980s. The regulation linked quotas to vessels and not to fishers. These newly calculated quotas were distributed free of charge to larger vessels on the basis of the amount of the catch in previous years, resulting in small vessels in Sámi districts falling outside the new quota system to a large degree. Mountain Sámi As the Sea Sámi settled along Norway's fjords and inland waterways, pursuing a combination of farming, cattle raising, trapping and fishing, the minority Mountain Sámi continued to hunt wild reindeer. Around 1500, they started to tame these animals into herding groups, becoming the well-known reindeer nomads, often portrayed by outsiders as following the traditional Sámi lifestyle. The Mountain Sámi had to pay taxes to three states, Norway, Sweden and Russia, as they crossed each border while following the annual reindeer migrations; this caused much resentment over the years. Between 1635 and 1659, the Swedish crown forced Swedish conscripts and Sámi cart drivers to work in the Nasa silver mine, causing many Sámis to emigrate from the area to avoid forced labour. As a result, the population of Pite- and Lule-speaking Sámi decreased greatly. Post-1800s For long periods of time, the Sámi lifestyle thrived because of its adaptation to the Arctic environment. Indeed, throughout the 18th century, as Norwegians of Northern Norway suffered from low fish prices and consequent depopulation, the Sámi cultural element was strengthened, since the Sámi were mostly independent of supplies from Southern Norway. During the 19th century, the pressure of Christianization of the Sámi increased, with some Sámi adopting Laestadianism. With the introduction of seven compulsory years of school in 1889, the Sámi language and traditional way of life came increasingly under pressure from forced cultural normalization. Strong economic development of the north also ensued, giving Norwegian culture and language higher status. On the Swedish and Finnish sides, the authorities were less militant, although the Sámi language was forbidden in schools and strong economic development in the north led to weakened cultural and economic status for the Sámi. From 1913 to 1920, the Swedish race-segregation political movement created a race-based biological institute that collected research material from living people and graves. Throughout history, Swedish settlers were encouraged to move to the northern regions through incentives such as land and water rights, tax allowances, and military exemptions. The strongest pressure took place from around 1900 to 1940, when Norway invested considerable money and effort to assimilate Sámi culture. Anyone who wanted to buy or lease state lands for agriculture in Finnmark had to prove knowledge of the Norwegian language and had to register with a Norwegian name. This caused the dislocation of Sámi people in the 1920s, which increased the gap between local Sámi groups (something still present today) that sometimes has the character of an internal Sámi ethnic conflict. In 1913, the Norwegian parliament passed a bill on "native act land" to allocate the best and most useful lands to Norwegian settlers. Another factor was the scorched earth policy conducted by the German army, resulting in heavy war destruction in northern Finland and northern Norway in 1944–45, destroying all existing houses, or kota, and visible traces of Sámi culture. After World War II, the pressure was relaxed, though the legacy was evident into recent times, such as the 1970s law limiting the size of any house Sámi people were allowed to build. The controversy over the construction of the hydro-electric power station in Alta in 1979 brought Sámi rights onto the political agenda. In August 1986, the national anthem ("Sámi soga lávlla") and flag (Sámi flag) of the Sámi people were created. In 1989, the first Sámi parliament in Norway was elected. In 2005, the Finnmark Act was passed in the Norwegian parliament giving the Sámi parliament and the Finnmark Provincial council a joint responsibility of administering the land areas previously considered state property. These areas (96% of the provincial area), which have always been used primarily by the Sámi, now belong officially to the people of the province, whether Sámi or Norwegian, and not to the Norwegian state. Contemporary issues The indigenous Sámi population is a mostly urbanised demographic, but a substantial number live in villages in the high arctic. The Sámi are still coping with the cultural consequences of language and culture loss caused by generations of Sámi children being taken to missionary and/or state-run boarding schools and the legacy of laws that were created to deny the Sámi rights (e.g., to their beliefs, language, land and to the practice of traditional livelihoods). The Sámi are experiencing cultural and environmental threats, including: oil exploration, mining, dam building, logging, climate change, military bombing ranges, tourism and commercial development. Natural resource extraction Sápmi is rich in precious metals, oil, and natural gas. Mining activities and prospecting to extract these resources from the region often interfere with reindeer grazing and calving areas and other aspects of traditional Sámi life. Some active mining locations include ancient Sámi spaces that are designated as ecologically protected areas, such as the Vindelfjällen Nature Reserve. The Sámi Parliament has opposed and rejected mining projects in the Finnmark area, and demanded that resources and mineral exploration benefit local Sámi communities and populations, as the proposed mines are in Sámi lands and will affect their ability to maintain their traditional livelihood. In Kallak (Sámi: Gállok) a group of indigenous and non-indigenous activists protested against the UK-based mining company Beowulf which operated a drilling program in lands used for grazing reindeer during the winter. There is often local opposition to new mining projects where environmental impacts are perceived to be very large, as very few plans for mine reclamation have been made. In Sweden, taxes on minerals are intentionally low in an effort to increase mineral exploration for economic benefit, though this policy is at the expense of Sámi populations. ILO Convention No. 169 would grant rights to the Sámi people to their land and give them power in matters that affect their future. In Russia's Kola Peninsula, vast areas have already been destroyed by mining and smelting activities, and further development is imminent. This includes oil and natural gas exploration in the Barents Sea. Oil spills affect fishing and the construction of roads. There is a gas pipeline that stretches across the Kola Peninsula, and power lines cut off access to reindeer calving grounds and sacred sites. In northern Finland, there has been a longstanding dispute over the destruction of forests, which prevents reindeer from migrating between seasonal feeding grounds and destroys supplies of lichen that grow on the upper branches of older trees. This lichen is the reindeer's only source of sustenance during the winter months, when snow is deep. The logging has been under the control of the state-run forest system. Greenpeace, reindeer herders, and Sámi organisations carried out a historic joint campaign, and in 2010, Sámi reindeer herders won some time as a result of these court cases. Industrial logging has now been pushed back from the most important forest areas either permanently or for the next 20 years, though there are still threats, such as mining and construction plans of holiday resorts on the protected shorelines of Lake Inari. Land rights The Swedish government has allowed the world's largest onshore wind farm to be built in Piteå, in the Arctic region where the Eastern Kikkejaure village has its winter reindeer pastures. The wind farm will consist of more than 1,000 wind turbines and an extensive road infrastructure, which means that the feasibility of using the area for winter grazing in practice is impossible. Sweden has received strong international criticism, including by the UN Racial Discrimination Committee and the Human Rights Committee, that Sweden violates Sámi landrättigheter (land rights), including by not regulating industry. In Norway some Sámi politicians (for example – Aili Keskitalo) suggest giving the Sámi Parliament a special veto right on planned mining projects. Government authorities and NATO have built bombing-practice ranges in Sámi areas in northern Norway and Sweden. These regions have served as reindeer calving and summer grounds for thousands of years, and contain many ancient Sámi sacred sites. Water rights State regulation of sea fisheries underwent drastic change in the late 1980s. The regulation linked quotas to vessels and not to fishers. These newly calculated quotas were distributed free of cost to larger vessels on the basis of the amount of the catch in previous years, resulting in small vessels in Sámi districts falling outside the new quota system to a large degree. The Sámi recently stopped a water-prospecting venture that threatened to turn an ancient sacred site and natural spring called Suttesaja into a large-scale water-bottling plant for the world market—without notification or consultation with the local Sámi people, who make up 70 percent of the population. The Finnish National Board of Antiquities has registered the area as a heritage site of cultural and historical significance, and the stream itself is part of the Deatnu/Tana watershed, which is home to Europe's largest salmon river, an important source of Sámi livelihood. In Norway, government plans for the construction of a hydroelectric power plant in the Alta river in Finnmark in northern Norway led to a political controversy and the rallying of the Sámi popular movement in the late 1970s and early 1980s. As a result, the opposition in the Alta controversy brought attention to not only environmental issues but also the issue of Sámi rights. Climate change and the environment Reindeer have major cultural and economic significance for indigenous peoples of the North. The human-ecological systems in the North, like reindeer pastoralism, are sensitive to change, perhaps more than in virtually any other region of the globe, due in part to the variability of the Arctic climate and ecosystem and the characteristic ways of life of indigenous Arctic peoples. The 1986 Chernobyl nuclear disaster caused nuclear fallout in the sensitive Arctic ecosystems and poisoned fish, meat and berries. Lichens and mosses are two of the main forms of vegetation in the Arctic and are highly susceptible to airborne pollutants and heavy metals. Since many do not have roots, they absorb nutrients, and toxic compounds, through their leaves. The lichens accumulated airborne radiation, and 73,000 reindeer had to be killed as "unfit" for human consumption in Sweden alone. The government promised Sámi indemnification, which was not acted upon by government. Radioactive wastes and spent nuclear fuel have been stored in the waters off the Kola Peninsula, including locations that are only "two kilometers" from places where Sámi live. There are a minimum of five "dumps" where spent nuclear fuel and other radioactive waste are being deposited in the Kola Peninsula, often with little concern for the surrounding environment or population. Tourism The tourism industry in Finland has been criticized for turning Sámi culture into a marketing tool by promoting opportunities to experience "authentic" Sámi ceremonies and lifestyle. At many tourist locales, non-Sámi dress in inaccurate replicas of Sámi traditional clothing, and gift shops sell crude reproductions of Sámi handicraft. One popular "ceremony", crossing the Arctic Circle, actually has no significance in Sámi spirituality. To some Sámi, this is an insulting display of cultural exploitation. Discrimination against the Sámi The Sámi have for centuries, even today, been the subject of discrimination and abuse by the dominant cultures in the nations they have historically inhabited. They have never been a single community in a single region of Lapland, which until recently was considered only a cultural region. Norway has been criticized internationally for the politics of Norwegianization of and discrimination against the Sámi. On 8 April 2011, the UN Racial Discrimination Committee recommendations were handed over to Norway; these addressed many issues, including the position of students needing bilingual education in Sámi. One committee recommendation was that no language be allowed to be a basis for discrimination in the Norwegian anti-discrimination laws, and it recommended wording of Racial Discrimination Convention Article 1 contained in the Act. Further points of recommendation concerning the Sámi population in Norway included the incorporation of the racial Convention through the Human Rights Act, improving the availability and quality of interpreter services, and equality of the civil Ombudsman's recommendations for action. A new present status report was to have been ready by the end of 2012. In 2018, The Storting commissioned The Truth and Reconciliation Commission to lay the foundation for recognition of the experiences of the Sámi subject to Norwegianization and the subsequent consequences. Sweden has faced similar criticism for its Swedification policies, which began in the 1800s and lasted until the 1970s. In 2020, Sweden funded the establishment of an independent truth commission to examine and document past abuse of Sámi by the Swedish state. In Finland, where Sámi children, like all Finnish children, are entitled to day care and language instruction in their own language, the Finnish government has denied funding for these rights in most of the country, including in Rovaniemi, the largest municipality in Finnish Lapland. Sámi activists have pushed for nationwide application of these basic rights. As in the other countries claiming sovereignty over Sámi lands, Sámi activists' efforts in Finland in the 20th century achieved limited government recognition of the Sámis' rights as a recognized minority, but the Finnish government has maintained its legally enforced premise that the Sámi must prove their land ownership, an idea incompatible with and antithetical to the traditional reindeer-herding Sámi way of life. This has effectively allowed the Finnish government to take without compensation, motivated by economic gain, land occupied by the Sámi for centuries. Official Sámi policies Norway The Sámi have been recognized as an indigenous people in Norway (1990 according to ILO convention 169 as described below), and therefore, according to international law, the Sámi people in Norway are entitled special protection and rights. The legal foundation of the Sámi policy is: Article 110a of the Norwegian Constitution. The Sámi Act (12 June 1987, No. 56. The constitutional amendment states: "It is the responsibility of the authorities of the State to create conditions enabling the Sámi people to preserve and develop its language, culture and way of life." This provides a legal and political protection of the Sámi language, culture and society. In addition the "amendment implies a legal, political and moral obligation for Norwegian authorities to create an environment conducive to the Sámis themselves influencing on the development of the Sámi community". The Sámi Act provides special rights for the Sámi people: "... the Sámis shall have their own national Sámi Parliament elected by and amongst the Sámis" (Chapter 1–2). The Sámi people shall decide the area of activity of the Norwegian Sámi Parliament. The Sámi and Norwegian languages have equal standing in Norway (section 15; Chapter 3 contains details with regards to the use of the Sámi language). The Norwegian Sámi Parliament also elects 50% of the members to the board of the Finnmark Estate, which controls 95% of the land in the county of Finnmark. In addition, the Sámi have special rights to reindeer husbandry. In 2007, the Norwegian Parliament passed the new Reindeer Herding Act acknowledging siida as the basic institution regarding land rights, organization, and daily herding management. Norway has also accepted international conventions, declarations and agreements applicable to the Sámi as a minority and indigenous people including: The International Covenant on Civil and Political Right (1966). Article 27 protects minorities, and indigenous peoples, against discrimination: "In those states in which ethnic, religious or linguistic minorities exist, persons belonging to such minorities, shall not be denied the right, in community with the other members of their group, to enjoy their own culture, to profess and practice their own religion, or use their own language." ILO Convention No. 169 concerning Indigenous and Tribal Peoples in Independent Countries (1989). The convention states that rights for the indigenous peoples to land and natural resources are recognized as central for their material and cultural survival. In addition, indigenous peoples should be entitled to exercise control over, and manage, their own institutions, ways of life and economic development in order to maintain and develop their identities, languages and religions, within the framework of the states in which they live. The International Convention on the Elimination of All Forms of Racial Discrimination (1965). The UN Convention on the Rights of the Child (1989). The UN Convention on the Elimination of All Forms of Discrimination against Women (1979). The Council of Europe's Framework Convention for the Protection of National Minorities (1995). The Council of Europe's Charter for Regional and Minority Languages (1992). The UN Declaration on the Rights of Indigenous Peoples (2007). Sweden Sweden recognised the existence of the "Sámi nation" in 1989, but the ILO Indigenous and Tribal Peoples Convention, C169 has not been adopted. The Sametingslag was established as the Swedish Sámi Parliament on 1 January 1993. In 1998, Sweden formally apologized for the wrongs committed against the Sámi. Sámi is one of five national minority languages recognized by Swedish law. The Compulsory School Ordinance states that Sámi pupils are entitled to be taught in their native language; however, a municipality is only obliged to arrange mother-tongue teaching in Sámi if a suitable teacher is available and the pupil has a basic knowledge of Sámi. In 2010, after 15 years of negotiation, Laponiatjuottjudus, an association with Sámi majority control, will govern the UNESCO World Heritage Site Laponia. The reindeer-herding law will apply in the area as well. Finland The act establishing the Finnish Sámi Parliament (Finnish: Saamelaiskäräjät) was passed on November 9, 1973. Sámi people have had very little representation in Finnish national politics. In fact, as of 2007, Janne Seurujärvi, a Finnish Centre Party representative, was the first Sámi ever to be elected to the Finnish Parliament. Finland ratified the 1966 U.N. Covenant on Civil and Political Rights though several cases have been brought before the U.N. Human Rights Committee. Of those, 36 cases involved a determination of the rights of individual Sámi in Finland and Sweden. The committee decisions clarify that Sámi are members of a minority within the meaning of Article 27 and that deprivation or erosion of their rights to practice traditional activities that are an essential element of their culture do come within the scope of Article 27. Finland recognized the Sámi as a "people" in 1995, but they have yet to ratify ILO Convention 169 Concerning Indigenous and Tribal Peoples. Sámi in Finland have had access to Sámi language instruction in some schools since the 1970s, and language rights were established in 1992. There are three Sámi languages spoken in Finland: North Sámi, Skolt Sámi and Inari Sámi. Of these languages, Inari Sámi, which is spoken by about 350 speakers, is the only one that is used entirely within the borders of Finland, mainly in the municipality of Inari. The case of J. Lansman versus Finland concerned a challenge by Sámi reindeer herders in northern Finland to the Finnish Central Forestry Board's plans to approve logging and construction of roads in an area used by the herdsmen as winter pasture and spring calving grounds. Finland has denied any aboriginal rights or land rights to the Sámi people; in Finland, non-Sámi can herd reindeer. Russia The 1822 Statute of Administration of Non-Russians in Siberia asserted state ownership over all the land in Siberia and then "granted" possessory rights to the natives. Governance of indigenous groups, and especially collection of taxes from them, necessitated protection of indigenous peoples against exploitation by traders and settlers. During the Soviet era, the inhabitants of the Kola tundra were forcibly relocated to kolkhoz'es (collective communities) by the state; most Sámi were settled at Lujávri (Lovozero). The 1993 Constitution, Article 69 states, "The Russian Federation guarantees the rights of small indigenous peoples in accordance with the generally accepted principles and standards of international law and international treaties of the Russian Federation." For the first time in Russia, the rights of indigenous minorities were established in the 1993 Constitution. The Russian Federation ratified the 1966 U.N. Covenant on Civil and Political Rights; Section 2 explicitly forbids depriving a people of "its own means of subsistence." The Russian parliament (Duma) has adopted partial measures to implement it. The Russian Federation lists distinct indigenous peoples as having special rights and protections under the Constitution and federal laws and decrees. These rights are linked to the category known since Soviet times as the malochislennye narody ("small-numbered peoples"), a term that is often translated as "indigenous minorities", which include Arctic peoples such as the Sámi, Nenets, Evenki, and Chukchi. In April 1999, the Russian Duma passed a law that guarantees socio-economic and cultural development to all indigenous minorities, protecting traditional living places and acknowledging some form of limited ownership of territories that have traditionally been used for hunting, herding, fishing, and gathering activities. The law, however, does not anticipate the transfer of title in fee simply to indigenous minorities. The law does not recognize development rights, some proprietary rights including compensation for damage to the property, and limited exclusionary rights. It is not clear, however, whether protection of nature in the traditional places of inhabitation implies a right to exclude conflicting uses that are destructive to nature or whether they have the right to veto development. The Russian Federation's Land Code reinforces the rights of numerically small peoples ("indigenous minorities") to use places they inhabit and to continue traditional economic activities without being charged rent. Such lands cannot be allocated for unrelated activities (which might include oil, gas, and mineral development or tourism) without the consent of the indigenous peoples. Furthermore, indigenous minorities and ethnic groups are allowed to use environmentally protected lands and lands set aside as nature preserves to engage in their traditional modes of land use. Regional law, Code of the Murmansk Oblast, calls on the organs of state power of the oblast to facilitate the native peoples of the Kola North, specifically naming the Sámi, "in realization of their rights for preservation and development of their native language, national culture, traditions and customs." The third section of Article 21 states: "In historically established areas of habitation, Sámi enjoy the rights for traditional use of nature and [traditional] activities." Throughout the Russian North, indigenous and local people have difficulties with exercising control over resources upon which they and their ancestors have depended for centuries. The failure to protect indigenous ways, however, stems not from inadequacy of the written law, but rather from the failure to implement existing laws. Violations of the rights of indigenous peoples continue, and oil, gas, and mineral development and other activities, (mining, timber cutting, commercial fishing, and tourism) that bring foreign currency into the Russian economy. The life ways and economy of indigenous peoples of the Russian North are based upon reindeer herding, fishing, terrestrial and sea mammal hunting, and trapping. Many groups in the Russian Arctic are semi-nomadic, moving seasonally to different hunting and fishing camps. These groups depend upon different types of environment at differing times of the year, rather than upon exploiting a single commodity to exhaustion. Throughout northwestern Siberia, oil and gas development has disturbed pastureland and undermined the ability of indigenous peoples to continue hunting, fishing, trapping, and herding activities. Roads constructed in connection with oil and gas exploration and development destroy and degrade pastureland, ancestral burial grounds, and sacred sites and increase hunting by oil workers on the territory used by indigenous peoples. In the Sámi homeland on the Kola Peninsula in northwestern Russia, regional authorities closed a fifty-mile (eighty-kilometer) stretch of the Ponoi River (and other rivers) to local fishing and granted exclusive fishing rights to a commercial company offering catch-and-release fishing to sport fishers largely from abroad. This deprived the local Sámi (see Article 21 of the Code of the Murmansk Oblast) of food for their families and community and of their traditional economic livelihood. Thus, closing the fishery to locals may have violated the test articulated by the U.N. Human Rights Committee and disregarded the Land Code, other legislative acts, and the 1992 Presidential decree. Sámi are not only forbidden to fish in the eighty-kilometer stretch leased to the Ponoi River Company but are also required by regional laws to pay for licenses to catch a limited number of fish outside the lease area. Residents of remote communities have neither the power nor the resources to demand enforcement of their rights. Here and elsewhere in the circumpolar north, the failure to apply laws for the protection of indigenous peoples leads to "criminalization" of local indigenous populations who cannot survive without "poaching" resources that should be accessible to them legally. Although indigenous leaders in Russia have occasionally asserted indigenous rights to land and resources, to date there has been no serious or sustained discussion of indigenous group rights to ownership of land. Russia has not adopted the ILO Indigenous and Tribal Peoples Convention, C169. Nordic Sámi Convention On 16 November 2005 in Helsinki, a group of experts, led by former Chief Justice of the Supreme Court of Norway Professor Carsten Smith, submitted a proposal for a Nordic Sámi Convention to the annual joint meeting of the ministers responsible for Sámi affairs in Finland, Norway and Sweden and the presidents of the three Sámi Parliaments from the respective countries. This convention recognizes the Sámi as one indigenous people residing across national borders in all three countries. A set of minimum standards is proposed for the rights of developing the Sámi language and culture and rights to land and water, livelihoods and society. The convention has not yet been ratified in the Nordic countries. Culture To make up for past suppression, the authorities of Norway, Sweden and Finland now make an effort to build up Sámi cultural institutions and promote Sámi culture and language. Duodji (craft) Duodji, the Sámi handicraft, originates from the time when the Sámis were self-supporting nomads, believing therefore that an object should first and foremost serve a purpose rather than being primarily decorative. Men mostly use wood, bone, and antlers to make items such as antler-handled scrimshawed sami knives, drums, and guksi (burl cups). Women used leather and roots to make items such as gákti (clothing), and birch- and spruce-root woven baskets. Clothing Gákti are the traditional clothing worn by the Sámi people. The gákti is worn both in ceremonial contexts and while working, particularly when herding reindeer. Traditionally, the gákti was made from reindeer leather and sinews, but nowadays, it is more common to use wool, cotton, or silk. Women's gákti typically consist of a dress, a fringed shawl that is fastened with 1–3 silver brooches, and boots/shoes made of reindeer fur or leather. Sámi boots (or nutukas) can have pointed or curled toes and often have band-woven ankle wraps. Eastern Sámi boots have a rounded toe on reindeer-fur boots, lined with felt and with beaded details. There are different gákti for women and men; men's gákti have a shorter "jacket-skirt" than a women's long dress. Traditional gákti are most commonly in variations of red, blue, green, white, medium-brown tanned leather, or reindeer fur. In winter, there is the addition of a reindeer fur coat and leggings, and sometimes a poncho (luhkka) and rope/lasso. The colours, patterns and the jewellery of the gákti indicate where a person is from, if a person is single or married, and sometimes can even be specific to their family. The collar, sleeves and hem usually have appliqués in the form of geometric shapes. Some regions have ribbonwork, others have tin embroidery, and some Eastern Sámi have beading on clothing or collar. Hats vary by sex, season, and region. They can be wool, leather, or fur. They can be embroidered, or in the East, they are more like a beaded cloth crown with a shawl. Some traditional shamanic headgear had animal hides, plaits, and feathers, particularly in East Sápmi. The gákti can be worn with a belt; these are sometimes band-woven belts, woven, or beaded. Leather belts can have scrimshawed antler buttons, silver concho-like buttons, tassels, or brass/copper details such as rings. Belts can also have beaded leather pouches, antler needle cases, accessories for a fire, copper rings, amulets, and often a carved and/or scrimshawed antler handled knife. Some Eastern Sámi also have a hooded jumper (малиц) from reindeer skins with wool inside and above the knee boots. Media and literature There are short daily news bulletins in Northern Sámi on national TV in Norway, Sweden and Finland. Children's television shows in Sámi are also frequently made. There is also a radio station for Northern Sámi, which has some news programs in the other Sámi languages. A single daily newspaper is published in Northern Sámi, Ávvir, along with a few magazines. There is a Sámi theatre, Beaivvaš, in Kautokeino on the Norwegian side, as well as in Kiruna on the Swedish side. Both tour the entire Sámi area with drama written by Sámi authors or international translations. A number of novels and poetry collections are published every year in Northern Sámi, and sometimes in the other Sámi languages as well. The largest Sámi publishing house is Davvi Girji. The first secular book published in a Sámi language was Johan Turi's Muitalus sámiid birra (An Account of the Sámi), released in 1910 with text in Northern Sámi and Danish. Music A characteristic feature of Sámi musical tradition is the singing of joik. Joiks are song-chants and are traditionally sung a cappella, usually sung slowly and deep in the throat with apparent emotional content of sorrow or anger. Joiks can be dedicated to animals and birds in nature, special people or special occasions, and they can be joyous, sad or melancholic. They often are based on syllablic improvisation. In recent years, musical instruments frequently accompany joiks. The only traditional Sámi instruments that were sometimes used to accompany joik are the "fadno" flute (made from reed-like Angelica archangelica stems) and hand drums (frame drums and bowl drums). Education Education with Sámi as the first language is available in all four countries, and also outside the Sámi area. Sámi University College is located in Kautokeino. Sámi language is studied in several universities in all countries, most notably the University of Tromsø, which considers Sámi a mother tongue, not a foreign language. Festivals Numerous Sámi festivals throughout the Sápmi area celebrate different aspects of the Sámi culture. The best known on the Norwegian side is Riddu Riđđu, though there are others, such as in Inari. Among the most festive are the Easter festivals taking place in Kautokeino and Karasjok before the springtime reindeer migration to the coast. These festivals combine traditional culture with modern phenomena such as snowmobile races. They celebrated the new year known as Ođđajagemánnu. Visual arts In addition to Duodji (Sámi handicraft), there is a developing area of contemporary Sámi visual art. Galleries such as Sámi Dáiddaguovddáš (Sami Center for Contemporary Art) are being established. Dance Unlike many other Indigenous peoples, traditional dance is generally not a visible manifestation of Sámi identity. This has led to a common misconception that Sámi, at least in western Sápmi, have no traditional dance culture. The Sámi modern dance company Kompani Nomad looked to old descriptions of shamnistic rituals and behaviors to identify "lost" Sámi dances and reimagine them through contemporary dance. An example is the lihkadus (ecstasy dance) described in sources from the 16th and 17th centuries, but which was adapted by Swedish–Sámi priest Lars Levi Laestadius, who brought it and other Sámi traditions into the Church of Sweden as part of the Laestadianism movement. Partner and group dancing have been a part of Skolt Sámi culture and among Sámi on the Kola Peninsula since at least the second half of the 1800s. These square dances, couple dances, circle dances, and singing games are influenced by Karelian and Northern Russian dance cultures, likely under the influence of Russian traders, military service under the tsar, and the Russian Orthodox Church. This eastern Sápmi dance tradition has been more continuous and has been adapted by modern Sámi dance companies such as Johtti Kompani. Reindeer husbandry Reindeer husbandry has been and still is an important aspect of Sámi culture. Traditionally the Sámi lived and worked in reindeer herding groups called siidat, which consist of several families and their herds. Members of the siida helped each other with the management and husbandry of the herds. During the years of forced assimilation, the areas in which reindeer herding was an important livelihood were among the few where the Sámi culture and language survived. Today in Norway and Sweden, reindeer husbandry is legally protected as an exclusive Sámi livelihood, such that only persons of Sámi descent with a linkage to a reindeer herding family can own, and hence make a living off, reindeer. Presently, about 2,800 people are engaged in reindeer herding in Norway. In Finland, reindeer husbandry is not exclusive and is also practiced to a limited degree by ethnic Finns. Legally, it is restricted to EU/EEA nationals resident in the area. In the north (Lapland), it plays a major role in the local economy, while its economic impact is lesser in the southern parts of the area (Province of Oulu). Among the reindeer herders in Sámi villages, the women usually have a higher level of formal education in the area. Games The Sámi have traditionally played both card games and board games, but few Sámi games have survived, because Christian missionaries and Laestadianists considered such games sinful. Only the rules of three Sámi board games have been preserved into modern times. Sáhkku is a running-fight board game where each player controls a set of soldiers (referred to as "women" and "men") that race across a board in a loop, attempting to eliminate the other player's soldiers. The game is related to South Scandinavian daldøs, Arabian tâb and Indian tablan. Sáhkku differs from these games in several respects, most notably the addition of a piece – "the king" – that changes gameplay radically. Tablut is a pure strategy game in the tafl family. The game features "Swedes" and a "Swedish king" whose goal is to escape, and an army of "Muscovites" whose goal is to capture the king. Tablut is the only tafl game where a relatively intact set of rules have survived into our time. Hence, all modern versions of tafl (commonly called "Hnefatafl" and marketed exclusively as "Norse" or "Viking" games) are based on the Sámi game of tablut. Dablot Prejjesne is a game related to alquerque which differs from most such games (e.g. draughts) by having pieces of three different ranks. The game's two sides are referred to as "Sámi" (king, prince, warriors) and "Finlenders" (landowners, landowner's son, farmers). Cultural region Sápmi is located in Northern Europe, includes the northern parts of Fennoscandia and spans four countries: Norway, Sweden, Finland, and Russia. Non-Sámi and many regional maps have often called this same region Lapland as there is considerable regional overlap between Sápmi and the provinces of Lappland in Sweden and Lapland in Finland. Much of Sápmi falls outside of those provinces. Despite the terms use in tourism, Lapland can be either misleading or offensive, or both, to Sámi, depending on the context and where this word is used. Among the Sámi people, Sápmi is strictly used and acceptable. Extent There is no official geographic definition for the boundaries of Sápmi. However, the following counties and provinces are usually included: Finnmark county in Norway Jämtland county in Sweden Lapland region in Finland Murmansk oblast in Russia Nord-Trøndelag county in Norway Nordland county in Norway Norrbotten county in Sweden Troms county in Norway Västerbotten county in Sweden The municipalities of Gällivare, Jokkmokk and Arjeplog in Swedish Lappland were designated a UNESCO World Heritage Site in 1996 as a "Laponian Area". The Sami Domicile Area in Finland consists of the municipalities of Enontekiö, Utsjoki and Inari as well as a part of the municipality of Sodankylä. About 3,000 of Finland's about 10,000 people speak Sámi as their mother tongue. Today, a considerable part of the Finnish Sámi live outside the Sápmi region, for example in Helsinki there is a relatively large and active Sámi minority. According to the Sámi Parliament, the Sámi live in 230 municipalities out of a total of 336 municipalities in Finland. 75% of Sámi under the age of 10 live outside the Sápmi region. Important Sámi towns The following towns and villages have a significant Sámi population or host Sámi institutions (Norwegian, Swedish, Finnish or Russian name in parentheses): Aanaar, Anár, or Aanar (Inari), is the location of the Finnish Sámi Parliament, Sajos Sámi Cultural Centre, SAKK – (Sámi Education Institute), Anarâškielâ servi (Inari Sámi Language Association), and the Inari Sámi Siida Museum. Aarborte (Hattfjelldal) is a southern Sámi center with a Southern Sámi-language school and a Sámi culture center. Árjepluovve (Arjeplog) is the Pite Saami center in Sweden. Deatnu (Tana) has a significant Sámi population. Divtasvuodna (Tysfjord) is a center for the Lule-Sámi population. The Árran Lule-Sámi center is located here. Gáivuotna (Kåfjord, Troms) is an important center for the Sea-Sámi culture. Each summer the Riddu Riđđu festival is held in Gáivuotna. The municipality has a Sámi-language center and hosts the Ája Sámi Center. The opposition against Sámi language and culture revitalization in Gáivuotna was infamous in the late 1990s and included Sámi-language road signs being shot to pieces repeatedly. Giron (Kiruna), proposed seat of the Swedish Sámi
of the Palatinate, both following the same former territorial partition. 25.7% are not affiliated with one of these churches. Saarland has the highest concentration of Roman Catholics of any German state, and is the only state in which Catholics form an absolute majority (over 50%). Politics Except for the period between 1985 and 1999 – when the centre-left Social Democratic Party of Germany (SPD) held a majority of seats in the Landtag (state diet) – the centre-right Christian Democratic Union (CDU) has governed the Saarland, either alone or in coalition, continuously since the accession of the state to the Federal Republic of Germany in 1957. After the most recent state elections – held in 2012 following the collapse of the "Jamaica coalition" agreement of 2009 between the CDU, the liberal FDP, and the centre-left Bündnis 90/Die Grünen (The Greens) – the CDU and SPD, as the two largest parties in the Landtag, decided upon the formation of a "grand coalition" under the overall leadership of the current minister-president, Tobias Hans (CDU). Current government of the Saarland Economy The Gross domestic product (GDP) of the state was 35.4 billion euros in 2018, accounting for 1.1% of German economic output. GDP per capita adjusted for purchasing power was 32,800 euros or 109% of the EU27 average in the same year. The GDP per employee was 93% of the EU average. The GDP per capita was the second lowest of all states in West Germany. Important income sources are the automobile industry, steel industry, ceramic industry and computer science and information systems industry. In the past, coal mining was an important branch of industry. However, the last coal mine in Saarland closed in 2012, ending 250 years of coal mining history in the region. The decision to close the mines was motivated by safety concerns about earthquakes in the region. The unemployment rate stood at 5.8% in October 2018 and was higher than the national average but below the EU28 average. Education Saarland is home to the Saarland University and the administrative headquarters of the Franco-German University. Culture Local dialect People in the Saarland speak Rhine Franconian (in the southeast, very similar to that dialect spoken in the western part of the Palatinate) and Moselle Franconian (in the northwest, very similar to that dialect spoken along the river Moselle and the cities of Trier or even in Luxembourg). Outside of the Saarland, specifically the Rhine-Franconian variant spoken in the state capital Saarbrücken is generally considered to be the Saarland dialect. The two dialect regions are mainly separated by the das / dat isogloss; in the northwestern portion of the state, including cities such as Saarlouis, standard German das is pronounced with a final [t] instead of an [s]. In general, both dialects are an integral part of Saarland identity. Both dialects, particularly in their respective Saarland flavour, share many characteristic features, some of which will be explained below. Women and girls are often referred to using the neuter pronoun es, with the pronunciation being something like Ähs: Ähs hat mir's gesaat (it told me so', instead of she told me so'; vs. High German: Sie hat es mir gesagt). This stems from the word Mädchen (girl) being neuter in German (es is correct in German when referring to words like Mädchen but would not be used by itself in reference to a woman). The conjunctive in Rhine Franconian is normally composed with the words dääd (High German tät = “would do”) or gäng (“would go”) as auxiliary verbs: Isch dääd saan, dass... (“I would say that...”) instead of the High German Ich würde sagen, dass.... Declension is rather different: The genitive case does not exist at all and is entirely replaced by constructs with the dative case. In most instances, words are not altered when in the dative case. Exceptions are mostly pronouns. The same holds for the accusative case. It is accepted practice to use the nominative case instead of the accusative. Diphthongs are less common than in Standard German. This is because the Standard German diphthongs ei and au are each the result of a merger of two Middle High German vowels – however, these mergers did not take place in the Saarland, and only one of the two merged vowels is pronounced as a diphthong. The front rounded vowels ö, ü, and eu are replaced by e, i, and ei respectively. Both the Rhine Franconian and Moselle Franconian dialects (and Luxemburgish) have merged the palatal fricative sound as in ich with the post-alveolar fricative as in frisch 'fresh', causing minimal pairs such as Kirche 'church' and Kirsche 'cherry' to be pronounced in the same way. French has had a considerable influence on the vocabulary, although the pronunciation of imported French words is usually quite different from their originals. Popular examples include Trottwaa (from trottoir), Fissääl (from ficelle), and the imperative or greeting aalleh! (from allez!). The English sentence 'My house is green' is pronounced almost the same in the Rhine Franconian variant: Mei Haus is grien. The main difference lies in the pronunciation of the r sound. Regional beer brewer Karlsberg has taken advantage of the Saarlandish dialect to create clever advertising for its staple product, UrPils. Examples include a trio of men enjoying a beer, flanked by baby carriages, the slogan reading "Mutter schafft" (meaning "Mum's at work" in Saarlandish, but plays on the High German word "Mutterschaft", or "motherhood"); another depicts a trio of men at a bar, with one realizing his beer has been drunk by one of the others, the slogan reading "Kenner war's" (meaning "It was no one" [Keiner war es] in Saarlandish, but playing on the High German word "Kenner", or "connoisseur", translating to "It was a connoisseur"); a third shows an empty beer crate in the middle of outer space, the text reading "All" (meaning "empty" in Saarlandish, but playing on the same High German word meaning "outer space"). French The French language has a special standing in Saarland due to its geographical proximity to France. Today, a large part of the population is able to speak French, and it is compulsory at many schools. Saarbrücken
not feel that it can deny to France, which has been invaded three times by Germany in 70 years, its claim to the Saar territory". The Saar and Ruhr regions were historically rich in coal and coke. This attracted the steel industry, which is essential for the production of munitions. The Treaty of Paris (1951) established the European Coal and Steel Community, which led to the termination of the International Authority for the Ruhr (whose purpose was to regulate Ruhr coal and steel production and distribution). However, the Treaty sidestepped the issue of the Saar protectorate: an attached protocol stated Germany and France agreed the Treaty would have no bearing on their views of the status of the Saar. In 1948, the French government established the Saarland University under the auspices of the University of Nancy. It is the principal university in the Bundesland, the other being HTW. The Saar Protectorate was headed by a military governor from 30 August 1945: Gilbert Yves Edmond Grandval (1904 – 1981), who remained, on 1 January 1948, as High Commissioner, and January 1952 – June 1955 as the first of two French ambassadors, his successor being Éric de Carbonnel (1910 – 1965) until 1956. Saarland, however, was allowed a regional administration very early, consecutively headed by: a president of the Government: 31 July 1945 – 8 June 1946: Hans Neureuther, Non-party a chairman of the (until 15 December 1947, Provisional) Administration Commission: 8 June 1946 – 20 December 1947: Erwin Müller (b. 1906 – d. 1968), non-party Minister-presidents (as in any Bundesland): 20 December 1947 – 29 October 1955 Johannes Hoffmann (b. 1890 – d. 1967), CVP 29 October 1955 – 10 January 1956 Heinrich Welsch (b. 1888 – d. 1976), Non-party 10 January 1956 – 4 June 1957 Hubert Ney (b. 1892 – d. 1984), CDU In 1954, France and the Federal Republic of Germany (West Germany) developed a detailed plan called the Saarstatut (Saar Statute) to establish an independent Saarland. It was signed as an agreement between the two countries on 23 October 1954 as one of the Paris Pacts, but a plebiscite held on 23 October 1955 rejected it by 67.7%. On 27 October 1956, the Saar Treaty declared that Saarland should be allowed to join the Federal Republic of Germany, which it did on 1 January 1957. This was the last significant international border change in Europe until the fall of Communism over 30 years later. The Saarland's unification with the Federal Republic of Germany was sometimes referred to as the (little reunification in contrast with the post-Cold War absorption of the GDR ()). After unification, the Saar franc remained as the territory's currency until West Germany's Deutsche Mark replaced it on 7 July 1959. The Saar Treaty established that French, not English as in the rest of West Germany, should remain the first foreign language taught in Saarland schools; this provision was still largely followed after it was no longer binding. Since 1971, Saarland has been a member of SaarLorLux, a euroregion created from Saarland, Lorraine, Luxembourg, Rhineland Palatinate, and Wallonia. Geography The state borders France (département of Moselle, which forms part of the région of Grand Est) to the south and west, Luxembourg (Grevenmacher District) to the west and Rheinland-Pfalz to the north and the east. It is named after the river Saar, a tributary of the Moselle (itself a tributary of the Rhine), which runs through the state from the south to the northwest. One third of the land area of the Saarland is covered by forest, one of the highest percentages in Germany. The state is generally hilly; the highest mountain is the Dollberg with a height of 695.4 m (2281 feet). Most inhabitants live in a city agglomeration on the French border, surrounding the capital of Saarbrücken. See also List of places in Saarland. Saar-Warndt coal mining basin Districts Saarland is divided into six districts ("Landkreise" in German): Merzig-Wadern Neunkirchen Saarbrücken Saarlouis Saarpfalz-Kreis Sankt Wendel Demographics Largest cities The following table shows the ten largest cities of Saarland: Vital statistics Births from January–June 2016 = 3,880 Births from January–June 2017 = 4,023 Deaths from January–June 2016 = 6,434 Deaths from January–June 2017 = 6,942 Natural growth from January–June 2016 = -2,554 Natural growth from January–June 2017 = -2,919 Religion Saarland is the most religious state in Germany. The adherents of the Catholic Church comprise 56.8% of the population, organised in the two dioceses of Trier (comprising the formerly Prussian part of Saarland) and Speyer (for the smaller eastern formerly Palatine part). 17.5% of the Saarlandic population adhere to the Evangelical Church in Germany (EKD), organised in the two Landeskirchen named Evangelical Church in the Rhineland and Evangelical Church of the Palatinate, both following the same former territorial partition. 25.7% are not affiliated with one of these churches. Saarland has the highest concentration of Roman Catholics of any German state, and is the only state in which Catholics form an absolute majority (over 50%). Politics Except for the period between 1985 and 1999 – when the centre-left Social Democratic Party of Germany (SPD) held a majority of seats in the Landtag (state diet) – the centre-right Christian Democratic Union (CDU) has governed the Saarland, either alone or in coalition, continuously since the accession of the state to the Federal Republic of Germany in 1957. After the most recent state elections – held in 2012 following the collapse of the "Jamaica coalition" agreement of 2009 between the CDU, the liberal FDP, and the centre-left Bündnis 90/Die Grünen (The Greens) – the CDU and SPD, as the two largest parties in the Landtag, decided upon the formation of a "grand coalition" under the overall leadership of the current minister-president, Tobias Hans (CDU). Current government of the Saarland Economy The Gross domestic product (GDP) of the state was 35.4 billion euros in 2018, accounting for 1.1% of German economic output. GDP per capita adjusted for purchasing power was 32,800 euros or 109% of the EU27 average in the same year. The GDP per employee was 93% of the EU average. The GDP per capita was the second lowest of all states
Schleswig (10 February 1920), 75% voted for reunification with Denmark and 25% voted for Germany. In zone II covering central Schleswig (14 March 1920), the results were reversed; 80% voted for Germany and just 20% for Denmark. Only minor areas on the island of Föhr showed a Danish majority, and the rest of the Danish vote was primarily in the town of Flensburg. On 15 June 1920, Northern Schleswig officially returned to Danish rule. The Danish/German border was the only one of the borders imposed on Germany by the Treaty of Versailles after World War I which was never challenged by Adolf Hitler. In 1937, the Nazis passed the so-called Greater Hamburg Act (Groß-Hamburg-Gesetz), where the nearby Free and Hanseatic City of Hamburg was expanded, to encompass towns that had formerly belonged to the Prussian province of Schleswig-Holstein. To compensate Prussia for these losses (and partly because Hitler had a personal dislike for Lübeck), the 711-year-long independence of the Hansestadt Lübeck came to an end, and almost all its territory was incorporated into Schleswig-Holstein. State of Federal Germany After World War II, the Prussian province Schleswig-Holstein came under British occupation. On 23 August 1946, the military government abolished the province and reconstituted it as a separate Land. Due to the forced migrations of Germans between 1944 and 1950, Schleswig-Holstein took in almost a million refugees after the war, increasing its population by 33%. A pro-Danish political movement arose in Schleswig, with transfer of the area to Denmark as an ultimate goal. This was supported neither by the British occupation administration nor the Danish government. In 1955, the German and Danish governments issued the Bonn-Copenhagen Declarations confirming the rights of the ethnic minorities on both sides of the border. Conditions between the nationalities have since been stable and generally respectful. Geography Schleswig-Holstein lies on the base of Jutland Peninsula between the North Sea and the Baltic Sea. Strictly speaking, "Schleswig" refers to the German Southern Schleswig ( or Landesteil Schleswig, ), whereas Northern Schleswig is in Denmark (South Jutland County, Region of Southern Denmark). The state of Schleswig-Holstein further consists of Holstein, as well as Lauenburg and the formerly independent city of Lübeck. Schleswig-Holstein borders Denmark (Southern Denmark) to the north, the North Sea to the west, the Baltic Sea to the east, and the German states of Lower Saxony, Hamburg, and Mecklenburg-Vorpommern to the south. In the western part of the state, the lowlands have virtually no hills. The North Frisian Islands, as well as almost all of Schleswig-Holstein's North Sea coast, form the Schleswig-Holstein Wadden Sea National Park (Nationalpark Schleswig-Holsteinisches Wattenmeer) which is the largest national park in Central Europe. Germany's only high-sea island, Heligoland, is situated in the North Sea. The Baltic Sea coast in the east of Schleswig-Holstein is marked by bays, fjords, and cliff lines. Rolling hills (the highest elevation is the Bungsberg at ) and many lakes are found, especially in the eastern part of Holstein called the Holstein Switzerland and the former Duchy of Lauenburg (Herzogtum Lauenburg). Fehmarn is the only island off the eastern coast. The longest river besides the Elbe is the Eider. Schleswig-Holstein has the lowest quota of forest covered area, it is only 11.0% (national average 32.0%), which is even lower than in the city-states of Hamburg and Bremen. Typical landscape (from West to East): Administration Schleswig-Holstein is divided into 11 Kreise (districts): Furthermore, the four separate urban districts are: KI - Kiel HL - Hansestadt ("Hanseatic town") Lübeck NMS - Neumünster FL - Flensburg Demographics Schleswig-Holstein has an aging population. Since 1972 there has been a decrease in the natural rate of population change. In 2016 the total fertility rate reached 1.61, highest value in 40 years (the average value being 1.4). In 2016 there were 25,420 births and 33,879 deaths, resulting in a natural decrease of -8,459. Vital statistics Births from January–September 2016 = 19,138 Births from January–September 2017 = 19,086 Deaths from January–September 2016 = 25,153 Deaths from January–September 2017 = 25,832 Natural growth from January–September 2016 = -6,015 Natural growth from January–September 2017 = -6,746 Religion The region has been strongly Protestant since the time of the Protestant Reformation. It is proportionally the most Protestant of the sixteen modern states. In 2018, members of the Evangelical Church in Germany make up 44.6% of the population, while members of the Catholic Church comprise 6.1%. 49.3% either adhere to other religions or disclaim any practising religious identity. Foreigners Largest groups of foreign residents by 31 December 2020 Culture Schleswig-Holstein combines Danish, Frisian and German aspects of culture. The castles and manors in the countryside are the best example for this tradition; some dishes like Rødgrød (, literal English "red grits" or "red groats") are also shared, as well as surnames such as Hansen. The most important festivals are the Kiel Week, Schleswig-Holstein Musik Festival, an annual classic music festival all over the state, and the Lübeck Nordic Film Days, an annual film festival for movies from Scandinavian countries, held in Lübeck. The annual Wacken Open Air festival is considered to be the largest heavy metal rock festival in the world. The state's most important museum of cultural history is in Gottorf Castle in Schleswig. The Wagnerian tenor Klaus Florian Vogt is from Schleswig - Holstein. Symbols The coat of arms shows the symbols of the two duchies united in Schleswig-Holstein, i.e., the two lions for Schleswig and the leaf of nettle for Holstein. Supposedly, Otto von Bismarck decreed that the two lions were to face the nettle because of the discomfort to their bottoms which would have resulted if the lions faced away from it. The motto of Schleswig-Holstein is "Up ewich ungedeelt" (Middle Low German: "Forever undivided", modern High German: "Auf ewig ungeteilt"). It goes back to the Vertrag von Ripen or Handfeste von Ripen (Danish: Ribe Håndfæstning) or Treaty of Ribe in 1460. Ripen (Ribe) is a historical small town in Northern Schleswig, nowadays Denmark. The anthem from 1844 is called "Wanke nicht, mein Vaterland" ("Don't falter, my fatherland"), but it is usually referred to with its first line "Schleswig-Holstein meerumschlungen" (i.e., "Schleswig-Holstein embraced by the seas") or "Schleswig-Holstein-Lied" (Schleswig-Holstein song). The old city of Lübeck is a UNESCO World Heritage Site. Food and drink Distinctive point of the cuisine is combination of sweetness with a taste contrast like sour or salty. These combinations are also described as "broken sweetness" is especially present in dishes which are sweet-sour. Typical dishes are: Birnen, Bohnen und Speck consist of pears, beans, savory, parsley, bacon and potatoes Holsteiner Sauerfleisch is sour aspic Holsteiner Katenschinken is ham with traditional cold-smoking method Different using of Nordseekraben in soup, porrenpann, with toast or scrambled eggs Famous is smoked Kieler Sprotten Other fish also is popular: Flatfish or Herring Grünkohl. In the Schleswig-Holstein there is a real cult around this vegetable. In the autumn and winter months groups of friends or colleagues go on a cabbage ride and choose their cabbage king, often combined with the typical regional sports of Boßeln and Klootschießen. The most popular dish is Grünkohl with Pinkel, but also possible other combination like Grünkohl with Kassler. The Dithmarsch marshland is particularly suitable for growing cabbage. The soils are fertile, so that a good yield can still be achieved even in bad years. Due to the constant sea wind, there are far fewer pests in the area Lübecker Marzipan is a sweet made from ground almonds, sugar and added flavorings Lakritz confection flavored with extract of the roots of the liquorice plant (sweet, salt, salmiak and choco) Lübecker Rotspon, Bordeaux wine, which is delivered in oak barrels to Lübeck and there it maturated. Flensburger Rum-Verschnitt, braun mix of oversea rum, water and neutral alcohol (typical 40-42%) Languages The official language of Schleswig-Holstein is German. In addition, Low German, Danish and North Frisian are recognized minority languages. Historically, Low German (in Holstein and Southern Schleswig), Danish (in Schleswig), and North Frisian (in Western Schleswig) were widely spoken in Schleswig-Holstein. During the language change in the 19th century some Danish and North Frisian dialects in Southern Schleswig were replaced by Standard German. Low German is still used in many parts of the state. Missingsch, a Low German dialect with heavy High German (Standard German) influence, is commonly spoken informally throughout the state, while a mixed language Petuh (mixture of High German and Danish) is used in and around Flensburg. Danish is used by the Danish minority in Southern Schleswig, and North Frisian is spoken by the North Frisians of the North Sea Coast and the Northern Frisian Islands in Southern Schleswig. The North Frisian dialect called Heligolandic (Halunder) is spoken on the island of Heligoland. As is the case throughout Germany, High German, introduced in the 16th century, has come to steadily replace local dialects for official purposes, and is today the predominant language of media, law and legislature. It is spoken by virtually all inhabitants in formal situations. Since the end of World War II and widespread adoption of TV, radio and other mass media, it has gradually come to supplant local dialects in urban areas as well. Economy The Gross domestic product (GDP) of the state was 62.7 billion euros in 2018, accounting for 1.9% of German economic output. GDP per capita adjusted for purchasing power was 30,400 euros or 101% of the EU27 average in the same year. The GDP per employee was 95% of the EU average. The GDP per capita was the lowest of all states in West Germany. In 2017, Schleswig-Holstein had an export surplus for the first time since 1989: export 22.6 billion euros/ import 20.8 billion euros. Energy Schleswig-Holstein is a leader in the country's growing renewable energy industry. In 2014, Schleswig-Holstein became the first German state to cover 100% of its electric power demand with renewable energy sources (chiefly wind 70%, solar 3.8%, and biomass 8.3%). The largest German oil field Mittelplate is located in the North Sea off the Dithmarsch coast and connected with refinery in Hemmingstedt and chemical plants in Brunsbüttel via pipeline. It produce ca. 1.4 million tonnes of oil annually. Nuclear power There were three nuclear power plants in Schleswig-Holstein: Krümmel, Brunsbüttel and Brockdorf. The last operating plant in Schleswig-Holstein, the Brokdorf-plant was shut down on new-years eve 2021. There is also a nuclear research center knwon Helmholtz-Zentrum Geeshacht (rebranded as Hereon) with 2 research reactors, located right next to the Krümmel plant. During the 1990s, ten more cases of leukemia among children than was expected were identified in Elbmarsch, near the Krümmel plant. Anti-nuclear activists believed it was due to the nuclear plant, which led to several investigations. The reported discovery of small spherical beads of nuclear material in the area led to further concern, as well as the presence of minute amounts of plutonium in the Elbe. The origins of the nuclear material were disputed, with one report determining them to not be that of the Krümmel plant. Another report claimed that they may have come from an undisclosed fire in 1986, however this theory has been questioned as it would have required a substantial government coverup. The Chernobyl
never challenged by Adolf Hitler. In 1937, the Nazis passed the so-called Greater Hamburg Act (Groß-Hamburg-Gesetz), where the nearby Free and Hanseatic City of Hamburg was expanded, to encompass towns that had formerly belonged to the Prussian province of Schleswig-Holstein. To compensate Prussia for these losses (and partly because Hitler had a personal dislike for Lübeck), the 711-year-long independence of the Hansestadt Lübeck came to an end, and almost all its territory was incorporated into Schleswig-Holstein. State of Federal Germany After World War II, the Prussian province Schleswig-Holstein came under British occupation. On 23 August 1946, the military government abolished the province and reconstituted it as a separate Land. Due to the forced migrations of Germans between 1944 and 1950, Schleswig-Holstein took in almost a million refugees after the war, increasing its population by 33%. A pro-Danish political movement arose in Schleswig, with transfer of the area to Denmark as an ultimate goal. This was supported neither by the British occupation administration nor the Danish government. In 1955, the German and Danish governments issued the Bonn-Copenhagen Declarations confirming the rights of the ethnic minorities on both sides of the border. Conditions between the nationalities have since been stable and generally respectful. Geography Schleswig-Holstein lies on the base of Jutland Peninsula between the North Sea and the Baltic Sea. Strictly speaking, "Schleswig" refers to the German Southern Schleswig ( or Landesteil Schleswig, ), whereas Northern Schleswig is in Denmark (South Jutland County, Region of Southern Denmark). The state of Schleswig-Holstein further consists of Holstein, as well as Lauenburg and the formerly independent city of Lübeck. Schleswig-Holstein borders Denmark (Southern Denmark) to the north, the North Sea to the west, the Baltic Sea to the east, and the German states of Lower Saxony, Hamburg, and Mecklenburg-Vorpommern to the south. In the western part of the state, the lowlands have virtually no hills. The North Frisian Islands, as well as almost all of Schleswig-Holstein's North Sea coast, form the Schleswig-Holstein Wadden Sea National Park (Nationalpark Schleswig-Holsteinisches Wattenmeer) which is the largest national park in Central Europe. Germany's only high-sea island, Heligoland, is situated in the North Sea. The Baltic Sea coast in the east of Schleswig-Holstein is marked by bays, fjords, and cliff lines. Rolling hills (the highest elevation is the Bungsberg at ) and many lakes are found, especially in the eastern part of Holstein called the Holstein Switzerland and the former Duchy of Lauenburg (Herzogtum Lauenburg). Fehmarn is the only island off the eastern coast. The longest river besides the Elbe is the Eider. Schleswig-Holstein has the lowest quota of forest covered area, it is only 11.0% (national average 32.0%), which is even lower than in the city-states of Hamburg and Bremen. Typical landscape (from West to East): Administration Schleswig-Holstein is divided into 11 Kreise (districts): Furthermore, the four separate urban districts are: KI - Kiel HL - Hansestadt ("Hanseatic town") Lübeck NMS - Neumünster FL - Flensburg Demographics Schleswig-Holstein has an aging population. Since 1972 there has been a decrease in the natural rate of population change. In 2016 the total fertility rate reached 1.61, highest value in 40 years (the average value being 1.4). In 2016 there were 25,420 births and 33,879 deaths, resulting in a natural decrease of -8,459. Vital statistics Births from January–September 2016 = 19,138 Births from January–September 2017 = 19,086 Deaths from January–September 2016 = 25,153 Deaths from January–September 2017 = 25,832 Natural growth from January–September 2016 = -6,015 Natural growth from January–September 2017 = -6,746 Religion The region has been strongly Protestant since the time of the Protestant Reformation. It is proportionally the most Protestant of the sixteen modern states. In 2018, members of the Evangelical Church in Germany make up 44.6% of the population, while members of the Catholic Church comprise 6.1%. 49.3% either adhere to other religions or disclaim any practising religious identity. Foreigners Largest groups of foreign residents by 31 December 2020 Culture Schleswig-Holstein combines Danish, Frisian and German aspects of culture. The castles and manors in the countryside are the best example for this tradition; some dishes like Rødgrød (, literal English "red grits" or "red groats") are also shared, as well as surnames such as Hansen. The most important festivals are the Kiel Week, Schleswig-Holstein Musik Festival, an annual classic music festival all over the state, and the Lübeck Nordic Film Days, an annual film festival for movies from Scandinavian countries, held in Lübeck. The annual Wacken Open Air festival is considered to be the largest heavy metal rock festival in the world. The state's most important museum of cultural history is in Gottorf Castle in Schleswig. The Wagnerian tenor Klaus Florian Vogt is from Schleswig - Holstein. Symbols The coat of arms shows the symbols of the two duchies united in Schleswig-Holstein, i.e., the two lions for Schleswig and the leaf of nettle for Holstein. Supposedly, Otto von Bismarck decreed that the two lions were to face the nettle because of the discomfort to their bottoms which would have resulted if the lions faced away from it. The motto of Schleswig-Holstein is "Up ewich ungedeelt" (Middle Low German: "Forever undivided", modern High German: "Auf ewig ungeteilt"). It goes back to the Vertrag von Ripen or Handfeste von Ripen (Danish: Ribe Håndfæstning) or Treaty of Ribe in 1460. Ripen (Ribe) is a historical small town in Northern Schleswig, nowadays Denmark. The anthem from 1844 is called "Wanke nicht, mein Vaterland" ("Don't falter, my fatherland"), but it is usually referred to with its first line "Schleswig-Holstein meerumschlungen" (i.e., "Schleswig-Holstein embraced by the seas") or "Schleswig-Holstein-Lied" (Schleswig-Holstein song). The old city of Lübeck is a UNESCO World Heritage Site. Food and drink Distinctive point of the cuisine is combination of sweetness with a taste contrast like sour or salty. These combinations are also described as "broken sweetness" is especially present in dishes which are sweet-sour. Typical dishes are: Birnen, Bohnen und Speck consist of pears, beans, savory, parsley, bacon and potatoes Holsteiner Sauerfleisch is sour aspic Holsteiner Katenschinken is ham with traditional cold-smoking method Different using of Nordseekraben in soup, porrenpann, with toast or scrambled eggs Famous is smoked Kieler Sprotten Other fish also is popular: Flatfish or Herring Grünkohl. In the Schleswig-Holstein there is a real cult around this vegetable. In the autumn and winter months groups of friends or colleagues go on a cabbage ride and choose their cabbage king, often combined with the typical regional sports of Boßeln and Klootschießen. The most popular dish is Grünkohl with Pinkel, but also possible other combination like Grünkohl with Kassler. The Dithmarsch marshland is particularly suitable for growing cabbage. The soils are fertile, so that a good yield can still be achieved even in bad years. Due to the constant sea wind, there are far fewer pests in the area Lübecker Marzipan is a sweet made from ground almonds, sugar and added flavorings Lakritz confection flavored with extract of the roots of the liquorice plant (sweet, salt, salmiak and choco) Lübecker Rotspon, Bordeaux wine, which is delivered in oak barrels to Lübeck and there it maturated. Flensburger Rum-Verschnitt, braun mix of oversea rum, water and neutral alcohol (typical 40-42%) Languages The official language of Schleswig-Holstein is German. In addition, Low German, Danish and North Frisian are recognized minority languages. Historically, Low German (in Holstein and Southern Schleswig), Danish (in Schleswig), and North Frisian (in Western Schleswig) were widely spoken in Schleswig-Holstein. During the language change in the 19th century some Danish and North Frisian dialects in Southern Schleswig were replaced by Standard German. Low German is still used in many parts of the state. Missingsch, a Low German dialect with heavy High German (Standard German) influence, is commonly spoken informally throughout the state, while a mixed language Petuh (mixture of High German and Danish) is used in and around Flensburg. Danish is used by the Danish minority in Southern Schleswig, and North Frisian is spoken by the North Frisians of the North Sea Coast and the Northern Frisian Islands in Southern Schleswig. The North Frisian dialect called Heligolandic (Halunder) is spoken on the island of Heligoland. As is the case throughout Germany, High German, introduced in the 16th century, has come to steadily replace local dialects
(), charcoal, and sulfur. It remains an ingredient of black gunpowder. Indian alchemists, practitioners of the "science of chemicals" (), wrote extensively about the use of sulfur in alchemical operations with mercury, from the eighth century AD onwards. In the tradition, sulfur is called "the smelly" (, ). Early European alchemists gave sulfur a unique alchemical symbol, a triangle at the top of a cross (🜍). The astrological symbol for 2 Pallas, a crossed spear (⚴), has been published in various forms, including one that looks like the symbol for sulfur. In traditional skin treatment, elemental sulfur was used (mainly in creams) to alleviate such conditions as scabies, ringworm, psoriasis, eczema, and acne. The mechanism of action is unknown—though elemental sulfur does oxidize slowly to sulfurous acid, which is (through the action of sulfite) a mild reducing and antibacterial agent. Modern times Sulfur appears in a column of fixed (non-acidic) alkali in a chemical table of 1718. Antoine Lavoisier used sulfur in combustion experiments, writing of some of these in 1777. Sulfur deposits in Sicily were the dominant source for more than a century. By the late 18th century, about 2,000 tonnes per year of sulfur were imported into Marseille, France, for the production of sulfuric acid for use in the Leblanc process. In industrializing Britain, with the repeal of tariffs on salt in 1824, demand for sulfur from Sicily surged upward. The increasing British control and exploitation of the mining, refining, and transportation of the sulfur, coupled with the failure of this lucrative export to transform Sicily's backward and impoverished economy, led to the Sulfur Crisis of 1840, when King Ferdinand II gave a monopoly of the sulfur industry to a French firm, violating an earlier 1816 trade agreement with Britain. A peaceful solution was eventually negotiated by France. In 1867, elemental sulfur was discovered in underground deposits in Louisiana and Texas. The highly successful Frasch process was developed to extract this resource. In the late 18th century, furniture makers used molten sulfur to produce decorative inlays in their craft. Because of the sulfur dioxide produced during the process of melting sulfur, the craft of sulfur inlays was soon abandoned. Molten sulfur is sometimes still used for setting steel bolts into drilled concrete holes where high shock resistance is desired for floor-mounted equipment attachment points. Pure powdered sulfur was used as a medicinal tonic and laxative. With the advent of the contact process, the majority of sulfur today is used to make sulfuric acid for a wide range of uses, particularly fertilizer. In recent times, the main source of sulfur has become petroleum and natural gas. This is due to the requirement to remove sulfur from fuels in order to prevent acid rain, and has resulted in a surplus of sulfur. Spelling and etymology Sulfur is derived from the Latin word , which was Hellenized to in the erroneous belief that the Latin word came from Greek. This spelling was later reinterpreted as representing an /f/ sound and resulted in the spelling , which appears in Latin toward the end of the Classical period. The true Greek word for sulfur, , is the source of the international chemical prefix thio-. In 12th-century Anglo-French, it was . In the 14th century, the erroneously Hellenized Latin was restored in Middle English . By the 15th century, both full Latin spelling variants sulfur and sulphur became common in English. The parallel f~ph spellings continued in Britain until the 19th century, when the word was standardized as sulphur. On the other hand, sulfur was the form chosen in the United States, whereas Canada uses both. The IUPAC adopted the spelling sulfur in 1990 or 1971, depending on the source cited, as did the Nomenclature Committee of the Royal Society of Chemistry in 1992, restoring the spelling sulfur to Britain. Oxford Dictionaries note that "in chemistry and other technical uses ... the -f- spelling is now the standard form for this and related words in British as well as US contexts, and is increasingly used in general contexts as well." Production Sulfur may be found by itself and historically was usually obtained in this form; pyrite has also been a source of sulfur. In volcanic regions in Sicily, in ancient times, it was found on the surface of the Earth, and the "Sicilian process" was used: sulfur deposits were piled and stacked in brick kilns built on sloping hillsides, with airspaces between them. Then, some sulfur was pulverized, spread over the stacked ore and ignited, causing the free sulfur to melt down the hills. Eventually the surface-borne deposits played out, and miners excavated veins that ultimately dotted the Sicilian landscape with labyrinthine mines. Mining was unmechanized and labor-intensive, with pickmen freeing the ore from the rock, and mine-boys or carusi carrying baskets of ore to the surface, often through a mile or more of tunnels. Once the ore was at the surface, it was reduced and extracted in smelting ovens. The conditions in Sicilian sulfur mines were horrific, prompting Booker T. Washington to write "I am not prepared just now to say to what extent I believe in a physical hell in the next world, but a sulphur mine in Sicily is about the nearest thing to hell that I expect to see in this life." Elemental sulfur was extracted from salt domes (in which it sometimes occurs in nearly pure form) until the late 20th century. Sulfur is now produced as a side product of other industrial processes such as in oil refining, in which sulfur is undesired. As a mineral, native sulfur under salt domes is thought to be a fossil mineral resource, produced by the action of anaerobic bacteria on sulfate deposits. It was removed from such salt-dome mines mainly by the Frasch process. In this method, superheated water was pumped into a native sulfur deposit to melt the sulfur, and then compressed air returned the 99.5% pure melted product to the surface. Throughout the 20th century this procedure produced elemental sulfur that required no further purification. Due to a limited number of such sulfur deposits and the high cost of working them, this process for mining sulfur has not been employed in a major way anywhere in the world since 2002. Today, sulfur is produced from petroleum, natural gas, and related fossil resources, from which it is obtained mainly as hydrogen sulfide. Organosulfur compounds, undesirable impurities in petroleum, may be upgraded by subjecting them to hydrodesulfurization, which cleaves the C–S bonds: R-S-R + 2 H2 → 2 RH + H2S The resulting hydrogen sulfide from this process, and also as it occurs in natural gas, is converted into elemental sulfur by the Claus process. This process entails oxidation of some hydrogen sulfide to sulfur dioxide and then the comproportionation of the two: 3 O2 + 2 H2S → 2 SO2 + 2 H2O SO2 + 2 H2S → 3 S + 2 H2O Owing to the high sulfur content of the Athabasca Oil Sands, stockpiles of elemental sulfur from this process now exist throughout Alberta, Canada. Another way of storing sulfur is as a binder for concrete, the resulting product having many desirable properties (see sulfur concrete). Sulfur is still mined from surface deposits in poorer nations with volcanoes, such as Indonesia, and worker conditions have not improved much since Booker T. Washington's days. The world production of sulfur in 2011 amounted to 69 million tonnes (Mt), with more than 15 countries contributing more than 1 Mt each. Countries producing more than 5 Mt are China (9.6), US (8.8), Canada (7.1) and Russia (7.1). Production has been slowly increasing from 1900 to 2010; the price was unstable in the 1980s and around 2010. Applications Sulfuric acid Elemental sulfur is used mainly as a precursor to other chemicals. Approximately 85% (1989) is converted to sulfuric acid (H2SO4): 2 S + 3 O2 + 2 H2O → 2 H2SO4 In 2010, the United States produced more sulfuric acid than any other inorganic industrial chemical. The principal use for the acid is the extraction of phosphate ores for the production of fertilizer manufacturing. Other applications of sulfuric acid include oil refining, wastewater processing, and mineral extraction. Other important sulfur chemistry Sulfur reacts directly with methane to give carbon disulfide, which is used to manufacture cellophane and rayon. One of the uses of elemental sulfur is in vulcanization of rubber, where polysulfide chains crosslink organic polymers. Large quantities of sulfites are used to bleach paper and to preserve dried fruit. Many surfactants and detergents (e.g. sodium lauryl sulfate) are sulfate derivatives. Calcium sulfate, gypsum, (CaSO4·2H2O) is mined on the scale of 100 million tonnes each year for use in Portland cement and fertilizers. When silver-based photography was widespread, sodium and ammonium thiosulfate were widely used as "fixing agents". Sulfur is a component of gunpowder ("black powder"). Fertilizer Sulfur is increasingly used as a component of fertilizers. The most important form of sulfur for fertilizer is the mineral calcium sulfate. Elemental sulfur is hydrophobic (not soluble in water) and cannot be used directly by plants. Over time, soil bacteria can convert it to soluble derivatives, which can then be used by plants. Sulfur improves the efficiency of other essential plant nutrients, particularly nitrogen and phosphorus. Biologically produced sulfur particles are naturally hydrophilic due to a biopolymer coating and are easier to disperse over the land in a spray of diluted slurry, resulting in a faster uptake. The botanical requirement for sulfur equals or exceeds the requirement for phosphorus. It is an essential nutrient for plant growth, root nodule formation of legumes, and immunity and defense systems. Sulfur deficiency has become widespread in many countries in Europe. Because atmospheric inputs of sulfur continue to decrease, the deficit in the sulfur input/output is likely to increase unless sulfur fertilizers are used. Atmospheric inputs of sulfur decrease because of actions taken to limit acid rains. Fine chemicals Organosulfur compounds are used in pharmaceuticals, dyestuffs, and agrochemicals. Many drugs contain sulfur; early examples being antibacterial sulfonamides, known as sulfa drugs. Sulfur is a part of many bacterial defense molecules. Most β-lactam antibiotics, including the penicillins, cephalosporins and monolactams contain sulfur. Magnesium sulfate, known as Epsom salts when in hydrated crystal form, can be used as a laxative, a bath additive, an exfoliant, magnesium supplement for plants, or (when in dehydrated form) as a desiccant. Fungicide and pesticide Elemental sulfur is one of the oldest fungicides and pesticides. "Dusting sulfur", elemental sulfur in powdered form, is a common fungicide for grapes, strawberry, many vegetables and several other crops. It has a good efficacy against a wide range of powdery mildew diseases as well as black spot. In organic production, sulfur is the most important fungicide. It is the only fungicide used in organically farmed apple production against the main disease apple scab under colder conditions. Biosulfur (biologically produced elemental sulfur with hydrophilic characteristics) can also be used for these applications. Standard-formulation dusting sulfur is applied to crops with a sulfur duster or from a dusting plane. Wettable sulfur is the commercial name for dusting sulfur formulated with additional ingredients to make it water miscible. It has similar applications and is used as a fungicide against mildew and other mold-related problems with plants and soil. Elemental sulfur powder is used as an "organic" (i.e., "green") insecticide (actually an acaricide) against ticks and mites. A common method of application is dusting the clothing or limbs with sulfur powder. A diluted solution of lime sulfur (made by combining calcium hydroxide with elemental sulfur in water) is used as a dip for pets to destroy ringworm (fungus), mange, and other dermatoses and parasites. Sulfur candles of almost pure sulfur were burned to fumigate structures and wine barrels, but are now considered too toxic for residences. Bactericide in winemaking and food preservation Small amounts of sulfur dioxide gas addition (or equivalent potassium metabisulfite addition) to fermented wine to produce traces of sulfurous acid (produced when SO2 reacts with water) and its sulfite salts in the mixture, has been called "the most powerful tool in winemaking". After the yeast-fermentation stage in winemaking, sulfites absorb oxygen and inhibit aerobic bacterial growth that otherwise would turn ethanol into acetic acid, souring the wine. Without this preservative step, indefinite refrigeration of the product before consumption is usually required. Similar methods go back into antiquity but modern historical mentions of the practice go to the fifteenth century. The practice is used by large industrial wine producers and small organic wine producers alike. Sulfur dioxide and various sulfites have been used for their antioxidant antibacterial preservative properties in many other parts of the food industry. The practice has declined since reports of an allergy-like reaction of some persons to sulfites in foods. Pharmaceuticals Sulfur (specifically octasulfur, S8) is used in pharmaceutical skin preparations for the treatment of acne and other conditions. It acts as a keratolytic agent and also kills bacteria, fungi, scabies mites, and other parasites. Precipitated sulfur and colloidal sulfur are used, in form of lotions, creams, powders, soaps, and bath additives, for the treatment of acne vulgaris, acne rosacea, and seborrhoeic dermatitis. Common adverse effects include irritation of the skin at the application site, such as dryness, stinging, itching and peeling. Furniture Sulfur can be used to create decorative inlays in wooden furniture. After a design has been cut into the wood, molten sulfur is poured in and then scraped away so it is flush. Sulfur inlays were particularly popular in the late 18th and early 19th centuries, notably amongst Pennsylvania German cabinetmakers. The practice soon died out, as less toxic and flammable substances were substituted. However, some modern craftsmen have occasionally revived the technique in the creation of replica pieces. Biological role Sulfur is an essential component of all living cells. It is the eighth most abundant element in the human body by weight, about equal in abundance to potassium, and slightly greater than sodium and chlorine. A human body contains about 140 grams of sulfur. It is vital for the production of insulin, keratin and collagen. Protein and organic cofactors In plants and animals, the amino acids cysteine and methionine contain most of the sulfur, and the element is present in all polypeptides, proteins, and enzymes that contain these amino acids. In humans, methionine is an essential amino acid that must be ingested. However, save for the vitamins biotin and thiamine, cysteine and all sulfur-containing compounds in the human body can be synthesized from methionine. The enzyme sulfite oxidase is needed for the metabolism of methionine and cysteine in humans and animals. Disulfide bonds (S-S bonds) between cysteine residues in peptide chains are very important in protein assembly and structure. These covalent bonds between peptide chains confer extra toughness and rigidity. For example, the high strength of feathers and hair is due in part to the high content of S-S bonds with cysteine and sulfur. Eggs are high in sulfur to nourish feather formation in chicks, and the characteristic odor of rotting eggs is due to hydrogen sulfide. The high disulfide bond content of hair and feathers contributes to their indigestibility and to their characteristic disagreeable odor when burned. Homocysteine and taurine are other sulfur-containing acids that are similar in structure, but not coded by DNA, and are not part of the primary structure of proteins. Many important cellular enzymes use prosthetic groups ending with -SH moieties to handle reactions involving acyl-containing biochemicals: two common examples from basic metabolism are coenzyme A and alpha-lipoic acid. Two of the 13 classical vitamins, biotin, and thiamine, contain sulfur, with the latter being named for its sulfur content. In intracellular chemistry, sulfur operates as a carrier of reducing hydrogen and its electrons for cellular repair of oxidation. Reduced glutathione, a sulfur-containing tripeptide, is a reducing agent through its sulfhydryl (-SH) moiety derived from cysteine. The thioredoxins, a class of small proteins essential to all known life, use neighboring pairs of reduced cysteines to work as general protein reducing agents, with similar effect. Methanogenesis, the route to most of the world's methane, is a multistep biochemical transformation of carbon dioxide. This conversion requires several organosulfur cofactors. These include coenzyme M, CH3SCH2CH2SO3−, the immediate precursor to methane. Metalloproteins and inorganic cofactors Metalloproteins in which the active site is a transition metal complex bound to sulfur atoms are essential components of enzymes involved in electron transfer processes. Examples include blue copper proteins and nitrous oxide reductase. The function of these enzymes is dependent on the fact that the transition metal ion can undergo redox reactions. Other examples include iron–sulfur clusters as well as many copper, nickel, and iron proteins. Most pervasive are the ferrodoxins, which serve as electron shuttles in cells. In bacteria, the important nitrogenase enzymes contains an Fe–Mo–S cluster and is
sulfur—for example, by pouring it into cold water. X-ray crystallography studies show that the amorphous form may have a helical structure with eight atoms per turn. The long coiled polymeric molecules make the brownish substance elastic, and in bulk this form has the feel of crude rubber. This form is metastable at room temperature and gradually reverts to crystalline molecular allotrope, which is no longer elastic. This process happens within a matter of hours to days, but can be rapidly catalyzed. Polycations and polyanions Sulfur polycations, S82+, S42+ and S162+ are produced when sulfur is reacted with mild oxidising agents in a strongly acidic solution. The colored solutions produced by dissolving sulfur in oleum were first reported as early as 1804 by C.F. Bucholz, but the cause of the color and the structure of the polycations involved was only determined in the late 1960s. S82+ is deep blue, S42+ is yellow and S162+ is red. The radical anion S3− gives the blue color of the mineral lapis lazuli. Sulfides Treatment of sulfur with hydrogen gives hydrogen sulfide. When dissolved in water, hydrogen sulfide is mildly acidic: H2S HS− + H+ Hydrogen sulfide gas and the hydrosulfide anion are extremely toxic to mammals, due to their inhibition of the oxygen-carrying capacity of hemoglobin and certain cytochromes in a manner analogous to cyanide and azide (see below, under precautions). Reduction of elemental sulfur gives polysulfides, which consist of chains of sulfur atoms terminated with S− centers: 2 Na + S8 → Na2S8 This reaction highlights a distinctive property of sulfur: its ability to catenate (bind to itself by formation of chains). Protonation of these polysulfide anions produces the polysulfanes, H2Sx where x= 2, 3, and 4. Ultimately, reduction of sulfur produces sulfide salts: 16 Na + S8 → 8 Na2S The interconversion of these species is exploited in the sodium–sulfur battery. Oxides, oxoacids, and oxoanions The principal sulfur oxides are obtained by burning sulfur: S + O2 → SO2 (sulfur dioxide) 2 SO2 + O2 → 2 SO3 (sulfur trioxide) Multiple sulfur oxides are known; the sulfur-rich oxides include sulfur monoxide, disulfur monoxide, disulfur dioxides, and higher oxides containing peroxo groups. Sulfur forms sulfur oxoacids, some of which cannot be isolated and are only known through the salts. Sulfur dioxide and sulfites () are related to the unstable sulfurous acid (H2SO3). Sulfur trioxide and sulfates () are related to sulfuric acid (H2SO4). Sulfuric acid and SO3 combine to give oleum, a solution of pyrosulfuric acid (H2S2O7) in sulfuric acid. Thiosulfate salts (), sometimes referred as "hyposulfites", used in photographic fixing (hypo) and as reducing agents, feature sulfur in two oxidation states. Sodium dithionite (), contains the more highly reducing dithionite anion (). Halides and oxyhalides Several sulfur halides are important to modern industry. Sulfur hexafluoride is a dense gas used as an insulator gas in high voltage transformers; it is also a nonreactive and nontoxic propellant for pressurized containers. Sulfur tetrafluoride is a rarely-used organic reagent that is highly toxic. Sulfur dichloride and disulfur dichloride are important industrial chemicals. Sulfuryl chloride and chlorosulfuric acid are derivatives of sulfuric acid; thionyl chloride (SOCl2) is a common reagent in organic synthesis. Pnictides An important S–N compound is the cage tetrasulfur tetranitride (). Heating this compound gives polymeric sulfur nitride (), which has metallic properties even though it does not contain any metal atoms. Thiocyanates contain the group. Oxidation of thiocyanate gives thiocyanogen, with the connectivity . Phosphorus sulfides are numerous, the most important commercially being the cages and . Metal sulfides The principal ores of copper, zinc, nickel, cobalt, molybdenum, and other metals are sulfides. These materials tend to be dark-colored semiconductors that are not readily attacked by water or even many acids. They are formed, both geochemically and in the laboratory, by the reaction of hydrogen sulfide with metal salts. The mineral galena (PbS) was the first demonstrated semiconductor and was used as a signal rectifier in the cat's whiskers of early crystal radios. The iron sulfide called pyrite, the so-called "fool's gold", has the formula FeS2. Processing these ores, usually by roasting, is costly and environmentally hazardous. Sulfur corrodes many metals through tarnishing. Organic compounds Some of the main classes of sulfur-containing organic compounds include the following: Thiols or mercaptans (so called because they capture mercury as chelators) are the sulfur analogs of alcohols; treatment of thiols with base gives thiolate ions. Thioethers are the sulfur analogs of ethers. Sulfonium ions have three groups attached to a cationic sulfur center. Dimethylsulfoniopropionate (DMSP) is one such compound, important in the marine organic sulfur cycle. Sulfoxides and sulfones are thioethers with one and two oxygen atoms attached to the sulfur atom, respectively. The simplest sulfoxide, dimethyl sulfoxide, is a common solvent; a common sulfone is sulfolane. Sulfonic acids are used in many detergents. Compounds with carbon–sulfur multiple bonds are uncommon, an exception being carbon disulfide, a volatile colorless liquid that is structurally similar to carbon dioxide. It is used as a reagent to make the polymer rayon and many organosulfur compounds. Unlike carbon monoxide, carbon monosulfide is stable only as an extremely dilute gas, found between solar systems. Organosulfur compounds are responsible for some of the unpleasant odors of decaying organic matter. They are widely known as the odorant in domestic natural gas, garlic odor, and skunk spray. Not all organic sulfur compounds smell unpleasant at all concentrations: the sulfur-containing monoterpenoid (grapefruit mercaptan) in small concentrations is the characteristic scent of grapefruit, but has a generic thiol odor at larger concentrations. Sulfur mustard, a potent vesicant, was used in World War I as a disabling agent. Sulfur–sulfur bonds are a structural component used to stiffen rubber, similar to the disulfide bridges that rigidify proteins (see biological below). In the most common type of industrial "curing" or hardening and strengthening of natural rubber, elemental sulfur is heated with the rubber to the point that chemical reactions form disulfide bridges between isoprene units of the polymer. This process, patented in 1843, made rubber a major industrial product, especially in automobile tires. Because of the heat and sulfur, the process was named vulcanization, after the Roman god of the forge and volcanism. History Antiquity Being abundantly available in native form, sulfur was known in ancient times and is referred to in the Torah (Genesis). English translations of the Christian Bible commonly referred to burning sulfur as "brimstone", giving rise to the term "fire-and-brimstone" sermons, in which listeners are reminded of the fate of eternal damnation that await the unbelieving and unrepentant. It is from this part of the Bible that Hell is implied to "smell of sulfur" (likely due to its association with volcanic activity). According to the Ebers Papyrus, a sulfur ointment was used in ancient Egypt to treat granular eyelids. Sulfur was used for fumigation in preclassical Greece; this is mentioned in the Odyssey. Pliny the Elder discusses sulfur in book 35 of his Natural History, saying that its best-known source is the island of Melos. He mentions its use for fumigation, medicine, and bleaching cloth. A natural form of sulfur known as () was known in China since the 6th century BC and found in Hanzhong. By the 3rd century, the Chinese discovered that sulfur could be extracted from pyrite. Chinese Daoists were interested in sulfur's flammability and its reactivity with certain metals, yet its earliest practical uses were found in traditional Chinese medicine. A Song dynasty military treatise of 1044 AD described various formulas for Chinese black powder, which is a mixture of potassium nitrate (), charcoal, and sulfur. It remains an ingredient of black gunpowder. Indian alchemists, practitioners of the "science of chemicals" (), wrote extensively about the use of sulfur in alchemical operations with mercury, from the eighth century AD onwards. In the tradition, sulfur is called "the smelly" (, ). Early European alchemists gave sulfur a unique alchemical symbol, a triangle at the top of a cross (🜍). The astrological symbol for 2 Pallas, a crossed spear (⚴), has been published in various forms, including one that looks like the symbol for sulfur. In traditional skin treatment, elemental sulfur was used (mainly in creams) to alleviate such conditions as scabies, ringworm, psoriasis, eczema, and acne. The mechanism of action is unknown—though elemental sulfur does oxidize slowly to sulfurous acid, which is (through the action of sulfite) a mild reducing and antibacterial agent. Modern times Sulfur appears in a column of fixed (non-acidic) alkali in a chemical table of 1718. Antoine Lavoisier used sulfur in combustion experiments, writing of some of these in 1777. Sulfur deposits in Sicily were the dominant source for more than a century. By the late 18th century, about 2,000 tonnes per year of sulfur were imported into Marseille, France, for the production of sulfuric acid for use in the Leblanc process. In industrializing Britain, with the repeal of tariffs on salt in 1824, demand for sulfur from Sicily surged upward. The increasing British control and exploitation of the mining, refining, and transportation of the sulfur, coupled with the failure of this lucrative export to transform Sicily's backward and impoverished economy, led to the Sulfur Crisis of 1840, when King Ferdinand II gave a monopoly of the sulfur industry to a French firm, violating an earlier 1816 trade agreement with Britain. A peaceful solution was eventually negotiated by France. In 1867, elemental sulfur was discovered in underground deposits in Louisiana and Texas. The highly successful Frasch process was developed to extract this resource. In the late 18th century, furniture makers used molten sulfur to produce decorative inlays in their craft. Because of the sulfur dioxide produced during the process of melting sulfur, the craft of sulfur inlays was soon abandoned. Molten sulfur is sometimes still used for setting steel bolts into drilled concrete holes where high shock resistance is desired for floor-mounted equipment attachment points. Pure powdered sulfur was used as a medicinal tonic and laxative. With the advent of the contact process, the majority of sulfur today is used to make sulfuric acid for a wide range of uses, particularly fertilizer. In recent times, the main source of sulfur has become petroleum and natural gas. This is due to the requirement to remove sulfur from fuels in order to prevent acid rain, and has resulted in a surplus of sulfur. Spelling and etymology Sulfur is derived from the Latin word , which was Hellenized to in the erroneous belief that the Latin word came from Greek. This spelling was later reinterpreted as representing an /f/ sound and resulted in the spelling , which appears in Latin toward the end of the Classical period. The true Greek word for sulfur, , is the source of the international chemical prefix thio-. In 12th-century Anglo-French, it was . In the 14th century, the erroneously Hellenized Latin was restored in Middle English . By the 15th century, both full Latin spelling variants sulfur and sulphur became common in English. The parallel f~ph spellings continued in Britain until the 19th century, when the word was standardized as sulphur. On the other hand, sulfur was the form chosen in the United States, whereas Canada uses both. The IUPAC adopted the spelling sulfur in 1990 or 1971, depending on the source cited, as did the Nomenclature Committee of the Royal Society of Chemistry in 1992, restoring the spelling sulfur to Britain. Oxford Dictionaries note that "in chemistry and other technical uses ... the -f- spelling is now the standard form for this and related words in British as well as US contexts, and is increasingly used in general contexts as well." Production Sulfur may be found by itself and historically was usually obtained in this form; pyrite has also been a source of sulfur. In volcanic regions in Sicily, in ancient times, it was found on the surface of the Earth, and the "Sicilian process" was used: sulfur deposits were piled and stacked in brick kilns built on sloping hillsides, with airspaces between them. Then, some sulfur was pulverized, spread over the stacked ore and ignited, causing the free sulfur to melt down the hills. Eventually the surface-borne deposits played out, and miners excavated veins that ultimately dotted the Sicilian landscape with labyrinthine mines. Mining was unmechanized and labor-intensive, with pickmen freeing the ore from the rock, and mine-boys or carusi carrying baskets of ore to the surface, often through a mile or more of tunnels. Once the ore was at the surface, it was reduced and extracted in smelting ovens. The conditions in Sicilian sulfur mines were horrific, prompting Booker T. Washington to write "I am not prepared just now to say to what extent I believe in a physical hell in the next world, but a sulphur mine in Sicily is about the nearest thing to hell that I expect to see in this life." Elemental sulfur was extracted from salt domes (in which it sometimes occurs in nearly pure form) until the late 20th century. Sulfur is now produced as a side product of other industrial processes such as in oil
pragmatic disorder, a pervasive developmental disorder Symphysis pubis dysfunction, pelvic joint pain during pregnancy or childbirth Sensory processing disorder, a neurological disorder Sterile processing department, where surgical instruments are sterilized Salmon poisoning disease Organisations Freedom and Direct Democracy, a Czech political party Social Democratic Party of Germany, a German political party Nintendo Software Planning & Development Salym Petroleum Development, a petroleum company in Russia Scuola Politecnica di Design, a Milan-based postgraduate design school Small Press Distribution, distributor for literary publishers, Berkeley, California, US Shanghai Pudong Development Bank, or SPD Bank, China Police Sacramento Police Department Sanford Police Department (Florida) Sarasota Police Department Seattle Police Department Springfield Police Department (disambiguation) Fiction Space Patrol Delta, an organization in Power Rangers: S.P.D. Special Police Dekaranger, a police organization in Tokusou Sentai Dekaranger Other uses Saidpur Airport (IATA code), Bangladesh Supplementary planning document, in UK local development framework See
Microsoft SharePoint Short Payment Descriptor, a compact textual data format (a MIME/file type) for an easy exchange of a payment information, using smart phones or NFC devices; a standard for QR code payments SPD (Systems Product Division) bus, an I/O bus used in the IBM 9370 and IBM AS/400 systems. Medicine Schizoid personality disorder, a personality disorder Sadistic personality disorder, a personality disorder Semantic pragmatic disorder, a pervasive developmental disorder Symphysis pubis dysfunction, pelvic joint pain during pregnancy or childbirth Sensory processing disorder, a neurological disorder Sterile processing department, where surgical instruments are sterilized Salmon poisoning disease Organisations Freedom and Direct Democracy, a Czech political party Social Democratic Party of Germany, a German political party Nintendo
applicable, X-SAMPA was created, which provides one single table without language-specific differences. SAMPA was devised as a hack to work around the inability of text encodings to represent IPA symbols. Consequently, as Unicode support for IPA symbols becomes more widespread, the necessity for a separate, computer-readable system for representing the IPA in ASCII decreases. However, text input relies on specific keyboard encodings or input devices. For this reason, SAMPA and X-SAMPA are still widely used in computational phonetics and in speech technology. See also Comparison of ASCII encodings of the International Phonetic Alphabet SAMPA chart SAMPA chart for English, a concise version X-SAMPA, a language-independent notation similar to SAMPA, but covering the entire IPA repertoire BABEL Speech Corpus References Ranchhod, Elisabeth & J. Mamede, Nuno (2002). Advances in Natural Language Processing: Third International Conference, PorTAL 2002, Faro, Portugal, June 23–26, 2002. Proceedings (Lecture Notes in Computer Science). (1st ed.). Springer. . L. DeMiller, Anna
pronunciation of the name SAMPA in English, with the initial symbol ["] indicating primary stress. Like IPA, SAMPA is usually enclosed in square brackets or slashes, which are not part of the alphabet proper and merely signify that it is phonetic as opposed to regular text. Features SAMPA was developed in the late 1980s in the European Commission-funded ESPRIT project 2589 "Speech Assessment Methods" (SAM)—hence "SAM Phonetic Alphabet"—in order to facilitate email data exchange and computational processing of transcriptions in phonetics and speech technology. SAMPA is a partial encoding of the IPA. The first version of SAMPA was the union of the sets of phoneme codes for Danish, Dutch, English, French, German and Italian; later versions extended SAMPA to cover other European languages. Since SAMPA is based on phoneme inventories, each SAMPA table is valid only in the language it was created for. In order to make this IPA encoding technique universally applicable, X-SAMPA was created, which provides one single table without language-specific differences. SAMPA was devised as a hack to work around the inability of text encodings to represent IPA symbols. Consequently, as Unicode support for IPA symbols becomes more widespread, the necessity for a separate, computer-readable system for representing the IPA in ASCII decreases. However, text input relies on specific keyboard encodings or input devices. For this reason, SAMPA and X-SAMPA are still widely used in computational phonetics and in
cover of the Beatles' "Here Comes the Sun" on the soundtrack for the DreamWorks animated film Bee Movie in November 2007. She contributed background vocals to Ryan Adams's song "Two" from his album Easy Tiger. 2008–2009: Detours Crow returned with her sixth studio album Detours, which was released on February 5, 2008. Detours debuted at No. 2 on the US Billboard 200 chart selling close to 92,000 copies in its first week and an additional 52,000 copies in its second week. In support of the new album, Crow launched a 25-date tour with James Blunt, and the lineup included reggae group Toots and the Maytals after being handpicked by Crow who said they are one of her favorite bands.Detours was recorded at Crow's Nashville farm. Her son, Wyatt, makes an appearance on the song "Lullaby for Wyatt", which is featured in the movie Grace Is Gone. "Shine Over Babylon" was the first promotional single from the album (download only). The first official single released from the album was "Love Is Free", followed by "Out of Our Heads". As of 2010, Detours had sold more than 700,000 copies worldwide. Crow endorsed Barack Obama in the 2008 United States presidential election and later performed on the fourth and last day of the 2008 Democratic National Convention. Crow also recorded a studio version of "So Glad We Made It" for the Team USA Olympic Soundtrack, in conjunction with the 2008 US Olympic team sponsors, AT&T. Crow also stated that she would donate $1 of each ticket purchased for her 2008 tour to the United Nations World Food Programme. A&M Records re-released Crow's debut album, Tuesday Night Music Club, as a deluxe version 2CD/DVD set on November 17, 2009. The released included the single "Killer Life", which charted moderately in adult album alternative radio. The bonus CD contains unreleased songs and B-sides, and a new mix of "I Shall Believe". The DVD features music videos for each of the album's singles. In August 2008, Crow (in partnership with Western Glove Works) launched a jeans brand, Bootheel Trading Company. On April 4, 2009, Crow, who practices Transcendental Meditation, took part in a benefit concert at the Radio City Music Hall in New York organized by the David Lynch Foundation supporting the Foundation's goal of teaching one million at-risk students to meditate. She and Ben Harper performed George Harrison's "My Sweet Lord". Other performers at the concert included Paul McCartney, Ringo Starr, Mike Love, Moby, Eddie Vedder and Donovan. 2010–2012: 100 Miles from Memphis In 2010, Crow contributed the original spoken-word track "My Name Is Mwamaroyi" to the Enough Project and Downtown Records' Raise Hope for Congo compilation. Proceeds from the compilation fund efforts to make the protection and empowerment of Congo's women a priority, as well as inspire individuals around the world to raise their voice for peace in Congo. A&M Records released Crow's seventh studio album, 100 Miles from Memphis, on July 20, 2010. The album has a classic Memphis soul vibe and features the lead single "Summer Day". Later that year, she joined Loretta Lynn and country singer Miranda Lambert on an update of Lynn's song "Coal Miner's Daughter" for the 2010 album Coal Miner's Daughter: A Tribute to Loretta Lynn. They later performed the song on the 44th Annual Country Music Awards in November. In July 2011, Crow performed at the opening night of the Cheyenne Frontier Days Rodeo. Animal welfare campaigners had urged her not to, alleging animal cruelty at the event. Almost 13,000 people signed a petition calling on Crow not to perform. On September 20, 2011, it was announced that Crow will write the music and lyrics for Diner, a new musical inspired by the critically acclaimed 1982 film. The show will come to Broadway in the fall of 2012, and will be directed and choreographed by Tony Award winner Kathleen Marshall. On October 11, 2011, William Shatner released the album Seeking Major Tom, on which Crow sang the track "Mrs. Major Tom" by electronic music artist KIA, released in 2003 on the album Adieu Shinjuku Zulu. On September 21, 2012, Mailboat Records released Mark Twain: Words & Music, an Americana double-CD that tells the life of fellow Missourian Mark Twain in spoken word and song. The project was a benefit for the Mark Twain Boyhood Home & Museum in Hannibal, Missouri. Crow sang the only period piece song on the project, Stephen Foster's "Beautiful Dreamer". The song was sung a cappella and accompanied the narrative describing the early days of Mark Twain's young family in Hartford, Connecticut. Other performers that joined the project, produced by Carl Jackson, included Jimmy Buffett, Clint Eastwood, Garrison Keillor, Brad Paisley, Emmylou Harris, Vince Gill, Ricky Skaggs, and others. AirPlay Direct reported the project as its most downloaded Americana album. In September 2012, Crow was featured in a campaign called 30 Songs/30 Days to support Half the Sky: Turning Oppression into Opportunity for Women Worldwide, a multi-platform media project inspired by Nicholas Kristof and Sheryl WuDunn's book. Crow was invited by journalist Katie Couric to write the theme song for her new talk-show, Katie. The song, titled "This Day", was nominated for a Daytime Emmy Award in the category Outstanding Original Song. On November 1, 2012, Crow released an original song she called "Woman in the White House" that was made available for a free download. As the title suggests, the country-flavored tune defends the idea of a woman president. Mixed reviews from critics ranged from "sort of patronizing and gender essentialist" to "good-natured and well-intentioned". The song, praised for its tongue-in-cheek lyrics, was commented on by country singer Brad Paisley, who characterized it as "all in good fun". The song was later released for digital download on iTunes and a portion of the proceeds were donated to the American Red Cross to aid in the recovery effort in the wake of Hurricane Sandy. Also in 2012, VH1 ranked Crow at No. 25 as one of the 100 Greatest Women in Music. 2013–2015: Feels Like Home In 2011, Crow separated from her label, A&M Records. The singer followed Nashville neighbor Brad Paisley's advice and, after being introduced to producer Justin Niebank and several Nashville-based songwriters such as Chris DuBois, Luke Laird and Chris Stapleton, in 2013 she started her first country music project. In 2013, Crow signed a recording contract with Warner Music Nashville and, a few months later, released "Easy", the first single from the upcoming album, which became her first top twenty country radio hit and her highest charting lead single since 2005. Feels Like Home was released on September 10, 2013, and debuted at number seven on the Billboard 200 with first-week sales of over 36,000 copies, becoming Crow's ninth top ten album. Crow was one of the opening acts for George Strait's 2014 leg of The Cowboy Rides Away Tour. Along with Stevie Nicks, Bonnie Raitt, Emmylou Harris and Carrie Underwood, she made an appearance at the Rock and Roll Hall of Fame induction ceremony, paying tribute to Linda Ronstadt, who was one of the inductees of 2014. Crow, along with country band Gloriana, joined Rascal Flatts on their Rewind Tour, which kicked off May 16, 2014. The 40th anniversary celebration benefit concert of the Austin City Limits Festival was held on June 26, 2014. Crow hosted the event along with Jeff Bridges and performed with Kris Kristofferson, Gary Clark Jr., Alabama Shakes, as well as her former guitarist Doyle Bramhall II. Crow sang on a rendition of "Baby, It's Cold Outside" that appeared on Darius Rucker's Christmas album, Home for the Holidays. In December 2015, she covered "A Hard Day's Night" at the John Lennon 75th Birthday Concert, and performed "Two More Bottles of Wine" with Vince Gill at another tribute concert: The Life & Songs of Emmylou Harris. 2017–present: Be Myself and Threads Crow duets with Americana artist Rodney Crowell on the track "I'm Tied To Ya" from his album Close Ties which was released in March 2017. Crow's tenth studio album, Be Myself, was released on April 21, 2017. It was co-produced by Crow, Jeff Trott and Tchad Blake, and is the first time the latter has
Song Golden Globe. 1998–1999: The Globe Sessions and live album Crow collaborated on Scott Weiland's 1998 album, 12 Bar Blues. Also in 1998, Crow released The Globe Sessions. During this period, she discussed in interviews having gone through a deep depression, and there was speculation about a brief affair with Eric Clapton. The debut single from this album, "My Favorite Mistake", was rumored to be about Clapton, but Crow says otherwise—that the song is about a philandering ex-boyfriend.Entertainment Weekly, September 25, 1998, p. 42, recovered on November 2, 2005. Crow has refused to say who the song was about, telling Billboard magazine on the release of her album, "Oh, there will be just so much speculation, and because of that there's great safety and protection in the fact that people will be guessing so many different people and I'm the only person who will ever really know. I'm really private about who I've had relationships with, and I don't talk about them in the press. I don't even really talk about them with the people around me." Despite the difficulties in recording the album, Crow told the BBC in 2005 that, "My favorite single is 'My Favorite Mistake'. It was a lot of fun to record and it's still a lot of fun to play." The album won Best Rock Album at the 1999 Grammy Awards. It was re-released in 1999, with a bonus track, Crow's cover of the Guns N' Roses song "Sweet Child o' Mine", which was included on the soundtrack of the film Big Daddy. The song won the 1999 Grammy for Best Female Rock Vocal Performance. Other singles included "There Goes the Neighborhood", "Anything but Down", and "The Difficult Kind". Crow won the 2001 Grammy for Best Female Rock Vocal Performance for There Goes the Neighborhood. The Globe Sessions peaked at No. 5 on the Billboard 200 chart, achieving US sales of 2 million as of January 2008. Later in 1998, Crow took part in a live concert in tribute to Burt Bacharach, contributing vocals on "One Less Bell to Answer". In 1999, Crow also made her acting debut as an ill-fated drifter in the suspense/drama The Minus Man, which starred her then-boyfriend Owen Wilson as a serial killer. Also in 1999, she appeared in Prince's album Rave Un2 the Joy Fantastic, singing backing vocals in the song "Baby Knows". Prince included a cover of her "Everyday Is a Winding Road" in the album. She also appeared in Zucchero Fornaciari's collection Overdose d'amore/The Ballads featuring the song "Blue" (co-written by Bono). She also released a live album called Sheryl Crow and Friends: Live From Central Park. The record featured Crow singing many of her hit singles with new musical spins and guest appearances by many other musicians including Sarah McLachlan, Stevie Nicks, the Dixie Chicks, Keith Richards, and Eric Clapton. It included "There Goes the Neighborhood", which won the Grammy for Best Female Rock Vocal Performance. 2002–2004: C'mon, C'mon and The Very Best of Sheryl Crow Crow has been involved with the Scleroderma Research Foundation (SRF) since the late 1990s, performing at fund-raisers and befriending Sharon Monsky. In 2002, as a result of her friend Kent Sexton dying from scleroderma, she interrupted work on her new album C'mon, C'mon to record the traditional hymn "Be Still, My Soul", to be played at his funeral. In November of that year it was released as a single, with the proceeds going to SRF. Her fourth studio album, C'mon, C'mon, was released in 2002, spawning the hit single "Soak Up the Sun". The second single, "Steve McQueen", won the Female Rock Vocal Performance Grammy. Crow opposed the 2003 invasion of Iraq, wearing a shirt that read "I don't believe in your war, Mr. Bush!" during a performance on Good Morning America and posting an open letter explaining her opposition on her website. At a performance with Kid Rock at the 45th annual Grammy Awards, she wore a large peace sign and a guitar strap with the words "No War". She showed support for injured soldiers in 2003 by playing her guitar and singing to individual patients at Walter Reed Army Medical Center. She recorded the song "Kiss That Girl" for the film Bridget Jones's Diary. She also recorded a cover version of the Beatles' song "Mother Nature's Son" for the film I Am Sam. Crow sang a duet with rock artist Kid Rock on the crossover hit single "Picture", from Kid Rock's 2001 album Cocky. She also assisted him on the track "Run Off to L.A.". Crow collaborated with Michelle Branch on the song "Love Me Like That" for Branch's second album, Hotel Paper, released in 2003. She was featured on the Johnny Cash album American III: Solitary Man on the song "Field of Diamonds" as a background vocalist, and also played the accordion for the songs "Wayfaring Stranger" and "Mary of the Wild Moor". In 2003, a greatest hits compilation called The Very Best of Sheryl Crow was released. It featured many of her hit singles, as well as some new tracks. Among them was the 1960s pop song, "The First Cut Is the Deepest" by Cat Stevens, which became her biggest radio hit since "All I Wanna Do". She also released the single "Light in Your Eyes", which received limited airplay. "The First Cut Is the Deepest" earned her two American Music Awards for Best Pop/Rock Artist and Adult Contemporary Artist of the Year, respectively. In 2004, Crow appeared as a musical theater performer in the Cole Porter biographical film De-Lovely. 2005–2007: Wildflower Her fifth studio album, Wildflower, was released in September 2005. Although the album debuted at No. 2 on the Billboard charts, it received mixed reviews and was not as commercially successful as her previous albums. In December 2005, the album was nominated for a Best Pop Vocal Album Grammy, while Crow was nominated for a Best Female Pop Vocal Performance Grammy for the first single "Good Is Good". However, she ultimately lost in both categories to Kelly Clarkson. The album got a new boost in 2006 when the second single was announced as "Always on Your Side", re-recorded with British musician Sting and sent off to radio, where it was quickly embraced on Adult Top 40. The collaboration with Sting resulted in a Grammy-nomination for Best Pop Collaboration With Vocals. As of January 2008, Wildflower has sold 949,000 units in the United States. In 2006, Crow contributed "Real Gone", the opening track to the soundtrack for Disney and Pixar's 2006 animated film Cars. Crow was diagnosed with early-stage breast cancer in mid-February 2006, her doctors stating that, "Prognosis for a full recovery is excellent." Crow's first concert after her cancer diagnosis was on May 18 of that year in Orlando, Florida, where she played to over 10,000 information technology professionals at the SAP Sapphire Convention. Her first public appearance was on June 12, when she performed at the Murat Theater in Indianapolis, Indiana. She also appeared on Larry King Live on CNN on August 23, 2006. In this show, she talked about her comeback, her breakup with Lance Armstrong, her past job as Michael Jackson's backup singer, and her experience as a breast cancer survivor. In late 2006, Crow was nominated for a Golden Globe Award for the song Try Not To Remember (Best Original Song category) from the film Home of the Brave. In early 2007, Crow was scheduled to sing at an annual benefit concert for The Cardinal Glennon Children's Hospital that sportscaster Bob Costas hosts every year. Her performance was opposed by Catholic Archbishop Raymond Burke due to her position on abortion. Burke resigned as chair of the medical center's board of governors when Crow's appearance was confirmed. Crow wrote a foreword for the book Crazy Sexy Cancer Tips, a book written by Kris Carr that was based on her 2007 documentary film Crazy Sexy Cancer. Crow contributed her cover of the Beatles' "Here Comes the Sun" on the soundtrack for the DreamWorks animated film Bee Movie in November 2007. She contributed background vocals to Ryan Adams's song "Two" from his album Easy Tiger. 2008–2009: Detours Crow returned with her sixth studio album Detours, which was released on February 5, 2008. Detours debuted at No. 2 on the US Billboard 200 chart selling close to 92,000 copies in its first week and an additional 52,000 copies in its second week. In support of the new album, Crow launched a 25-date tour with James Blunt, and the lineup included reggae group Toots and the Maytals after being handpicked by Crow who said they are one of her favorite bands.Detours was recorded at Crow's Nashville farm. Her son, Wyatt, makes an appearance on the song "Lullaby for Wyatt", which is featured in the movie Grace Is Gone. "Shine Over Babylon" was the first promotional single from the album (download only). The first official single released from the album was "Love Is Free", followed by "Out of Our Heads". As of 2010, Detours had sold more than 700,000 copies worldwide. Crow endorsed Barack Obama in the 2008 United States presidential election and later performed on the fourth and last day of the 2008 Democratic National Convention. Crow also recorded a studio version of "So Glad We Made It" for the Team USA Olympic Soundtrack, in conjunction with the 2008 US Olympic team sponsors, AT&T. Crow also
the blank expression on a person's face, an appetizing meal, and then back to the person's face. While nothing in this sequence literally expresses hunger—or desire—the juxtaposition of the images convey that meaning to the audience. Unraveling this additional meaning can become quite complex. Lighting, angle, shot duration, juxtaposition, cultural context, and a wide array of other elements can actively reinforce or undermine a sequence's meaning. This is known as the Kuleshov effect. See also Semiotic literary criticism Structural film
of film theory that is rooted in structuralism, itself based on structural linguistics. Overview Structuralist film theory emphasizes how films convey meaning through the use of codes and conventions not dissimilar to the way languages are used to construct meaning in communication. However, structuralist film theory differs from linguistic theory in that its codifications include a more apparent temporal aspect. In other words, the site of the study (the film) is moving in time and must be analyzed in a framework which can consider its temporality. To that end, structuralist film theory is dependent on a new kind of sign, first proposed by the
Infection, such as encephalitis or meningitis Stress Stress can induce seizures in people with epilepsy, and is a risk factor for developing epilepsy. Severity, duration, and time at which stress occurs during development all contribute to frequency and susceptibility to developing epilepsy. It is one of the most frequently self-reported triggers in patients with epilepsy. Stress exposure results in hormone release that mediates its effects in the brain. These hormones act on both excitatory and inhibitory neural synapses, resulting in hyper-excitability of neurons in the brain. The hippocampus is known to be a region that is highly sensitive to stress and prone to seizures. This is where mediators of stress interact with their target receptors to produce effects. Other Seizures may occur as a result of high blood pressure, known as hypertensive encephalopathy, or in pregnancy as eclampsia when accompanied by either seizures or a decreased level of consciousness. Very high body temperatures may also be a cause. Typically this requires a temperature greater than . Head injury may cause non-epileptic post-traumatic seizures or post-traumatic epilepsy About 3.5 to 5.5% of people with celiac disease also have seizures. Seizures in a person with a shunt may indicate failure Hemorrhagic stroke can occasionally present with seizures, embolic strokes generally do not (though epilepsy is a common later complication); cerebral venous sinus thrombosis, a rare type of stroke, is more likely to be accompanied by seizures than other types of stroke Multiple sclerosis may cause seizures Electroconvulsive therapy (ECT) deliberately sets out to induce a seizure for the treatment of major depression. Reflex Seizure induced by a specific stimulus or trigger (extrinsic or intrinsic stimuli) Mechanism Normally, brain electrical activity is non-synchronous. In epileptic seizures, due to problems within the brain, a group of neurons begin firing in an abnormal, excessive, and synchronized manner. This results in a wave of depolarization known as a paroxysmal depolarizing shift. Normally after an excitatory neuron fires it becomes more resistant to firing for a period of time. This is due in part from the effect of inhibitory neurons, electrical changes within the excitatory neuron, and the negative effects of adenosine. In epilepsy the resistance of excitatory neurons to fire during this period is decreased. This may occur due to changes in ion channels or inhibitory neurons not functioning properly. Forty-one ion-channel genes and over 1,600 ion-channel mutations have been implicated in the development of epileptic seizure. These ion channel mutations tend to confer a depolarized resting state to neurons resulting in pathological hyper-excitability. This long-lasting depolarization in individual neurons is due to an influx of Ca2+ from outside of the cell and leads to extended opening of Na+ channels and repetitive action potentials. The following hyperpolarization is facilitated by γ-aminobutyric acid (GABA) receptors or potassium (K+) channels, depending on the type of cell. Equally important in epileptic neuronal hyper-excitability, is the reduction in the activity of inhibitory GABAergic neurons, an effect known as disinhibition. Disinhibition may result from inhibitory neuron loss, dysregulation of axonal sprouting from the inhibitory neurons in regions of neuronal damage, or abnormal GABAergic signaling within the inhibitory neuron. Neuronal hyper-excitability results in a specific area from which seizures may develop, known as a "seizure focus". Following an injury to the brain, another mechanism of epilepsy may be the up regulation of excitatory circuits or down regulation of inhibitory circuits. These secondary epilepsies occur through processes known as epileptogenesis. Failure of the blood–brain barrier may also be a causal mechanism. While blood-brain barrier disruption alone does appear to cause epileptogenesis, it has been correlated to increased seizure activity. Furthermore, it has been implicated in chronic epileptic conditions through experiments inducing barrier permeability with chemical compounds. Disruption may lead to fluid leaking out of the blood vessels into the area between cells and driving epileptic seizures. Preliminary findings of blood proteins in the brain after a seizure support this theory. Focal seizures begin in one hemisphere of the brain while generalized seizures begin in both hemispheres. Some types of seizures may change brain structure, while others appear to have little effect. Gliosis, neuronal loss, and atrophy of specific areas of the brain are linked to epilepsy but it is unclear if epilepsy causes these changes or if these changes result in epilepsy. Seizure activity may be propagated through the brain's endogenous electrical fields. Proposed mechanisms that may cause the spread and recruitment of neurons include an increase in K+ from outside the cell, and increase of Ca2+ in the presynaptic terminals. These mechanisms blunt hyperpolarization and depolarizes nearby neurons, as well as increasing neurotransmitter release. Diagnosis Seizures may be divided into provoked and unprovoked. Provoked seizures may also be known as "acute symptomatic seizures" or "reactive seizures". Unprovoked seizures may also be known as "reflex seizures". Depending on the presumed cause blood tests and lumbar puncture may be useful. Hypoglycemia may cause seizures and should be ruled out. An electroencephalogram and brain imaging with CT scan or MRI scan is recommended in the work-up of seizures not associated with a fever. Classification Seizure types are organized by whether the source of the seizure is localized (focal seizures) or distributed (generalized seizures) within the brain. Generalized seizures are divided according to the effect on the body and include tonic-clonic (grand mal), absence (petit mal), myoclonic, clonic, tonic, and atonic seizures. Some seizures such as epileptic spasms are of an unknown type. Focal seizures (previously called partial seizures) are divided into simple partial or complex partial seizure. Current practice no longer recommends this, and instead prefers to describe what occurs during a seizure. The classification of seizures can also be made according to dynamical criteria, observable in electrophysiological measurements. It is a classification according to their type of onset and offset. Physical examination Most people are in a postictal state (drowsy or confused) following a seizure. They may show signs of other injuries. A bite mark on the side of the tongue helps confirm a seizure when present, but only a third of people who have had a seizure have such a bite. When present in people thought to have had a seizure, this physical sign tentatively increases the likelihood that a seizure was the cause. Tests An electroencephalography is only recommended in those who likely had an epileptic seizure and may help determine the type of seizure or syndrome present. In children it is typically only needed after a second seizure. It cannot be used to rule out the diagnosis and may be falsely positive in those without the disease. In certain situations it may be useful to prefer the EEG while sleeping or sleep deprived. Diagnostic imaging by CT scan and MRI is recommended after a first non-febrile seizure to detect structural problems inside the brain. MRI is generally a better imaging test except when intracranial bleeding is suspected. Imaging may be done at a later point in time in those who return to their normal selves while in the emergency room. If a person has a previous diagnosis of epilepsy with previous imaging repeat imaging is not usually needed with subsequent seizures. In adults, testing electrolytes, blood glucose and calcium levels is important to rule these out as causes, as is an electrocardiogram. A lumbar puncture may be useful to diagnose a central nervous system infection but is not routinely needed. Routine antiseizure medical levels in the blood are not required in adults or children. In children additional tests may be required. A high blood prolactin level within the first 20 minutes following a seizure may be useful to confirm an epileptic seizure as opposed to psychogenic non-epileptic seizure. Serum prolactin level is less useful for detecting partial seizures. If it is normal an epileptic seizure is still possible and a serum prolactin does not separate epileptic seizures from syncope. It is not recommended as a routine part of diagnosis epilepsy. Differential diagnosis Differentiating an epileptic seizure from other conditions such as syncope can be difficult. Other possible conditions that can mimic a seizure include: decerebrate posturing, psychogenic seizures, tetanus, dystonia, migraine headaches, and strychnine poisoning. In addition, 5% of people with a positive tilt table test may have seizure-like activity that seems due to cerebral hypoxia. Convulsions may occur due to psychological reasons and this is known as a psychogenic non-epileptic seizure. Non-epileptic seizures may also occur due to a number of other reasons. Prevention A number of measures have been attempted to prevent seizures in those at risk. Following traumatic brain injury anticonvulsants decrease the risk of early seizures but not late seizures. In those with a history of febrile seizures, some medications (both antipyretics and anticonvulsants) have been found effective for reducing reoccurrence, however due to the frequency of adverse effects and the benign nature of febrile seizures the decision to use medication should be weighted carefully against potential negative effects. There is no clear evidence that antiepileptic drugs are effective or not effective at preventing seizures following a craniotomy, following subdural hematoma, after a stroke, or after subarachnoid haemorrhage, for both people who have had a previous seizure, and those who have not. Management Potentially sharp or dangerous objects should be moved from the area around a person experiencing a seizure so that the individual is not hurt. After the
Ca2+ in the presynaptic terminals. These mechanisms blunt hyperpolarization and depolarizes nearby neurons, as well as increasing neurotransmitter release. Diagnosis Seizures may be divided into provoked and unprovoked. Provoked seizures may also be known as "acute symptomatic seizures" or "reactive seizures". Unprovoked seizures may also be known as "reflex seizures". Depending on the presumed cause blood tests and lumbar puncture may be useful. Hypoglycemia may cause seizures and should be ruled out. An electroencephalogram and brain imaging with CT scan or MRI scan is recommended in the work-up of seizures not associated with a fever. Classification Seizure types are organized by whether the source of the seizure is localized (focal seizures) or distributed (generalized seizures) within the brain. Generalized seizures are divided according to the effect on the body and include tonic-clonic (grand mal), absence (petit mal), myoclonic, clonic, tonic, and atonic seizures. Some seizures such as epileptic spasms are of an unknown type. Focal seizures (previously called partial seizures) are divided into simple partial or complex partial seizure. Current practice no longer recommends this, and instead prefers to describe what occurs during a seizure. The classification of seizures can also be made according to dynamical criteria, observable in electrophysiological measurements. It is a classification according to their type of onset and offset. Physical examination Most people are in a postictal state (drowsy or confused) following a seizure. They may show signs of other injuries. A bite mark on the side of the tongue helps confirm a seizure when present, but only a third of people who have had a seizure have such a bite. When present in people thought to have had a seizure, this physical sign tentatively increases the likelihood that a seizure was the cause. Tests An electroencephalography is only recommended in those who likely had an epileptic seizure and may help determine the type of seizure or syndrome present. In children it is typically only needed after a second seizure. It cannot be used to rule out the diagnosis and may be falsely positive in those without the disease. In certain situations it may be useful to prefer the EEG while sleeping or sleep deprived. Diagnostic imaging by CT scan and MRI is recommended after a first non-febrile seizure to detect structural problems inside the brain. MRI is generally a better imaging test except when intracranial bleeding is suspected. Imaging may be done at a later point in time in those who return to their normal selves while in the emergency room. If a person has a previous diagnosis of epilepsy with previous imaging repeat imaging is not usually needed with subsequent seizures. In adults, testing electrolytes, blood glucose and calcium levels is important to rule these out as causes, as is an electrocardiogram. A lumbar puncture may be useful to diagnose a central nervous system infection but is not routinely needed. Routine antiseizure medical levels in the blood are not required in adults or children. In children additional tests may be required. A high blood prolactin level within the first 20 minutes following a seizure may be useful to confirm an epileptic seizure as opposed to psychogenic non-epileptic seizure. Serum prolactin level is less useful for detecting partial seizures. If it is normal an epileptic seizure is still possible and a serum prolactin does not separate epileptic seizures from syncope. It is not recommended as a routine part of diagnosis epilepsy. Differential diagnosis Differentiating an epileptic seizure from other conditions such as syncope can be difficult. Other possible conditions that can mimic a seizure include: decerebrate posturing, psychogenic seizures, tetanus, dystonia, migraine headaches, and strychnine poisoning. In addition, 5% of people with a positive tilt table test may have seizure-like activity that seems due to cerebral hypoxia. Convulsions may occur due to psychological reasons and this is known as a psychogenic non-epileptic seizure. Non-epileptic seizures may also occur due to a number of other reasons. Prevention A number of measures have been attempted to prevent seizures in those at risk. Following traumatic brain injury anticonvulsants decrease the risk of early seizures but not late seizures. In those with a history of febrile seizures, some medications (both antipyretics and anticonvulsants) have been found effective for reducing reoccurrence, however due to the frequency of adverse effects and the benign nature of febrile seizures the decision to use medication should be weighted carefully against potential negative effects. There is no clear evidence that antiepileptic drugs are effective or not effective at preventing seizures following a craniotomy, following subdural hematoma, after a stroke, or after subarachnoid haemorrhage, for both people who have had a previous seizure, and those who have not. Management Potentially sharp or dangerous objects should be moved from the area around a person experiencing a seizure so that the individual is not hurt. After the seizure, if the person is not fully conscious and alert, they should be placed in the recovery position. A seizure longer than five minutes, or two or more seizures occurring within the time of five minutes is a medical emergency known as status epilepticus. Contrary to a common misconception, bystanders should not attempt to force objects into the mouth of the person suffering a seizure, as doing so may cause injury to the teeth and gums. Treatments of a person that is actively seizing follows a progression from initial response, through first line, second line, and third line treatments. The initial response involves ensuring the person is protected from potential harms (such as nearby objects) and managing their airway, breathing, and circulation. Airway management should include placing the person on their side, known as the recovery position, to prevent them from choking. If they are unable to breathe because something is blocking their airway, they may require treatments to open their airway. Medication The first line medication for an actively seizing person is a benzodiazepine, with most guidelines recommending lorazepam. Diazepam and midazolam are alternatives. This may be repeated if there is no effect after 10 minutes. If there is no effect after two doses, barbiturates or propofol may be used. Second-line therapy for adults is phenytoin or fosphenytoin and phenobarbital for children. Third-line medications include phenytoin for children and phenobarbital for adults. Ongoing anti-epileptic medications are not typically recommended after a first seizure except in those with structural lesions in the brain. They are generally recommended after a second one has occurred. Approximately 70% of people can
was published by Carl Jonas Love Almqvist, Svensk Rättstafnings-Lära in 1829. Already in the 1750s, voices had been raised to adopt spelling to pronunciation, but this didn't resonate with the conservatively minded Academy. Public schools were made mandatory in Sweden by law in 1842 and the influence of school teachers increased, as did the pressure to reform Swedish spelling. The most radical reformists wanted to do away with all silent letters and change the remaining ones to a smaller subset of the alphabet. A similar reform movement for Danish, which at this time was the written language also in Norway, was led by Rasmus Rask (1787–1832) and his follower Niels Matthias Petersen (1791–1862). In 1869 a pan-Scandinavian orthography congress (Nordiska rättstavningsmötet) gathered in Stockholm. Secretary for the Swedish section was Artur Hazelius, who in 1871 published the proceedings of the conference. The Academy was not pleased, and as a countermeasure Johan Erik Rydqvist (1800–1877) published the first edition of SAOL in 1874, based on the orthography in Leopold's work of 1801. A second edition followed in the same year and new ones in 1875, 1880 and the 5th edition in 1883, without much change. To further reform, a Swedish orthographic society (Svenska rättstavningssällskapet) was formed on November 28, 1885, chaired by linguist Adolf Noreen (1854–1925), and published a journal Nystavaren. Tidskrift för rättskrivningsfrågor (4 volumes, 1886–1898, edited by Otto Hoppe). There was continued opposition, not least from Academy member Esaias Tegnér Jr. (1843–1928). However, many of the proposed changes, albeit far from all, were introduced in the 6th edition of SAOL in 1889. Many words spelled with E were changed to Ä (elf → älf, hjerta → hjärta, jern → järn), and under Q it was stated that Q may at will be replaced with K. By a government resolution on November 16, 1889, the spelling used in this edition of SAOL was to be used for teaching in Swedish high schools (allmänna läroverk) and teacher colleges (seminarier). This was a direct blow against the society's own dictionary published in 1886, and reform movement lost much of its momentum. In the 7th edition of SAOL in 1900, many of the old optional forms with Q were dropped. In 1898, school teachers started to sign mass petitions for further reform. In 1903, the association of Swedish public school teachers (Sveriges allmänna folkskollärarförening) requested a government ruling that it "would no longer be considered wrong" (ej måtte betraktas som fel) to write TT instead of DT and V instead of F, FV and HV. More associations joined this petition in 1905. A government proposal to this effect was signed on April 7, 1906, by education minister Fridtjuv Berg (1851–1916), and put before the parliament of 1907. A protest against the reform signed by 40,000 concerned citizens was handed to the government in 1908, but had no effect. The liberal Fridtjuv Berg was a former school teacher and one of the founding members of the orthographic society.
the most well-known instance. In 2015, the fourteenth edition (containing entries) was published. History The history of SAOL is the history of orthography of the Swedish language. While Swedish spelling was an entirely personal business in the Catholic Middle Ages, its gradual standardization (known as Modern Swedish) started in 1526 with the translation of the New testament of the Bible (Gustav Vasa Bible), as part of the Lutheran reformation. The edition was revised in 1703, known as the Swedish Bible of Carolus XII. The Swedish Academy was founded in 1786 with the task of caring for Swedish literature and language, including the publication of a grand dictionary. Spelling evolved slowly in the 18th century and was largely based on etymology: for instance, because of its historic relationship to English heart and German Herz, hjärta was spelled hjerta in Swedish even though it's pronounced ; the word for "woman" (now kvinna) was spelled qvinna, similar to English queen; the question words hvad, hvar, hvilken had a silent H, like English what, where, which still have in most accents. In 1801 the Academy published an official orthography (Carl Gustaf af Leopold, Afhandling om svenska stafsättet, 266 pages). A shorter version for schools was published by Carl Jonas Love Almqvist, Svensk Rättstafnings-Lära in 1829. Already in the 1750s, voices had been raised to adopt spelling to pronunciation, but this didn't resonate with the conservatively minded Academy. Public schools were made mandatory in Sweden by law in 1842 and the influence of school teachers increased, as did the pressure to reform Swedish spelling. The most radical reformists wanted to do away with all silent letters and change the remaining ones to a smaller subset of the alphabet. A similar reform movement for Danish, which at this time was the written language also in Norway, was led by Rasmus Rask (1787–1832) and his follower Niels Matthias Petersen (1791–1862). In 1869 a pan-Scandinavian orthography congress (Nordiska rättstavningsmötet) gathered in Stockholm. Secretary for the Swedish section was Artur Hazelius, who in 1871 published the proceedings of the conference. The Academy was not pleased, and as a countermeasure Johan Erik Rydqvist (1800–1877) published the first edition of SAOL in 1874, based on the
Msc in International Management degree. MBA programme SSE Masters of Business Administration (MBA), Executive Format The SSE EMBA program was launched in 2001. Since 2001, the year the Financial Times began its Executive MBA ranking, the SSE Executive MBA has been the first in the Nordic league. Worldwide its average rank in the last three years was 56. PhD programmes SSE PhD in Business Administration, Economics, Finance The SSE PhD Program was launched more than 60 years ago and has graduated more than 500 PhDs. There are three separate PhD programs at SSE: Business Administration Economics Finance Student life The Student Association at the Stockholm School of Economics (SASSE, ; abbreviated HHSS) is the chief organ of student government at SSE. The student association is organized into eight committees with different responsibilities. The committees are the following: The Business Committee (Näringslivsutskottet) (NU) The Education Committee (Utbildningsutskottet) (UU) The Entertainment Committee (Programutskottet) (PU) The International Committee (Internationella utskottet) (IntU) The Tech Committee (Techutskottet) (TechU) The Media Committee (Mediautskottet) (MedU) The Social Committee (Sociala utskottet) (SU) The Sports Committee (Idrottsutskottet) (IdU) Each committee is headed by a president, who is also a member of the board of the student association. Moreover, there is a president of the whole SASSE who are elected each year by the students at the school. Alumni Stockholm School of Economics (SSE) alumni are defined as previous students that have graduated from one of SSE's degree programs. Today, there are some 14 000 alumni in this network. In addition to the alumni are the so-called SSE IFL Networkers, previous participants at IFL open or custom programs, these sum up to an additional 10 000. SSE maintains contacts with its alumni in a number of different ways; both through direct and indirect contacts and through various types of communication channels. Contacts are administered through the SSE Alumni Office. Today, many alumni are involved in the school's advisory board, the alumni association's board, the Student Association et al., all aligned to SSE activities. Even more alumni return to the School as guest lectures, or sponsors of course projects, as suppliers of internship opportunities, or as recruiters from large companies. Currently, if an alumnus wishes to connect with another SSE graduate, they have five primary options: 1. Attending the alumni events arranged by SSE Alumni Office 2. Networking through the SSE Alumninet, a web portal open to holders of an SSE diploma. Alumninet had some 14 000 members as of January 2013, or through the official LinkedIn groups maintained by SSE 3. Membership in the Alumni Association of the Stockholm School of Economics – an alumni association sponsored and organized by alumni for Swedish-speaking graduates of SSE – or by joining the American Friends of SSE – an affiliated alumni group, based in the US. 4. Joining any of the unofficial alumni groups and networks, maintained by the alumni themselves, e.g. in the UK. Noted alumni Sebastian Siemiatkowski, Co-Founder and CEO of Klarna Jacob de Geer, Co-Founder and CEO of iZettle Dan T. Sehlberg, Author of novels MONA and SINON, founder and CEO of Sehlhall Fastigheter, CEO of Citat Group Inga-Britt Ahlenius Yegor Altman Jonas Andersson (swimmer) Magdalena Andersson, prime minister of Sweden Alexander Bard Frank Belfrage Erik Berglöf Thomas Berglund, former President and CEO of Securitas Inga Björk-Klevby Lars Calmfors Jan Carlzon, former CEO of SAS Group Claes Dahlbäck, former president and CEO of Investor AB, chairman of the board of Stora Enso, member of the board of Goldman Sachs Micael Dahlén Hans Dalborg, former CEO of Skandia, president and CEO of Nordbanken AB 1991–2004 Ulf Dinkelspiel, former deputy minister of foreign affairs of Sweden Marie Ehrling, former deputy CEO of SAS and CEO of TeliaSonera Sweden Kristian Ek Henrik Ekelund Fredrik Eklund Klas Eklund Erik Engstrom, CEO of Reed Elsevier Gunvor Engström Ali Esbati Johan Forssell Christer Gardell Reinhold Geijer Philip Haglund Lars Heikensten, former governor of Sveriges Riksbank, the national bank of Sweden Stefan Ingves, incumbent governor of Sveriges Riksbank Jerker Johansson Olof Johansson, former acting minister for communications and former minister of the environment of Sweden Bill Keenan, author, and former professional hockey player Anna
SSE Bachelor of Science in Retail Management The Bachelor of Science in Retail Management is a three-year program (180 ECTS credits). The BSc in Retail Management is a specialised program focused mainly on retailing. During the third year of the program students are taking an Applied retail track where theory and practice are combined. BSc in Retail Management makes you eligible to most of the MSc programmes at SSE and also other MSc programmes in Sweden or abroad. Compared to SSE's Business and Economics programme the Retail Management programme offers fewer student places, 60 opposed to 300. Master's programmes SSE Master of Science in Business and Management The Master of Science in Business and Management is a two-year program (120 ECTS credits). There are offered three specializations: International Business (CEMS), Management and Marketing & Media Management. Within their specialization, students write a Master's thesis worth 30 ECTS credits. SSE Master of Science in Economics The MSc in Economics is a program designed for students with a background in economics or business. As well as the other master programs it is a two-year program with 120 ECTS. There are offered two specializations: Applied Economic Analysis and International Economics. SSE Master of Science in Finance The MSc in Finance is a program designed for students with a background in finance or business. As well as the other master programs it is a two-year program with 120 ECTS. There are offered two specializations: Corporate Finance and Investment management. SSE Master of Science in International Business The MSc in International Business is a two-year program targeting students who see the world as their home and is fully integrated with CEMS MIM. The current CEMS Club Board is represented by Martina Mariani, Sebastian Schaaf and Julia Gerwien. The MSc Program in International Business takes part in the FT Masters in Management ranking. The latest ranking placed the program 7th out of 100 participating top international business schools. SSE Master of Science in Accounting, Valuation, and Financial Management The MSc in Accounting, Valuation, and Financial Management is also a two-year program (120 ECTS). After a core of four courses in the first semester, students are allowed to choose between a limited number of courses in the second semester. In the third semester, students may apply for an exchange program, an executive trainee program, or free choice of electives. In the fourth and final semester, students work in pairs on a thesis. Students may also apply for a double degree with a CEMS Msc in International Management degree. MBA programme SSE Masters of Business Administration (MBA), Executive Format The SSE EMBA program was launched in 2001. Since 2001, the year the Financial Times began its Executive MBA ranking, the SSE Executive MBA has been the first in the Nordic league. Worldwide its average rank in the last three years was 56. PhD programmes SSE PhD in Business Administration, Economics, Finance The SSE PhD Program was launched more than 60 years ago and has graduated more than 500 PhDs. There are three separate PhD programs at SSE: Business Administration Economics Finance Student life The Student Association at the Stockholm School of Economics (SASSE, ; abbreviated HHSS) is the chief organ of student government at SSE. The student association is organized into eight committees with different responsibilities. The committees are the following: The Business Committee (Näringslivsutskottet) (NU) The Education Committee (Utbildningsutskottet) (UU) The Entertainment Committee (Programutskottet) (PU) The International Committee (Internationella utskottet) (IntU) The Tech Committee (Techutskottet) (TechU) The Media Committee (Mediautskottet) (MedU) The Social Committee (Sociala utskottet) (SU) The Sports Committee (Idrottsutskottet) (IdU) Each committee is headed by a president, who is also a member of the board of the student association.
science and science. Students can choose between studying one or more free-standing courses, that each may last between five weeks and one semester, or apply for a full study programme. Research The university's researchers engage in governmental investigations, are active in the media, provide responses to proposed legislation and are included in several Nobel committees and international expert bodies. Field stations Askö Laboratory Stockholm University Marine Research center (SMF) provides "Askö Laboratory", where Research on ecosystems, ecology and the impact of human interference is carried out. The field station was built in 1961 by Professor Lars Silén, Head of the Department of Zoology, and is now established as a renowned marine research center. Tarfala Tarfala research station belongs to the Department of Physical Geography. The station is located 1135 meters above sea level in Tarfaladalen, on the east side of Kebnekaise in arctic / alpine surroundings and conducts glaciological, hydrological, meteorological and climatological research. The station has the capacity to accommodate groups of up to 25 people and the staff consists of 2–5 people. Tovetorp Tovetorp Zoological Research Station belongs to the Department of Zoology, and is located about 95 km southwest of Stockholm. It conducts research and training activities in ecology and ethology. Every year Tovetorp is visited by up to 600 students who live and study between 2–10 days on the station. On the research side, over 20 people work today with different research projects. The number of employees are currently 6 people. Student unions Prior to 2008, Stockholm University had only one student union called Stockholm University Student Union (Stockholm universitets studentkår, SUS). However, since 2008 the computer and system science students and the teacher students have their own, independent, student unions called DISK and "The Teacher's College's Student Union" (Lärarhögskolans studentkår). The law students also have their own student union, as do journalism students (Studentkåren vid JMK). The future of the Teacher's College's Student Union is however not entirely safe, as Stockholm University's Student Union has declared it will begin talks with the Teacher's College's Student Union on transferring its members to it, as it already has a teacher's division. In contrast to common belief, DISK is not an abbreviation. Rankings In the Academic Ranking of World Universities 2020, an annual publication of university rankings by Shanghai Ranking Consultancy/Academic Ranking of World Universities, Stockholm University was placed as the 69th overall best university worldwide. The Times Higher Education (THE) World University Rankings 2018 listed Stockholm University at position 134 on the list of the world's top universities. Times Higher Education World University Rankings are annual university rankings published by British Times Higher Education (THE) magazine. In the QS World University Rankings, Stockholm University was ranked 148 overall in the world in 2021. Its subject rankings were: 23rd in Environmental Sciences, 37th in Sociology, 98th in Natural Sciences, 132nd in Arts & Humanities, 238th in Life Sciences & Medicine, 297th in Engineering and Technology, and 175th in Social Sciences and Management. In the U.S. News & World Report Rankings, Stockholm University was ranked 114 overall in the world in 2021, 4 in Sweden and 43 within Europe. In the CWTS Leiden Ranking 2014, Stockholm University was placed at 140 on the list of universities in the world. Campus The main part of Stockholm University is in the Frescati area, which extends from the Bergius Botanical Garden in the north to Sveaplan in the south. It is located in the world's first national urban park and the area is characterized by nature, architecture and modern art, featuring such notable buildings as the Aula Magna (auditorium). Within Frescati, the areas Albano, the Bergius Botanical Garden, Frescati Backe, Frescati Hage, Kräftriket, Lilla Frescati and Sveaplan are located. The names of many of these areas have a history dating back to the late 1700s. After Gustav III's trip to Italy in 1783–84, several places at Brunnsviken were given Italian names. Stockholm University has another campus in Kista, which houses the Department of computer and systems sciences. Public transportation to Stockholm University There are many ways to get to Stockholm University. The main campus Frescati is located near the underground railway station Universitetet metro station, on the red line of the Stockholm Metro. The commuter train line Roslagsbanan also stop close to the main campus, at Universitetet railway station. SL buses 50, 52, 540, 608, 624C, 628C, 639, 670, 676 och 680 can also be used to get to the campus. The Computer Science campus, Kista, also is close to an underground station called Kista. It is also located close to the pendeltåg station Helenelund, only one or two stops (depending on bus line) from the bus station Torsnäsgatan located next to the campus area. Notable people Academics Karl-Olov Arnstberg, former Professor of Ethology Svante Arrhenius, 1903 Nobel Prize in Chemistry Hans von Euler-Chelpin, 1929 Nobel Prize in Chemistry George de Hevesy, 1943 Nobel Prize in Chemistry Paul Crutzen, 1995 Nobel Prize in Chemistry Frank Wilczek, 2004 Nobel Prize in Physics and a Professor of Physics Tomas Tranströmer, 2011 Nobel Prize in Literature Gunnar Myrdal, economist, sociologist and politician. Received the Nobel Memorial Prize in Economic Sciences in 1974 Hans Bielenstein, sinologist Bert Bolin, meteorologist, first chairman of the Intergovernmental Panel on Climate Change (IPCC) Meemann Chang, paleontologist Sara Danius, Professor in Literature, member of the Swedish Academy Horace Engdahl, former Permanent Secretary of the Swedish Academy Harry Flam, economist, Dean of the School of Business Christer Fuglesang, astronaut, first Swede and Scandinavian in space Gunnar von Heijne, Professor at the Department of Biochemistry and Biophysics Oskar Klein, Professor in Physics Thorsten Mauritsen, Danish climate scientist Johan Rockström, Professor of Environmental Science Carl-Gustav Rossby, meteorologist Velta Ruke-Dravina (1917–2003), Latvian-born Swedish linguist, folklorist, professor Ebba Witt-Brattström, Professor in Literature Carl-Herman Tillhagen, folklorist Lucas Gottzén, Professor of Child and Youth Studies Alumni Business Mia Brunell, CEO Kinnevik. Annika Falkengren, CEO SEB. Johan Stael von Holstein, Swedish entrepreneur. Peter Wallenberg Swedish business leader Göran Bronner CFO Swedbank. Torbjörn Törnqvist CEO Gunvor. Politics and society Hans Blix (LLD), diplomat. Carl Bildt, Prime Minister of Sweden 1991–1994, and Foreign Minister 2006–2014. Thomas Bodström, former Swedish Minister of Justice. Dag Hammarskjöld (Doctorate in Economics 1933), U.N. Secretary General. Karin Kock-Lindberg, first woman to hold a Ministerial position in Sweden, and first female professor of national economy in Sweden. Princess Madeleine of Sweden, studied Art History and Ethnology.
station. SL buses 50, 52, 540, 608, 624C, 628C, 639, 670, 676 och 680 can also be used to get to the campus. The Computer Science campus, Kista, also is close to an underground station called Kista. It is also located close to the pendeltåg station Helenelund, only one or two stops (depending on bus line) from the bus station Torsnäsgatan located next to the campus area. Notable people Academics Karl-Olov Arnstberg, former Professor of Ethology Svante Arrhenius, 1903 Nobel Prize in Chemistry Hans von Euler-Chelpin, 1929 Nobel Prize in Chemistry George de Hevesy, 1943 Nobel Prize in Chemistry Paul Crutzen, 1995 Nobel Prize in Chemistry Frank Wilczek, 2004 Nobel Prize in Physics and a Professor of Physics Tomas Tranströmer, 2011 Nobel Prize in Literature Gunnar Myrdal, economist, sociologist and politician. Received the Nobel Memorial Prize in Economic Sciences in 1974 Hans Bielenstein, sinologist Bert Bolin, meteorologist, first chairman of the Intergovernmental Panel on Climate Change (IPCC) Meemann Chang, paleontologist Sara Danius, Professor in Literature, member of the Swedish Academy Horace Engdahl, former Permanent Secretary of the Swedish Academy Harry Flam, economist, Dean of the School of Business Christer Fuglesang, astronaut, first Swede and Scandinavian in space Gunnar von Heijne, Professor at the Department of Biochemistry and Biophysics Oskar Klein, Professor in Physics Thorsten Mauritsen, Danish climate scientist Johan Rockström, Professor of Environmental Science Carl-Gustav Rossby, meteorologist Velta Ruke-Dravina (1917–2003), Latvian-born Swedish linguist, folklorist, professor Ebba Witt-Brattström, Professor in Literature Carl-Herman Tillhagen, folklorist Lucas Gottzén, Professor of Child and Youth Studies Alumni Business Mia Brunell, CEO Kinnevik. Annika Falkengren, CEO SEB. Johan Stael von Holstein, Swedish entrepreneur. Peter Wallenberg Swedish business leader Göran Bronner CFO Swedbank. Torbjörn Törnqvist CEO Gunvor. Politics and society Hans Blix (LLD), diplomat. Carl Bildt, Prime Minister of Sweden 1991–1994, and Foreign Minister 2006–2014. Thomas Bodström, former Swedish Minister of Justice. Dag Hammarskjöld (Doctorate in Economics 1933), U.N. Secretary General. Karin Kock-Lindberg, first woman to hold a Ministerial position in Sweden, and first female professor of national economy in Sweden. Princess Madeleine of Sweden, studied Art History and Ethnology. Carolina Neurath, Swedish journalist and writer. Barbro Osher, diplomat and philanthropist. Olof Palme, Prime Minister of Sweden. Andreas Papandreou, Greek prime minister. Taught at the university 1968–1969. Georgios Papandreou, Greek prime minister. Studied sociology 1972–1973. Fredrik Reinfeldt, Prime Minister of Sweden 2006–2014. Victoria, Crown Princess of Sweden studied Political Science. Sara Skyttedal, MEP for Sweden. Entertainment and art Alexander Ahndoril, author Daniel Birnbaum, director of Moderna Museet Dr. Alban Ingmar Bergman, film director Alexandra Coelho Ahndoril, author Signe Hammarsten-Jansson (1882–1970), Class of 1905 – Swedish illustrator. Jens Lapidus, criminal defense lawyer and author. Peter Lindgren, former guitarist of Opeth Petra Mede, comedian, TV presenter Greg Poehler, actor, author André Pops, TV presenter Johan Rheborg, actor Vilgot Sjöman, film director, author Maria Lynn Ehren, Miss Universe Thailand 2017, Top 5 Miss Universe 2017 Bilal Haq, poet and geoscientist (studied and taught at the university 1970s) See also Stockholm University Library Bergian Garden of Stockholm University Royal Institute of Technology Stockholm School of Economics List of modern universities in Europe (1801–1945) List of universities in Sweden References External links Official website of Stockholm University Stockholm University Educational institutions established in 1878 Universities in Sweden Buildings and structures in Stockholm 1878 establishments in Sweden University Universities established in the 1960s
of London, which is covered by the City of London Police, and the London Underground and National Rail networks, which are the responsibility of the British Transport Police. 4 Whitehall Place The Metropolitan Police was formed by Robert Peel with the implementation of the Metropolitan Police Act, passed by Parliament in 1829. Peel, with the help of Eugène-François Vidocq, selected the original site on Whitehall Place for the new police headquarters. The first two commissioners, Charles Rowan and Richard Mayne, along with various police officers and staff, occupied the building. Previously a private house, 4 Whitehall Place () backed onto a street called Great Scotland Yard. This building was acquired by hypermarkets operator Lulu Group International in 2015 and redeveloped into a luxury hotel, operated by Hyatt, which opened in December 2019. Victoria Embankment By 1887, the Metropolitan Police headquarters had expanded from 4 Whitehall Place into several neighbouring addresses, including 3, 5, 21 and 22 Whitehall Place; 8 and 9 Great Scotland Yard, and several stables. Eventually, the service outgrew its original site, and new headquarters designed by architect Richard Norman Shaw were built () on the Victoria Embankment, overlooking the River Thames, south of what is now the Ministry of Defence's headquarters. In 1888, during the construction of the new building, workers discovered the dismembered torso of a female; the case, known as the 'Whitehall Mystery', was never solved. In 1890, police headquarters moved to the new location, which was named New Scotland Yard. By this time, the Metropolitan Police had grown from its initial 1,000 officers to about 13,000 and needed more administrative staff and a bigger headquarters. Further increases in the size and responsibilities of the force required even more administrators and space. Therefore, new buildings were constructed and completed in 1906 and 1940, so that New Scotland Yard became a three-building complex. (). The first two buildings are now a Grade I listed structure known as the Norman Shaw Buildings. The original building at 4 Whitehall Place still has a rear entrance on Great Scotland Yard. Stables for some of the mounted branch are still located at 7 Great Scotland Yard, across the street from the
several stables. Eventually, the service outgrew its original site, and new headquarters designed by architect Richard Norman Shaw were built () on the Victoria Embankment, overlooking the River Thames, south of what is now the Ministry of Defence's headquarters. In 1888, during the construction of the new building, workers discovered the dismembered torso of a female; the case, known as the 'Whitehall Mystery', was never solved. In 1890, police headquarters moved to the new location, which was named New Scotland Yard. By this time, the Metropolitan Police had grown from its initial 1,000 officers to about 13,000 and needed more administrative staff and a bigger headquarters. Further increases in the size and responsibilities of the force required even more administrators and space. Therefore, new buildings were constructed and completed in 1906 and 1940, so that New Scotland Yard became a three-building complex. (). The first two buildings are now a Grade I listed structure known as the Norman Shaw Buildings. The original building at 4 Whitehall Place still has a rear entrance on Great Scotland Yard. Stables for some of the mounted branch are still located at 7 Great Scotland Yard, across the street from the first headquarters. 10 Broadway The headquarters of the Metropolitan Police were moved to 8-10 Broadway in 1967, in a new building constructed on a site that also bordered onto Victoria Street. In 2008, the Metropolitan Police Authority (MPA) bought the freehold of 10 Broadway for around £120 million. 10 Broadway was sold to the Abu Dhabi Financial Group in December 2014 for £370 million, and redevelopment plans for a six-building, mixed-use development were approved in February 2016. Ownership was officially passed from the MPA to the Abu Dhabi Financial Group when the relocation was completed on 31 October 2016; the building began demolition later that year. Current location In May 2013 the Metropolitan Police confirmed that the New Scotland Yard building on Broadway would be sold and the force's headquarters would be moved back to the Curtis Green Building on the Victoria Embankment. A competition was announced for architects to redesign the building prior to the Metropolitan Police moving to it in 2015. This building previously housed the Territorial Policing headquarters and is adjacent to the original New Scotland Yard (Norman Shaw North Building). In December 2015 construction work on the exterior of the Curtis Green building was completed. On 31 October 2016, the Metropolitan Police staff left the building at 10 Broadway and moved to their new headquarters. The new New Scotland Yard building was to have been opened by Queen Elizabeth II on 23 March 2017, but that same day it was announced that the Royal opening would be postponed, due to the preceding day's terrorist attack at Westminster. The
1871 novel (sixteen years before the first appearance of Sherlock Holmes), Henry Cauvain imagined a depressed, anti-social, opium-smoking polymath detective, operating in Paris. It is not known if Conan Doyle read the novel, but he was fluent in French. Similarly, Michael Harrison suggested that a German self-styled "consulting detective" named Walter Scherer may have been the model for Holmes. Fictional character biography Family and early life Details of Sherlock Holmes's life in Conan Doyle's stories are scarce and often vague. Nevertheless, mentions of his early life and extended family paint a loose biographical picture of the detective. A statement of Holmes's age in "His Last Bow" places his year of birth at 1854; the story, set in August 1914, describes him as sixty years of age. His parents are not mentioned, although Holmes mentions that his "ancestors" were "country squires". In "The Adventure of the Greek Interpreter", he claims that his grandmother was sister to the French artist Vernet, without clarifying whether this was Claude Joseph, Carle, or Horace Vernet. Holmes's brother Mycroft, seven years his senior, is a government official. Mycroft has a unique civil service position as a kind of human database for all aspects of government policy. Sherlock describes his brother as the more intelligent of the two, but notes that Mycroft lacks any interest in physical investigation, preferring to spend his time at the Diogenes Club. Holmes says that he first developed his methods of deduction as an undergraduate; his earliest cases, which he pursued as an amateur, came from fellow university students. A meeting with a classmate's father led him to adopt detection as a profession. Life with Watson Financial difficulties lead Holmes and Dr. Watson to share rooms together at 221B Baker Street, London. Their residence is maintained by their landlady, Mrs. Hudson. Holmes works as a detective for twenty-three years, with Watson assisting him for seventeen of those years. Most of the stories are frame narratives written from Watson's point of view, as summaries of the detective's most interesting cases. Holmes frequently calls Watson's records of Holmes's cases sensational and populist, suggesting that they fail to accurately and objectively report the "science" of his craft: Nevertheless, Holmes's friendship with Watson is his most significant relationship. When Watson is injured by a bullet, although the wound turns out to be "quite superficial", Watson is moved by Holmes's reaction: After confirming Watson's assessment of the wound, Holmes makes it clear to their opponent that the man would not have left the room alive if he genuinely had killed Watson. When Holmes recorded a case or two himself, he was forced to concede that he could more easily understand the need to write it in a manner that would appeal to the public rather than his intention to focus on his own technical skill. Practice Holmes's clients vary from the most powerful monarchs and governments of Europe, to wealthy aristocrats and industrialists, to impoverished pawnbrokers and governesses. He is known only in select professional circles at the beginning of the first story, but is already collaborating with Scotland Yard. However, his continued work and the publication of Watson's stories raises Holmes's profile, and he rapidly becomes well known as a detective; so many clients ask for his help instead of (or in addition to) that of the police that, Watson writes, by 1887 "Europe was ringing with his name" and by 1895 Holmes has "an immense practice". Police outside London ask Holmes for assistance if he is nearby. A Prime Minister and the King of Bohemia visit 221B Baker Street in person to request Holmes's assistance; the President of France awards him the Legion of Honour for capturing an assassin; the King of Scandinavia is a client; and he aids the Vatican at least twice. The detective acts on behalf of the British government in matters of national security several times, and declines a knighthood "for services which may perhaps some day be described". However, he does not actively seek fame and is usually content to let the police take public credit for his work. The Great Hiatus The first set of Holmes stories was published between 1887 and 1893. Conan Doyle killed off Holmes in a final battle with the criminal mastermind Professor James Moriarty in "The Final Problem" (published 1893, but set in 1891), as Conan Doyle felt that "my literary energies should not be directed too much into one channel." However, the reaction of the public surprised Doyle very much. Distressed readers wrote anguished letters to The Strand Magazine, which suffered a terrible blow when 20,000 people cancelled their subscriptions to the magazine in protest. Conan Doyle himself received many protest letters, and one lady even began her letter with "You brute". Legend has it that Londoners were so distraught upon hearing the news of Holmes's death that they wore black armbands in mourning, though there is no known contemporary source for this; the earliest known reference to such events comes from 1949. However, the recorded public reaction to Holmes's death was unlike anything previously seen for fictional events. After resisting public pressure for eight years, Conan Doyle wrote The Hound of the Baskervilles (serialised in 1901–02, with an implicit setting before Holmes's death). In 1903, Conan Doyle wrote "The Adventure of the Empty House"; set in 1894, Holmes reappears, explaining to a stunned Watson that he had faked his death to fool his enemies. Following "The Adventure of the Empty House", Conan Doyle would sporadically write new Holmes stories until 1927. Holmes aficionados refer to the period from 1891 to 1894—between his disappearance and presumed death in "The Final Problem" and his reappearance in "The Adventure of the Empty House"—as the Great Hiatus. The earliest known use of this expression dates to 1946. Retirement In His Last Bow, the reader is told that Holmes has retired to a small farm on the Sussex Downs and taken up beekeeping as his primary occupation. The move is not dated precisely, but can be presumed to be no later than 1904 (since it is referred to retrospectively in "The Adventure of the Second Stain", first published that year). The story features Holmes and Watson coming out of retirement to aid the British war effort. Only one other adventure, "The Adventure of the Lion's Mane", takes place during the detective's retirement. Personality and habits Watson describes Holmes as "bohemian" in his habits and lifestyle. Said to have a "cat-like" love of personal cleanliness, at the same time Holmes is an eccentric with no regard for contemporary standards of tidiness or good order. Watson describes him as While Holmes can be dispassionate and cold, during an investigation he is animated and excitable. He has a flair for showmanship, often keeping his methods and evidence hidden until the last possible moment so as to impress observers. His companion condones the detective's willingness to bend the truth (or break the law) on behalf of a client—lying to the police, concealing evidence or breaking into houses—when he feels it morally justifiable. Except for that of Watson, Holmes avoids casual company. In "The Gloria Scott", he tells the doctor that during two years at college he made only one friend: "I was never a very sociable fellow, Watson ... I never mixed much with the men of my year". The detective goes without food at times of intense intellectual activity, believing that "the faculties become refined when you starve them." At times Holmes relaxes with music, either playing the violin, or enjoying the works of composers such as Wagner and Pablo de Sarasate. Drug use Holmes occasionally uses addictive drugs, especially in the absence of stimulating cases. He sometimes used morphine and sometimes cocaine, the latter of which he injects in a seven-percent solution; both drugs were legal in 19th-century England. As a physician, Watson strongly disapproves of his friend's cocaine habit, describing it as the detective's only vice, and concerned about its effect on Holmes's mental health and intellect. In "The Adventure of the Missing Three-Quarter", Watson says that although he has "weaned" Holmes from drugs, the detective remains an addict whose habit is "not dead, but merely sleeping". Watson and Holmes both use tobacco, smoking cigarettes, cigars, and pipes. Although his chronicler does not consider Holmes's smoking a vice per se, Watson—a physician—does criticise the detective for creating a "poisonous atmosphere" in their confined quarters. Finances Holmes is known to charge clients for his expenses and claim any reward offered for a problem's solution, such as in "The Adventure of the Speckled Band", "The Red-Headed League", and "The Adventure of the Beryl Coronet". The detective states at one point that "My professional charges are upon a fixed scale. I do not vary them, save when I remit them altogether". In this context, a client is offering to double his fee, and it is implied that wealthy clients habitually pay Holmes more than his standard rate. In "The Adventure of the Priory School", Holmes earns a £6,000 fee (at a time where annual expenses for a rising young professional were in the area of £500). However, Watson notes that Holmes would refuse to help even the wealthy and powerful if their cases did not interest him. Attitudes towards women As Conan Doyle wrote to Joseph Bell, "Holmes is as inhuman as a Babbage's calculating machine and just about as likely to fall in love". Holmes says of himself that he is "not a whole-souled admirer of womankind", and that he finds "the motives of women ... inscrutable. ... How can you build on such quicksand? Their most trivial actions may mean volumes..." In The Sign of Four, he says, "Women are never to be entirely trusted—not the best of them", a feeling Watson notes as an "atrocious sentiment". In "The Adventure of the Lion's Mane", Holmes writes, "Women have seldom been an attraction to me, for my brain has always governed my heart". At the end of The Sign of Four, Holmes states that "love is an emotional thing, and whatever is emotional is opposed to that true, cold reason which I place above all things. I should never marry myself, lest I bias my judgement." Ultimately, Holmes claims outright that "I have never loved". But while Watson says that the detective has an "aversion to women", he also notes Holmes as having "a peculiarly ingratiating way with [them]". Watson notes that their housekeeper Mrs. Hudson is fond of Holmes because of his "remarkable gentleness and courtesy in his dealings with women. He disliked and distrusted the sex, but he was always a chivalrous opponent". However, in "The Adventure of Charles Augustus Milverton", the detective becomes engaged under false pretenses in order to obtain information about a case, abandoning the woman once he has the information he requires. Irene Adler Irene Adler is a retired American opera singer and actress who appears in "A Scandal in Bohemia". Although this is her only appearance, she is one of only a handful of people who best Holmes in a battle of wits, and the only woman. For this reason, Adler is the frequent subject of pastiche writing. The beginning of the story describes the high regard in which Holmes holds her: Five years before the story's events, Adler had a brief liaison with Crown Prince of Bohemia Wilhelm von Ormstein. As the story opens, the Prince is engaged to another. Fearful that the marriage would be called off if his fiancée's family learns of this past impropriety, Ormstein hires Holmes to regain a photograph of Adler and himself. Adler slips away before Holmes can succeed. Her memory is kept alive by the photograph of Adler that Holmes received for his part in the case. Knowledge and skills Shortly after meeting Holmes in the first story, A Study in Scarlet (generally assumed to be 1881, though the exact date is not given), Watson assesses the detective's abilities: Subsequent stories reveal that Watson's early assessment was incomplete in places and inaccurate in others, due to the passage of time if nothing else. Despite Holmes's supposed ignorance of politics, in "A Scandal in Bohemia" he immediately recognises the true identity of the disguised "Count von Kramm". At the end of A Study in Scarlet, Holmes demonstrates a knowledge of Latin. The detective cites Hafez, Goethe, as well as a letter from Gustave Flaubert to George Sand in the original French. In The Hound of the Baskervilles, the detective recognises works by Godfrey Kneller and Joshua Reynolds: "Watson won't allow that I know anything of art, but that is mere jealousy since our views upon the subject differ". In "The Adventure of the Bruce-Partington Plans", Watson says that "Holmes lost himself in a monograph which he had undertaken upon the Polyphonic Motets of Lassus", considered "the last word" on the subject. In A Study in Scarlet, Holmes claims to be unaware that the earth revolves around the sun since such information is irrelevant to his work; after hearing that fact from Watson, he says he will immediately try to forget it. The detective believes that the mind has a finite capacity for information storage, and learning useless things reduces one's ability to learn useful things. The later stories move away from this notion: in The Valley of Fear, he says, "All knowledge comes useful to the detective", and in "The Adventure of the Lion's Mane", the detective calls himself "an omnivorous reader with a strangely retentive memory for trifles". Looking back on the development of the character in 1912, Conan Doyle wrote that "In the first one, the Study in Scarlet, [Holmes] was a mere calculating machine, but I had to make him more of an educated human being as I went on with him." Holmes is a cryptanalyst, telling Watson that "I am fairly familiar with all forms of secret writing, and am myself the author of a trifling monograph upon the subject, in which I analyse one hundred and sixty separate ciphers". Holmes also demonstrates a knowledge of psychology in "A Scandal in Bohemia", luring Irene Adler into betraying where she hid a photograph based on the premise that a woman will rush to save her most valued possession from a fire. Another example is in "The Adventure of the Blue Carbuncle", where Holmes obtains information from a salesman with a wager: "When you see a man with whiskers of that cut and the 'Pink 'un' protruding out of his pocket, you can always draw him by a bet .... I daresay that if I had put 100 pounds down in front of him, that man would not have given me such complete information as was drawn from him by the idea that he was doing me on a wager". Maria Konnikova points out in an interview with D. J. Grothe that Holmes practices what is now called mindfulness, concentrating on one thing at a time, and almost never "multitasks." She adds that in this he predates the science showing how helpful this is to the brain. Holmesian deduction Holmes observes the dress and attitude of his clients and suspects, noting skin marks (such as tattoos), contamination (such as ink stains or clay on boots), emotional state, and physical condition in order to deduce their origins and recent history. The style and state of wear of a person's clothes and personal items are also commonly relied on; in the stories Holmes is seen applying his method to items such as walking sticks, pipes, and hats. For example, in "A Scandal in Bohemia", Holmes infers that Watson had got wet lately and had "a most clumsy and careless servant girl". When Watson asks how Holmes knows this, the detective answers: In the first Holmes story, A Study in Scarlet, Dr. Watson compares Holmes to C. Auguste Dupin, Edgar Allan Poe's fictional detective, who employed a similar methodology. Alluding to an episode in "The Murders in the Rue Morgue", where Dupin determines what his friend is thinking despite their having walked together in silence for a quarter of an hour, Holmes remarks: "That trick of his breaking in on his friend's thoughts with an apropos remark... is really very showy and superficial". Nevertheless, Holmes later performs the same 'trick' on Watson in "The Cardboard Box" and "The Adventure of the Dancing Men". Though the stories always refer to Holmes's intellectual detection method as "deduction", he primarily relies on abduction: inferring an explanation for observed details. "From a drop of water", he writes, "a logician could infer the possibility of an Atlantic or a Niagara without having seen or heard of one or the other". However, Holmes does employ deductive reasoning as well. The detective's guiding principle, as he says in The Sign of Four, is: "When you have eliminated the impossible, whatever remains, however improbable, must be the truth." Despite Holmes's remarkable reasoning abilities, Conan Doyle still paints him as fallible in this regard (this being a central theme of "The Yellow Face"). Forensic science Though Holmes is famed for his reasoning capabilities, his investigative technique relies heavily on the acquisition of hard evidence. Many of the techniques he employs in the stories were at the time in their infancy. The detective is particularly skilled in the analysis of trace evidence and other physical evidence, including latent prints (such as footprints, hoof prints, and shoe and tire impressions) to identify actions at a crime scene; using tobacco ashes and cigarette butts to identify criminals; handwriting analysis and graphology; comparing typewritten letters to expose a fraud; using gunpowder residue to expose two murderers; and analyzing small pieces of human remains to expose two murders. Because of the small scale of much of his evidence, the detective often uses a magnifying glass at the scene and an optical microscope at his Baker Street lodgings. He uses analytical chemistry for blood residue analysis and toxicology to detect poisons; Holmes's home chemistry laboratory is mentioned in "The Naval Treaty". Ballistics feature in "The Adventure of the Empty House" when spent bullets are recovered to be matched with a suspected murder weapon, a practice which became regular police procedure only some fifteen years after the story was published. Laura J. Snyder has examined Holmes's methods in the context of mid- to late-19th-century criminology, demonstrating that, while sometimes in advance of what official investigative departments were formally using at the time, they were based upon existing methods and techniques. For example, fingerprints were proposed to be distinct in Conan Doyle's day, and while Holmes used a thumbprint to solve a crime in "The Adventure of the Norwood Builder" (generally held to be set in 1895), the story was published in 1903, two years after Scotland Yard's fingerprint bureau
by Gerald Laing. In 1999, a statue of Sherlock Holmes in London, also by John Doubleday, was unveiled near the fictional detective's address, 221B Baker Street. In 2001, a sculpture of Holmes and Arthur Conan Doyle by Irena Sedlecká was unveiled in a statue collection in Warwickshire, England. A sculpture depicting both Holmes and Watson was unveiled in 2007 in Moscow, Russia, based partially on Sidney Paget's illustrations and partially on the actors in The Adventures of Sherlock Holmes and Dr. Watson. In 2015, a sculpture of Holmes by Jane DeDecker was installed in the police headquarters of Edmond, Oklahoma, United States. In 2019, a statue of Holmes was unveiled in Chester, Illinois, United States, as part of a series of statues honouring cartoonist E. C. Segar and his characters. The statue is titled "Sherlock & Segar", and the face of the statue was modelled on Segar. Societies In 1934, the Sherlock Holmes Society (in London) and the Baker Street Irregulars (in New York) were founded. The latter is still active. The Sherlock Holmes Society was dissolved later in the 1930s, but was succeeded by a society with a slightly different name, the Sherlock Holmes Society of London, which was founded in 1951 and remains active. These societies were followed by many more, first in the U.S. (where they are known as "scion societies"—offshoots—of the Baker Street Irregulars) and then in England and Denmark. There are at least 250 societies worldwide, including Australia, Canada (such as The Bootmakers of Toronto), India, and Japan. Fans tend to be called "Holmesians" in the U.K. and "Sherlockians" in the U.S., though recently "Sherlockian" has also come to refer to fans of the Benedict Cumberbatch-led BBC series regardless of location. Legacy The detective story Although Holmes is not the original fictional detective, his name has become synonymous with the role. Doyle's Sherlock Holmes stories introduced multiple literary devices that have become major conventions in detective fiction, such as the companion character who is not as clever as the detective and has solutions explained to him (thus informing the reader as well), as with Dr. Watson in the Holmes stories. Other conventions introduced by Doyle include the arch-criminal who is too clever for the official police to defeat, like Holmes's adversary Professor Moriarty, and the use of forensic science to solve cases. The Sherlock Holmes stories established crime fiction as a respectable genre popular with readers of all backgrounds, and Doyle's success inspired many contemporary detective stories. Holmes influenced the creation of other "eccentric gentleman detective" characters, like Agatha Christie's fictional detective Hercule Poirot, introduced in 1920. Holmes also inspired a number of anti-hero characters "almost as an antidote to the masterful detective", such as the gentleman thief characters A. J. Raffles (created by E. W. Hornung in 1898) and Arsène Lupin (created by Maurice Leblanc in 1905). In 2021 Holme's identity as a detective was analysed in Guy Mankowski's Zer0 Books title, 'Albion's Secret History: Snapshots of England's Pop Rebels and Outsiders'. Mankowski writes, 'Holmes was placed by Arthur Conan Doyle in a conceptual space outside of society, which allowed him to traverse its layers at will. It was perhaps a device gleaned from his fascination with the paranormal, where Mediums are not restricted by physical boundaries. As a freelance detective often working in tension with Establishment figure Inspector Lestrade, Holmes was a master of disguise. His ability to change his appearance to blend into any situation in cause of his mission helped him personify the idea of the English eccentric chameleon, in a way that prefigured the likes of David Bowie.' "Elementary, my dear Watson" The phrase "Elementary, my dear Watson" has become one of the most quoted and iconic aspects of the character. However, although Holmes often observes that his conclusions are "elementary", and occasionally calls Watson "my dear Watson", the phrase "Elementary, my dear Watson" is never uttered in any of the sixty stories by Conan Doyle. One of the nearest approximations of the phrase appears in "The Adventure of the Crooked Man" (1893) when Holmes explains a deduction: Excellent!' I cried. 'Elementary,' said he." William Gillette is widely considered to have originated the phrase with the formulation, "Oh, this is elementary, my dear fellow", allegedly in his 1899 play Sherlock Holmes. However, the script was revised numerous times over the course of some three decades of revivals and publications, and the phrase is present in some versions of the script, but not others. The exact phrase, as well as close variants, can be seen in newspaper and journal articles as early as 1909; there is some indication that it was clichéd even then. "Elementary, my dear Watson, elementary" appears in P. G. Wodehouse's novel Psmith, Journalist (serialised 1909–10). The phrase became familiar with the American public in part due to its use in The Rathbone-Bruce series of films from 1939 to 1946. The Great Game Conan Doyle's 56 short stories and four novels are known as the "canon" by Holmes aficionados. The Great Game (also known as the Holmesian Game, the Sherlockian Game, or simply the Game, also the Higher Criticism) applies the methods of literary and especially Biblical criticism to the canon, operating on the pretense that Holmes and Watson were real people and that Conan Doyle was not the author of the stories but Watson's literary agent. From this basis, it attempts to resolve or explain away contradictions in the canon—such as the location of Watson's war wound, described as being in his shoulder in A Study in Scarlet and in his leg in The Sign of Four—and clarify details about Holmes, Watson and their world, such as the exact dates of events in the stories, combining historical research with references from the stories to construct scholarly analyses. For example, one detail analyzed in the Game is Holmes's birth date. The chronology of the stories is notoriously difficult, with many stories lacking dates and many others containing contradictory ones. Christopher Morley and William Baring-Gould contend that the detective was born on 6 January 1854, the year being derived from the statement in "His Last Bow" that he was 60 years of age in 1914, while the precise day is derived from broader, non-canonical speculation. This is the date the Baker Street Irregulars work from, with their annual dinner being held each January. Laurie R. King instead argues that details in "The Gloria Scott" (a story with no precise internal date) indicate that Holmes finished his second (and final) year of university in 1880 or 1885. If he began university at age 17, his birth year could be as late as 1868. Museums and special collections For the 1951 Festival of Britain, Holmes's living room was reconstructed as part of a Sherlock Holmes exhibition, with a collection of original material. After the festival, items were transferred to The Sherlock Holmes (a London pub) and the Conan Doyle collection housed in Lucens, Switzerland by the author's son, Adrian. Both exhibitions, each with a Baker Street sitting-room reconstruction, are open to the public. In 1969, the Toronto Reference Library began a collection of materials related to Conan Doyle. Stored today in Room 221B, this vast collection is accessible to the public. Similarly, in 1974 the University of Minnesota founded a collection that is now "the world’s largest gathering of material related to Sherlock Holmes and his creator". Access is closed to the general public, but is occasionally open to tours. In 1990, the Sherlock Holmes Museum opened on Baker Street in London, followed the next year by a museum in Meiringen (near the Reichenbach Falls) dedicated to the detective. A private Conan Doyle collection is a permanent exhibit at the Portsmouth City Museum, where the author lived and worked as a physician. Postcolonial criticism The Sherlock Holmes stories have been scrutinized by a few academics for themes of empire and colonialism. Susan Cannon Harris claims that themes of contagion and containment are common in the Holmes series, including the metaphors of Eastern foreigners as the root cause of "infection" within and around Europe. Lauren Raheja, writing in the Marxist journal Nature, Society, and Thought, claims that Doyle used these characteristics to paint eastern colonies in a negative light, through their continually being the source of threats. For example, in one story Doyle makes mention of the Sumatran cannibals (also known as Batak) who throw poisonous darts, in "The Adventure of the Devil's Foot" a character employs a deadly West African poison, and in "The Speckled Band" a "long residence in the tropics" was a negative influence on one antagonist's bad temper. Yumna Siddiqi argues that Doyle depicted returned colonials as "marginal, physically ravaged characters that threaten the peace," while putting non-colonials in a much more positive light. Adaptations and derived works The popularity of Sherlock Holmes has meant that many writers other than Arthur Conan Doyle have created tales of the detective in a wide variety of different media, with varying degrees of fidelity to the original characters, stories, and setting. The first known period pastiche dates from 1891. Titled "The Late Sherlock Holmes", it was written by Conan Doyle's close friend, J. M. Barrie. Adaptations have seen the character taken in radically different directions or placed in different times or even universes. For example, Holmes falls in love and marries in Laurie R. King's Mary Russell series, is re-animated after his death to fight future crime in the animated series Sherlock Holmes in the 22nd Century, and is meshed with the setting of H. P. Lovecraft's Cthulhu Mythos in Neil Gaiman's "A Study in Emerald" (which won the 2004 Hugo Award for Best Short Story). An especially influential pastiche was Nicholas Meyer's The Seven-Per-Cent Solution, a 1974 New York Times bestselling novel (made into the 1976 film of the same name) in which Holmes's cocaine addiction has progressed to the point of endangering his career. It served to popularize the trend of incorporating clearly identified and contemporaneous historical figures (such as Oscar Wilde, Aleister Crowley, Sigmund Freud, or Jack the Ripper) into Holmesian pastiches, something Conan Doyle himself never did. Another common pastiche approach is to create a new story fully detailing an otherwise-passing canonical reference (such as an aside by Conan Doyle mentioning the "giant rat of Sumatra, a story for which the world is not yet prepared" in "The Adventure of the Sussex Vampire"). Related and derivative writings In addition to the Holmes canon, Conan Doyle's 1898 "The Lost Special" features an unnamed "amateur reasoner" intended to be identified as Holmes by his readers. The author's explanation of a baffling disappearance argued in Holmesian style poked fun at his own creation. Similar Conan Doyle short stories are "The Field Bazaar", "The Man with the Watches", and 1924's "How Watson Learned the Trick", a parody of the Watson–Holmes breakfast-table scenes. The author wrote other material featuring Holmes, especially plays: 1899's Sherlock Holmes (with William Gillette), 1910's The Speckled Band, and 1921's The Crown Diamond (the basis for "The Adventure of the Mazarin Stone"). These non-canonical works have been collected in several works released since Conan Doyle's death. In terms of writers other than Conan Doyle, authors as diverse as Anthony Burgess, Neil Gaiman, Dorothy B. Hughes, Stephen King, Tanith Lee, A. A. Milne, and P. G. Wodehouse have all written Sherlock Holmes pastiches. Contemporary with Conan Doyle, Maurice Leblanc directly featured Holmes in his popular series about the gentleman thief, Arsène Lupin, though legal objections from Conan Doyle forced Leblanc to modify the name to "Herlock Sholmes" in reprints and later stories. Famed American mystery writer John Dickson Carr collaborated with Arthur Conan Doyle's son, Adrian Conan Doyle, on The Exploits of Sherlock Holmes, a pastiche collection from 1954. In 2011, Anthony Horowitz published a Sherlock Holmes novel, The House of Silk, presented as a continuation of Conan Doyle's work and with the approval of the Conan Doyle estate; a follow-up, Moriarty, appeared in 2014. The "MX Book of New Sherlock Holmes Stories" series of pastiches, edited by David Marcum and published by MX Publishing, has reached thirty volumes and features hundreds of stories echoing the original canon which were compiled for the restoration of Undershaw and the support of Stepping Stones School, now housed in it. Some authors have written tales centred on characters from the canon other than Holmes. Anthologies edited by Michael Kurland and George Mann are entirely devoted to stories told from the perspective of characters other than Holmes and Watson. John Gardner, Michael Kurland, and Kim Newman, amongst many others, have all written tales in which Holmes's nemesis Professor Moriarty is the main character. Mycroft Holmes has been the subject of several efforts: Enter the Lion by Michael P. Hodel and Sean M. Wright (1979), a four-book series by Quinn Fawcett, and 2015's Mycroft Holmes, by Kareem Abdul-Jabbar and Anna Waterhouse. M. J. Trow has written a series of seventeen books using Inspector Lestrade as the central character, beginning with The Adventures of Inspector Lestrade in 1985. Carole Nelson Douglas' Irene Adler series is based on "the woman" from "A Scandal in Bohemia", with the first book (1990's Good Night, Mr. Holmes) retelling that story from Adler's point of view. Martin Davies has written three novels where Baker Street housekeeper Mrs. Hudson is the protagonist. In 1980's The Name of the Rose, Italian author Umberto Eco creates a Sherlock Holmes of the 1320s in the form of a Franciscan friar and main protagonist named Brother William of Baskerville, his name a clear reference to Holmes per The Hound of the Baskervilles. Brother William investigates a series of murders in the abbey alongside his novice Adso of Melk, who acts as his Dr. Watson. Furthermore, Umberto Eco's description of Brother William bears marked similarities in both physique and personality to Sir Arthur Conan Doyle's description of Sherlock Holmes in A Study in Scarlet. Laurie R. King recreated Holmes in her Mary Russell series (beginning with 1994's The Beekeeper's Apprentice), set during the First World War and the 1920s. Her Holmes, semi-retired in Sussex, is stumbled upon by a teenaged American girl. Recognising a kindred spirit, he trains her as his apprentice and subsequently marries her. As of 2021, the series includes seventeen base novels and additional writings. The Final Solution, a 2004 novella by Michael Chabon, concerns an unnamed but long-retired detective interested in beekeeping who tackles the case of a missing parrot belonging to a Jewish refugee boy. Mitch Cullin's novel A Slight Trick of the Mind (2005) takes place two years after the end of the Second World War, and explores an old and frail Sherlock Holmes (now 93) as he comes to terms with a life spent in emotionless logic; this was also adapted into a film, 2015's Mr. Holmes. There have been many scholarly works dealing with Sherlock Holmes, some working within the bounds of the Great Game, and some written from the perspective that Holmes is a fictional character. In particular, there have been three major annotated editions of the complete series. The first was William Baring-Gould's 1967 The Annotated Sherlock Holmes. This two-volume set was ordered to fit Baring-Gould's preferred chronology, and was written from a Great Game perspective. The second was 1993's The Oxford Sherlock Holmes (general editor: Owen Dudley Edwards), a nine-volume set written in a straight scholarly manner. The most recent is Leslie Klinger's The New Annotated Sherlock Holmes (2004–05), a three-volume set that returns to a Great Game perspective. Adaptations in other media Guinness World Records has listed Holmes as the most portrayed literary human character in film and television history, with more than 75 actors playing the part in over 250 productions. The 1899 play Sherlock Holmes, by Conan Doyle and William Gillette, was a synthesis of several Conan Doyle stories. In addition to its popularity, the play is significant because it, rather than the original stories, introduced one of the key visual qualities commonly associated with Holmes today: his calabash pipe; the play also formed the basis for Gillette's 1916 film, Sherlock Holmes. Gillette performed as Holmes some 1,300 times. In the early 1900s, H. A. Saintsbury took over the role from Gillette for a tour of the play. Between this play and Conan Doyle's own stage adaptation of "The Adventure of the Speckled Band", Saintsbury portrayed Holmes over 1,000 times. Holmes's first screen appearance was in the 1900 Mutoscope film, Sherlock Holmes Baffled. From 1921 to 1923, Eille Norwood played Holmes in forty-seven silent films (45 shorts and two features), in a series of performances that Conan Doyle spoke highly of. 1929's The Return of Sherlock Holmes was the first sound title to feature Holmes. From 1939 to 1946, Basil Rathbone played Holmes and Nigel Bruce played Watson in fourteen U.S. films (two for 20th Century Fox and a dozen for Universal Pictures) and in The New Adventures of Sherlock Holmes radio show. While the Fox films were period pieces, the Universal films abandoned Victorian Britain and moved to a then-contemporary setting in which Holmes occasionally battled Nazis. The 1984–85 Italian/Japanese anime series Sherlock Hound adapted the Holmes stories for children, with its characters being anthropomorphic dogs. The series was co-directed by Hayao Miyazaki. Between 1979 and 1986, the Soviet studio Lenfilm produced a series of five television films, The Adventures of Sherlock Holmes and Dr. Watson. The series were split into eleven episodes and starred Vasily Livanov as Holmes and Vitaly Solomin as Watson. For his performance, in 2006 Livanov was appointed an Honorary Member of the Order of the British Empire. Jeremy Brett played the detective in Sherlock Holmes for Granada Television from 1984 to 1994. Watson was played by David Burke (in the first two series) and Edward Hardwicke (in the remainder). Brett and Hardwicke also appeared on stage in 1988–89 in The Secret of Sherlock Holmes, directed by Patrick Garland. Bert Coules penned The Further Adventures of Sherlock Holmes starring Clive Merrison as Holmes and Michael Williams/Andrew Sachs as Watson, based on throwaway references in Conan Doyle's short stories and novels. Coules had previously dramatised the entire Holmes canon for BBC Radio Four. The 2009 film Sherlock Holmes earned Robert Downey Jr. a Golden Globe Award for his portrayal of Holmes and co-starred Jude Law as Watson. Downey and Law returned for a 2011 sequel, Sherlock Holmes: A Game of Shadows. In March 2019 a release date of 21 December 2021 was set for the third film in the series. Benedict Cumberbatch plays a modern version of the detective and Martin Freeman as a modern version of John Watson in the BBC One TV series Sherlock, which premiered in 2010. In the series, created by Mark Gatiss and Steven Moffat, the stories' original Victorian setting is replaced by present-day London, with Watson a veteran of the modern War in Afghanistan. Similarly, Elementary premiered on CBS in 2012, and ran for seven seasons, until 2019. Set in contemporary New York, the series featured Jonny Lee Miller as Sherlock Holmes and Lucy Liu as a female Dr. Joan Watson. With 24 episodes per season, by the end of season two Miller became the actor who had portrayed Sherlock Holmes the most in television and/or film. The 2015 film Mr. Holmes starred Ian McKellen as a
or paper, which has been drawn or written upon. Scroll may also refer to: Art Scroll (art), an element of ornament and graphic design featuring spirals and rolling incomplete circle motifs, often based on plants Scrollwork, ornament dominated by scrolls (motifs), found in a variety of artistic media Scroll painting, a painting on a scroll (media) in Asian traditions, distinguishing between: Handscroll, such a painting in horizontal format Hanging scroll, such a painting in vertical format News Scroll.in, an Indian news website
is a roll of parchment, papyrus, or paper, which has been drawn or written upon. Scroll may also refer to: Art Scroll (art), an element of ornament and graphic design featuring spirals and rolling incomplete circle motifs, often based on plants Scrollwork, ornament dominated by scrolls (motifs), found in a variety of artistic media Scroll painting, a painting on a scroll (media) in Asian traditions, distinguishing between: Handscroll,
the title of Terry Sanders's 1987 film Slow Fires: On the preservation of the human record. Solutions to this problem include the use of acid-free paper stocks, reformatting brittle books by microfilming, photocopying or digitization, and a variety of deacidification techniques. See also Acid-free paper Double Fold Wood-pulp paper Preservation:
the preservation of the human record. Solutions to this problem include the use of acid-free paper stocks, reformatting brittle books by microfilming, photocopying or digitization, and a variety of deacidification techniques. See also Acid-free
all that is wanted is to process a sequence of data elements in order. Definition There is no consistent definition in computer science of sequential access or sequentiality. In fact, different sequentiality definitions can lead to different sequentiality quantification results. In spatial dimension, request size, stride distance, backward accesses, re-accesses can affect sequentiality. For temporal sequentiality, characteristics such as multi-stream and inter-arrival time threshold has impact on the definition of sequentiality. In data structures, a data structure is said to have sequential access if one can only visit
temporal sequentiality, characteristics such as multi-stream and inter-arrival time threshold has impact on the definition of sequentiality. In data structures, a data structure is said to have sequential access if one can only visit the values it contains in one particular order. The canonical example is the linked list. Indexing into a list that has sequential access requires O(n) time, where n is the index. As a result, many algorithms such as quicksort and binary search degenerate into bad algorithms that are even less efficient than their naive alternatives; these algorithms are impractical without random access. On the other hand, some algorithms, typically those that do not have
string containing the characters & for "entire match" or the special escape sequences \1 through \9 for the nth saved sub-expression. For example, sed -r "s/(cat|dog)s?/\1s/g" replaces all occurrences of "cat" or "dog" with "cats" or "dogs", without duplicating an existing "s": (cat|dog) is the 1st (and only) saved sub-expression in the regexp, and \1 in the format string substitutes this into the output. Other sed commands Besides substitution, other forms of simple processing are possible, using some 25 sed commands. For example, the following uses the d command to filter out lines that only contain spaces, or only contain the end of line character: sed '/^ *$/d' inputFileName This example uses some of the following regular expression metacharacters (sed supports the full range of regular expressions): The caret (^) matches the beginning of the line. The dollar sign ($) matches the end of the line. The asterisk (*) matches zero or more occurrences of the previous character. The plus (+) matches one or more occurrence(s) of the previous character. The question mark (?) matches zero or one occurrence of the previous character. The dot (.) matches exactly one character. Complex sed constructs are possible, allowing it to serve as a simple, but highly specialized, programming language. Flow of control, for example, can be managed by the use of a label (a colon followed by a string) and the branch instruction b. An instruction b followed by a valid label name will move processing to the block following that label. sed used as a filter Under Unix, sed is often used as a filter in a pipeline: generateData | sed 's/x/y/g' That is, a program such as "generateData" generates data, and then sed makes the small change of replacing x with y. For example: $ echo xyz xyz | sed 's/x/y/g' yyz yyz File-based sed scripts It is often useful to put several sed commands, one command per line, into a script file such as subst.sed, and then use the -f option to run the commands (such as s/x/y/g) from the file: sed -f subst.sed inputFileName > outputFileName Any number of commands may be placed into the script file, and using a script file also avoids problems with shell escaping or substitutions. Such a script file may be made directly executable from the command line by prepending it with a "shebang line" containing the sed command and assigning the executable permission to the file. For example, a file subst.sed can be created with contents: #!/bin/sed -f s/x/y/g The file may then be made executable by the current user with the chmod command:chmod u+x subst.sedThe file may then be executed directly from the command line: subst.sed inputFileName > outputFileName In-place editing The -i option, introduced in GNU sed, allows in-place editing of files (actually, a temporary output file is created in the background, and then the original file is replaced by the temporary file). For example: sed -i 's/abc/def/' fileName Examples Hello, world! example # convert input text stream to "Hello, world!" s/.*/Hello, world!/ q This "Hello, world!" script is in a file (e.g., script.txt) and invoked with sed -f script.txt inputFileName, where "inputFileName" is the input text file. The script changes "inputFileName" line #1 to "Hello, world!" and then quits, printing the result before sed exits. Any input lines past line #1 are not read, and not printed. So the sole output is "Hello, world!". The example emphasizes many key characteristics of sed: Typical sed programs are rather short and simple. sed scripts can have comments (the line starting with the # symbol). The s (substitute) command is the most important sed command. sed allows simple programming, with commands such as q (quit). sed uses regular expressions, such as .* (zero or more of any character). Other simple examples Below follow various sed scripts; these can be executed by passing as an argument to sed, or put in a separate file and executed via -f or by making the script itself executable. To replace any instance of a certain word in a file with "REDACTED", such as an IRC password, and save the result: sed -i s/yourpassword/REDACTED/ ./status.chat.log To delete any line containing the word "yourword" (the address is '/yourword/'): /yourword/ d To delete all instances of the word "yourword": s/yourword//g To delete two words from a file simultaneously: s/firstword//g s/secondword//g To express the previous example on one line, such as when entering at the command line, one may join two commands via the semicolon: sed "s/firstword//g; s/secondword//g" inputFileName Multiline processing example In the next example, sed, which usually only works on one line, removes newlines from sentences where the second line starts with one space. Consider the following text: This is my dog, whose name is Frank. This is my fish, whose name is George. This is my goat, whose name is Adam. The sed script below will turn the text above into the following text. Note that the script affects only the input lines that start with a space: This is my dog, whose name is Frank. This is my fish, whose name is George. This is my goat, whose name is Adam. The script is: N s/\n / / P D This is explained as: (N) add the next line to the pattern space; (s/\n / /) find a new line followed by a space, replace with one space; (P) print the top line of the pattern space; (D) delete the top line from the pattern space and run the script again. This can be expressed on a single line via semicolons: sed 'N; s/\n / /; P; D' inputFileName Limitations and alternatives While simple and limited, sed is sufficiently powerful for a large number of purposes. For more sophisticated processing, more powerful languages such as AWK or
escape sequences \1 through \9 for the nth saved sub-expression. For example, sed -r "s/(cat|dog)s?/\1s/g" replaces all occurrences of "cat" or "dog" with "cats" or "dogs", without duplicating an existing "s": (cat|dog) is the 1st (and only) saved sub-expression in the regexp, and \1 in the format string substitutes this into the output. Other sed commands Besides substitution, other forms of simple processing are possible, using some 25 sed commands. For example, the following uses the d command to filter out lines that only contain spaces, or only contain the end of line character: sed '/^ *$/d' inputFileName This example uses some of the following regular expression metacharacters (sed supports the full range of regular expressions): The caret (^) matches the beginning of the line. The dollar sign ($) matches the end of the line. The asterisk (*) matches zero or more occurrences of the previous character. The plus (+) matches one or more occurrence(s) of the previous character. The question mark (?) matches zero or one occurrence of the previous character. The dot (.) matches exactly one character. Complex sed constructs are possible, allowing it to serve as a simple, but highly specialized, programming language. Flow of control, for example, can be managed by the use of a label (a colon followed by a string) and the branch instruction b. An instruction b followed by a valid label name will move processing to the block following that label. sed used as a filter Under Unix, sed is often used as a filter in a pipeline: generateData | sed 's/x/y/g' That is, a program such as "generateData" generates data, and then sed makes the small change of replacing x with y. For example: $ echo xyz xyz | sed 's/x/y/g' yyz yyz File-based sed scripts It is often useful to put several sed commands, one command per line, into a script file such as subst.sed, and then use the -f option to run the commands (such as s/x/y/g) from the file: sed -f subst.sed inputFileName > outputFileName Any number of commands may be placed into the script file, and using a script file also avoids problems with shell escaping or substitutions. Such a script file may be made directly executable from the command line by prepending it with a "shebang line" containing the sed command and assigning the executable permission to the file. For example, a file subst.sed can be created with contents: #!/bin/sed -f s/x/y/g The file may then be made executable by the current user with the chmod command:chmod u+x subst.sedThe file may then be executed directly from the command line: subst.sed inputFileName > outputFileName In-place editing The -i option, introduced in GNU sed, allows in-place editing of files (actually, a temporary output file is created in the background, and then the original file is replaced by the temporary file). For example: sed -i 's/abc/def/' fileName Examples Hello, world! example # convert input text stream to "Hello, world!" s/.*/Hello, world!/ q This "Hello, world!" script is in a file (e.g., script.txt) and invoked with sed -f script.txt inputFileName, where "inputFileName" is the input text file. The script changes "inputFileName" line #1 to "Hello, world!" and then quits, printing the result before sed exits. Any input lines past line #1 are not read, and not printed. So the sole output is "Hello, world!". The example emphasizes many key characteristics of sed: Typical sed programs are rather short and simple. sed scripts can have comments (the line starting with the # symbol). The s (substitute) command is the most important sed command. sed allows simple programming, with commands such as q (quit). sed uses regular expressions, such as .* (zero or more of any character). Other simple examples Below follow various sed scripts; these can be executed by passing as an argument to sed, or put in a separate file and executed via -f or by making the script itself executable. To replace any instance of a certain word in a file with "REDACTED", such as an IRC password, and save the result: sed -i s/yourpassword/REDACTED/ ./status.chat.log To delete any line containing the word "yourword" (the address is '/yourword/'): /yourword/ d To delete all instances of the word "yourword": s/yourword//g To delete two words from a file simultaneously: s/firstword//g s/secondword//g To express the previous example on one line, such as when entering at the command line, one may join two commands via the semicolon: sed "s/firstword//g; s/secondword//g" inputFileName Multiline processing example In the next example, sed, which usually only works on one line, removes newlines from sentences where the second line starts with one space. Consider the following text: This is my dog, whose name is Frank. This is my fish, whose name is George. This is my goat, whose name is Adam. The sed script below will turn the text above into the following text. Note that the script affects only the input lines that start with a space: This is my dog, whose name is Frank. This is my fish, whose name is George. This is my goat, whose name is Adam. The script is: N s/\n / / P D This is explained as: (N) add the next line to the pattern space; (s/\n / /) find a new line followed by a space, replace with one space; (P) print the top line of the pattern space; (D) delete the top line from the pattern space and run the script again. This can be expressed on a single line via semicolons: sed 'N; s/\n / /; P; D' inputFileName Limitations and alternatives While simple and limited, sed is sufficiently powerful for a large number of purposes. For more sophisticated processing, more powerful languages such as AWK or Perl are used instead. These are particularly used if transforming a line in a way more complicated than a regex extracting and template replacement, though arbitrarily complicated transforms are in principle possible by
the Hebbronville ranch on which two illegal immigrants has been caught trespassing on March 18, 2003, and Jack Foote, the founder of Ranch Rescue. Sutton, who had recruited Ranch Rescue to patrol the U.S.-Mexico border region near his Hebbronville ranch, settled with an $100,000 out-of-court settlement. According to the New York Times, since neither Nethercott or Foote defended themselves, the "judge issued default judgments of $850,000 against Mr. Nethercott and $500,000 against Mr. Foote. Neither men had "substantial assets" so Nethercott's ranch—Camp Thunderbird—which had also served as Ranch Rescue's headquarters—was seized to pay the judgment and surrendered to the two illegal immigrants from El Salvador, Edwin Alfredo Mancía Gonzáles and Fátima del Socorro Leiva Medina. SPLC staff worked also with Texas prosecutors to obtain a conviction against Nethercott for possession of a gun, which was illegal for a felon. Nethercott had served time in California for assault previously. As a result, he was sentenced to serve a five-year sentence in a Texas prison. Billy Ray Johnson The SPLC brought a civil suit on behalf of Billy Ray Johnson, a black, mentally disabled man, who was severely beaten by four white males in Texas and left bleeding in a ditch, suffering permanent injuries. In 2007, Johnson was awarded $9 million in damages by a Linden, Texas jury. At a criminal trial, the four men were convicted of assault and received sentences of 30 to 60 days in county jail. Imperial Klans of America In November 2008, the SPLC's case against the Imperial Klans of America (IKA), the nation's second-largest Klan organization, went to trial in Meade County, Kentucky. The SPLC had filed suit for damages in July 2007 on behalf of Jordan Gruver and his mother against the IKA in Kentucky. In July 2006, five Klan members went to the Meade County Fairgrounds in Brandenburg, Kentucky, "to hand out business cards and flyers advertising a 'white-only' IKA function". Two members of the Klan started calling Gruver, a 16-year-old boy of Panamanian descent, a "spic". Subsequently, the boy, ( and weighing ) was beaten and kicked by the Klansmen (one of whom was and ). As a result, the victim received "two cracked ribs, a broken left forearm, multiple cuts and bruises and jaw injuries requiring extensive dental repair." In a related criminal case in February 2007, Jarred Hensley and Andrew Watkins were sentenced to three years in prison for beating Gruver. On November 14, 2008, an all-white jury of seven men and seven women awarded $1.5 million in compensatory damages and $1 million in punitive damages to the plaintiff against Ron Edwards, Imperial Wizard of the group, and Jarred Hensley, who participated in the attack. Mississippi correctional institutions Together with the ACLU National Prison Project, the SPLC filed a class-action suit in November 2010 against the owner/operators of the private Walnut Grove Youth Correctional Facility in Leake County, Mississippi, and the Mississippi Department of Corrections (MDC). They charged that conditions, including under-staffing and neglect of medical care, produced numerous and repeated abuses of youthful prisoners, high rates of violence and injury, and that one prisoner suffered brain damage because of inmate-on-inmate attacks. A federal civil rights investigation was undertaken by the United States Department of Justice. In settling the suit, Mississippi ended its contract with GEO Group in 2012. Additionally, under the court decree, the MDC moved the youthful offenders to state-run units. In 2012, Mississippi opened a new youthful offender unit at the Central Mississippi Correctional Facility in Rankin County. The state also agreed to not subject youthful offenders to solitary confinement and a court monitor conducted regular reviews of conditions at the facility. Also with the ACLU Prison Project, the SPLC filed a class-action suit in May 2013 against Management and Training Corporation (MTC), the for-profit operator of the private East Mississippi Correctional Facility, and the MDC. Management and Training Corporation had been awarded a contract for this and two other facilities in Mississippi in 2012 following the removal of GEO Group. The suit charged failure of MTC to make needed improvements, and to maintain proper conditions and treatment for this special needs population of prisoners. In 2015 the court granted the plaintiffs' motion for class certification. Polk County, Florida Sheriff In 2012, the SPLC initiated a class action federal lawsuit against the Polk County, Florida sheriff, Grady Judd, alleging that seven juveniles confined by the sheriff were suffering in improper conditions. U.S. District Court Judge Steven D. Merryday found in favor of Judd, who said the SPLC's allegations "were not supported by the facts or court precedence ." The judge wrote that "the conditions of juvenile detention at (Central County Jail) are not consistent with (Southern Poverty's) dark, grim, and condemning portrayal." While the county sheriff's department did not recover an estimated $1 million in attorney's fees defending the case, Judge Merryday did award $103,000 in court costs to Polk County. Andrew Anglin and The Daily Stormer In April 2017, the SPLC filed a federal lawsuit on behalf of Tanya Gersh, accusing Andrew Anglin, publisher of the white supremacist website The Daily Stormer, of instigating an anti-Semitic harassment campaign against Gersh, a Whitefish, Montana, real estate agent.<ref name=TPMAnglin>Kirkland, Allegra (April 18, 2017). "Lawsuit: Neo-Nazi Led Anti-Semitic Harassment Campaign Against Montana Woman". Talking Points Memo". Retrieved May 16, 2017</ref> In July 2019, a judge issued a $14 million dollar default judgment against Anglin, who is in hiding and has refused to appear in court. Lawsuits and criticism against the SPLC In October 2014, the SPLC added Ben Carson to its extremist watch list, citing his association with groups it considers extreme, and his "linking of gays with pedophiles". Following criticism, the SPLC concluded its profile of Carson did not meet its standards, removed his listing, and apologized to him in February 2015. In October 2016, the SPLC published its "Field Guide to Anti-Muslim Extremists", which listed the British activist Maajid Nawaz and a nonprofit group he founded, the Quilliam Foundation. Nawaz, who identifies as a "liberal, reform Muslim", denounced the listing as a "smear", saying that the SPLC listing had made him a target of jihadists.Maajid Nawaz Interview Real Time with Bill Maher (HBO) In June 2018, the SPLC issued an apology, stating: Along with the apology, the SPLC paid US$3.375 million to Nawaz and the Quilliam Foundation in a settlement. Nawaz said about the settlement that Quilliam "will continue to combat extremists by defying Muslim stereotypes, calling out fundamentalism in our own communities, and speaking out against anti-Muslim hate."SPLC to pay $3.4 million to British group it called anti-Muslim extremists. Associated Press, June 18, 2018 The SPLC ultimately removed the Field Guide from its website. In August 2017, a defamation lawsuit was filed against the SPLC by the D. James Kennedy Ministries for describing it as an "active hate group" because of their views on LGBT rights. The SPLC lists D. James Kennedy Ministries and its predecessor, Truth in Action, as anti-LGBT hate groups because of what the SPLC describes as the group's history of spreading homophobic propaganda, including D. James Kennedy's false statement that "homosexuals prey on adolescent boys", and false claims about the transmission of AIDS. On February 21, 2018, a federal magistrate judge recommended that the suit be dismissed with prejudice, concluding that D. James Kennedy Ministries could not show that it had been libeled. On September 19, 2019, the lawsuit was dismissed by Judge Myron H. Thompson, who ruled that the "SPLC's labeling of the group as [a hate group] is protected by the First Amendment." In March 2018, several journalists, including Max Blumenthal, were mentioned in an article by Alexander Reid Ross which the SPLC retracted after receiving complaints from those journalists that the article falsely portrayed them as "white supremacists, fascists, anti-Semites, and engaging in a conspiracy with the Putin regime to promote such views"; the Center's letter explaining its retraction of the article apologizing to Blumenthal and the other journalists who believed they had been falsely portrayed. The SPLC was criticized for taking down this article and was accused of caving in to pressure. The article argued that the dissemination of conspiracy theories around such issues as the Syrian Civil War (about the White Helmets and child refugees) were intended to co-opt leftist anti-imperialism in the service of a fascist agenda. Subsequently, the SPLC retracted two other articles written by Alexander Reid Ross on the topic of Russian campaigns to influence Western public opinion. In 2019, the Center for Immigration Studies (CIS) sued the SPLC for designating the CIS as a hate group, claiming it constituted fraud under the Racketeer Influenced and Corrupt Organizations Act. The SPLC defended its decision and said the group "richly deserved" the designation. Cornell law professor William A. Jacobson, a longtime critic of the SPLC, criticized the listing of the CIS as "pos[ing] a danger of being exploited as an excuse to silence speech and to skew political debate." The lawsuit was dismissed in September 2019 for failure to state a claim; Judge Amy Berman Jackson ruled that the CIS could not show any violations of the RICO statute. In February 2019, several months after resigning as chaiman of the Proud Boys, Gavin McInnes filed a defamation lawsuit against the SPLC. The lawsuit was filed in federal court in Alabama over the SPLC's designation of the Proud Boys as a "general hate" group.Kennedy, Merrit (February 5, 2019). "Proud Boys Founder Files Defamation Lawsuit Against Southern Poverty Law Center". NPR. Retrieved October 7, 2020. The SPLC took the lawsuit "as a compliment" and an indication that "we're doing our job." On its website, SPLC said that "McInnes plays a duplicitous rhetorical game: rejecting white nationalism and, in particular, the term 'alt-right' while espousing some of its central tenets" and that the group's "rank-and-file [members] and leaders regularly spout white nationalist memes and maintain affiliations with known extremists. They are known for anti-Muslim and misogynistic rhetoric. Proud Boys have appeared alongside other hate groups at extremist gatherings like the Unite the Right rally in Charlottesville." McInnes is represented by Ronald Coleman. In addition to defamation, McInnes claimed tortious interference with economic advantage, "false light invasion of privacy" and "aiding and abetting employment discrimination." The day after filing the suit, McInnes announced that he had been re-hired by the Canadian far-right media group The Rebel Media. The SPLC filed a motion to dismiss the lawsuit in July 2019. Projects and publishing platforms Hate Map In 1990, the SPLC began to publish an "annual census of hate groups operating within the United States". Classifications and listings of hate groups Over the years the classifications and listings of hate groups expanded to reflect current social phenomena. By the 2000s, the term "hate groups" included organizations it has assessed either "attack or malign an entire class of people, typically for their immutable characteristics". The SPLC says that hate group activities may include speeches, marches, rallies, meetings, publishing, and leafleting. While some of these activities may include criminal acts, such as violence, not all the activities tracked by the SPLC are illegal or criminal. Groups that have been included as "hate groups" by the SPLC who reject that labelling include, for example, self-described men's rights groups A Voice for Men and Return of Kings, which the SPLC had described as "male supremacist", according to a 2018 Washington Post article. The SPLC's identification and listings of hate groups and extremists has been the subject of controversy. The authors of the 2009 book The White Separatist Movement in the United States, sociologists Betty A. Dobratz and Stephanie L. Shanks-Meile, who used the findings of the SPLC and other watchdog groups, said that the SPLC chose its causes with funding and donations in mind. Concerns have been raised that people and groups designated as "hate groups" by the SPLC were being targeted by protests or violence that prevent them from speaking. The SPLC stands behind the vast majority of its listings. In 2018, David A. Graham wrote in The Atlantic that while criticism of the SPLC had long existed, the sources of such criticism have expanded recently to include "sympathetic observers and fellow researchers on hate groups" concerned about the organization "mixing its research and activist strains." Laird Wilcox, an analyst of political fringe movements, has said the SPLC has taken an incautious approach to assigning the labels "hate group" and "extremist". Mark Potok of Southern Poverty Law Center responded that Wilcox "had an ax to grind for a great many years" and engaged in name calling against others doing anti-racist work. In 2009, the Federation for American Immigration Reform (FAIR) argued that allies of America's Voice and Media Matters had used the SPLC designation of FAIR as a hate group to "engage in unsubstantiated, invidious name-calling, smearing millions of people in this movement." FAIR and its leadership have been criticized by the SPLC as being sympathetic to, or overtly supportive of, white supremacist and identitarian ideologies, as the group's late founder had stated his belief that the United States should remain a majority-white country. In 2010, a group of Republican politicians and conservative organizations criticized the SPLC in full-page advertisements in two Washington, D.C., newspapers for what they described as "character assassination" because the SPLC had listed the Family Research Council (FRC) as a hate group for alleged "defaming of gays and lesbians".Extremist Files: Family Research Council. Southern Poverty Law Center, 2016 In August 2012, a gunman entered the Washington, D.C. headquarters of the Family Research Council with the intent to kill employees and smear Chick-fil-A sandwiches on the victims' faces. The gunman, Floyd Lee Corkins, stated that he chose FRC as a target because it was listed as an anti-gay group on the SPLC's website. A security guard was wounded but stopped Corkins from shooting anyone else. In the wake of the shooting, the SPLC was again criticized for listing FRC as an anti-gay hate group, including by liberal columnist Dana Milbank, while others defended the categorization. The SPLC defended its listing of anti-gay hate groups, stating that the groups were selected not because of their religious views, but on their "propagation of known falsehoods about LGBT people... that have been thoroughly discredited by scientific authorities." SPLC Hatewatch (blog) The Hatewatch blog, created in c. 2007, publishes the work of its teams, including investigative journalists who "monitor and expose" activities of the "American radical right". Initially, its precursor—the "Klanwatch" project—which was established in 1981, focused on monitoring KKK activities. The Hatewatch blog, along with the "Teaching Tolerance" program and the Intelligence Report, highlights SPLC's work.An in-depth 2018 Hatewatch report examined the roots and evolution of black-on-white crime rhetoric, from the mid-nineteenth century to the late 2010s. According to the report, "[m]isrepresented crime statistics" on "black-on-white crime" have become a "main propaganda point of America's hate movement". The report described how Dylann Roof, the perpetrator of the June 17, 2015, Charleston church shooting had written in his manifesto about his 2012 Google search for "black-on-white crime", which led him to be convinced that black men were a "physical threat to white people." One of the first sources was the Council of Conservative Citizens. The report shows that on November 22, 2015, then-Presidential Candidate Donald Trump retweeted a chart that had "originated from a neo-Nazi account" which displayed "bogus crime statistics". The SPLC report cited a November 23, 2005, Washington Post article that fact checked the figures in the graph. The tweet said that "81 percent of whites are killed by black people", while the FBI says that only 15 percent of white murder victims are killed by a black perpetrator; the large majority of white murder victims are killed by white perpetrators. Teaching Tolerance SPLC's projects include the website Tolerance.org, which provides news on tolerance issues, education for children, guidebooks for activists, and resources for parents and teachers. The website received Webby Awards in 2002 and 2004 for Best Activism. Another product of Tolerance.org is the "10 Ways To Fight Hate on Campus: A Response Guide for College Activists" booklet. Documentaries The SPLC also produces documentary films. Two have won Academy Awards for Documentary Short Subject: A Time for Justice (1994) and Mighty Times: The Children's March (2004). In 2017 the SPLC began developing a six-part series with Black Box Management to document "the normalization of far-right extremism in the age of Donald Trump." Cooperation with law enforcement The SPLC cooperates with, and offers training to, law enforcement agencies, focusing "on the history, background, leaders, and activities of far-right extremists in the United States". The FBI has partnered with the SPLC and many other organizations "to establish rapport, share information, address concerns, and cooperate in solving problems" related to hate crimes. In a November 2018 briefing of law enforcement officials in Clark County, Washington, concerning the Proud Boys FBI agents suggested the use of various websites for more information, including that of the SPLC. Intelligence Report Since 1981, the SPLC's Intelligence Project has published a quarterly Intelligence Report that monitors what the SPLC considers radical right hate groups and extremists in the United States. The Intelligence Report provides information regarding organizational efforts and tactics of these groups and persons, and has been cited by scholars, including Rory M. McVeigh and David Mark Chalmers, as a reliable and comprehensive source on U.S. right-wing extremism and hate groups. In 2013 the SPLC donated the Intelligence Projects documentation to the library of Duke University. The SPLC also publishes HateWatch Weekly, a newsletter that follows racism and extremism, and the Hatewatch blog, whose subtitle is "Keeping an Eye on the Radical Right". Two articles published in Intelligence Report have won "Green Eyeshade Excellence in Journalism" awards from the Society of Professional Journalists. "Communing with the Council", written by Heidi Beirich and Bob Moser, took third place for Investigative Journalism in the Magazine Division in 2004, and "Southern Gothic", by David Holthouse and Casey Sanchez, took second place for Feature Reporting in the Magazine Division in 2007. Since 2001, the SPLC has released an annual issue of the Intelligence Project called Year in Hate, later renamed Year in Hate and Extremism, in which it presents statistics on the numbers of hate groups in America. The current format of the report covers racial hate groups, nativist hate groups, and other right-wing extremist groups such as groups within the Patriot Movement. Jesse Walker, writing in Reason.com, criticized the 2016 report, questioning whether the count was reliable, as it focused on the number of groups rather than the number of people in those groups or the size of the groups. Walker gives the example that the 2016 report itself concedes an increase in the number of KKK groups could be due to
deep by four feet tall, of the Ten Commandments late at night without the knowledge of any other court justice. After defying several court rulings, Moore was eventually removed from the court and the Supreme Court justices had the monument removed from the building. Leiva v. Ranch Rescue In 2003, the SPLC, the Mexican American Legal Defense and Educational Fund, and local attorneys filed a civil suit, Leiva v. Ranch Rescue, in Jim Hogg County, Texas, against Ranch Rescue, a vigilante paramilitary group and several of its associates, seeking damages for assault and illegal detention of two illegal immigrants caught near the U.S.-Mexico border. In April 2005, SPLC obtained judgments totaling $1 million against Casey James Nethercott, who was then Ranch Rescue's leader and the owner of an Arizona ranch, Camp Thunderbird, Joe Sutton, who owned the Hebbronville ranch on which two illegal immigrants has been caught trespassing on March 18, 2003, and Jack Foote, the founder of Ranch Rescue. Sutton, who had recruited Ranch Rescue to patrol the U.S.-Mexico border region near his Hebbronville ranch, settled with an $100,000 out-of-court settlement. According to the New York Times, since neither Nethercott or Foote defended themselves, the "judge issued default judgments of $850,000 against Mr. Nethercott and $500,000 against Mr. Foote. Neither men had "substantial assets" so Nethercott's ranch—Camp Thunderbird—which had also served as Ranch Rescue's headquarters—was seized to pay the judgment and surrendered to the two illegal immigrants from El Salvador, Edwin Alfredo Mancía Gonzáles and Fátima del Socorro Leiva Medina. SPLC staff worked also with Texas prosecutors to obtain a conviction against Nethercott for possession of a gun, which was illegal for a felon. Nethercott had served time in California for assault previously. As a result, he was sentenced to serve a five-year sentence in a Texas prison. Billy Ray Johnson The SPLC brought a civil suit on behalf of Billy Ray Johnson, a black, mentally disabled man, who was severely beaten by four white males in Texas and left bleeding in a ditch, suffering permanent injuries. In 2007, Johnson was awarded $9 million in damages by a Linden, Texas jury. At a criminal trial, the four men were convicted of assault and received sentences of 30 to 60 days in county jail. Imperial Klans of America In November 2008, the SPLC's case against the Imperial Klans of America (IKA), the nation's second-largest Klan organization, went to trial in Meade County, Kentucky. The SPLC had filed suit for damages in July 2007 on behalf of Jordan Gruver and his mother against the IKA in Kentucky. In July 2006, five Klan members went to the Meade County Fairgrounds in Brandenburg, Kentucky, "to hand out business cards and flyers advertising a 'white-only' IKA function". Two members of the Klan started calling Gruver, a 16-year-old boy of Panamanian descent, a "spic". Subsequently, the boy, ( and weighing ) was beaten and kicked by the Klansmen (one of whom was and ). As a result, the victim received "two cracked ribs, a broken left forearm, multiple cuts and bruises and jaw injuries requiring extensive dental repair." In a related criminal case in February 2007, Jarred Hensley and Andrew Watkins were sentenced to three years in prison for beating Gruver. On November 14, 2008, an all-white jury of seven men and seven women awarded $1.5 million in compensatory damages and $1 million in punitive damages to the plaintiff against Ron Edwards, Imperial Wizard of the group, and Jarred Hensley, who participated in the attack. Mississippi correctional institutions Together with the ACLU National Prison Project, the SPLC filed a class-action suit in November 2010 against the owner/operators of the private Walnut Grove Youth Correctional Facility in Leake County, Mississippi, and the Mississippi Department of Corrections (MDC). They charged that conditions, including under-staffing and neglect of medical care, produced numerous and repeated abuses of youthful prisoners, high rates of violence and injury, and that one prisoner suffered brain damage because of inmate-on-inmate attacks. A federal civil rights investigation was undertaken by the United States Department of Justice. In settling the suit, Mississippi ended its contract with GEO Group in 2012. Additionally, under the court decree, the MDC moved the youthful offenders to state-run units. In 2012, Mississippi opened a new youthful offender unit at the Central Mississippi Correctional Facility in Rankin County. The state also agreed to not subject youthful offenders to solitary confinement and a court monitor conducted regular reviews of conditions at the facility. Also with the ACLU Prison Project, the SPLC filed a class-action suit in May 2013 against Management and Training Corporation (MTC), the for-profit operator of the private East Mississippi Correctional Facility, and the MDC. Management and Training Corporation had been awarded a contract for this and two other facilities in Mississippi in 2012 following the removal of GEO Group. The suit charged failure of MTC to make needed improvements, and to maintain proper conditions and treatment for this special needs population of prisoners. In 2015 the court granted the plaintiffs' motion for class certification. Polk County, Florida Sheriff In 2012, the SPLC initiated a class action federal lawsuit against the Polk County, Florida sheriff, Grady Judd, alleging that seven juveniles confined by the sheriff were suffering in improper conditions. U.S. District Court Judge Steven D. Merryday found in favor of Judd, who said the SPLC's allegations "were not supported by the facts or court precedence ." The judge wrote that "the conditions of juvenile detention at (Central County Jail) are not consistent with (Southern Poverty's) dark, grim, and condemning portrayal." While the county sheriff's department did not recover an estimated $1 million in attorney's fees defending the case, Judge Merryday did award $103,000 in court costs to Polk County. Andrew Anglin and The Daily Stormer In April 2017, the SPLC filed a federal lawsuit on behalf of Tanya Gersh, accusing Andrew Anglin, publisher of the white supremacist website The Daily Stormer, of instigating an anti-Semitic harassment campaign against Gersh, a Whitefish, Montana, real estate agent.<ref name=TPMAnglin>Kirkland, Allegra (April 18, 2017). "Lawsuit: Neo-Nazi Led Anti-Semitic Harassment Campaign Against Montana Woman". Talking Points Memo". Retrieved May 16, 2017</ref> In July 2019, a judge issued a $14 million dollar default judgment against Anglin, who is in hiding and has refused to appear in court. Lawsuits and criticism against the SPLC In October 2014, the SPLC added Ben Carson to its extremist watch list, citing his association with groups it considers extreme, and his "linking of gays with pedophiles". Following criticism, the SPLC concluded its profile of Carson did not meet its standards, removed his listing, and apologized to him in February 2015. In October 2016, the SPLC published its "Field Guide to Anti-Muslim Extremists", which listed the British activist Maajid Nawaz and a nonprofit group he founded, the Quilliam Foundation. Nawaz, who identifies as a "liberal, reform Muslim", denounced the listing as a "smear", saying that the SPLC listing had made him a target of jihadists.Maajid Nawaz Interview Real Time with Bill Maher (HBO) In June 2018, the SPLC issued an apology, stating: Along with the apology, the SPLC paid US$3.375 million to Nawaz and the Quilliam Foundation in a settlement. Nawaz said about the settlement that Quilliam "will continue to combat extremists by defying Muslim stereotypes, calling out fundamentalism in our own communities, and speaking out against anti-Muslim hate."SPLC to pay $3.4 million to British group it called anti-Muslim extremists. Associated Press, June 18, 2018 The SPLC ultimately removed the Field Guide from its website. In August 2017, a defamation lawsuit was filed against the SPLC by the D. James Kennedy Ministries for describing it as an "active hate group" because of their views on LGBT rights. The SPLC lists D. James Kennedy Ministries and its predecessor, Truth in Action, as anti-LGBT hate groups because of what the SPLC describes as the group's history of spreading homophobic propaganda, including D. James Kennedy's false statement that "homosexuals prey on adolescent boys", and false claims about the transmission of AIDS. On February 21, 2018, a federal magistrate judge recommended that the suit be dismissed with prejudice, concluding that D. James Kennedy Ministries could not show that it had been libeled. On September 19, 2019, the lawsuit was dismissed by Judge Myron H. Thompson, who ruled that the "SPLC's labeling of the group as [a hate group] is protected by the First Amendment." In March 2018, several journalists, including Max Blumenthal, were mentioned in an article by Alexander Reid Ross which the SPLC retracted after receiving complaints from those journalists that the article falsely portrayed them as "white supremacists, fascists, anti-Semites, and engaging in a conspiracy with the Putin regime to promote such views"; the Center's letter explaining its retraction of the article apologizing to Blumenthal and the other journalists who believed they had been falsely portrayed. The SPLC was criticized for taking down this article and was accused of caving in to pressure. The article argued that the dissemination of conspiracy theories around such issues as the Syrian Civil War (about the White Helmets and child refugees) were intended to co-opt leftist anti-imperialism in the service of a fascist agenda. Subsequently, the SPLC retracted two other articles written by Alexander Reid Ross on the topic of Russian campaigns to influence Western public opinion. In 2019, the Center for Immigration Studies (CIS) sued the SPLC for designating the CIS as a hate group, claiming it constituted fraud under the Racketeer Influenced and Corrupt Organizations Act. The SPLC defended its decision and said the group "richly deserved" the designation. Cornell law professor William A. Jacobson, a longtime critic of the SPLC, criticized the listing of the CIS as "pos[ing] a danger of being exploited as an excuse to silence speech and to skew political debate." The lawsuit was dismissed in September 2019 for failure to state a claim; Judge Amy Berman Jackson ruled that the CIS could not show any violations of the RICO statute. In February 2019, several months after resigning as chaiman of the Proud Boys, Gavin McInnes filed a defamation lawsuit against the SPLC. The lawsuit was filed in federal court in Alabama over the SPLC's designation of the Proud Boys as a "general hate" group.Kennedy, Merrit (February 5, 2019). "Proud Boys Founder Files Defamation Lawsuit Against Southern Poverty Law Center". NPR. Retrieved October 7, 2020. The SPLC took the lawsuit "as a compliment" and an indication that "we're doing our job." On its website, SPLC said that "McInnes plays a duplicitous rhetorical game: rejecting white nationalism and, in particular, the term 'alt-right' while espousing some of its central tenets" and that the group's "rank-and-file [members] and leaders regularly spout white nationalist memes and maintain affiliations with known extremists. They are known for anti-Muslim and misogynistic rhetoric. Proud Boys have appeared alongside other hate groups at extremist gatherings like the Unite the Right rally in Charlottesville." McInnes is represented by Ronald Coleman. In addition to defamation, McInnes claimed tortious interference with economic advantage, "false light invasion of privacy" and "aiding and abetting employment discrimination." The day after filing the suit, McInnes announced that he had been re-hired by the Canadian far-right media group The Rebel Media. The SPLC filed a motion to dismiss the lawsuit in July 2019. Projects and publishing platforms Hate Map In 1990, the SPLC began to publish an "annual census of hate groups operating within the United States". Classifications and listings of hate groups Over the years the classifications and listings of hate groups expanded to reflect current social phenomena. By the 2000s, the term "hate groups" included organizations it has assessed either "attack or malign an entire class of people, typically for their immutable characteristics". The SPLC says that hate group activities may include speeches, marches, rallies, meetings, publishing, and leafleting. While some of these activities may include criminal acts, such as violence, not all the activities tracked by the SPLC are illegal or criminal. Groups that have been included as "hate groups" by the SPLC who reject that labelling include, for example, self-described men's rights groups A Voice for Men and Return of Kings, which the SPLC had described as "male supremacist", according to a 2018 Washington Post article. The SPLC's identification and listings of hate groups and extremists has been the subject of controversy. The authors of the 2009 book The White Separatist Movement in the United States, sociologists Betty A. Dobratz and Stephanie L. Shanks-Meile, who used the findings of the SPLC and other watchdog groups, said that the SPLC chose its causes with funding and donations in mind. Concerns have been raised that people and groups designated as "hate groups" by the SPLC were being targeted by protests or violence that prevent them from speaking. The SPLC stands behind the vast majority of its listings. In 2018, David A. Graham wrote in The Atlantic that while criticism of the SPLC had long existed, the sources of such criticism have expanded recently to include "sympathetic observers and fellow researchers on hate groups" concerned about the organization "mixing its research and activist strains." Laird Wilcox, an analyst of political fringe movements, has said the SPLC has taken an incautious approach to assigning the labels "hate group" and "extremist". Mark Potok of Southern Poverty Law Center responded that Wilcox "had an ax to grind for a great many years" and engaged in name calling against others doing anti-racist work. In 2009, the Federation for American Immigration Reform (FAIR) argued that allies of America's Voice and Media Matters had used the SPLC designation of FAIR as a hate group to "engage in unsubstantiated, invidious name-calling, smearing millions of people in this movement." FAIR and its leadership have been criticized by the SPLC as being sympathetic to, or overtly supportive of, white supremacist and identitarian ideologies, as the group's late founder had stated his belief that the United States should remain a majority-white country. In 2010, a group of Republican politicians and conservative organizations criticized the SPLC in full-page advertisements in two Washington, D.C., newspapers for what they described as "character assassination" because the SPLC had listed the Family Research Council (FRC) as a hate group for alleged "defaming of gays and lesbians".Extremist Files: Family Research Council. Southern Poverty Law Center, 2016 In August 2012, a gunman entered the Washington, D.C. headquarters of the Family Research Council with the intent to kill employees and smear Chick-fil-A sandwiches on the victims' faces. The gunman, Floyd Lee Corkins, stated that he chose FRC as a target because it was listed as an anti-gay group on the SPLC's website. A security guard was wounded but stopped Corkins from shooting anyone else. In the wake of the shooting, the SPLC was again criticized for listing FRC as an anti-gay hate group, including by liberal columnist Dana Milbank, while others defended the categorization. The SPLC defended its listing of anti-gay hate groups, stating that the groups were selected not because of their religious views, but on their "propagation of known falsehoods about LGBT people... that have been thoroughly discredited by scientific authorities." SPLC Hatewatch (blog) The Hatewatch blog, created in c. 2007, publishes the work of its teams, including investigative journalists who "monitor and expose" activities of the "American radical right". Initially, its precursor—the "Klanwatch" project—which was established in 1981, focused on monitoring KKK activities. The Hatewatch blog, along with the "Teaching Tolerance" program and the Intelligence Report, highlights SPLC's work.An in-depth 2018 Hatewatch report examined the roots and evolution of black-on-white crime rhetoric, from the mid-nineteenth century to the late 2010s. According to the report, "[m]isrepresented crime statistics" on "black-on-white crime" have become a "main propaganda point of America's hate movement". The report described how Dylann Roof, the perpetrator of the June 17, 2015, Charleston church shooting had written in his manifesto about his 2012 Google search for "black-on-white crime", which led him to be convinced that black men were a "physical threat to white people." One of the first sources was the Council of Conservative Citizens. The report shows that on November 22, 2015, then-Presidential Candidate Donald Trump retweeted a chart that had "originated from a neo-Nazi account" which displayed "bogus crime statistics". The SPLC report cited a November 23, 2005, Washington Post article that fact checked the figures in the graph. The tweet said that "81 percent of whites are killed by black people", while the FBI says that only 15 percent of white murder victims are killed by a black perpetrator; the large majority of white murder victims are killed by white perpetrators. Teaching Tolerance SPLC's projects include the website Tolerance.org, which provides news on tolerance issues, education for children, guidebooks for activists, and resources for parents and teachers. The website received Webby Awards in 2002 and 2004 for Best Activism. Another product of Tolerance.org is the "10 Ways To Fight Hate on Campus: A Response Guide for College Activists" booklet. Documentaries The SPLC also produces documentary films. Two have won Academy Awards for Documentary Short Subject: A Time for Justice (1994) and Mighty Times: The Children's March (2004). In 2017 the SPLC began developing a six-part series with Black Box Management to document "the normalization of far-right extremism in the age of Donald Trump." Cooperation with law enforcement The SPLC cooperates with, and offers training to, law enforcement agencies, focusing "on the history, background, leaders, and activities of far-right extremists in the United States". The FBI has partnered with the SPLC and many other organizations "to establish rapport, share information, address concerns, and cooperate in solving problems" related to hate crimes. In a November 2018 briefing of law enforcement officials in Clark County, Washington, concerning the Proud Boys FBI agents suggested the use of various websites for more information, including that of the SPLC. Intelligence Report Since 1981, the SPLC's Intelligence Project has published a quarterly Intelligence Report that monitors what the SPLC considers radical right hate groups and extremists in the United States. The Intelligence Report provides information regarding organizational efforts and tactics of these groups and persons, and has been cited by scholars, including Rory M. McVeigh and David Mark Chalmers, as a reliable and comprehensive source on U.S. right-wing extremism and hate groups. In 2013 the SPLC donated the Intelligence Projects documentation to the library of Duke University. The SPLC also publishes HateWatch Weekly, a newsletter that follows racism and extremism, and the Hatewatch blog, whose subtitle is "Keeping an Eye on the Radical Right". Two articles published in Intelligence Report have won "Green Eyeshade Excellence in Journalism" awards from the Society of Professional Journalists. "Communing with the Council", written by Heidi Beirich and Bob Moser, took third place for Investigative Journalism in the Magazine Division in 2004, and "Southern Gothic", by David Holthouse and Casey Sanchez, took second place for Feature Reporting in the Magazine Division in 2007. Since 2001, the SPLC has released an annual issue of the Intelligence Project called Year in Hate, later renamed Year in Hate and Extremism, in which it presents statistics on the numbers of hate groups in America. The current format of the report covers racial hate groups, nativist hate groups, and other right-wing extremist groups such as groups within the Patriot Movement. Jesse Walker, writing in Reason.com, criticized the 2016 report, questioning whether the count was reliable, as it focused on the number of groups rather than the number of people in those groups or the size of the groups. Walker gives the example that the 2016 report itself concedes an increase in the number of KKK groups could be due to two large groups falling apart, leading to members creating smaller local groups. Notable publications and media coverage on the SPLC In May 1988, journalist John Egerton published his article entitled "The Klan Basher" in Foundation News. In July 1988, he published a similar article, entitled "Poverty Palace: How the Southern Poverty Law Center got rich fighting the Klan", in The Progressive. A 1991 book entitled Shades of Gray: Dispatches from the Modern South included a chapter by Egerton on this theme, entitled "Morris Dees and the Southern Poverty Law Center". In 1994, the Montgomery Advertiser published an eight-part critical report on the SPLC. The series was nominated as one of three finalists for a 1995 Pulitzer Prize in Explanatory Journalism for "its probe of questionable management practices and self-interest at the Southern Poverty Law Center, the nation's best-endowed civil rights charity." According to the series, the SPLC had exaggerated the threat posed by the Klan and similar groups in order to raise money, discriminated against black employees, and used misleading fundraising tactics. From 1984 to 1994, the SPLC raised about $62 million in contributions and spent about $21 million on programs, according to the newspaper. SPLC's co-founder Joe Levin rejected the Advertiser's claims, saying that the series showed a lack of interest in the center's programs. Levin said
home without his permission. In Iraq, the law allows husbands to legally "punish" their wives. In the Democratic Republic of Congo, the Family Code states that the husband is the head of the household; the wife owes her obedience to her husband; a wife has to live with her husband wherever he chooses to live; and wives must have their husbands' authorization to bring a case in court or initiate other legal proceedings. Abuses and discriminatory practices against women in marriage are often rooted in financial payments such as dowry, bride price, and dower. These transactions often serve as legitimizing coercive control of the wife by her husband and in giving him authority over her; for instance Article 13 of the Code of Personal Status (Tunisia) states that, "The husband shall not, in default of payment of the dower, force the woman to consummate the marriage", implying that, if the dower is paid, marital rape is permitted. In this regard, critics have questioned the alleged gains of women in Tunisia, and its image as a progressive country in the region, arguing that discrimination against women remains very strong there. The World Organisation Against Torture (OMCT) has recognized the "independence and ability to leave an abusive husband" as crucial in stopping mistreatment of women. However, in some parts of the world, once married, women have very little chance of leaving a violent husband: obtaining a divorce is very difficult in many jurisdictions because of the need to prove fault in court. While attempting a de facto separation (moving away from the marital home) is also impossible because of laws preventing this. For instance, in Afghanistan, a wife who leaves her marital home risks being imprisoned for "running away". In addition, many former British colonies, including India, maintain the concept of restitution of conjugal rights, under which a wife may be ordered by court to return to her husband; if she fails to do so, she may be held in contempt of court. Other problems have to do with the payment of the bride price: if the wife wants to leave, her husband may demand the return of the bride price that he had paid to the woman's family; and the woman's family often cannot or does not want to pay it back. Laws, regulations, and traditions related to marriage continue to discriminate against women in many parts of the world, and to contribute to the mistreatment of women, in particular in areas related to sexual violence and to self-determination regarding sexuality, the violation of the latter now being acknowledged as a violation of women's rights. In 2012, Navi Pillay, then High Commissioner for Human Rights, stated that: Women are frequently treated as property, they are sold into marriage, into trafficking, into sexual slavery. Violence against women frequently takes the form of sexual violence. Victims of such violence are often accused of promiscuity and held responsible for their fate, while infertile women are rejected by husbands, families and communities. In many countries, married women may not refuse to have sexual relations with their husbands, and often have no say in whether they use contraception... Ensuring that women have full autonomy over their bodies is the first crucial step towards achieving substantive equality between women and men. Personal issues—such as when, how and with whom they choose to have sex, and when, how and with whom they choose to have children—are at the heart of living a life in dignity. Suffrage and politics Gender has been used as a tool for discrimination against women in the political sphere. Women's suffrage was not achieved until 1893, when New Zealand was the first country to grant women the right to vote. Saudi Arabia is the most recent country, as of August 2015, to extend the right to vote to women in 2011. Some Western countries allowed women the right to vote only relatively recently. Swiss women gained the right to vote in federal elections in 1971, and Appenzell Innerrhoden became the last canton to grant women the right to vote on local issues in 1991, when it was forced to do so by the Federal Supreme Court of Switzerland. French women were granted the right to vote in 1944. In Greece, women obtained the right to vote in 1952. In Liechtenstein, women obtained the right to vote in 1984, through the women's suffrage referendum of 1984. While almost every woman today has the right to vote, there is still progress to be made for women in politics. Studies have shown that in several democracies including Australia, Canada, and the United States, women are still represented using gender stereotypes in the press. Multiple authors have shown that gender differences in the media are less evident today than they used to be in the 1980s, but are still present. Certain issues (e.g., education) are likely to be linked with female candidates, while other issues (e.g., taxes) are likely to be linked with male candidates. In addition, there is more emphasis on female candidates' personal qualities, such as their appearance and their personality, as females are portrayed as emotional and dependent. Sexism in politics can also be shown in the imbalance of lawmaking power between men and women. Lanyan Chen stated that men hold more political power than women, serving as the gatekeepers of policy making. It is possible that this leads to women's needs not being properly represented. In this sense, the inequality of lawmaking power also causes gender discrimination in politics. The ratio of women to men in legislatures is used as a measure of gender equality in the United Nations (UN) created Gender Empowerment Measure and its newer incarnation the Gender Inequality Index. Menus Until the early 1980s, some high-end restaurants had two menus: a regular menu with the prices listed for men and a second menu for women, which did not have the prices listed (it was called the "ladies' menu"), so that the female diner would not know the prices of the items. In 1980, Kathleen Bick took a male business partner out to dinner at L'Orangerie in West Hollywood. After she was given a women's menu without prices and her guest got one with prices, Bick hired lawyer Gloria Allred to file a discrimination lawsuit, on the grounds that the women's menu went against the California Civil Rights Act. Bick stated that getting a women's menu without prices left her feeling "humiliated and incensed". The owners of the restaurant defended the practice, saying it was done as a courtesy, like the way men would stand up when a woman enters the room. Even though the lawsuit was dropped, the restaurant ended its gender-based menu policy. Trends over time A 2021 study found little evidence that levels of sexism had changed from 2004 to 2018 in the United States. Gender stereotypes Gender stereotypes are widely held beliefs about the characteristics and behavior of women and men. Empirical studies have found widely shared cultural beliefs that men are more socially valued and more competent than women in a number of activities. Dustin B. Thoman and others (2008) hypothesize that "[t]he socio-cultural salience of ability versus other components of the gender-math stereotype may impact women pursuing math". Through the experiment comparing the math outcomes of women under two various gender-math stereotype components, which are the ability of math and the effort on math respectively, Thoman and others found that women's math performance is more likely to be affected by the negative ability stereotype, which is influenced by sociocultural beliefs in the United States, rather than the effort component. As a result of this experiment and the sociocultural beliefs in the United States, Thoman and others concluded that individuals' academic outcomes can be affected by the gender-math stereotype component that is influenced by the sociocultural beliefs. In language Sexism in language exists when language devalues members of a certain gender. Sexist language, in many instances, promotes male superiority. Sexism in language affects consciousness, perceptions of reality, encoding and transmitting cultural meanings and socialization. Researchers have pointed to the semantic rule in operation in language of the male-as-norm. This results in sexism as the male becomes the standard and those who are not male are relegated to the inferior. Sexism in language is considered a form of indirect sexism because it is not always overt. Examples include: Using generic masculine terms to reference a group of mixed gender, such as "mankind", "man" (referring to humanity), "guys", or "officers and men" Using the singular masculine pronoun (he, his, him) as the default to refer to a person of unknown gender Terms ending in "-man" that may be performed by those of non-male genders, such as businessman, chairman, or policeman Using unnecessary gender markers, such as "male nurse" implying that simply a "nurse" is by default assumed to be female. Sexist and gender-neutral language Various 20th century feminist movements, from liberal feminism and radical feminism to standpoint feminism, postmodern feminism and queer theory, have considered language in their theorizing. Most of these theories have maintained a critical stance on language that calls for a change in the way speakers use their language. One of the most common calls is for gender-neutral language. Many have called attention, however, to the fact that the English language is not inherently sexist in its linguistic system, but the way it is used becomes sexist and gender-neutral language could thus be employed. Other opposed critiques of sexism in language maintain that language is descriptive, rather than prescriptive, and attempts to control it can be fruitless. Sexism in languages other than English Romanic languages such as French and Spanish may be seen as reinforcing sexism, in that the masculine form is the default. The word "mademoiselle", meaning "miss", was declared banished from French administrative forms in 2012 by Prime Minister François Fillon. Current pressure calls for the use of the masculine plural pronoun as the default in a mixed-sex group to change. As for Spanish, Mexico's Ministry of the Interior published a guide on how to reduce the use of sexist language. German speakers have also raised questions about how sexism intersects with grammar. The German language is heavily inflected for gender, number, and case; nearly all nouns denoting the occupations or statuses of human beings are gender-differentiated. For more gender-neutral constructions, gerund nouns are sometimes used instead, as this eliminates the grammatical gender distinction in the plural, and significantly reduces it in the singular. For example, instead of die Studenten ("the men students") or die Studentinnen ("the women students"), one writes die Studierenden ("the [people who are] studying"). However, this approach introduces an element of ambiguity, because gerund nouns more precisely denote one currently engaged in the activity, rather than one who routinely engages in it as their primary occupation. In Chinese, some writers have pointed to sexism inherent in the structure of written characters. For example, the character for man is linked to those for positive qualities like courage and effect while the character for wife is composed of a female part and a broom, considered of low worth. Gender-specific pejorative terms Gender-specific pejorative terms intimidate or harm another person because of their gender. Sexism can be expressed in language with negative gender-oriented implications, such as condescension. For example, one may refer to a female as a "girl" rather than a "woman", implying that they are subordinate or not fully mature. Other examples include obscene language. Some words are offensive to transgender people, including "tranny", "she-male", or "he-she". Intentional misgendering (assigning the wrong gender to someone) and the pronoun "it" are also considered pejorative. Occupational sexism Occupational sexism refers to discriminatory practices, statements or actions, based on a person's sex, occurring in the workplace. One form of occupational sexism is wage discrimination. In 2008, the Organisation for Economic Co-operation and Development (OECD) found that while female employment rates have expanded and gender employment and wage gaps have narrowed nearly everywhere, on average women still have 20% less chance to have a job and are paid 17% less than men. The report stated: [In] many countries, labour market discrimination—i.e. the unequal treatment of equally productive individuals only because they belong to a specific group—is still a crucial factor inflating disparities in employment and the quality of job opportunities [...] Evidence presented in this edition of the Employment Outlook suggests that about 8percent of the variation in gender employment gaps and 30 percent of the variation in gender wage gaps across OECD countries can be explained by discriminatory practices in the labor market.OECD. OECD Employment Outlook. Chapter 3: The Price of Prejudice: Labour Market Discrimination on the Grounds of Gender and Ethnicity. OECD, Paris, 2008. It also found that although almost all OECD countries, including the U.S., have established anti-discrimination laws, these laws are difficult to enforce. Women who enter predominantly male work groups can experience the negative consequences of tokenism: performance pressures, social isolation, and role encapsulation. Tokenism could be used to camouflage sexism, to preserve male workers' advantage in the workplace. No link exists between the proportion of women working in an organization/company and the improvement of their working conditions. Ignoring sexist issues may exacerbate women's occupational problems. In the World Values Survey of 2005, responders were asked if they thought wage work should be restricted to men only. In Iceland, the percentage that agreed was 3.6%, whereas in Egypt it was 94.9%. Gap in hiring Research has repeatedly shown that mothers in the United States are less likely to be hired than equally qualified fathers and if hired, receive a lower salary than male applicants with children. One study found that female applicants were favored; however, its results have been met with skepticism from other researchers, since it contradicts most other studies on the issue. Joan C. Williams, a distinguished professor at the University of California's Hastings College of Law, raised issues with its methodology, pointing out that the fictional female candidates it used were unusually well-qualified. Studies using more moderately qualified graduate students have found that male students are much more likely to be hired, offered better salaries, and offered mentorship. In Europe, studies based on field experiments in the labor market, provide evidence for no severe levels of discrimination based on female gender. However, unequal treatment is still measured in particular situations, for instance, when candidates apply for positions at a higher functional level in Belgium, when they apply at their fertile ages in France, and when they apply for male-dominated occupations in Austria. Earnings gap Studies have concluded that on average women earn lower wages than men worldwide. Some people argue that this results from widespread gender discrimination in the workplace. Others argue that the wage gap results from different choices by men and women, such as women placing more value than men on having children, and men being more likely than women to choose careers in high paying fields such as business, engineering, and technology. Eurostat found a persistent, average gender pay gap of 27.5% in the 27 EU member states in 2008. Similarly, the OECD found that female full-time employees earned 27% less than their male counterparts in OECD countries in 2009. In the United States, the female-to-male earnings ratio was 0.77 in 2009; female full-time, year-round (FTYR) workers earned 77% as much as male FTYR workers. Women's earnings relative to men's fell from 1960 to 1980 (56.7–54.2%), rose rapidly from 1980 to 1990 (54.2–67.6%), leveled off from 1990 to 2000 (67.6–71.2%) and rose from 2000 to 2009 (71.2–77.0%). As of the late 2010s, it has decreased back to around 1990 to 2000 levels (68.6-71.1%). When the first Equal Pay Act was passed in 1963, female full-time workers earned 48.9% as much as male full-time workers. Research conducted in Czechia and Slovakia shows that, even after the governments passed anti-discrimination legislation, two thirds of the gender gap in wages remained unexplained and segregation continued to "represent a major source of the gap". The gender gap can also vary across-occupation and within occupation. In Taiwan, for example, studies show how the bulk of gender wage discrepancies occur within-occupation. In Russia, research shows that the gender wage gap is distributed unevenly across income levels, and that it mainly occurs at the lower end of income distribution. The research also found that "wage arrears and payment in-kind attenuated wage discrimination, particularly amongst the lowest paid workers, suggesting that Russian enterprise managers assigned lowest importance to equity considerations when allocating these forms of payment". The gender pay gap has been attributed to differences in personal and workplace characteristics between men and women (such as education, hours worked and occupation), innate behavioral and biological differences between men and women and discrimination in the labor market (such as gender stereotypes and customer and employer bias). Women take significantly more time off to raise children than men. In certain countries such as South Korea, it has also been a long-established practice to lay-off female employees upon marriage. A study by Professor Linda C. Babcock in her book Women Don't Ask shows that men are eight times more likely to ask for a pay raise, suggesting that pay inequality may be partly a result of behavioral differences between the sexes. However, studies generally find that a portion of the gender pay gap remains unexplained after accounting for factors assumed to influence earnings; the unexplained portion of the wage gap is attributed to gender discrimination. Estimates of the discriminatory component of the gender pay gap vary. The OECD estimated that approximately 30% of the gender pay gap across OECD countries is because of discrimination. Australian research shows that discrimination accounts for approximately 60% of the wage differential between men and women. Studies examining the gender pay gap in the United States show that a much of the wage differential remains unexplained, after controlling for factors affecting pay. One study of college graduates found that the portion of the pay gap unexplained after all other factors are taken into account is five percent one year after graduating and 12% a decade after graduation. A study by the American Association of University Women found that women graduates in the United States are paid less than men doing the same work and majoring in the same field. Wage discrimination is theorized as contradicting the economic concept of supply and demand, which states that if a good or service (in this case, labor) is in demand and has value it will find its price in the market. If a worker offered equal value for less pay, supply and demand would indicate a greater demand for lower-paid workers. If a business hired lower-wage workers for the same work, it would lower its costs and enjoy a competitive advantage. According to supply and demand, if women offered equal value demand (and wages) should rise since they offer a better price (lower wages) for their service than men do. Research at Cornell University and elsewhere indicates that mothers in the United States are less likely to be hired than equally qualified fathers and, if hired, receive a lower salary than male applicants with children. The OECD found that "a significant impact of children on women's pay is generally found in the United Kingdom and the United States". Fathers earn $7,500 more, on average, than men without children do. There is research to suggest that the gender wage gap leads to big losses for the economy. Causes for wage discrimination The non-adjusted gender pay gap (the difference without taking into account differences in working hours, occupations, education and work experience) is not itself a measure of discrimination. Rather, it combines differences in the average pay of women and men to serve as a barometer of comparison. Differences in pay are caused by: occupational segregation (with more men in higher paid industries and women in lower paid industries), vertical segregation (fewer women in senior, and hence better paying positions), ineffective equal pay legislation, women's overall paid working hours, and barriers to entry into the labor market (such as education level and single parenting rate). Some variables that help explain the non-adjusted gender pay gap include economic activity, working time, and job tenure. Gender-specific factors, including gender differences in qualifications and discrimination, overall wage structure, and the differences in remuneration across industry sectors all influence the gender pay gap. Eurostat estimated in 2016 that after allowing for average characteristics of men and women, women still earn 11.5% less than men. Since this estimate accounts for average differences between men and women, it is an estimation of the unexplained gender pay gap. Glass ceiling effect "The popular notion of glass ceiling effects implies that gender (or other) disadvantages are stronger at the top of the hierarchy than at lower levels and that these disadvantages become worse later in a person's career." In the United States, women account for 52% of the overall labor force, but make up only three percent of corporate CEOs and top executives. Some researchers see the root cause of this situation in the tacit discrimination based on gender, conducted by current top executives and corporate directors (primarily male), and "the historic absence of women in top positions", which "may lead to hysteresis, preventing women from accessing powerful, male-dominated professional networks, or same-sex mentors". The glass ceiling effect is noted as being especially persistent for women of color. According to a report, "women of colour perceive a 'concrete ceiling' and not simply a glass ceiling". In the economics profession, it has been observed that women are more inclined than men to dedicate their time to teaching and service. Since continuous research work is crucial for promotion, "the cumulative effect of small, contemporaneous differences in research orientation could generate the observed significant gender difference in promotion". In the high-tech industry, research shows that, regardless of the intra-firm changes, "extra-organizational pressures will likely contribute to continued gender stratification as firms upgrade, leading to the potential masculinization of skilled high-tech work". The United Nations asserts that "progress in bringing women into leadership and decision making positions around the world remains far too slow". Potential remedies Research by David Matsa and Amalia Miller suggests that a remedy to the glass ceiling could be increasing the number of women on corporate boards, which could lead to increases in the number of women working in top management positions. The same research suggests that this could also result in a "feedback cycle in which the presence of more female managers increases the qualified pool of potential female board members (for the companies they manage, as well as other companies), leading to greater female board membership and then further increases in female executives". Weight-based sexism A 2009 study found that being overweight harms women's career advancement, but presents no barrier for men. Overweight women were significantly underrepresented among company bosses, making up between five and 22% of female CEOs. However, the proportion of overweight male CEOs was between 45% and 61%, over-representing overweight men. On the other hand, approximately five percent of CEOs were obese among both genders. The author of the study stated that the results suggest that "the 'glass ceiling effect' on women's advancement may reflect not only general negative stereotypes about the competencies of women but also weight bias that results in the application of stricter appearance standards to women." Transgender discrimination Transgender people also experience significant workplace discrimination and harassment. Unlike sex-based discrimination, refusing to hire (or firing) a worker for their gender identity or expression is not explicitly illegal in most U.S. states. In June 2020, the United States Supreme Court ruled that federal civil rights law protects gay, lesbian and transgender workers. Writing for the majority, Justice Neil Gorsuch wrote: "An employer who fires an individual for being homosexual or transgender fires that person for traits or actions it would not have questioned in members of a different sex. Sex plays a necessary and undisguisable role in the decision, exactly what Title VII forbids." The ruling however did not protect LGBT employees from being fired based on their sexual orientation or gender identity in businesses of 15 workers or less. In August 1995, Kimberly Nixon filed a complaint with the British Columbia Human Rights Tribunal against Vancouver Rape Relief & Women's Shelter. Nixon, a trans woman, had been interested in volunteering as a counsellor with the shelter. When the shelter learned that she was transsexual, they told Nixon that she would not be allowed to volunteer with the organization. Nixon argued that this constituted illegal discrimination under Section 41 of the British Columbia Human Rights Code. Vancouver Rape Relief countered that individuals are shaped by the socialization and experiences of their formative years, and that Nixon had been socialized as a male growing up, and that, therefore, Nixon would not be able to provide sufficiently effective counselling to the female born women that the shelter served. Nixon took her case to the Supreme Court of Canada, which refused to hear the case. Objectification In social philosophy, objectification is the act of treating a person as an object or thing. Objectification plays a central role in feminist theory, especially sexual objectification. Feminist writer and gender equality activist Joy Goh-Mah argues that by being objectified, a person is denied agency. According to the philosopher Martha Nussbaum, a person might be objectified if one or more of the following properties are applied to them: Instrumentality: treating the object as a tool for another's purposes: "The objectifier treats the object as a tool of his or her purposes." Denial of autonomy: treating the object as lacking in autonomy or self-determination: "The objectifier treats the object as lacking in autonomy and self-determination." Inertness: treating the object as lacking in agency or activity: "The objectifier treats the object as lacking in agency, and perhaps also in activity." Fungibility: treating the object as interchangeable with other objects: "The objectifier treats the object as interchangeable (a) with other objects of the same type, and/or (b) with objects of other types." Violability: treating the object as lacking in boundary integrity and violable: "The objectifier treats the object as lacking in boundary integrity, as something that it is permissible to break up, smash, break into." Ownership: treating the object as if it can be owned, bought, or sold: "The objectifier treats the object as something that is owned by another, can be bought or sold, etc." Denial of subjectivity: treating the object as if there is no need for concern for its experiences or feelings: "The objectifier treats the object as something whose experience and feelings (if any) need not be taken into account." Rae Helen Langton, in Sexual Solipsism: Philosophical Essays on Pornography and Objectification, proposed three more properties to be added to Nussbaum's list: Reduction to Body: the treatment of a person as identified with their body, or body parts; Reduction to Appearance: the treatment of a person primarily in terms of how they look, or how they appear to the senses; Silencing: the treatment of a person as if they are silent, lacking the capacity to speak. According to objectification theory, objectification can have important repercussions on women, particularly young women, as it can negatively impact their psychological health and lead to the development of mental disorders, such as unipolar depression, sexual dysfunction, and eating disorders. In advertising While advertising used to portray women and men in obviously stereotypical roles (e.g., as a housewife, breadwinner), in modern advertisements, they are no longer solely confined to their traditional roles. However, advertising today still stereotypes men and women, albeit in more subtle ways, including by sexually objectifying them. Women are most often targets of sexism in advertising. When in advertisements with men they are often shorter and put in the background of images, shown in more "feminine" poses, and generally present a higher degree of "body display". Today, some countries (for example Norway and Denmark) have laws against sexual objectification in advertising. Nudity is not banned, and nude people can be used to advertise a product if they are relevant to the product advertised. Sol Olving, head of Norway's Kreativt Forum (an association of the country's top advertising agencies) explained, "You could have a naked person advertising shower gel or a cream, but not a woman in a bikini draped across a car". Other countries continue to ban nudity (on traditional obscenity grounds), but also make explicit reference to sexual objectification, such as Israel's ban of billboards that "depicts sexual humiliation or abasement, or presents a human being as an object available for sexual use". Pornography Anti-pornography feminist Catharine MacKinnon argues that pornography contributes to sexism by objectifying women and portraying them in submissive roles. MacKinnon, along with Andrea Dworkin, argues that pornography reduces women to mere tools, and is a form of sex discrimination. The two scholars highlight the link between objectification and pornography by stating: We define pornography as the graphic sexually explicit subordination of women through pictures and words that also includes (i) women are presented dehumanized as sexual objects, things, or commodities; or (ii) women are presented as sexual objects who enjoy humiliation or pain; or (iii) women are presented as sexual objects experiencing sexual pleasure in rape, incest or other sexual assault; or (iv) women are presented as sexual objects tied up, cut up or mutilated or bruised or physically hurt; or (v) women are presented in postures or positions of sexual submission, servility, or display; or (vi) women's body parts—including but not limited to vaginas, breasts, or buttocks—are exhibited such that women are reduced to those parts; or (vii) women are presented being penetrated by objects or animals; or (viii) women are presented in scenarios of degradation, humiliation, injury, torture, shown as filthy or inferior, bleeding, bruised, or hurt in a context that makes these conditions sexual." Robin Morgan and Catharine MacKinnon suggest that certain types of pornography also contribute to violence against women by eroticizing scenes in which women are dominated, coerced, humiliated or sexually assaulted. Some people opposed to pornography, including MacKinnon, charge that the production of pornography entails physical, psychological, and economic coercion of the women who perform and model in it. Opponents of pornography charge that it presents a distorted image of sexual relations and reinforces sexual myths; it shows women as continually available and willing to engage in sex at any time, with any person, on their terms, responding positively to any requests. MacKinnon writes: Pornography affects people's belief in rape myths. So for example if
object or thing. Objectification plays a central role in feminist theory, especially sexual objectification. Feminist writer and gender equality activist Joy Goh-Mah argues that by being objectified, a person is denied agency. According to the philosopher Martha Nussbaum, a person might be objectified if one or more of the following properties are applied to them: Instrumentality: treating the object as a tool for another's purposes: "The objectifier treats the object as a tool of his or her purposes." Denial of autonomy: treating the object as lacking in autonomy or self-determination: "The objectifier treats the object as lacking in autonomy and self-determination." Inertness: treating the object as lacking in agency or activity: "The objectifier treats the object as lacking in agency, and perhaps also in activity." Fungibility: treating the object as interchangeable with other objects: "The objectifier treats the object as interchangeable (a) with other objects of the same type, and/or (b) with objects of other types." Violability: treating the object as lacking in boundary integrity and violable: "The objectifier treats the object as lacking in boundary integrity, as something that it is permissible to break up, smash, break into." Ownership: treating the object as if it can be owned, bought, or sold: "The objectifier treats the object as something that is owned by another, can be bought or sold, etc." Denial of subjectivity: treating the object as if there is no need for concern for its experiences or feelings: "The objectifier treats the object as something whose experience and feelings (if any) need not be taken into account." Rae Helen Langton, in Sexual Solipsism: Philosophical Essays on Pornography and Objectification, proposed three more properties to be added to Nussbaum's list: Reduction to Body: the treatment of a person as identified with their body, or body parts; Reduction to Appearance: the treatment of a person primarily in terms of how they look, or how they appear to the senses; Silencing: the treatment of a person as if they are silent, lacking the capacity to speak. According to objectification theory, objectification can have important repercussions on women, particularly young women, as it can negatively impact their psychological health and lead to the development of mental disorders, such as unipolar depression, sexual dysfunction, and eating disorders. In advertising While advertising used to portray women and men in obviously stereotypical roles (e.g., as a housewife, breadwinner), in modern advertisements, they are no longer solely confined to their traditional roles. However, advertising today still stereotypes men and women, albeit in more subtle ways, including by sexually objectifying them. Women are most often targets of sexism in advertising. When in advertisements with men they are often shorter and put in the background of images, shown in more "feminine" poses, and generally present a higher degree of "body display". Today, some countries (for example Norway and Denmark) have laws against sexual objectification in advertising. Nudity is not banned, and nude people can be used to advertise a product if they are relevant to the product advertised. Sol Olving, head of Norway's Kreativt Forum (an association of the country's top advertising agencies) explained, "You could have a naked person advertising shower gel or a cream, but not a woman in a bikini draped across a car". Other countries continue to ban nudity (on traditional obscenity grounds), but also make explicit reference to sexual objectification, such as Israel's ban of billboards that "depicts sexual humiliation or abasement, or presents a human being as an object available for sexual use". Pornography Anti-pornography feminist Catharine MacKinnon argues that pornography contributes to sexism by objectifying women and portraying them in submissive roles. MacKinnon, along with Andrea Dworkin, argues that pornography reduces women to mere tools, and is a form of sex discrimination. The two scholars highlight the link between objectification and pornography by stating: We define pornography as the graphic sexually explicit subordination of women through pictures and words that also includes (i) women are presented dehumanized as sexual objects, things, or commodities; or (ii) women are presented as sexual objects who enjoy humiliation or pain; or (iii) women are presented as sexual objects experiencing sexual pleasure in rape, incest or other sexual assault; or (iv) women are presented as sexual objects tied up, cut up or mutilated or bruised or physically hurt; or (v) women are presented in postures or positions of sexual submission, servility, or display; or (vi) women's body parts—including but not limited to vaginas, breasts, or buttocks—are exhibited such that women are reduced to those parts; or (vii) women are presented being penetrated by objects or animals; or (viii) women are presented in scenarios of degradation, humiliation, injury, torture, shown as filthy or inferior, bleeding, bruised, or hurt in a context that makes these conditions sexual." Robin Morgan and Catharine MacKinnon suggest that certain types of pornography also contribute to violence against women by eroticizing scenes in which women are dominated, coerced, humiliated or sexually assaulted. Some people opposed to pornography, including MacKinnon, charge that the production of pornography entails physical, psychological, and economic coercion of the women who perform and model in it. Opponents of pornography charge that it presents a distorted image of sexual relations and reinforces sexual myths; it shows women as continually available and willing to engage in sex at any time, with any person, on their terms, responding positively to any requests. MacKinnon writes: Pornography affects people's belief in rape myths. So for example if a woman says "I didn't consent" and people have been viewing pornography, they believe rape myths and believe the woman did consent no matter what she said. That when she said no, she meant yes. When she said she didn't want to, that meant more beer. When she said she would prefer to go home, that means she's a lesbian who needs to be given a good corrective experience. Pornography promotes these rape myths and desensitizes people to violence against women so that you need more violence to become sexually aroused if you're a pornography consumer. This is very well documented.}} Defenders of pornography and anti-censorship activists (including sex-positive feminists) argue that pornography does not seriously impact a mentally healthy individual, since the viewer can distinguish between fantasy and reality. They contend that men and women are objectified in pornography particularly sadistic or masochistic pornography, in which men are objectified and sexually used by women. Prostitution Prostitution is the business or practice of engaging in sexual relations for payment. Sex workers are often objectified and are seen as existing only to serve clients, thus calling their sense of agency into question. There is a prevailing notion that because they sell sex professionally, prostitutes automatically consent to all sexual contact. As a result, sex workers face higher rates of violence and sexual assault. This is often dismissed, ignored and not taken seriously by authorities. In many countries, prostitution is dominated by brothels or pimps, who often claim ownership over sex workers. This sense of ownership furthers the concept that sex workers are void of agency. This is literally the case in instances of sexual slavery. Various authors have argued that female prostitution is based on male sexism that condones the idea that unwanted sex with a woman is acceptable, that men's desires must be satisfied, and that women are coerced into and exist to serve men sexually. The European Women's Lobby condemned prostitution as "an intolerable form of male violence". Carole Pateman writes that:Prostitution is the use of a woman's body by a man for his own satisfaction. There is no desire or satisfaction on the part of the prostitute. Prostitution is not mutual, pleasurable exchange of the use of bodies, but the unilateral use of a woman's body by a man in exchange for money. Media portrayals Some scholars believe that media portrayals of demographic groups can both maintain and disrupt attitudes and behaviors toward those groups. According to Susan Douglas: "Since the early 1990s, much of the media have come to overrepresent women as having made it-completely-in the professions, as having gained sexual equality with men, and having achieved a level of financial success and comfort enjoyed primarily by Tiffany's-encrusted doyennes of Laguna Beach." These images may be harmful, particularly to women and racial and ethnic minority groups. For example, a study of African American women found they feel that media portrayals of themselves often reinforce stereotypes of this group as overly sexual and idealize images of lighter-skinned, thinner African American women (images African American women describe as objectifying). In a recent analysis of images of Haitian women in the Associated Press photo archive from 1994 to 2009, several themes emerged emphasizing the "otherness" of Haitian women and characterizing them as victims in need of rescue. In an attempt to study the effect of media consumption on males, Samantha and Bridges found an effect on body shame, though not through self-objectification as it was found in comparable studies of women. The authors conclude that the current measures of objectification were designed for women and do not measure men accurately. Another study found a negative effect on eating attitudes and body satisfaction of consumption of beauty and fitness magazines for women and men respectively but again with different mechanisms, namely self-objectification for women and internalization for men. Sexist jokes Frederick Attenborough argues that sexist jokes can be a form of sexual objectification, which reduce the butt of the joke to an object. They not only objectify women, but can also condone violence or prejudice against women. "Sexist humor—the denigration of women through humor—for instance, trivializes sex discrimination under the veil of benign amusement, thus precluding challenges or opposition that nonhumorous sexist communication would likely incur." A study of 73 male undergraduate students by Ford found that "sexist humor can promote the behavioral expression of prejudice against women amongst sexist men". According to the study, when sexism is presented in a humorous manner it is viewed as tolerable and socially acceptable: "Disparagement of women through humor 'freed' sexist participants from having to conform to the more general and more restrictive norms regarding discrimination against women." Gender identity discrimination Gender discrimination is discrimination based on actual or perceived gender identity. Gender identity is "the gender-related identity, appearance, or mannerisms or other gender-related characteristics of an individual, with or without regard to the individual's designated sex at birth". Gender discrimination is theoretically different from sexism. Whereas sexism is prejudice based on biological sex, gender discrimination specifically addresses discrimination towards gender identities, including third gender, genderqueer, and other non-binary identified people. It is especially attributed to how people are treated in the workplace, and banning discrimination on the basis of gender identity and expression has emerged as a subject of contention in the American legal system. According to a recent report by the Congressional Research Service, "although the majority of federal courts to consider the issue have concluded that discrimination on the basis of gender identity is not sex discrimination, there have been several courts that have reached the opposite conclusion". Hurst states that "[c]ourts often confuse sex, gender and sexual orientation, and confuse them in a way that results in denying the rights not only of gays and lesbians, but also of those who do not present themselves or act in a manner traditionally expected of their sex". Oppositional sexism Oppositional sexism is a term coined by transfeminist author Julia Serano, who defined oppositional sexism as "the belief that male and female are rigid, mutually exclusive categories". Oppositional sexism plays a vital role in a number of social norms, such as cissexism, heteronormativity, and traditional sexism. Oppositional sexism normalizes masculine expression in males and feminine expression in females while simultaneously demonizing femininity in males and masculinity in females. This concept plays a crucial role in supporting cissexism, the social norm that views cisgender people as both natural and privileged as opposed to transgender people. The idea of having two, opposite genders is tied to sexuality through what gender theorist Judith Butler calls a "compulsory practice of heterosexuality". Because oppositional sexism is tied to heteronormativity in this way, non-heterosexuals are seen as breaking gender norms. The concept of opposite genders sets a "dangerous precedent", according to Serano, where "if men are big then women must be small; and if men are strong then women must be weak". The gender binary and oppositional norms work together to support "traditional sexism", the belief that femininity is inferior to and serves masculinity. Serano states that oppositional sexism works in tandem with "traditional sexism". This ensures that "those who are masculine have power over those who are feminine, and that only those that are born male will be seen as authentically masculine." Transgender discrimination Transgender discrimination is discrimination towards peoples whose gender identity differs from the social expectations of the biological sex they were born with. Forms of discrimination include but are not limited to identity documents not reflecting one's gender, sex-segregated public restrooms and other facilities, dress codes according to binary gender codes, and lack of access to and existence of appropriate health care services. In a recent adjudication, the Equal Employment Opportunity Commission (EEOC) concluded that discrimination against a transgender person is sex discrimination. The 2008–09 National Transgender Discrimination Survey (NTDS)—a U.S. study by the National Center for Transgender Equality and the National Gay and Lesbian Task Force in collaboration with the National Black Justice Coalition that was, at its time, the most extensive survey of transgender discrimination—showed that Black transgender people in the United States suffer "the combination of anti-transgender bias and persistent, structural and individual racism" and that "black transgender people live in extreme poverty that is more than twice the rate for transgender people of all races (15%), four times the general Black population rate (9%) and over eight times the general US population rate (4%)". Further discrimination is faced by gender nonconforming individuals, whether transitioning or not, because of displacement from societally acceptable gender binaries and visible stigmatization. According to the NTDS, transgender gender nonconforming (TGNC) individuals face between eight percent and 15% higher rates of self and social discrimination and violence than binary transgender individuals. Lisa R. Miller and Eric Anthony Grollman found in their 2015 study that "gender nonconformity may heighten trans people's exposure to discrimination and health-harming behaviors. Gender nonconforming trans adults reported more events of major and everyday transphobic discrimination than their gender conforming counterparts." In another study conducted in collaboration with the League of United Latin American Citizens, Latino/a transgender people who were non-citizens were most vulnerable to harassment, abuse and violence. An updated version of the NTDS survey, called the 2015 U.S. Transgender Survey, was published in December 2016. Examples Domestic violence Although the exact rates are widely disputed, there is a large body of cross-cultural evidence that women are subjected to domestic violence mostly committed by men. In addition, there is a broad consensus that women are more often subjected to severe forms of abuse and are more likely to be injured by an abusive partner. The United Nations recognizes domestic violence as a form of gender-based violence, which it describes as a human rights violation, and the result of sexism. Domestic violence is tolerated and even legally accepted in many parts of the world. For instance, in 2010, the United Arab Emirates (UAE)'s Supreme Court ruled that a man has the right to discipline his wife and children physically if he does not leave visible marks. In 2015, Equality Now drew attention to a section of the Penal Code of Northern Nigeria, titled Correction of Child, Pupil, Servant or Wife which reads: "(1) Nothing is an offence which does not amount to the infliction of grievous hurt upon any persons which is done: (...) (d) by a husband for the purpose of correcting his wife, such husband and wife being subject to any native law or custom in which such correction is recognized as lawful." Honor killings are another form of domestic violence practiced in several parts of the world, and their victims are predominantly women. Honor killings can occur because of refusal to enter into an arranged marriage, maintaining a relationship relatives disapprove of, extramarital sex, becoming the victim of rape, dress seen as inappropriate, or homosexuality. The United Nations Office on Drugs and Crime states that, "[h]onour crimes, including killing, are one of history's oldest forms of gender-based violence". According to a report of the Special Rapporteur submitted to the 58th session of the United Nations Commission on Human Rights concerning cultural practices in the family that reflect violence against women: The Special Rapporteur indicated that there had been contradictory decisions with regard to the honour defense in Brazil, and that legislative provisions allowing for partial or complete defense in that context could be found in the penal codes of Argentina, Ecuador, Egypt, Guatemala, Iran, Israel, Jordan, Peru, Syria, Venezuela, and the Palestinian National Authority. Practices such as honor killings and stoning continue to be supported by mainstream politicians and other officials in some countries. In Pakistan, after the 2008 Balochistan honour killings in which five women were killed by tribesmen of the Umrani Tribe of Balochistan, Pakistani federal minister for Postal Services Israr Ullah Zehri defended the practice: "These are centuries-old traditions, and I will continue to defend them. Only those who indulge in immoral acts should be afraid." Following the 2006 case of Sakineh Mohammadi Ashtiani (which has placed Iran under international pressure for its stoning sentences), Mohammad-Javad Larijani, a senior envoy and chief of Iran's Human Rights Council, defended the practice of stoning; he claimed it was a "lesser punishment" than execution, because it allowed those convicted a chance at survival. Dowry deaths result from the killing of women who are unable to pay the high dowry price for their marriage. According to Amnesty International, "the ongoing reality of dowry-related violence is an example of what can happen when women are treated as property". Gendercide and forced sterilization Female infanticide is the killing of newborn female children, while female selective abortion is the terminating of a pregnancy based upon the female sex of the fetus. Gendercide is the systematic killing of members of a specific gender and it is an extreme form of gender-based violence. Female infanticide is more common than male infanticide, and is especially prevalent in South Asia, in countries such as China, India and Pakistan. Recent studies suggest that over 90 million women and girls are missing in China and India as a result of infanticide. Sex-selective abortion involves terminating a pregnancy based upon the predicted sex of the baby. The abortion of female fetuses is most common in areas where a culture values male children over females, such as parts of East Asia and South Asia (China, India, Korea), the Caucasus (Azerbaijan, Armenia and Georgia), and Western Balkans (Albania, Macedonia, Montenegro, Kosovo). One reason for this preference is that males are seen as generating more income than females. The trend has grown steadily over the previous decade, and may result in a future shortage of women. Forced sterilization and forced abortion are also forms of gender-based violence. Forced sterilization was practiced during the first half of the 20th century by many Western countries and there are reports of this practice being currently employed in some countries, such as Uzbekistan and China. In China, the one child policy interacting with the low status of women has been deemed responsible for many abuses, such as female infanticide, sex-selective abortion, abandonment of baby girls, forced abortion, and forced sterilization. In India the custom of dowry is strongly related to female infanticide, sex-selective abortion, abandonment and mistreatment of girls. Such practices are especially present in the northwestern part of the country: Jammu and Kashmir, Haryana, Punjab, Uttarakhand and Delhi. (See Female foeticide in India and Female infanticide in India). Female genital mutilation Female genital mutilation is defined by the World Health Organization (WHO) as "all procedures that involve partial or total removal of the external female genitalia, or other injury to the female genital organs for non-medical reasons". The WHO further states that, "the procedure has no health benefits for girls and women" and "can cause severe bleeding and problems urinating, and later cysts, infections, infertility as well as complications in childbirth increased risk of newborn death". It "is recognized internationally as a violation of the human rights of girls and women" and "constitutes an extreme form of discrimination against women". The European Parliament stated in a resolution that the practice "clearly goes against the European founding value of equality between women and men and maintains traditional values according to which women are seen as the objects and properties of men". Sexual assault and treatment of victims Research by Lisak and Roth into factors motivating perpetrators of sexual assault, including rape, against women revealed a pattern of hatred towards women and pleasure in inflicting psychological and physical trauma, rather than sexual interest. Mary Odem and Peggy Reeves Sanday posit that rape is the result not of pathology but of systems of male dominance, cultural practices and beliefs. Odem, Jody Clay-Warner, and Susan Brownmiller argue that sexist attitudes are propagated by a series of myths about rape and rapists. They state that in contrast to those myths, rapists often plan a rape before they choose a victim and acquaintance rape (not assault by a stranger) is the most common form of rape. Odem also asserts that these rape myths propagate sexist attitudes about men, by perpetuating the belief that men cannot control their sexuality. Sexism can promote the stigmatization of women and girls who have been raped and inhibit recovery. In many parts of the world, women who have been raped are ostracized, rejected by their families, subjected to violence, and—in extreme cases—may become victims of honor killings because they are deemed to have brought shame upon their families. The criminalization of marital rape is very recent, having occurred during the past few decades; in many countries it is still legal. Several countries in Eastern Europe and Scandinavia made spousal rape illegal before 1970; other European countries and some English-speaking countries outside Europe outlawed it later, mostly in the 1980s and 1990s; some countries outlawed it in the 2000s. The WHO wrote that: "Marriage is often used to legitimize a range of forms of sexual violence against women. The custom of marrying off young children, particularly girls, is found in many parts of the world. This practice—legal in many countries—is a form of sexual violence, since the children involved are unable to give or withhold their consent". In countries where fornication or adultery are illegal, victims of rape can be charged criminally. War rape Sexism is manifested by the crime of rape targeting women civilians and soldiers, committed by soldiers, combatants or civilians during armed conflict, war or military occupation. This arises from the long tradition of women being seen as sexual booty and from the misogynistic culture of military training. Reproductive rights The United Nations Population Fund writes that, "Family planning is central to gender equality and women's empowerment". Women in many countries around the world are denied medical and informational services related to reproductive health, including access to pregnancy care, family planning, and contraception. In countries with very strict abortion laws (particularly in Latin America) women who suffer miscarriages are often investigated by the police under suspicion of having deliberately provoked the miscarriage and are sometimes jailed, a practice which Amnesty International called a "ruthless campaign against women's rights". Doctors may be reluctant to treat pregnant women who are very ill, because they are afraid the treatment may result in fetal loss. According to Amnesty International, "Discriminatory attitudes towards women and girls also means access to sex education and contraceptives are near impossible [in El Salvador]". The organization has also criticized laws and policies which require the husband's consent for a woman to use reproductive health services as being discriminatory and dangerous to women's health and life: "[F]or the woman who needs her husband's consent to get contraception, the consequences of discrimination can be serious—even fatal". Child and forced marriage A child marriage is a marriage where one or both spouses are under 18, a practice that disproportionately affects women. Child marriages are most common in South Asia, the Middle East and Sub-Saharan Africa, but occur in other parts of the world, too. The practice of marrying young girls is rooted in patriarchal ideologies of control of female behavior and is also sustained by traditional practices such as dowry and bride price. Child marriage is strongly connected with protecting female virginity. UNICEF states that: Marrying girls under 18 years old is rooted in gender discrimination, encouraging premature and continuous child bearing and giving preference to boys' education. Child marriage is also a strategy for economic survival as families marry off their daughters at an early age to reduce their economic burden. Consequences of child marriage include restricted education and employment prospects, increased risk of domestic violence, child sexual abuse, pregnancy and birth complications, and social isolation. Early and forced marriage are defined as forms of modern-day slavery by the International Labour Organization. In some cases, a woman or girl who has been raped may be forced to marry her rapist to restore the honor of her family; marriage by abduction, a practice in which a man abducts the woman or girl whom he wishes to marry and rapes her to force the marriage is common in Ethiopia. Legal justice and regulations In several Organisation of Islamic Cooperation (OIC) countries the legal testimony of a woman is worth legally half of that of a man (see Status of women's testimony in Islam). Such countries include: Algeria (in criminal cases), Bahrain (in Sharia courts), Egypt (in family courts), Iran (in most cases), Iraq (in some cases), Jordan (in Sharia courts), Kuwait (in family courts), Libya (in some cases), Morocco (in family cases), Palestine (in cases related to marriage, divorce and child custody), Qatar (in family law matters), Syria (in Sharia courts), United Arab Emirates (in some civil matters), Yemen (not allowed to testify at all in cases of adultery and retribution), and Saudi Arabia. Such laws have been criticized by Human Rights Watch and Equality Now as being discriminatory towards women. The criminal justice system in many common law countries has also been accused of discriminating against women. Provocation is, in many common law countries, a partial defense to murder, which converts what would have been murder into manslaughter. It is meant to be applied when a person kills in the "heat of passion" upon being "provoked" by the behavior of the victim. This defense has been criticized as being gendered, favoring men, because of it being used disproportionately in cases of adultery, and other domestic disputes when women are killed by their partners. As a result of the defense exhibiting a strong gender bias, and being a form of legitimization of male violence against women and minimization of the harm caused by violence against women, it has been abolished or restricted in several jurisdictions. The traditional leniency towards crimes of passion in Latin American countries has been deemed to have its origin in the view that women are property. In 2002, Widney Brown, advocacy director for Human Rights Watch, stated that, "[S]o-called crimes of passion have a similar dynamic [to honor killings] in that the women are killed by male family members and the crimes are perceived as excusable or understandable." The Office of the United Nations High Commissioner for Human Rights (OHCHR) has called for "the elimination of discriminatory provisions in the legislation, including mitigating factors for 'crimes of passion." In the United States, some studies have shown that for identical crimes, men are given harsher sentences than women. Controlling for arrest offense, criminal history, and other pre-charge variables, sentences are over 60% heavier for men. Women are more likely to avoid charges entirely, and to avoid imprisonment if convicted. The gender disparity varies according to the nature of the case. For example, the gender gap is less pronounced in fraud cases than in drug trafficking and firearms. This disparity occurs in US federal courts, despite guidelines designed to avoid differential sentencing. The death penalty may also suffer from gender bias. According to Shatz and Shatz, "[t]he present study confirms what earlier studies have shown: that the death penalty is imposed on women relatively infrequently and that it is disproportionately imposed for the killing of women". There have been several reasons postulated for the gender criminal justice disparity in the United States. One of the most common is the expectation that women are predominantly care-givers. Other possible reasons include the "girlfriend theory" (whereby women are seen as tools of their boyfriends), the theory that female defendants are more likely to cooperate with authorities, and that women are often successful at turning their violent crime into victimhood by citing defenses such as postpartum depression or battered wife syndrome. However, none of these theories account for the total disparity, and sexism has also been suggested as an underlying cause. Gender discrimination also helps explain the differences between trial outcomes in which some female defendants are sentenced to death and other female defendants are sentenced to lesser punishments. Phillip Barron argues that female defendants are more likely to be sentenced to death for crimes that violate gender norms, such as killing children or killing strangers. Transgender people face widespread discrimination while incarcerated. They are generally housed according to their legal birth sex, rather than their gender identity. Studies have shown that transgender people are at an increased risk for harassment and sexual assault in this environment. They may also be denied access to medical procedures related to their reassignment. Some countries use stoning as a form of capital punishment. According to Amnesty International, the majority of those stoned are women and women are disproportionately affected by stoning because of sexism in the legal system. One study found that: [O]n average, women receive lighter sentences in comparison with men... roughly 30% of the gender differences in incarceration cannot be explained by the observed criminal characteristics of offense and offender. We also find evidence of considerable heterogeneity across judges in their treatment of female and male offenders. There is little evidence, however, that tastes for gender discrimination are driving the mean gender disparity or the variance in treatment between judges., A 2017 study by Knepper found that "female plaintiffs filing workplace sex discrimination claims are substantially more likely to settle and win compensation whenever a female judge is assigned to the case. Additionally, female judges are 15 percentage points less likely than male judges to grant motions filed by defendants, which suggests that final negotiations are shaped by the emergence of the bias." Education Women have traditionally had limited access to higher education. In the past, when women were admitted to higher education, they were encouraged to major in less-scientific subjects; the study of English literature in American and British colleges and universities was instituted as a field considered suitable to women's "lesser intellects". Educational specialties in higher education produce and perpetuate inequality between men and women. Disparity persists particularly in computer and information science, where in the US women received only 21% of the undergraduate degrees, and in engineering, where women obtained only 19% of the degrees in 2008. Only one out of five of physics doctorates in the US are awarded to women, and only about half those women are American. Of all the physics professors in the country, only 14% are women. As of 2019, women account for just 27% of all workers in STEM fields, and on average earn almost 20% less than men in the same industries. World literacy is lower for females than for males. Data from The World Factbook shows that 79.7% of women are literate, compared to 88.6% of men (aged 15 and over). In some parts of the world, girls continue to be excluded from
change Bal Thackeray's son Uddhav Thackeray became the party's leader in 2004, although Bal Thackeray continued to be an important figurehead. After the death of Bal Thackeray on 17 November 2012, Uddhav became the leader of the party but refused to take the title "Shiv Sena Pramukh" (Shiv Sena Supremo). Party structure and caste composition Structure The ShivsenaPramukh (Chief) of the party is the post equivalent to the president of an organisation. This post is an hereditary post.The current ShivsenaPramukh is Uddhav Thackeray while his son Aditya Thackeray being the crowned ShivsenaPramukh.As the Pramukh (Chief) of the party, Bal Thackeray took all major decisions while the activists and members of the Shiv Sena Shiv Sainiks carried out most of the party's grassroots work. During his last days, the day-to-day activities of the party were handled by his youngest son Uddhav Thackeray. Aditya Thackeray, son of Uddhav Thackeray, became the leader of the Yuva Sena, the Youth Wing of the party. After Bal Thackerey's death in 2012, the party was de facto led by Uddhav Thackeray. The Sena Bhavan located in the Dadar locality in Mumbai has served as the Headquarters of the Sena since 1976. The Sena's shakhas (Branches) spread throughout the state of Maharashtra as well as in selected locations in other states, which decide on most of the local issues in their localities. The Sthaniya Lokadhikar Samiti is affiliated with the Shiv Sena. It advocates the preservation of rights of employment for Maharashtrians in Maharashtra. Caste composition People of various Maharashtrian castes worked together in the Sena. The party's leaders mostly came from the so-called "high castes" i.e. Brahmins, CKPs and Pathare Prabhus - Thackerey, Manohar Joshi, Sudhir Joshi, Balwant Mantri, Dr Hemchandra Gupte, Shyam Deshmukh, Madhav Deshpande, Datta Pradhan, Vijay Parvatkar, Madhukar Sarpotdar and Pramod Navalkar. One of the above-mentioned leaders, Dr.Hemchandra Gupte, Mayor of Bombay in the early 70s and the former family physician and confidante of Thackeray, quit Shivsena in "disgust" citing importance given to money, violence committed by the Shivsainiks and Thackeray's support for Mrs.Gandhi during the 1975 emergency. There were also leaders from other castes such as Dattaji Salvi, Dattaji Nalawade and Wamanrao Mahadik, and those from the so-called lower castes such as Chaggan Bhujbal, Leeladhar Dake, Bhai Shingre and Vijay Gaonkar. Over the years, other than the Sena Chief, there have been twelve senior leaders in the party, called 'Netas'. Out of these, eight have been upper caste (four Brahmins, two CKPs and two Pathare Prabhus). Others have been either Maratha (Dattaji Salvi), Shimpi (Wamanrao Mahadik), Agri (Leeladhar Dake) or Mali (Chaggan Bhujbal). In fact, Bhujbal quit the party accusing the Sena of upper-caste bias in the leadership. The number of dalits were also not insignificant. And even after the Sena opposed the reservations proposed by the Mandal commission, there was no dent in the percentage of OBCs in the Sena. In this way, the Sena was successful in uniting all Maharashtrians irrespective of caste under the common "Marathi umbrella". The agenda of preferential treatment for the "sons of the soil" i.e. Maharashtrians brought them all together. Voter base Shiv Sena's strength in the late 1980s and early '90s mainly came from the support of the Maratha caste - which it drew away from the Congress. Citing the large percentage of MLAs elected from Shiv Sena belonging to the Maratha caste, Vora from the University of Pune concludes that the Shiv Sena has been emerging as a "Maratha Party". Office is a building which houses the central office of the Shiv Sena in Mumbai, India. It is located on Ram Ganesh Gadkari Chowk and Shivaji Park in Dadar. It was inaugurated on 19 June 1977. The refurbished Sena Bhavan was inaugurated on 27 July 2006. It has a Copper Statue of Shivaji Maharaj and a Large Poster of Balasaheb Thackeray. In the 1993 Bombay bombings, a group of terrorists attacked the building as well as a number of other major buildings in the city. List of Chief Ministers Following is the list of the Chief Ministers of Maharashtra from Shiv Sena Shiv Sena ministers in central Government Manohar Joshi: Heavy Industries and Public Enterprises, 13th Speaker of the Lok Sabha Anandrao Vithoba Adsul: Ministry of State, Finance and Company Affairs Suresh Prabhu :Minister of Fertilizers and Chemicals, Ministry of Power, Ministry of Heavy Industries and Public Enterprises Anant Geete: Heavy Industries and Public Enterprises, Minister of Power Arvind Sawant: Ministry of Heavy Industries and Public Enterprises Electoral performance Lok Sabha Election: Maharashtra Vidhan Sabha Election: Activities and criticism The Sena says it has played a central role in the emancipation of 500,000 slum dwellers in the Dharavi area of Mumbai, the largest slum in Asia. However, the policy of giving free houses to slum dwellers has been controversial since it was introduced by the then Shiv Sena-BJP government. In the 1970s, Shiv Sena was opposed to the Namantar Andolan, a Dalit-led movement to change the name of Marathwada University in Aurangabad to "Dr. Babasaheb Ambedkar University", and supported views of conservative Marathas. In 1996, Shiv Sena organised the first and only live concert of American pop icon Michael Jackson in India to raise the funds for its business wing and to help create over two-hundred seventy thousand jobs for people of Maharashtra. In December 2003, Shiv Sena activists damaged the cricket pitch of the Agra Sport Stadium which was supposed to host the cricket match between Pakistan and India. In April 2005, Bharatiya Vidyarthi Sena, the student wing of Shiv Sena, attempted to prevent the India-Pakistan One-day international match being held in New Delhi. The protester's spokesman demanded: On 20 November 2009, Shiv Sena activists attacked and vandalised the offices of Hindi and Marathi TV news channels IBN7 and IBN-Lokmat, located in Mumbai and Pune respectively. The Shivsainik slapped IBN7's senior editor Ravindra Ambekar and then attacked IBN-Lokmat's editor Nikhil Wagle. Shiv Sena attributed the attacks to the criticisms of Bal Thackeray by the news channel over his remarks on Sachin Tendulkar. Shiv Sena's Rajya Sabha MP Sanjay Raut described the attacks as "spontaneous". Shiv Sena spokespersons tried to justify the attacks and refused to apologize for their acts of violence. Shiv Sena got an entry in Guinness Book of World Records in 2010 for "collecting maximum blood in a day". Shiv Sena organized a blood donation camp which collected over 24,000 bottles of blood in a single day. Later this world record was broken by a blood donation camp of HDFC Bank in 2014. In October 2015, Shiv Sena issued threats which enforced a ban on a scheduled concert by Pakistani classic singer Ghulam Ali. The move was adopted to appease anti-Pakistan constituents to vote for Sena in coming elections. However, in 2015 Pakistan urged the international community to take note of the activities of Shiv Sena, while Shiv Sena claimed that criticism of Shiv Sena by Pakistan vindicates "our patriotism". On 19 October 2015, Shiv Sena activists attacked and vandalised the office of BCCI to stop a meeting between PCB and BCCI officials. The activists shouted anti-Pakistan slogans and held posters that read 'Shahryar Khan go back', determined to stop Manohar from meeting his Pakistani counterpart. Shiv Sena has also threatened to stop Pakistan's Aleem Dar from officiating in the fifth and final ODI
in October 2014 Assembly elections. The alliance was quickly reformed and Shiv Sena became part of the BJP government in Maharashtra in December 2014. It was a coalition partner in the National Democratic Alliance during 1998–2019, including the Vajpayee Government during 1998–2004 and the Narendra Modi Government during 2014–2019. After the Maharashtra elections in October 2019, Shiv Sena claimed that promises were not kept by their alliance partner BJP and broke ties. The party later joined hands with the Indian National Congress and the Nationalist Congress Party in a bid to form the government in Maharashtra. The party has a powerful hold over the Bollywood film industry. It has been referred to as an "extremist", "chauvinist", as well as a "fascist party". Shiv Sena has been blamed for the 1970 communal violence in Bhiwandi, the 1984 Bhiwandi riot, and violence in the 1992–1993 Bombay riots. The party draws its strength from the support of the Maratha and Kunbi communities of Maharashtra which the Sena drew away from the Congress party. History Origins After the Independence of India in 1947, regional administrative divisions from the colonial era were gradually changed and states following linguistic borders were created. Within the Bombay Presidency, a massive popular struggle was launched for the creation of a state for the Marathi-speaking people. In 1960, the presidency was divided into two linguistic states - Gujarat and Maharashtra. Moreover, Marathi-speaking areas of the erstwhile Hyderabad state were joined with Maharashtra. Bombay, in many ways the economic capital of India, became the state capital of Maharashtra. On one hand, people belonging to the Gujarati community owned the majority of the industry and trade enterprises in the city. On the other hand, there was a steady flow of South Indian migrants to the city who came to take many white-collar jobs. In 1960 Bal Thackeray, a Bombay-based cartoonist, began publishing the satirical cartoon weekly Marmik. Through this publication, he started disseminating anti-migrant sentiments. On 19 June 1966, Thackeray founded the Shiv Sena as a political organisation. The Shiv Sena attracted many unemployed Marathi youth, who were attracted by Thackeray's charged anti-migrant oratory. Shiv Sena cadres became involved in various attacks against the South Indian communities, vandalizing South Indian restaurants and pressuring employers to hire Marathis. Alliance with the Bharatiya Janata Party The Sena started placing more weight on the Hindutva ideology in the 1970s as the 'sons of the soil' cause was weakening. The party began a coalition with the Bharatiya Janata Party (BJP) for seats in the Lok Sabha and the Maharashtra Assembly from 1989. The two formed a government in Maharashtra between 1995-1999. The Sena was the opposition party in the state along with the BJP from 1999 to 2014. However, the 25 year alliance with the BJP was threatened in 2014 Maharashtra Assembly elections over seat sharing and both contested the election independently. With the BJP becoming the largest party following the 2014 election, Sena declared opposition. However, after negotiations, Sena agreed to join the government in Maharashtra. The Shiv Sena-BJP combine governs the Brihanmumbai Municipal Corporation. Traditionally the main strongholds of Shiv Sena have been Mumbai and the Konkan coastal areas. However, in the 2004 Lok Sabha elections the result was reversed. The Shiv Sena made inroads in the interior parts of the state, while suffering losses in Mumbai. In January 2018, Shiv Sena officially cut ties with the BJP and their NDA coalition ahead of the 2019 Indian general election after nearly 30 years of campaigning alongside the BJP. But in February 2019, BJP and Shiv Sena again announced alliance for the general elections as well as the 2019 Maharashtra Legislative Assembly election. The election saw Shiv Sena lose votes and subsequently declined to support the BJP in forming a government over the BJP's refusal to engage in power-sharing. Shiv Sena withdrew from National Democratic Alliance, precipitating a political crisis in late October-early November 2019, which ultimately led to party leader Uddhav Thackeray becoming Chief Minister through support from the Indian National Congress, and the Nationalist Congress Party. In 2019, Shiv Sena broke away with NDA and joined UPA. It formed a sub alliance called Maha Vikas Aghadi to form the government in Maharashtra with Uddhav Thackeray of Shiv Sena leading the ministry. In 2022, during a party meeting, Uddhav Thackeray explained his move to pull out of NDA to join UPA. "We supported the BJP wholeheartedly to enable them to fulfill their national ambitions. The understanding was they will go national while we will lead in Maharashtra. But we were betrayed and attempts were made to destroy us in our home. So we had to hit back". Thackeray accused BJP of dumping its allies according to its political convenience. He said, "BJP doesn't mean Hindutva. I stand by my comment that Shiv Sena had wasted 25 years in alliance with BJP" Formation of Maharashtra Navnirman Sena In July 2005, Former Maharashtra Chief Minister and Sena leader Narayan Rane was expelled from the party, which sparked internal conflict in the party. In December the same year Raj Thackeray, Bal Thackeray's nephew, left the party. Raj Thackeray later founded a new party, Maharashtra Navnirman Sena (MNS). After the split, clashes have occurred between followers of the two Senas. Although the MNS is a break-away group from the Shiv Sena, the party is still based in Bhumiputra ideology. When unveiling the party in an assembly at Shivaji Park he said, everyone is anxious to see what will happen to Hindutva and, "I shall elaborate on the party's stance on issues like Hindutva, its agenda for development of Maharashtra and the significance of the party flag colours at the 19 March public meeting." Leadership change Bal Thackeray's son Uddhav Thackeray became the party's leader in 2004, although Bal Thackeray continued to be an important figurehead. After the death of Bal Thackeray on 17 November 2012, Uddhav became the leader of the party but refused to take the title "Shiv Sena Pramukh" (Shiv Sena Supremo). Party structure and caste composition Structure The ShivsenaPramukh (Chief) of the party is the post equivalent to the president of an organisation. This post is an hereditary post.The current ShivsenaPramukh is Uddhav Thackeray while his son Aditya Thackeray being the crowned ShivsenaPramukh.As the Pramukh (Chief) of the party, Bal Thackeray took all major decisions while the activists and members of the Shiv Sena Shiv Sainiks carried out most of the party's grassroots work. During his last days, the day-to-day activities of the party were handled by his youngest son Uddhav Thackeray. Aditya Thackeray, son of Uddhav Thackeray, became the leader of the Yuva Sena, the Youth Wing of the party. After Bal Thackerey's death in 2012, the party was de facto led by Uddhav Thackeray. The Sena Bhavan located in the Dadar locality in Mumbai has served as the Headquarters of the Sena since 1976. The Sena's shakhas (Branches) spread throughout the state of Maharashtra as well as in selected locations in other states, which decide on most of the local issues in their localities. The Sthaniya Lokadhikar Samiti is affiliated with the Shiv Sena. It advocates the preservation of rights of employment for Maharashtrians in Maharashtra. Caste composition People of various Maharashtrian castes worked together in the Sena. The party's leaders mostly came from the so-called "high
Bright spots for the 49ers included defensive linemen Tommy Hart and Cleveland Elam, who made the Pro Bowl, and running backs Wilbur Jackson and Delvin Williams, who combined for over 1,600 yards rushing. Gene Washington again led the team in receiving in 1977, his final year with the 49ers. The 1977 offseason was marked by a number of questionable moves by Joe Thomas that backfired badly. Thomas's big offseason acquisition was running back O. J. Simpson from the Buffalo Bills. As with Plunkett two years previously, it was thought that rescuing Simpson from a bad situation and bringing him to the west coast where he had been raised would rejuvenate his career. To create playing time for Simpson, Thomas traded Delvin Williams to the Miami Dolphins for wide receiver Freddie Solomon. Thomas also released Jim Plunkett, giving up on him after two seasons. Finally, Thomas fired Meyer after only one season, and replaced him with Pete McCulley, his third coach in three seasons. The 1978 season was a disaster for the 49ers, as they finished 2–14, their only wins coming against the Cincinnati Bengals and Tampa Bay Buccaneers. Simpson indeed led the team in rushing, but with less than 600 yards. It became apparent that Simpson's knees and body were worn out, and he was near the end of his career. Wilbur Jackson also missed the entire season due to injury. Even worse for the franchise was that their first pick of the 1979 draft was traded to the Bills as part of the O. J. Simpson deal. Joe Thomas was fired following the season. Some of the key players that became part of the 49ers stunning rise began their 49ers career in 1978. Rookie quarterback Steve DeBerg, Joe Montana's first mentor, was the 49ers' starting quarterback. Running back Paul Hofer and center/guard Randy Cross also started with the 49ers in 1978. 1979–1980: Arrival of Bill Walsh and Joe Montana The team was led in its turnaround from late 1970s doormat by new owner Edward J. DeBartolo Jr. and head coach Bill Walsh. The former head coach of Stanford University was known for stockpiling draft picks, making excellent draft selections, and patching roster holes by acquiring key free agents. Bill Walsh was hired to be the 49ers head coach in the 1978 off-season. Walsh was a disciple of Paul Brown, and served as Brown's offensive coordinator with the Cincinnati Bengals from 1968 to 1975. However, Brown did not appoint him as his successor upon his retirement, choosing another assistant, former 49ers center Bill "Tiger" Johnson. Walsh was hired by Stanford University in 1977. He went 17–7 in two seasons for the Cardinal before being hired by the 49ers in 1979. Walsh is given credit for popularizing the 'West Coast offense'. The Bill Walsh offense was actually created and refined while he was an assistant coach with the Bengals. The offense utilizes a short, precise, timed passing game as a replacement/augmentation of the running game. The offense is extremely difficult to defend against as it is content to consistently make 6–8-yard gains all the way down the field. (The other West Coast offense—more focused on the vertical, or downfield, passing game—was actually created by 1960s L.A. / San Diego coach Sid Gillman, and San Diego State coach Don Coryell, who also employed a version of it as head coach of the St. Louis (football) Cardinals and San Diego Chargers during a period where it garnered the nickname "Air Coryell".) In Walsh's first draft, the 49ers had targeted Notre Dame quarterback Joe Montana as an early-round pick. Montana had enjoyed a storied college career, leading the Fighting Irish to the 1977 national title and a number of dramatic comeback victories, the most stunning of all being his final game, at the 1979 Cotton Bowl Classic. Playing the University of Houston in an ice storm, and with Montana suffering from a bad flu, Notre Dame was down 34–10 in the third quarter. However, Montana led a magnificent rally that culminated with him throwing a touchdown pass on the game's final play to give Notre Dame the 35–34 win. Despite this, most scouts did not peg Montana as a top prospect. Although 6'2" and 190–200 lbs., Montana's arm strength was considered suspect as was the consistency of his play. Although he did get his share of the credit, most thought of him as a system player surrounded by a great team. In the 1979 draft, the Dallas Cowboys were placed just ahead of the 49ers. The Cowboys' draft strategy through that time was to take the highest-ranked player on their draft board at the time of their selection, regardless of position. When the Cowboys' turn came up in the third round, the highest-rated player on their board was Montana. However, feeling that the quarterback position was in excellent long-term shape with Roger Staubach and Danny White, and desperately needing a tight end, the Cowboys went off their strategy and drafted Doug Cosbie. The 49ers took Montana. The 49ers' other notable draft choice of the 1979 draft was wide receiver Dwight Clark in the 10th round. Walsh discovered the unheralded Clark while scouting quarterback Steve Fuller of Clemson University as Clark ran routes for Fuller during Walsh's evaluation of the quarterback. Walsh's serendipitous discovery of Clark proved to be an early glimpse into his philosophy for picking talent. As Walsh implemented his strategies and game plan, the 49ers had another year of losing, finishing 2–14 like the previous season. There were, however, a number of bright spots. Despite throwing more interceptions (21) than touchdowns (17), Steve DeBerg blossomed under Walsh, throwing for over 3,600 yards and completing 60% of his passes. Freddie Solomon also had a good year, with over 800 yards receiving. The running game was patchwork, with Paul Hofer leading the team with 615 yards and O. J. Simpson, in his final season, rushing for only 460 yards and being sidelined with injuries. The 49ers got off to a strong start in 1980, winning their first three games of the season. However, the team, still maturing, lost their next eight games in a row. Many of those games though were close, and the 49ers acquitted themselves well. During the season Walsh alternated DeBerg and Montana at quarterback. Though DeBerg had played well for the 49ers, Walsh felt the team's best chance to win in the long run was with Montana. He alternated the two quarterbacks, giving Montana some experience while keeping opponents off guard. This strategy of alternating quarterbacks from game to game and during games is rare in football, although it had been employed by other successful teams in the past, specifically the Dallas Cowboys of the early 1970s who alternated Roger Staubach and Craig Morton, and the Los Angeles Rams of the late 1940s alternating Norm Van Brocklin and Bob Waterfield. In all DeBerg started nine games, going 4–5 with 1,998 yards, 12 touchdowns and 17 interceptions. Montana started seven games, going 2–5 with 1,795 yards, 15 touchdowns, and nine picks; Montana also had a better completion percentage at 64.5 to DeBerg's 57.9. The highlight of the 1980 season, and a sign of good things to come, came in Week 14. The 49ers trailed the New Orleans Saints, who at the time were winless at 0–13, 35–7 at halftime. However, led by Joe Montana, the 49ers made (what was then) the greatest comeback in NFL history, coming back to tie the score in regulation and winning the game in overtime with a field goal by Ray Wersching to give the 49ers an incredible 38–35 victory. It was this game, which marked Montana's first big NFL comeback win, that won Montana the quarterback job full-time. A number of key players emerged for the 49ers in 1980. Among them were Dwight Clark, who led the 49ers with 82 receptions and just under 1,000 yards receiving, and running back Earl Cooper, who ran for over 700 yards. 1981–1984: First two Super Bowls With the offense playing well consistently, Walsh and the 49ers focused on overhauling the defense in 1981. Walsh took the highly unusual step of overhauling his entire secondary with rookies and untested players, bringing on board Ronnie Lott, Eric Wright and Carlton Williamson and giving Dwight Hicks a prominent role. He also acquired veteran linebacker Jack "Hacksaw" Reynolds and veteran defensive lineman and sack specialist Fred Dean. These new additions, when added to existing defensive mainstays like Keena Turner, turned the 49ers into an offensively and defensively balanced, dominant team. After a 1–2 start, the 49ers won all but one of their remaining games to finish with a 13–3 record; up to this point in time it was the team's best regular-season win-loss record in its history. Dean made the Pro Bowl, as did Lott, and Hicks. Led by Montana, the unusual offense was centered on the short passing game, which Walsh used as ball control. Both Dwight Clark and Freddie Solomon had excellent years receiving; Clark as the possession receiver, and Solomon as more of a deep threat. The 49ers' running game, however, was among the weakest in the league. Ricky Patton led the 49ers with only 543 yards rushing. The 49ers' most valuable running back, however, might have been Earl Cooper, whose strength was as a pass-catching back. The 49ers faced the New York Giants in the divisional playoffs and won, 38–24. This set up an NFC championship game match-up with the Dallas Cowboys, whom the 49ers historically could not beat during their playoff runs in the early 1970s. The 49ers played the Cowboys tough, but the Cowboys forced six turnovers and held the lead late. The 49ers were down 27–21 and on their own 11-yard line with 4:54 remaining. As Montana had done for Notre Dame and the 49ers so many times before, he led the 49ers on a sustained final 89-yard drive to the Cowboys' 6-yard line. On a 3rd-and-3 play, with his primary receiver covered, Montana rolled right and threw the ball off balance to Dwight Clark in the end zone, who leaped up and caught the ball to tie the game at 27 (now known as "The Catch"), with the extra point giving the 49ers the lead. Despite this, the Cowboys had one last chance to win. On the first play of the next possession, Cowboys receiver Drew Pearson caught a pass from Danny White and got to midfield before he was pulled down by the jersey at the 49ers 44-yard line by Cornerback Eric Wright saving a potential late-touchdown. On the next play, White was sacked by Lawrence Pillers and fumbled the ball, which was recovered by Jim Stuckey, giving the 49ers the win and a trip to their first-ever Super Bowl against the Cincinnati Bengals, who were also in their first Super Bowl. In Super Bowl XVI The 49ers took a 20–0 halftime lead and held on to win 26–21 behind kicker Ray Wersching's four field goals and a key defensive stand. Throughout the '81 season, the defense had been a significant reason for the team's success, despite residing in the shadow of the then-innovative offense. Montana won MVP honors mostly on the strength of leading the 49ers on a 92-yard, 12 play drive culminating in a touchdown pass to Earl Cooper. Thus did the 49ers complete one of the most dramatic and complete turnarounds in NFL history, going from a 2–14 season followed by a 6–10 season to a Super Bowl championship. The 1982 season was a bad one for the 49ers, as they lost all five games at Candlestick Park en route to a 3–6 record in a strike-shortened season. This was the 49ers' last losing season for the next 17 years. Joe Montana was the one highlight, passing for 2,613 yards in just nine games, highlighted by five straight games in which he broke the 300-yard barrier. In 1983, the 49ers won their final three games of the season, finishing with a 10–6 record and winning their 2nd NFC Western Divisional Title in three years. Leading the rebound was Joe Montana with another stellar season, passing for 3,910 yards and connecting on 26 touchdowns. In the NFC Divisional Playoffs, they hosted the Detroit Lions. The 49ers jumped out in front early and led 17–9 entering the 4th quarter, but the Lions roared back, scoring two touchdowns to take a 23–17 lead. However, Montana led a comeback, hitting wide receiver Freddie Solomon on a game-winning 14-yard touchdown pass with 2:00 left on the clock to put the 49ers ahead 24–23. The game ended when a potential game-winning FG attempt by Lions kicker Eddie Murray missed. The next week, the 49ers came back from a 21–0 deficit against the Washington Redskins in the NFC championship game to tie the game, before controversial penalties and a late Mark Mosley field goal sent the Redskins to a 24–21 victory onto Super Bowl XVIII. In 1984, the 49ers had one of the greatest seasons in team history by finishing the regular season 15–1, setting the record for most regular-season wins that was later equaled by the 1985 Chicago Bears, the 1998 Minnesota Vikings, the 2004 Pittsburgh Steelers, the 2011 Green Bay Packers and finally broken by the 2007 New England Patriots (with 16 regular-season victories). Their 18 wins overall is also still a record, tied by the 1985 Bears and the 2007 New England Patriots (who won 18 straight, but lost Super Bowl XLII to the New York Giants). The 49ers' only defeat in the 1984 season was a 20–17 loss to the Steelers; a late field goal attempt in that game by San Francisco kicker Ray Wersching went off the uprights and was no good. In the playoffs, they beat the New York Giants 21–10, shut out the Chicago Bears 23–0 in the NFC championship, and in Super Bowl XIX the 49ers shut down a record-setting year by NFL MVP Dan Marino (and his speedy receivers Mark Clayton and Mark Duper), beating the Miami Dolphins 38–16. Their entire defensive backfield (Ronnie Lott, Eric Wright, Dwight Hicks, and Carlton Williamson) was elected to the Pro Bowl—an NFL first. 1985–1987: Arrival of Jerry Rice In the 1985 NFL Draft, the team received the 28th overall pick after winning the Super Bowl the previous year. On draft day, the 49ers traded its first two picks for New England's first-round choice, the 16th selection overall (the teams also swapped third-round picks as part of the deal), and selected Jerry Rice from Mississippi Valley State. It was reported that the Dallas Cowboys, who had the 17th selection overall, were intending to pick him. In the 1985 season, the 49ers were not as dominant as in 1984, finishing the regular season with a 10–6 record and a wild card berth. Jerry Rice struggled at times (dropping numerous passes), but he still impressed the NFL in his rookie season for the 49ers in 1985, especially after a 10-catch, 241-yard game against the Los Angeles Rams in December. Rice was named NFC Offensive Rookie of the Year after recording 49 catches for 927 yards, and averaging 19.9 yards per catch, Roger Craig became the first NFL player to gain 1,000 yards rushing and 1,000 yards receiving in the same season. In the 1985 playoffs, the 49ers were quickly eliminated from the playoffs by the New York Giants 17–3. In the 1986 NFL season, the 49ers got off to a quick start after a 31–7 win over the Tampa Bay Buccaneers on opening day. But the win was costly; Joe Montana injured his back and was out for two months, the injury was to a spinal disc in Montana's lower back and required immediate surgery. The injury was so severe that Montana's doctors suggested that Montana retire. On September 15, 1986, the 49ers placed Montana on the injured reserve list, Jeff Kemp became the starting quarterback, and the 49ers went 4–3–1 in September and October. Montana returned to the team on November 6 of that year. In his first game back from injury, Montana passed for 270 yards and three touchdown passes in a 43–17 49er victory against the St. Louis Cardinals. The 49ers caught fire, winning the next 5 of the final 7 games, including a 24–14 win over the Los Angeles Rams, to clinch the NFC West title. Jerry Rice continued to show improvement from the previous season catching 86 passes for a league-leading 1,570 yards and 15 touchdowns. Montana was co-recipient of the 1986 NFL Comeback Player of the Year Award, which he shared with Vikings quarterback Tommy Kramer. However, the New York Giants would defeat the 49ers again in the playoffs, 49–3 in the team's worst post-season loss to date. Montana was again injured in the first half by a hit from the Giants' Jim Burt. In the off-season, Bill Walsh was concerned about Montana's health going forward, and with no reliable back-up at quarterback he completed a trade for Steve Young, then a quarterback with the Tampa Bay Buccaneers. During the strike-shortened 1987 season, the 49ers became one of the NFL's elite teams once again with a league-best 13–2 record. Joe Montana had a bounce-back year after his injuries the previous year and being questioned by the media if he could still produce at a high level, by throwing 31 touchdown passes, a career-high. He also set the NFL record for most consecutive pass attempts without an incomplete pass (22), passed for 3,054 yards, and had a passer rating of 102.1. Rice had established himself as an elite receiver, he caught 65 passes for 1,078 yards and a then NFL-record 22 touchdowns in just 12 games. 1987 was the second of six seasons in which Rice would lead the NFL in receiving and/or touchdown receptions, he was named Offensive Player of the Year. By the end of the regular season the 49ers were ranked No. 1 on both offense and defense and were heavy favorites to win the Super Bowl. However, they were stunned in the NFC divisional round, losing 36–24 to what was believed to be an inferior Minnesota Vikings team, their third straight playoff loss. Joe Montana had one of the worst post-season games of his career, and was eventually benched during the game in favor of Steve Young, who scored a rushing touchdown and threw another. After the game, owner Eddie DeBartolo stripped Walsh of the team president title. Dwight Clark retired that off-season. 1988–1989: Back-to-back Super Bowls During the off-season, a quarterback controversy between Joe Montana and Steve Young had begun after Montana's poor performance in the playoffs the previous year. Many speculated that the 1988 season would be his last year with the team. In the 1988 NFL season, the 49ers struggled to start the season; Walsh would constantly switch QBs between Montana (who suffered an elbow injury week 1 that would linger for most of the season) and Young. At one point, they were 6–5 and the team was in danger of missing the playoffs. Before week 11, Ronnie Lott called a players-only meeting; after the meeting, the team came together and defeated the defending Super Bowl champion Washington Redskins in a Monday night game, Montana had fully recovered from his injury and retook the starting quarterback job as the team eventually finished the season at 10–6. They gained a measure of revenge by routing the Minnesota Vikings 34–9 in the divisional playoffs. The 49ers then traveled to Chicago's Soldier Field for the NFC championship against the Chicago Bears, where the wind chill factor at game time was -26°. However, despite the weather, Joe Montana picked apart the Bears' top-rated defense by scoring three touchdowns as the 49ers dominated the Bears with a 28–3 victory, earning the team's third trip to the Super Bowl, to go against the Cincinnati Bengals. In Super Bowl XXIII, despite numerous trips deep into Cincinnati territory by the 49ers, the game was tied 3–3 at halftime. Early in the fourth quarter, Montana tied the score at 13; however, Cincinnati regained the lead on a Jim Breech field goal to put the Bengals ahead 16–13 with just over three minutes left on the clock. Following the kickoff, and a holding penalty, the 49ers took over on their 8-yard line with 3:08 left on the clock. Joe Montana began the final drive by stepping into the huddle and remarking to offensive tackle Harris Barton, during a television timeout, "hey, there's John Candy", as he pointed to the stands on the other side of the field. His calm demeanor reassured the 49ers, and he then engineered what some consider the greatest drive in Super Bowl history, as he drove the team 92 yards for the winning touchdown on a pass to John Taylor with only 34 seconds left, as they captured their third Super Bowl championship with a score of 20–16. Jerry Rice was named Super Bowl MVP. After Super Bowl XXIII, Bill Walsh retired as head coach; his defensive coordinator and handpicked successor, George Seifert, took over as head coach. In the 1989 NFL season, Joe Montana threw for 3,521 yards and 26 touchdowns, with only 8 interceptions, giving him a 112.4 quarterback rating, which was then the highest single-season passer rating in NFL history, and was named NFL Most Valuable Player. Jerry Rice, in his fifth year in the league, continued to dominate; he led the league with almost 1,490 receiving yards, and 17 touchdowns. The 49ers clinched their fourth straight division title, beating the Los Angeles Rams 30–27 after a dramatic second-half comeback; they finished 14–2, gaining home-field advantage throughout the playoffs. Their two losses were by a combined five points. In the divisional playoffs, they easily defeated the Vikings, 41–13. In the NFC championship game, they played against the Rams for a third time; the previous two games had been decided by a total of 4 points, but they were able to blow out the Rams 30–3, earning another trip to the Super Bowl, where they defeated the Denver Broncos in relatively easy fashion by a score of 55–10 in Super Bowl XXIV – setting a record for points scored and widest margin of victory in a Super Bowl. Montana himself set many Super Bowl records (some since tied or surpassed) en route to his third Super Bowl MVP. In winning the Super Bowl, the 49ers became the only team to win back-to-back Super Bowls under different head coaches. This 1989 championship team is often regarded as one of the most dominant teams in NFL history, winning three playoff games by a combined 100 points. 1990–1993: Unsuccessful Three-peat / Steve Young Steps in In 1990, the 49ers won their first 10 games, and they eventually finished 14–2. They ripped through the season, and the coveted third consecutive Super Bowl victory seemed within reach. In the playoffs, the 49ers dispatched the Washington Redskins 28–10, setting up a conference championship game with the New York Giants. Despite not scoring a touchdown in the game, the Giants took advantage of a fourth-quarter injury to Montana and converted a faked punt attempt to thwart the 49ers' attempt at a "three-peat". The Giants kicked a last-second field goal after recovering a Roger Craig fumble in the final minutes of the game, winning 15–13 and going on to win Super Bowl XXV. During their quest for a "three-peat" between 1988 and 1990, the 49ers set a league record with 18 consecutive road victories. Joe Montana missed almost all of the following two seasons with a recurring elbow injury. Following the 1990 season, the 49ers left team stalwarts Roger Craig and Ronnie Lott unprotected and let them go to the Los Angeles Raiders via Plan B free agency. In 1991, Steve Young injured the thumb on his throwing hand and later was sidelined with an injured knee. After 10 games, the 49ers had a record of 4–6. Backup quarterback Steve Bono helped the team win its next five games with Young sidelined. In the final game of the season, Monday night versus the NFC's number two seed, Young returned and the 49ers beat the Chicago Bears 52–14, finishing 10–6. However, the team missed qualifying for the playoffs by virtue of losing the head-to-head tiebreaker to the Atlanta Falcons, which had beaten the 49ers on a last-second Hail Mary pass earlier in the season. The 1992 and 1993 seasons saw a resurgent 49er team under the leadership of Steve Young, but a subpar and aging defense could only take them to the NFC championship game before falling to the Dallas Cowboys each time. In 1992, Joe Montana came back after missing almost two full seasons due to an elbow injury in his throwing arm, and started the second half of a Monday night game versus Detroit on December 28, 1992. With the 49ers clinging to a 7–6 lead, Montana entered the game and looked as though he had not missed a single snap, completing 15–21 for 126 yards and 2 touchdowns, as the 49ers defeated the Lions 24–6. The 49ers finished the 1992 season with a 14–2 record and home-field advantage in the playoffs. San Francisco defeated the Washington Redskins 20–13 in the divisional playoff game, but lost to the Dallas Cowboys 30–20 in the NFC championship at Candlestick Park. At the end of the 1992 season, partly fueled by media hype, the biggest quarterback controversy in football history was in full swing. After discussions with the owner and the coach, Montana asked for, and was granted, a trade to the Kansas City Chiefs prior to the 1993 season. Despite Eddie DeBartolo wanting Montana to stay and start, Montana realized that he and Young could not stay with the 49ers without a controversy. Montana was later quoted as saying, "If I had stayed and started, there would have been problems. If I had stayed and Steve Young had started, there would have been problems." The 49ers finished the 1993 season, the team's first without Joe Montana on the roster, with a 10–6 record and no. 2 seed in the playoffs. San Francisco defeated the New York Giants 44–3 in the divisional playoff game, but lost to the Dallas Cowboys 38–21 in the NFC championship at Texas Stadium. 1994–1998: Fifth Super Bowl In 1994, the team spent large amounts of money on the addition of several star free agents from other teams, including Ken Norton Jr., Gary Plummer, Rickey Jackson, Bart Oates, Richard Dent, Charles Mann and Deion Sanders. Additionally, several rookie players made key contributions to the team, some becoming season-long starters such as defensive tackle Bryant Young, fullback William Floyd, and linebacker Lee Woodall. Due to injuries to the offensive line, the 49ers had some tough times early in the season, including a 40–8 home loss to the Philadelphia Eagles, and a 24–17 loss to the Kansas City Chiefs, led by former 49ers quarterback Joe Montana. Following the Eagles game, a poll conducted on local sports radio station KNBR showed that an overwhelming majority of 49er fans wanted head coach George Seifert fired. The game against the Eagles was a turning point for the 49ers despite the lopsided score. Quarterback Steve Young was benched in the 3rd quarter and was later seen livid on the sidelines, shouting profanities at Seifert. The following week in Detroit, the 49ers trailed the Lions 7–0. After throwing a pass, Young was hit, picked up, and driven into the ground by three Lions defenders. After the hit, Young was screaming with his face dark red in color. He crawled most of the way off of the field before refusing help from the trainers as he limped the remaining way off the field. He miraculously returned to the field two plays later (NFL rules state that after trainers attend to an injured player, that player must leave the field for at least one play) to lead the 49ers to a 27–21 victory. The team rallied around Young to win 10 straight games, including a 21–14 victory over the two-time defending Super Bowl champion Dallas Cowboys. During that span the 49ers' average margin of victory was nearly 20 points per game, a sustained dominance not seen since the 1985 Chicago Bears. Despite scoring only 8 points in one game and 14 in another, the 49ers set a new record for total regular-season and post-season combined points scored. That record was later broken by the New England Patriots in 2007 (the 1998 Minnesota Vikings scored 556 regular-season points, but only 68 postseason points, for a total of 624 points, while the 1994 49ers scored 495 regular-season points and 131 postseason points for a total of 626, the second-highest mark in NFL history). Even after those initial rough spots early in the season, the 49ers finished the season 13–3 and with home-field advantage throughout the playoffs. In their first game, they easily defeated the Chicago Bears, 44–15, setting up the third straight 49ers–Cowboys NFC championship game. The 49ers took advantage of three early Cowboys turnovers, taking a 21–0 lead in the first quarter. Taking a 31–14 lead into halftime after a perfect 29-yard pass from Young to Rice in the closing seconds, the game appeared to be far out of reach for the Cowboys. But a 49er fumble on the opening kick of the 3rd quarter led to a Cowboy score, cutting the lead to 31–21. Later, the 49ers responded with a Young touchdown run, making it 38–21, before the Cowboys scored another touchdown in the final minutes for a final score of 38–28. The convincing win qualified the 49ers for their fifth Super Bowl appearance, and the first to be played by two teams from California. The 49ers steamrolled the San Diego Chargers 49–26 behind Young's record-setting 6 touchdown passes in Super Bowl XXIX, at the time becoming the first team to win a record five Super Bowls. Finally establishing himself as a worthy successor to Joe Montana, Young was named the game's MVP. The 49ers' run of five Super Bowl wins in 14 seasons (1981–1994) solidified them alongside the 1960s Vince Lombardi Green Bay Packers and 1970s Chuck Knoll Pittsburgh Steelers as one of the modern NFL's great dynasties. The 49ers made the playoffs in 1995 and again in 1996, being eliminated by the Green Bay Packers both times in the Divisional Round. On January 17, 1997, George Seifert retired as 49ers head coach. On the same day as Seifert's retirement, the 49ers hired Cal head coach Steve Mariucci as his replacement. At the time, Mariucci only had one year of head-coaching experience at any level. The first game of the 1997 season against the Tampa Bay Buccaneers was a disaster, as both quarterback Steve Young and receiver Jerry Rice went down with injuries. Rice appeared to be out for the season with a serious knee injury, while Young left the game with one of the many concussions he suffered throughout his career. However, the team overcame adversity: Young returned two weeks later, and with the league's number one defense, the 49ers finished the season with a 13–3 record which included an 11-game winning streak which was the longest by a rookie head coach at the time, and the 49ers became the quickest team in NFL history to clinch their division at the time. Rice returned for one and a half quarters in week 16 against the Denver Broncos, before getting another injury to his knee (unrelated to the first one). In the playoffs the 49ers defeated the Minnesota Vikings 38–22, advancing to the NFC championship game for the first time since 1994, where they again met the Green Bay Packers at Candlestick Park, but lost 23–10. During that season Eddie DeBartolo Jr. was involved in a corruption investigation regarding Louisiana Governor Edwin Edwards and one of his Mississippi riverboat casinos. DeBartolo later pleaded guilty to a failure to report a felony charge in 1998. He was suspended from active control of the 49ers for one year. His sister, Denise, and her husband, Dr. John York, took over operations of the team. In 1998, Jerry Rice finally returned from his knee injury week 1 against the New York Jets, a game best remembered for running back Garrison Hearst's 96-yard touchdown run in overtime to win the game. The 49ers had the 2nd most productive offense in league history. Young, who was questioned if his concussion history would put an end to his career, had his best season, throwing for 4,170 yards, 36 touchdowns and only 12 interceptions. A healthy Jerry Rice, 3rd-year player Terrell Owens, and 4th-year player J.J. Stokes became the first WR-trio in team history to catch at least 60 passes in the same season, Hearst ran for 1,570 yards and 7 touchdowns while averaging 5.1 yards per carry. The 49ers finished 12–4, their 16th straight winning season (all with 10 wins or more), earning a wildcard berth. Once again, the 49ers faced the Green Bay Packers in the playoffs. Things looked bleak when the 49ers trailed 27–23 in the waning seconds. However, in the game's final moment, Young hit Terrell Owens (who was having a terrible game up to that point) on a dramatic, game-winning 25-yard touchdown pass, dubbed by many as "The Catch II". That put the 49ers ahead 30–27 with just three seconds left on the game clock, sealing the win. After finally beating the Packers, the 49ers went on to lose to the eventual NFC champion Atlanta Falcons in the Divisional round 20–18, in a game that was marked by Hearst suffering a gruesome broken ankle on the first play from scrimmage. 1999–2002: Ownership change DeBartolo returned from his suspension in 1999, but a series of lawsuits over control of the family's vast holdings led him to surrender controlling interest to the Yorks as part of a 2000 settlement. Denise York became chairwoman of the board, while John York became CEO. On the field, the 1999 49ers got off to a 3–1 start, then in a nationally televised Monday Night Football game against the Arizona Cardinals, Steve Young suffered a blindside hit from cornerback Aeneas Williams that knocked him out of the game and eventually convinced him to retire. At the time it was believed the severe hit ended his career but Young later said in interviews he could have come back to play another season or two. After meeting with then-general manager Bill Walsh and being told about how the salary cap troubles would make the team non-competitive, Young chose to retire rather than risk his long-term health further for a likely losing club. Without their future Hall of Famer, 29-year-old rookie Jeff Garcia took over as starting quarterback, but he would be benched for poor performances in favor of Steve Stenstrom. Garcia would be reinstated as the starting quarterback and in the final 5 games of the regular season. The 49ers lost 11 of their last 12 games, and suffered their first losing season in a non-strike year since 1980, which was also the last time that the 49ers did not win at least ten or more games in a season. Bobb McKittrick, 49ers offensive line coach since 1979, also died of cancer following the 1999 season. Before the 2000 season Jeff Garcia was named the starting quarterback despite the 49ers drafting two quarterbacks (Giovanni Carmazzi in the third round and Tim Rattay in the seventh). Garcia kept the starting job throughout the season and showed drastic improvement from the previous year. He broke a franchise record for most passing yards in one season, with 4,278 passing yards and 31 touchdowns and only 10 interceptions. Garcia and Terrell Owens, who established himself as the team's number-one receiver, both earned their first Pro Bowl selections. However, the 49ers finished 6–10, missing the playoffs for the second straight season for the first time since 1979 and 1980, due to a defense that gave up 26.4 points per game and a total of 422 points. The 2000 season was Jerry Rice's final year with the 49ers; he played 16 seasons with the team. In the 2001 season the 49ers established themselves as a playoff team once again after two down years. They finished with a 12–4 record and a wildcard berth. A quarter of their wins came in 4th-quarter comebacks. Their defense also had a bounce-back year, going from the 28th-ranked defense in 2000, to the 9th-ranked. Terrell Owens had become Jeff Garcia's favorite target. Garrison Hearst, who had been forced to retire from football after breaking his ankle in the 1998 divisional playoffs, finally returned to the line-up after over two years of rehabilitation. He became the first player in NFL history to come back to football after suffering avascular necrosis. He had an excellent season, rushing for 1,206 yards on a 4.8 average. His comeback earned him the NFL Comeback Player of the Year Award. In the final six weeks of the season the 49ers defense shut out three teams (the Buffalo Bills, Miami Dolphins, and New Orleans Saints), and had one of the most stupendous goal-line stands against the Philadelphia Eagles. In the team's first playoff game in 2 years, they played against the Green Bay Packers at Lambeau Field in the NFC Wild Card, but lost 25–15. The 2002 NFL season began with the divisional realignment. The 49ers gained two new divisional rivals, the Seattle Seahawks and Arizona Cardinals, while former divisional foes Atlanta Falcons, New Orleans Saints, and Carolina Panthers moved to the newly formed NFC South. The team's production dropped from the previous year. Jeff Garcia went from having 31 and 32 touchdowns in the previous 2 seasons, to only 21 in 2002. The 49ers defense struggled at times, dropping from the 9th-ranked defense in the previous season to the 19th-ranked. Even though the team did not have the same success as they did in the 2001 regular season, the 49ers won the NFC West for the first time since 1997, with the division-clinching game coming on a last-second touchdown pass to Terrell Owens against the Dallas Cowboys. The 49ers finished 10–6. In the 2002–03 NFL playoffs they hosted the New York Giants in the 2002 NFC Wild Card. The Giants had a 38–14 lead late in the third quarter; however, the Giants defense, which had been highly ranked all year, began to collapse, and by the final minute in the 4th quarter Jeff Garcia had led the team back from the 24-point deficit to take a 1-point lead. Giants quarterback Kerry Collins then led a drive in the game's final minute to put the Giants at the 49ers' 23-yard line with six seconds left for a shot at a game-winning field goal. Long snapper Trey Junkin, who had been signed by the Giants that week, made a bad snap, so holder Matt Allen attempted a desperate pass down the field, which fell incomplete, but there was a flag on the play. The initial thought by spectators and the Giants was that pass interference had clearly been committed by the 49ers defense, but the flag was against the Giants for an ineligible receiver, so the game was over. The next day, the NFL admitted that the referee had blown the call, that the 49ers had indeed committed pass interference, and that the down should have been replayed. A press conference was held and a reporter asked 49ers head coach Steve Mariucci about his thoughts on the NFL saying they blew the call, and he replied: "Bummer". It was the second-biggest comeback victory in NFL playoff history, with the 49ers winning 39–38. The 49ers lost the next week to the eventual Super Bowl champion Tampa Bay Buccaneers in the Divisional round, 31–6. This was the last postseason appearance for the 49ers until the 2011–12 playoffs. Steve Mariucci, whose published statements about his degree of power in the organization had frayed already-strained relations with management, was fired by John York, despite a winning record in a clash of egos. 2003–2010: Struggles Then-Oregon State head coach Dennis Erickson was signed to a five-year contract to replace Mariucci. The hiring of Erickson was highly criticized by the fans and the media, as Erickson's offensive philosophy was very different from the West Coast offense. The 2003 season was one of turmoil for the 49ers. While the Niners started the season with a 49–7 demolishing of Chicago, the team quickly began to unravel afterwards, as the relationship between Garcia and Owens turned sour upon Garcia taking issue with Owens's public praise for the play of backup quarterback Tim Rattay. Garcia responded with a cryptic remark of "we cannot let the sickness spread"; in response, Owens wore a surgeon's mask at the following practice. The team was also ravaged by injuries to key players on both sides of the ball; the often reckless play of Jeff Garcia started to take a toll on him, as he was forced to miss 3 games during the season. The 49ers finished 7–9 and missed the playoffs. Despite this disappointing result, Erickson was retained as coach for the 2004 season. Owens' on- and off-field antics led to the 49ers trading him to the Philadelphia Eagles during the offseason. Several other key 49er players were released due to salary cap concerns, including Garcia and Hearst. The team finished the 2004 season with a 2–14 record, tying a franchise-worst and finishing last in the NFC West for the first time since 1979, ending what had been the NFL's longest active streak for not finishing last in a division. With the worst record in the NFL the team secured the rights to the first pick in the NFL Draft. Dennis Erickson and general manager Terry Donahue were fired. After an extensive coaching search, the 49ers hired the defensive coordinator of the Baltimore Ravens Mike Nolan as their head coach. Nolan was the son of Dick Nolan, who had led the team to three consecutive playoff appearances from 1970 to 1972. The 49ers did not hire a general manager. In Mike Nolan's first draft as head coach, he selected quarterback Alex Smith from the University of Utah with the first overall pick of the 2005 NFL Draft. It was a pick predicted by most, though many thought the 49ers might select local product Aaron Rodgers of the University of California. Alex Smith's rookie season was a disaster, producing only one touchdown against eleven interceptions. The team finished 4th in the NFC West for the second consecutive year, with a 4–12 record. This earned the 49ers the 6th pick in the 2006 NFL Draft which they used to draft tight end Vernon Davis. Alex Smith and the team improved greatly in 2006, led by second-year player Frank Gore from the University of Miami. Gore ran for a franchise record of 1,695 rushing yards, which led the NFC, along with 8 touchdowns. He was awarded his first Pro Bowl appearance. They also swept division rival and defending NFC Champion, Seattle Seahawks, and kept the Denver Broncos from a playoff berth in the last game of the season. However, the team finished 7–9, their fourth consecutive losing season. In the off-season, the 49ers signed cornerback Nate Clements and safety Michael Lewis to improve their secondary. Clement's contract was worth $80 million for eight years, the largest contract given to a defensive player in NFL history at the time. In the NFL Draft, the 49ers made another key addition to their defense, selecting middle linebacker Patrick Willis with the 11th overall pick. Willis would eventually be named the 2007 AP NFL Defensive Rookie of the Year. Before the beginning of the 2007 season, Hall of Fame coach Bill Walsh died of complications from leukemia. The 49ers started the season 2–0, for the first time since 1998. In the fourth game of the season, against the Seattle Seahawks, Alex Smith suffered a separated shoulder on the third play of the game, an injury that severely hampered his play and ultimately led to an early end to his 2008 campaign after having shoulder surgery. Chiefly due to back-up quarterback Trent Dilfer's struggles and Alex Smith's injury, the 49ers lost eight straight consecutive games from week three through week twelve, ending the year with a disappointing 5–11 record. Questions were raised about the future of Alex Smith, whose first three seasons had been plagued by inconsistent play, injuries, and never having had the same offensive coordinator from one year to the next. Head coach Mike Nolan and new offensive coordinator Mike Martz stated that a competition between Smith, Shaun Hill, and NFL journeyman J. T. O'Sullivan would run through the first two preseason games of 2008. O'Sullivan was named the 49ers starter because of his familiarity with the Martz offense and after performing better than Smith or Hill in the first three preseason games. On October 20, 2008, after a 2–5 start, Mike Nolan was fired. Assistant head coach Mike Singletary, a Hall of Fame linebacker with the Chicago Bears, was named as the interim head coach. Singletary proved to be a fan favorite when after his first game as head coach he delivered a memorable post-game interview. Singletary said of their loss: "... right now, we've got to figure out the formula. Our formula. Our formula is this: We go out, we hit people in the mouth." The team went 5–4 overall under Singletary, winning five of its final seven games and ending the season with a 7–9 record. After the last game of the season, Singletary was named permanent head coach by Jed York, who had been appointed as team president just days before. Jed York is the son of John York and Denise DeBartolo York. On April 25, 2009, the 49ers selected Texas Tech WR Michael Crabtree, a player many people thought would go in the top five, with the 10th pick in the first round of the 2009 NFL Draft. The 2009 training camp became the first since 2005 that the 49ers failed to have all drafted rookies signed and in training camp on time, as Crabtree held out trying to reach a contract. He finally reached a contract agreement on October 7, 2009, having missed the first four games of the regular season. The 49ers posted an 8–8 record after a frustrating season, losing only 2 games by more than a touchdown. Nevertheless, it was the team's first non-losing season since 2002. Despite missing the playoffs for the seventh straight season, several key players showed signs of
The 49ers clinched their fourth straight division title, beating the Los Angeles Rams 30–27 after a dramatic second-half comeback; they finished 14–2, gaining home-field advantage throughout the playoffs. Their two losses were by a combined five points. In the divisional playoffs, they easily defeated the Vikings, 41–13. In the NFC championship game, they played against the Rams for a third time; the previous two games had been decided by a total of 4 points, but they were able to blow out the Rams 30–3, earning another trip to the Super Bowl, where they defeated the Denver Broncos in relatively easy fashion by a score of 55–10 in Super Bowl XXIV – setting a record for points scored and widest margin of victory in a Super Bowl. Montana himself set many Super Bowl records (some since tied or surpassed) en route to his third Super Bowl MVP. In winning the Super Bowl, the 49ers became the only team to win back-to-back Super Bowls under different head coaches. This 1989 championship team is often regarded as one of the most dominant teams in NFL history, winning three playoff games by a combined 100 points. 1990–1993: Unsuccessful Three-peat / Steve Young Steps in In 1990, the 49ers won their first 10 games, and they eventually finished 14–2. They ripped through the season, and the coveted third consecutive Super Bowl victory seemed within reach. In the playoffs, the 49ers dispatched the Washington Redskins 28–10, setting up a conference championship game with the New York Giants. Despite not scoring a touchdown in the game, the Giants took advantage of a fourth-quarter injury to Montana and converted a faked punt attempt to thwart the 49ers' attempt at a "three-peat". The Giants kicked a last-second field goal after recovering a Roger Craig fumble in the final minutes of the game, winning 15–13 and going on to win Super Bowl XXV. During their quest for a "three-peat" between 1988 and 1990, the 49ers set a league record with 18 consecutive road victories. Joe Montana missed almost all of the following two seasons with a recurring elbow injury. Following the 1990 season, the 49ers left team stalwarts Roger Craig and Ronnie Lott unprotected and let them go to the Los Angeles Raiders via Plan B free agency. In 1991, Steve Young injured the thumb on his throwing hand and later was sidelined with an injured knee. After 10 games, the 49ers had a record of 4–6. Backup quarterback Steve Bono helped the team win its next five games with Young sidelined. In the final game of the season, Monday night versus the NFC's number two seed, Young returned and the 49ers beat the Chicago Bears 52–14, finishing 10–6. However, the team missed qualifying for the playoffs by virtue of losing the head-to-head tiebreaker to the Atlanta Falcons, which had beaten the 49ers on a last-second Hail Mary pass earlier in the season. The 1992 and 1993 seasons saw a resurgent 49er team under the leadership of Steve Young, but a subpar and aging defense could only take them to the NFC championship game before falling to the Dallas Cowboys each time. In 1992, Joe Montana came back after missing almost two full seasons due to an elbow injury in his throwing arm, and started the second half of a Monday night game versus Detroit on December 28, 1992. With the 49ers clinging to a 7–6 lead, Montana entered the game and looked as though he had not missed a single snap, completing 15–21 for 126 yards and 2 touchdowns, as the 49ers defeated the Lions 24–6. The 49ers finished the 1992 season with a 14–2 record and home-field advantage in the playoffs. San Francisco defeated the Washington Redskins 20–13 in the divisional playoff game, but lost to the Dallas Cowboys 30–20 in the NFC championship at Candlestick Park. At the end of the 1992 season, partly fueled by media hype, the biggest quarterback controversy in football history was in full swing. After discussions with the owner and the coach, Montana asked for, and was granted, a trade to the Kansas City Chiefs prior to the 1993 season. Despite Eddie DeBartolo wanting Montana to stay and start, Montana realized that he and Young could not stay with the 49ers without a controversy. Montana was later quoted as saying, "If I had stayed and started, there would have been problems. If I had stayed and Steve Young had started, there would have been problems." The 49ers finished the 1993 season, the team's first without Joe Montana on the roster, with a 10–6 record and no. 2 seed in the playoffs. San Francisco defeated the New York Giants 44–3 in the divisional playoff game, but lost to the Dallas Cowboys 38–21 in the NFC championship at Texas Stadium. 1994–1998: Fifth Super Bowl In 1994, the team spent large amounts of money on the addition of several star free agents from other teams, including Ken Norton Jr., Gary Plummer, Rickey Jackson, Bart Oates, Richard Dent, Charles Mann and Deion Sanders. Additionally, several rookie players made key contributions to the team, some becoming season-long starters such as defensive tackle Bryant Young, fullback William Floyd, and linebacker Lee Woodall. Due to injuries to the offensive line, the 49ers had some tough times early in the season, including a 40–8 home loss to the Philadelphia Eagles, and a 24–17 loss to the Kansas City Chiefs, led by former 49ers quarterback Joe Montana. Following the Eagles game, a poll conducted on local sports radio station KNBR showed that an overwhelming majority of 49er fans wanted head coach George Seifert fired. The game against the Eagles was a turning point for the 49ers despite the lopsided score. Quarterback Steve Young was benched in the 3rd quarter and was later seen livid on the sidelines, shouting profanities at Seifert. The following week in Detroit, the 49ers trailed the Lions 7–0. After throwing a pass, Young was hit, picked up, and driven into the ground by three Lions defenders. After the hit, Young was screaming with his face dark red in color. He crawled most of the way off of the field before refusing help from the trainers as he limped the remaining way off the field. He miraculously returned to the field two plays later (NFL rules state that after trainers attend to an injured player, that player must leave the field for at least one play) to lead the 49ers to a 27–21 victory. The team rallied around Young to win 10 straight games, including a 21–14 victory over the two-time defending Super Bowl champion Dallas Cowboys. During that span the 49ers' average margin of victory was nearly 20 points per game, a sustained dominance not seen since the 1985 Chicago Bears. Despite scoring only 8 points in one game and 14 in another, the 49ers set a new record for total regular-season and post-season combined points scored. That record was later broken by the New England Patriots in 2007 (the 1998 Minnesota Vikings scored 556 regular-season points, but only 68 postseason points, for a total of 624 points, while the 1994 49ers scored 495 regular-season points and 131 postseason points for a total of 626, the second-highest mark in NFL history). Even after those initial rough spots early in the season, the 49ers finished the season 13–3 and with home-field advantage throughout the playoffs. In their first game, they easily defeated the Chicago Bears, 44–15, setting up the third straight 49ers–Cowboys NFC championship game. The 49ers took advantage of three early Cowboys turnovers, taking a 21–0 lead in the first quarter. Taking a 31–14 lead into halftime after a perfect 29-yard pass from Young to Rice in the closing seconds, the game appeared to be far out of reach for the Cowboys. But a 49er fumble on the opening kick of the 3rd quarter led to a Cowboy score, cutting the lead to 31–21. Later, the 49ers responded with a Young touchdown run, making it 38–21, before the Cowboys scored another touchdown in the final minutes for a final score of 38–28. The convincing win qualified the 49ers for their fifth Super Bowl appearance, and the first to be played by two teams from California. The 49ers steamrolled the San Diego Chargers 49–26 behind Young's record-setting 6 touchdown passes in Super Bowl XXIX, at the time becoming the first team to win a record five Super Bowls. Finally establishing himself as a worthy successor to Joe Montana, Young was named the game's MVP. The 49ers' run of five Super Bowl wins in 14 seasons (1981–1994) solidified them alongside the 1960s Vince Lombardi Green Bay Packers and 1970s Chuck Knoll Pittsburgh Steelers as one of the modern NFL's great dynasties. The 49ers made the playoffs in 1995 and again in 1996, being eliminated by the Green Bay Packers both times in the Divisional Round. On January 17, 1997, George Seifert retired as 49ers head coach. On the same day as Seifert's retirement, the 49ers hired Cal head coach Steve Mariucci as his replacement. At the time, Mariucci only had one year of head-coaching experience at any level. The first game of the 1997 season against the Tampa Bay Buccaneers was a disaster, as both quarterback Steve Young and receiver Jerry Rice went down with injuries. Rice appeared to be out for the season with a serious knee injury, while Young left the game with one of the many concussions he suffered throughout his career. However, the team overcame adversity: Young returned two weeks later, and with the league's number one defense, the 49ers finished the season with a 13–3 record which included an 11-game winning streak which was the longest by a rookie head coach at the time, and the 49ers became the quickest team in NFL history to clinch their division at the time. Rice returned for one and a half quarters in week 16 against the Denver Broncos, before getting another injury to his knee (unrelated to the first one). In the playoffs the 49ers defeated the Minnesota Vikings 38–22, advancing to the NFC championship game for the first time since 1994, where they again met the Green Bay Packers at Candlestick Park, but lost 23–10. During that season Eddie DeBartolo Jr. was involved in a corruption investigation regarding Louisiana Governor Edwin Edwards and one of his Mississippi riverboat casinos. DeBartolo later pleaded guilty to a failure to report a felony charge in 1998. He was suspended from active control of the 49ers for one year. His sister, Denise, and her husband, Dr. John York, took over operations of the team. In 1998, Jerry Rice finally returned from his knee injury week 1 against the New York Jets, a game best remembered for running back Garrison Hearst's 96-yard touchdown run in overtime to win the game. The 49ers had the 2nd most productive offense in league history. Young, who was questioned if his concussion history would put an end to his career, had his best season, throwing for 4,170 yards, 36 touchdowns and only 12 interceptions. A healthy Jerry Rice, 3rd-year player Terrell Owens, and 4th-year player J.J. Stokes became the first WR-trio in team history to catch at least 60 passes in the same season, Hearst ran for 1,570 yards and 7 touchdowns while averaging 5.1 yards per carry. The 49ers finished 12–4, their 16th straight winning season (all with 10 wins or more), earning a wildcard berth. Once again, the 49ers faced the Green Bay Packers in the playoffs. Things looked bleak when the 49ers trailed 27–23 in the waning seconds. However, in the game's final moment, Young hit Terrell Owens (who was having a terrible game up to that point) on a dramatic, game-winning 25-yard touchdown pass, dubbed by many as "The Catch II". That put the 49ers ahead 30–27 with just three seconds left on the game clock, sealing the win. After finally beating the Packers, the 49ers went on to lose to the eventual NFC champion Atlanta Falcons in the Divisional round 20–18, in a game that was marked by Hearst suffering a gruesome broken ankle on the first play from scrimmage. 1999–2002: Ownership change DeBartolo returned from his suspension in 1999, but a series of lawsuits over control of the family's vast holdings led him to surrender controlling interest to the Yorks as part of a 2000 settlement. Denise York became chairwoman of the board, while John York became CEO. On the field, the 1999 49ers got off to a 3–1 start, then in a nationally televised Monday Night Football game against the Arizona Cardinals, Steve Young suffered a blindside hit from cornerback Aeneas Williams that knocked him out of the game and eventually convinced him to retire. At the time it was believed the severe hit ended his career but Young later said in interviews he could have come back to play another season or two. After meeting with then-general manager Bill Walsh and being told about how the salary cap troubles would make the team non-competitive, Young chose to retire rather than risk his long-term health further for a likely losing club. Without their future Hall of Famer, 29-year-old rookie Jeff Garcia took over as starting quarterback, but he would be benched for poor performances in favor of Steve Stenstrom. Garcia would be reinstated as the starting quarterback and in the final 5 games of the regular season. The 49ers lost 11 of their last 12 games, and suffered their first losing season in a non-strike year since 1980, which was also the last time that the 49ers did not win at least ten or more games in a season. Bobb McKittrick, 49ers offensive line coach since 1979, also died of cancer following the 1999 season. Before the 2000 season Jeff Garcia was named the starting quarterback despite the 49ers drafting two quarterbacks (Giovanni Carmazzi in the third round and Tim Rattay in the seventh). Garcia kept the starting job throughout the season and showed drastic improvement from the previous year. He broke a franchise record for most passing yards in one season, with 4,278 passing yards and 31 touchdowns and only 10 interceptions. Garcia and Terrell Owens, who established himself as the team's number-one receiver, both earned their first Pro Bowl selections. However, the 49ers finished 6–10, missing the playoffs for the second straight season for the first time since 1979 and 1980, due to a defense that gave up 26.4 points per game and a total of 422 points. The 2000 season was Jerry Rice's final year with the 49ers; he played 16 seasons with the team. In the 2001 season the 49ers established themselves as a playoff team once again after two down years. They finished with a 12–4 record and a wildcard berth. A quarter of their wins came in 4th-quarter comebacks. Their defense also had a bounce-back year, going from the 28th-ranked defense in 2000, to the 9th-ranked. Terrell Owens had become Jeff Garcia's favorite target. Garrison Hearst, who had been forced to retire from football after breaking his ankle in the 1998 divisional playoffs, finally returned to the line-up after over two years of rehabilitation. He became the first player in NFL history to come back to football after suffering avascular necrosis. He had an excellent season, rushing for 1,206 yards on a 4.8 average. His comeback earned him the NFL Comeback Player of the Year Award. In the final six weeks of the season the 49ers defense shut out three teams (the Buffalo Bills, Miami Dolphins, and New Orleans Saints), and had one of the most stupendous goal-line stands against the Philadelphia Eagles. In the team's first playoff game in 2 years, they played against the Green Bay Packers at Lambeau Field in the NFC Wild Card, but lost 25–15. The 2002 NFL season began with the divisional realignment. The 49ers gained two new divisional rivals, the Seattle Seahawks and Arizona Cardinals, while former divisional foes Atlanta Falcons, New Orleans Saints, and Carolina Panthers moved to the newly formed NFC South. The team's production dropped from the previous year. Jeff Garcia went from having 31 and 32 touchdowns in the previous 2 seasons, to only 21 in 2002. The 49ers defense struggled at times, dropping from the 9th-ranked defense in the previous season to the 19th-ranked. Even though the team did not have the same success as they did in the 2001 regular season, the 49ers won the NFC West for the first time since 1997, with the division-clinching game coming on a last-second touchdown pass to Terrell Owens against the Dallas Cowboys. The 49ers finished 10–6. In the 2002–03 NFL playoffs they hosted the New York Giants in the 2002 NFC Wild Card. The Giants had a 38–14 lead late in the third quarter; however, the Giants defense, which had been highly ranked all year, began to collapse, and by the final minute in the 4th quarter Jeff Garcia had led the team back from the 24-point deficit to take a 1-point lead. Giants quarterback Kerry Collins then led a drive in the game's final minute to put the Giants at the 49ers' 23-yard line with six seconds left for a shot at a game-winning field goal. Long snapper Trey Junkin, who had been signed by the Giants that week, made a bad snap, so holder Matt Allen attempted a desperate pass down the field, which fell incomplete, but there was a flag on the play. The initial thought by spectators and the Giants was that pass interference had clearly been committed by the 49ers defense, but the flag was against the Giants for an ineligible receiver, so the game was over. The next day, the NFL admitted that the referee had blown the call, that the 49ers had indeed committed pass interference, and that the down should have been replayed. A press conference was held and a reporter asked 49ers head coach Steve Mariucci about his thoughts on the NFL saying they blew the call, and he replied: "Bummer". It was the second-biggest comeback victory in NFL playoff history, with the 49ers winning 39–38. The 49ers lost the next week to the eventual Super Bowl champion Tampa Bay Buccaneers in the Divisional round, 31–6. This was the last postseason appearance for the 49ers until the 2011–12 playoffs. Steve Mariucci, whose published statements about his degree of power in the organization had frayed already-strained relations with management, was fired by John York, despite a winning record in a clash of egos. 2003–2010: Struggles Then-Oregon State head coach Dennis Erickson was signed to a five-year contract to replace Mariucci. The hiring of Erickson was highly criticized by the fans and the media, as Erickson's offensive philosophy was very different from the West Coast offense. The 2003 season was one of turmoil for the 49ers. While the Niners started the season with a 49–7 demolishing of Chicago, the team quickly began to unravel afterwards, as the relationship between Garcia and Owens turned sour upon Garcia taking issue with Owens's public praise for the play of backup quarterback Tim Rattay. Garcia responded with a cryptic remark of "we cannot let the sickness spread"; in response, Owens wore a surgeon's mask at the following practice. The team was also ravaged by injuries to key players on both sides of the ball; the often reckless play of Jeff Garcia started to take a toll on him, as he was forced to miss 3 games during the season. The 49ers finished 7–9 and missed the playoffs. Despite this disappointing result, Erickson was retained as coach for the 2004 season. Owens' on- and off-field antics led to the 49ers trading him to the Philadelphia Eagles during the offseason. Several other key 49er players were released due to salary cap concerns, including Garcia and Hearst. The team finished the 2004 season with a 2–14 record, tying a franchise-worst and finishing last in the NFC West for the first time since 1979, ending what had been the NFL's longest active streak for not finishing last in a division. With the worst record in the NFL the team secured the rights to the first pick in the NFL Draft. Dennis Erickson and general manager Terry Donahue were fired. After an extensive coaching search, the 49ers hired the defensive coordinator of the Baltimore Ravens Mike Nolan as their head coach. Nolan was the son of Dick Nolan, who had led the team to three consecutive playoff appearances from 1970 to 1972. The 49ers did not hire a general manager. In Mike Nolan's first draft as head coach, he selected quarterback Alex Smith from the University of Utah with the first overall pick of the 2005 NFL Draft. It was a pick predicted by most, though many thought the 49ers might select local product Aaron Rodgers of the University of California. Alex Smith's rookie season was a disaster, producing only one touchdown against eleven interceptions. The team finished 4th in the NFC West for the second consecutive year, with a 4–12 record. This earned the 49ers the 6th pick in the 2006 NFL Draft which they used to draft tight end Vernon Davis. Alex Smith and the team improved greatly in 2006, led by second-year player Frank Gore from the University of Miami. Gore ran for a franchise record of 1,695 rushing yards, which led the NFC, along with 8 touchdowns. He was awarded his first Pro Bowl appearance. They also swept division rival and defending NFC Champion, Seattle Seahawks, and kept the Denver Broncos from a playoff berth in the last game of the season. However, the team finished 7–9, their fourth consecutive losing season. In the off-season, the 49ers signed cornerback Nate Clements and safety Michael Lewis to improve their secondary. Clement's contract was worth $80 million for eight years, the largest contract given to a defensive player in NFL history at the time. In the NFL Draft, the 49ers made another key addition to their defense, selecting middle linebacker Patrick Willis with the 11th overall pick. Willis would eventually be named the 2007 AP NFL Defensive Rookie of the Year. Before the beginning of the 2007 season, Hall of Fame coach Bill Walsh died of complications from leukemia. The 49ers started the season 2–0, for the first time since 1998. In the fourth game of the season, against the Seattle Seahawks, Alex Smith suffered a separated shoulder on the third play of the game, an injury that severely hampered his play and ultimately led to an early end to his 2008 campaign after having shoulder surgery. Chiefly due to back-up quarterback Trent Dilfer's struggles and Alex Smith's injury, the 49ers lost eight straight consecutive games from week three through week twelve, ending the year with a disappointing 5–11 record. Questions were raised about the future of Alex Smith, whose first three seasons had been plagued by inconsistent play, injuries, and never having had the same offensive coordinator from one year to the next. Head coach Mike Nolan and new offensive coordinator Mike Martz stated that a competition between Smith, Shaun Hill, and NFL journeyman J. T. O'Sullivan would run through the first two preseason games of 2008. O'Sullivan was named the 49ers starter because of his familiarity with the Martz offense and after performing better than Smith or Hill in the first three preseason games. On October 20, 2008, after a 2–5 start, Mike Nolan was fired. Assistant head coach Mike Singletary, a Hall of Fame linebacker with the Chicago Bears, was named as the interim head coach. Singletary proved to be a fan favorite when after his first game as head coach he delivered a memorable post-game interview. Singletary said of their loss: "... right now, we've got to figure out the formula. Our formula. Our formula is this: We go out, we hit people in the mouth." The team went 5–4 overall under Singletary, winning five of its final seven games and ending the season with a 7–9 record. After the last game of the season, Singletary was named permanent head coach by Jed York, who had been appointed as team president just days before. Jed York is the son of John York and Denise DeBartolo York. On April 25, 2009, the 49ers selected Texas Tech WR Michael Crabtree, a player many people thought would go in the top five, with the 10th pick in the first round of the 2009 NFL Draft. The 2009 training camp became the first since 2005 that the 49ers failed to have all drafted rookies signed and in training camp on time, as Crabtree held out trying to reach a contract. He finally reached a contract agreement on October 7, 2009, having missed the first four games of the regular season. The 49ers posted an 8–8 record after a frustrating season, losing only 2 games by more than a touchdown. Nevertheless, it was the team's first non-losing season since 2002. Despite missing the playoffs for the seventh straight season, several key players showed signs of improvement. Alex Smith regained his role as the 49ers' starting quarterback (after Shaun Hill had won the starting job in training camp), passing for more than 2,000 yards with 19 touchdowns, while Frank Gore collected his fourth consecutive 1,000-yard season, a 49ers record. Safety Dashon Goldson showed signs of potential in his first year as full-time starter, as he tallied 94 tackles, four interceptions, three forced fumbles, and two sacks. Vernon Davis in particular had a breakthrough year at tight end, earning Pro Bowl honors with 965 yards and 13 touchdowns (tying the NFL record for his position). 2010 saw five 49ers go to the Pro Bowl: Patrick Willis, Vernon Davis, Frank Gore, Justin Smith, and punter Andy Lee. The 2010 season started with the 49ers heavy favorites to win the NFC West after Cardinals QB Kurt Warner retired early in the offseason, but the season was a disaster. They started 0–5, their worst start since the dark days of 1979. In week 3, the 49ers fired offensive coordinator Jimmy Raye, who had been hand-picked by Singletary in the 2009 offseason. Starting safety Michael Lewis demanded to be released after he was demoted in favor of rookie safety Taylor Mays. By mid-season, Singletary was switching quarterbacks between Alex Smith and Troy Smith, who had been picked up in free agency after the preseason, but with little effect. On December 27, 2010, the 49ers fired Mike Singletary as head coach, naming defensive line coach Jim Tomsula as interim head coach for the last game of the season. The 49ers finished 6–10 that season. 2011–2014: Jim Harbaugh era On January 4, 2011, Jed York promoted interim General Manager Trent Baalke to be the permanent general manager. Baalke had taken over the role after former general manager Scot McCloughan was relieved of his duties the year before. Two days later, on January 7, 2011, former head coach of Stanford University Jim Harbaugh was named the 49ers new head coach. In the 2011 NFL Draft, the 49ers selected defensive end/linebacker Aldon Smith from the University of Missouri with the seventh pick of the first round. The 49ers also selected quarterback Colin Kaepernick from the University of Nevada, Reno with the 36th overall pick in the second round. After the end of a labor dispute that nearly threatened to postpone or cancel the 2011 season the 49ers made a controversial decision to re-sign Alex Smith to a one-year $4.8 million contract. Because of the decision to retain Smith, and a shortened offseason with an entirely new coaching staff being hired, the team was expected to be among the league's worst by NFL prognosticators. Despite this, Harbaugh's first season was a huge success. After 10 weeks the 49ers were 9–1, highlighted by road wins against the Philadelphia Eagles, where the team came back from a 20-point deficit in the second half, and the previously unbeaten Detroit Lions. The 49ers' defense became one of the most intimidating in the league, particularly against the run – not allowing a 100-yard rusher or a single rushing touchdown until week 16 of the regular season. Alex Smith blossomed in the new system, reviving his career while playing for yet another new offensive coordinator – his sixth in six years. In week 13 the 49ers won the NFC West with a victory against the St. Louis Rams, finally ending their nine-year playoff drought. The 49ers finished the season with a 13–3 record, earning the second overall seed in the NFC Playoffs. In the Divisional Playoffs they defeated the New Orleans Saints 36–32 after a touchdown pass from Alex Smith to Vernon Davis in the closing seconds of the game. The team reached the NFC championship for the first time since 1997, and faced the New York Giants. They lost to the Giants with a 20–17 score in overtime after two critical fumbles by backup return man Kyle Williams. In 2012, the 49ers were predicted to be the NFC West champions and possibly make a run for the Super Bowl. Starting the season 6–2, the 49ers went on to face the rival St. Louis Rams in Week 10. Alex Smith suffered a concussion in the second quarter and exited the game. He was replaced by 2011 second-round pick Colin Kaepernick, who led the 49ers back to tie the game. The next week, Kaepernick and the 49ers blew out the Chicago Bears 32–7, and Harbaugh chose Kaepernick as the starter next week against the New Orleans Saints, despite Smith being cleared to play. A quarterback controversy began. Despite Smith leading the NFL in completion percentage (70%) and passer rating (104.1), Kaepernick was considered
poor play and frequent conflict with both Chargers management as well as the press and his teammates, causing his release after the 2000 season. He has been arguably the biggest draft bust in NFL history, and his failure to be the player the team envisioned was seen as a black mark on the franchise. Quarterback Jim Harbaugh, who was acquired in a trade with the Baltimore Ravens for a conditional draft choice in 2000, became the Chargers starting quarterback. Beathard retired in April 2000 and was replaced in January 2001 by John Butler, former general manager of the Bills. From to , the Chargers had eight straight seasons where they were .500 or worse. In 2001, Norv Turner, the former head coach of the Redskins, was named offensive coordinator by Riley. Turner installed the offense that he coached with the Dallas Cowboys under Jimmy Johnson. Turner learned the offense from Ernie Zampese, former offensive coordinator during the Coryell era, while the two were on the Los Angeles Rams coaching staff. The Chargers signed Heisman Trophy winner free agent quarterback Doug Flutie, formerly with the Bills, and traded the team's first overall selection in the 2001 NFL Draft to the Atlanta Falcons for their first-round selection (5th overall) and third-round selection in the same draft. In addition the Chargers obtained wide receiver-kick returner Tim Dwight and the Falcons' second-round draft selection in the 2002 NFL Draft. The Chargers used that selection in the 2001 draft to select Texas Christian University running back LaDainian Tomlinson and their own first pick in the second round to select Purdue University quarterback Drew Brees. 2002–2005: Marty Schottenheimer era Hired as a replacement to Riley, Marty Schottenheimer's Chargers squad opened the 2002 season with four straight victories, making him the only coach in team history to win his first four games. Butler would succumb to cancer after a nine-month struggle in April 2003. Replacing Butler was A. J. Smith, who was named Executive Vice President-General Manager, replacing his close friend. Smith and Butler had worked together with the Bills, playing key roles with Buffalo's Super Bowl teams. In 2003, the Chargers traded Seau to the Dolphins for a draft pick in 2004 NFL Draft. Seau was selected to the 2003 Pro Bowl, his 12th Pro Bowl selection of his career, and in his final season with the Chargers, he was chosen by teammates as the recipient of the Emil Karas Award as the team's Most Inspirational Player. Also in 2003, Tomlinson accumulated 195 total yards from scrimmage in a late-season game against the Packers to raise his season total to 2,011 and became the first player in team history and the eighth player in NFL history to record consecutive 2,000-yard seasons. Tomlinson also became the first player in NFL history to rush for 1,000 yards and catch 100 passes in the same season. The Chargers coveted Eli Manning and wanted to select him with their first round pick, which was also the first overall pick of the draft. However, after Manning indicated before the draft that he would not sign with the San Diego Chargers, they were forced to adjust their plans. Philip Rivers was their first alternative to Manning because the Chargers head coach at the time, Marty Schottenheimer, had coached Rivers at the Senior Bowl and he liked what he saw from Rivers. The Chargers agreed to a trade on draft day with the New York Giants. Manning was selected by the San Diego Chargers then later in the draft traded for Rivers, selected with the fourth pick by the Giants. The Chargers also received draft picks from the Giants that were used to select future Pro Bowlers Shawne Merriman and Nate Kaeding. Rivers was one of 17 quarterbacks taken in the 2004 NFL Draft along with Ben Roethlisberger, Eli Manning, and Matt Schaub. Rivers, Roethlisberger, Schaub and Manning have been voted to the Pro Bowl since becoming starters; none had produced a season with a losing record until Schaub in 2010, but Roethlisberger and Manning both have won two Super Bowls. They have been compared favorably to the Quarterback class of 1983, which included Hall of Fame quarterbacks John Elway (1st pick), Jim Kelly (14th), and Dan Marino (27th). In August 2004, Rivers signed a six-year, $40.5 million contract that included $14.5 million in signing bonuses. However, due to a protracted contract negotiation, Rivers only reported to the team during the last week of training camp, and incumbent Drew Brees retained his starting job. After the starting quarterback switch, it was almost certain that Brees' days as the Chargers' starting QB were over. However, Rivers held out nearly all of training camp, and Brees remained the starter throughout the 2004 season, where he started 15 games and led the team to a 12-4 regular season record. Brees posted spectacular numbers, completing 65.5% of his passes for 3,159 yards, with 27 touchdowns to only 7 interceptions, giving him a 104.8 passer rating. The Chargers won the AFC West and Brees was selected to the 2004 Pro Bowl. He was named 2004 NFL Comeback Player of the Year. Marty Schottenheimer was named NFL Coach of the Year for the 2004 NFL season. He led the team to a playoff appearance, his 12th as a head coach. However, it resulted in a disappointing loss to the underdog New York Jets in overtime in 2005. During the 2005 NFL Draft, the Chargers tried to get some key rookies that would help carry the momentum from their mostly successful 2004–2005 run. They used their first pick on LB Shawne "Lights Out" Merriman from the University of Maryland. Then, they used their next pick on DT Luis Castillo from Northwestern University. Their other choices were WR Vincent Jackson from Northern Colorado, RB Darren Sproles from Kansas State, OT Wesley Britt from University of Alabama, OT Wes Sims from Oklahoma University, and Center Scott Mruczkowski from Bowling Green State. The Chargers got off to a rough start in their 2005 campaign, losing a close one to the Dallas Cowboys in their Week 1 home opener (28–24) and then they lost on the road to their AFC West rival, the Denver Broncos (20–17). It was not until a Week 3 home game on Sunday night that they got their first win of the season, when Manning and the New York Giants got "shocked to the system" as LaDainian Tomlinson had one of the greatest games of his career. He got 220 total yards, had 3 rushing touchdowns, and threw for a touchdown as he helped the Chargers win 45–23. A week later, they were able to build off their win by not only beating the two-time defending champion New England Patriots 41–17, but also ending the Pats' 21-game winning streak at home. In their Week 5 Monday Night home game against the Pittsburgh Steelers, the Chargers wore their throwback uniforms during this season (they had also worn them during the 1994 season). The Steelers held on to win with a 40-yard field goal by Jeff Reed (24–22). The Chargers rebounded on the road against their division rival Oakland Raiders (27–14). In their Week 7 road trip to Philadelphia, they hoped to build off their win against the Eagles. Late in the game, with the Chargers leading 17–13, the Chargers tried to go for a field goal to put their lead well out of reach, but it got blocked and Eagles DB Matt Ware returned it 65 yards for the game-winning touchdown and the Chargers fourth loss of the season. After going 3–4, the Chargers turned things around as they began a five-game winning streak. They won at home against division rival Kansas City Chiefs (28–20) and on the road against the New York Jets (31–26). Coming off their Week 10 bye, they went home and wore their throwback uniforms again. This time, it was a dominating performance as the Chargers manhandled the Buffalo Bills, 48–10. Then, they went on the road and won a close match against the Washington Redskins (23–17) in overtime and then they swept the Oakland Raiders at home by a score of 34–10. The Chargers were 8–5, coming off a 23–21 loss to the Miami Dolphins. On December 18, the Chargers beat the undefeated Indianapolis Colts 26–17, snapping a 13–0 winning streak. However, despite a record of 9–6, they were officially eliminated from AFC playoff contention in 2005 after a 20–7 loss to the Kansas City Chiefs the following Saturday. The Chargers lost their final game of the season by a score of 23–7 to the AFC West champion Denver Broncos to finish with a record of 9–7. 2006–2009: Start of the Philip Rivers Era The Chargers delivered an impressive performance in 2006, losing only to the Ravens and Chiefs; they finished 14–2 which secured them the #1 AFC seed in the playoffs. However, they lost 24–21 to the New England Patriots in the divisional round. Following the 2006 season, they replaced Schottenheimer with new head coach Norv Turner. In 2007, they went 11–5, beating the Tennessee Titans and the defending champion Indianapolis Colts to reach the AFC title game. However, they fell to the Patriots for the second year in a row. In 2008, the Chargers dropped to 8–8, but as the AFC West was unusually weak that year, they still managed to win the division title. Defeating the Colts in the wild card round, they lost to the Pittsburgh Steelers in the divisional round. San Diego began the 2009 season 2–3. After losing to the Broncos on Monday night, they began an unbroken winning streak for the rest of the season, which included defeating the entire NFC East. In Week 11, they avenged their earlier loss against the Broncos by inflicting a 32–3 rout on them. The next game saw them beat a 1–11 Cleveland Browns squad 30–23, in which LaDainian Tomlinson broke Hall of Famer Jim Brown's rushing record and was congratulated by him afterwards. The Chargers secured another division title, the #2 AFC seed, and looked to be a near shoo-in for the Super Bowl. However, the team's postseason futility continued. Hosting the New York Jets on January 17, 2010, they endured an upset defeat, where, despite an early lead, were unable to overcome the strong Jets' defense. Kicker Nate Kaeding also missed three field goal and PAT attempts, which resulted in the Chargers losing 17–14. 2010–2012: End of the Norv Turner/A.J. Smith era The 2010 season was the 1st season without LaDainian Tomlinson since 2000 (Tomlinson was let go by management due to an oversized contract relative to production and other issues; he went on to lead the Jets in rushing with 914 yards & tied for 3rd in receptions with 52). The 2010 campaign started off slowly again, this time 2–5 (including losses to some of the worst teams in football at the time – the Kansas City Chiefs, the Oakland Raiders, the Seattle Seahawks and the St. Louis Rams). The losses were due to turnovers & mental mistakes by young players on special teams allowing blocked punts & kick/punt return touchdowns. The loss to Oakland ended their 13-game winning streak against the Raiders since their last loss on September 28, 2003. The Chargers then went on another second half run with four straight wins but this time instead of keeping the streak going the entire second half they had a big let down losing at home to the Raiders again, this time 28–13 (ending their shared NFL record, with the Dolphins, of 18 straight wins in December). Despite the loss, they still had a chance to win their 5th straight AFC West title, tying the Raiders, but they had another bad loss at the Bengals 34–20 ending their chances. The Chargers beat Denver to end the season with a 9–7 record & out of the playoffs for the first time since 2005. They finished the season as the 8th team in NFL history to rank #1 in overall offense (395.6 yards/game), and overall defense (271.6 yards/game), and became only the 2nd of those teams to not make the playoffs (1953 Eagles 7–4–1). They were second to the Colts in passing yards per game (282.4), second to the Patriots in points scored per game (27.6), 1st in passing yards allowed per game (177.8), 4th in rushing yards allowed per game (93.8), and tied for 2nd in sacks (47). On the negative stat sheet, they gave up the most punt return yards per game (18.9) & had 29 turnovers. Philip Rivers had another great season with a career-high 4,710 yards (#1 in the NFL), 294 yards passing per game (tied for 1st with Manning), 66% completion pct. (third to Brees & Manning), 30 TD's, only 13 INT's & a 101.8 passer rating (second to Brady). Mike Tolbert 11 rushing TD's & Antonio Gates 10 receiving TD's were among the league leaders in TD's scored. On defense, Shaun Phillips' 11 sacks were in the top 10. With the special teams failure of the 2010 season campaign, the Chargers hoped to rebound with a strong performance to start the season, and a way to overcome slow starts. The Chargers started off the 2011 season with a 4–1 campaign, with their only loss to the New England Patriots. From that point on, however, the Chargers began a six-game skid with losses to the Jets, Chiefs, Packers, Raiders, Bears, and Broncos, with the first four by only a score and against Denver in overtime. Injuries to both the offensive and the defensive line hit the Chargers hard. But finally on December 5, 2011, the Chargers got their first win in over a month against the Jacksonville Jaguars, beating the also-struggling team. The Chargers then began a three-game winning streak most notably beating the Ravens by more than any team has beat them that season. However, the Chargers were beaten, 38–10, by the Detroit Lions to drop their record to 7–8 and eliminate the possibility of being in the playoffs. After a 38–26 victory over the Raiders in week 17, the Chargers finished at 8–8 and in a numerical tie for first place in the AFC West along with Oakland and Denver. However, the Chargers were beaten out by Denver for the Division Title via tie-breaker. After missing the playoffs for the third straight season in 2012, the Chargers fired general manager Smith and head coach Turner. 2013–2016: Mike McCoy era and final years in San Diego The Chargers made off-season changes including a new General Manager, Tom Telesco, and head coach, Mike McCoy, the former offensive coordinator for the Denver Broncos. On January 9, 2013, the Chargers announced that Tom Telesco, former Vice President of Football Operations with the Indianapolis Colts, would take over as General Manager following the firing of A. J. Smith. Additionally, the organization promoted John Spanos to President of Football Operations. On January 15, 2013, Broncos offensive coordinator, Mike McCoy, was hired as the new head coach and Ken Whisenhunt as offensive coordinator. The Chargers finished the 2013 season 9-7 and made the playoffs for the first time since 2009. They entered the playoffs as the sixth seed. On January 5, 2014, the Chargers defeated the Cincinnati Bengals at Paul Brown Stadium (27-10) to advance to the AFC Divisional Playoff Round. The Chargers then lost to the Denver Broncos at Sports Authority Field at Mile High the following Sunday, January 12, 2014 (24-17). After starting the season strongly, including a five-win run in September and October, the Chargers were beset by a string of injuries to key players, and eventually finished the season at 9–7. In contrast to 2013, the record was not enough to make the playoffs. The Chargers began the season 5–1, winning five straight after losing their season opener. It was followed by a three-game losing streak, and they finished 4–4 in the second half. They won just two of their final five games, coming back from double-digit fourth quarter deficits twice to remain in playoff contention. They lost the final game of the season when a win would have secured a playoff berth. In three of their last four games, and five of their last eight, the Chargers did not score more than one touchdown. Compared to 2013, the offense dropped in points (from 12th in the league to 17th), yards (5th to 18th), first downs (3rd to 15th), net yards per pass (2nd to 8th), rushing yards (13th to 30) and yards per rush (21st to 31st). It was the second time in three years the team finished second-to-last in yards per carry. San Diego was just 2–4 against teams in their division in the AFC West, and were swept by both the Denver Broncos and the Kansas City Chiefs. It was their worst intradivision record since they were 1–5 in 2003. The Chargers were only 3–6 against teams with winning records. They matched their 9–7 record from 2013, but missed the playoffs for the fourth time in five seasons. During the season, the Chargers, the St. Louis Rams, and the Oakland Raiders all intimated they might apply for relocation to Los Angeles at the end of the season. The Chargers announced in December 2014 that they would not be seeking to relocate for the 2015 season, followed by an announcement from the NFL that no team would relocate to L.A. until the 2016 season at the earliest. Controversy filled the 2015 off-season, as attorney and team spokesperson Mark Fabiani continually bashed the local San Diego city government's efforts to negotiate a replacement for Qualcomm Stadium. When St. Louis Rams owner Stan Kroenke announced in January 2015 his intention to build a new stadium in Inglewood, the Chargers felt pressured to announce their own Los Angeles plan to preserve what they claimed was "25 percent of their fan base" in the affluent Los Angeles and Orange County areas. In February 2015, the team announced a stadium proposal in Carson, in partnership with the Oakland Raiders, their AFC West divisional rivals. In August 2015, San Diego city officials announced their new plan for a new $1.1 billion Chargers stadium at the Mission Valley site of the existing stadium, which included a $350 million contribution of public funds without raising taxes, but Chargers officials scoffed at the proposal and refused to negotiate with the city on any proposal that was not located at the team's preferred downtown location. The 2015 season started off with a win against the Detroit Lions at home. The Chargers lost to the Cincinnati Bengals and Minnesota Vikings on the road before defeating the Cleveland Browns on a last second field goal. Following their 2–2 start, the Chargers lost their next six games, dropping to 2–8. In their six straight losses, they lost heartbreakers to the Pittsburgh Steelers, Green Bay Packers, Baltimore Ravens and the Chicago Bears, as well as sound defeats by both, division rivals, the Oakland Raiders and the Kansas City Chiefs. They finally broke their losing streak by defeating the Jacksonville Jaguars on the road, bringing their record to 3–8, in last place in the AFC West and 3rd worst in the American Football Conference (one game ahead of both the Browns and the Tennessee Titans). They are also tied for the third worst record in the National Football League. They then proceeded to beat the Miami Dolphins in Week 14 winning 30–14. They finished the season 4–12. The day following the conclusion of the regular season, the Chargers, Rams, and Raiders all filed to relocate to Los Angeles. On January 12, 2016, the NFL owners voted 30–2 to allow the Rams to return to Los Angeles and approved the Inglewood stadium project over the Carson project. The Chargers were given a one-year approval to relocate, conditioned on negotiating a lease agreement with the Rams or an agreement to partner with the Rams on the new stadium construction. On January 14, 2016, the team filed paperwork for official trademark protection of the term "Los Angeles Chargers" for the purposes of running and marketing a professional football franchise. After two weeks of negotiation, the Chargers and Rams on January 29, 2016, reached an agreement in principle on sharing the planned SoFi Stadium. Both teams would contribute a $200 million stadium loan from the NFL and personal seat license fees to the construction costs and would pay $1 per year in rent to the facility's controlling entity, StadCo LA, LLC. Meanwhile, in San Diego, the Chargers had continued preliminary work on a ballot initiative for public approval on a new facility at the controversial downtown location, while refusing to negotiate with the City of San Diego on its proposed new Mission Valley stadium, which was the location strongly preferred by its local stadium task force. On November 8, 2016, Measure C, which required a two-thirds majority to use public hotel tax funds towards the proposed downtown stadium's construction was voted down (57% opposed over 43% in support). In December 2016, the San Diego City Council extended an offer for the Chargers to lease the 166-acre Mission Valley property for $1 per year for 99 years. On December 14, 2016, at an owners' meeting, the terms of the Chargers and Rams lease agreement, as well as the team's debt ceiling were approved thus taking the first steps for a possible relocation to Los Angeles in 2017. Around this time, the Raiders announced that they would move to Las Vegas, instead of Los Angeles, effective in 2020. 2017–present: Return to Los Angeles Chargers owner Dean Spanos announced the relocation in a letter to the city of San Diego posted to the team's official site on January 12, 2017. The team, which would pay the NFL a $645 million relocation fee announced it would be returning to their birthplace in Los Angeles starting with the 2017 season at Dignity Health Sports Park (then known as StubHub Center) in Carson, although the stadium at seating for less than 30,000 sat well below the 50,000 minimum that the NFL set even for temporary homes following the 1970 merger. The home of Major League Soccer's LA Galaxy served as the Chargers' temporary home field until they joined the Rams at SoFi Stadium in Inglewood starting with the 2020 NFL season. The Chargers became the second former San Diego professional sports franchise to relocate to Los Angeles, after the Clippers in 1984. Reaction to the relocation itself was not without controversy. Los Angeles Times columnist Bill Plaschke welcomed the team to town by writing "We. Don't. Want. You.", noting that "The Chargers aren't even the second team in town behind the Rams. The Chargers aren't even the third team of interest here behind the Rams and Raiders. The Chargers might not even be in the top-five favorite NFL teams in Los Angeles." At a game at the Staples Center between the Los Angeles Clippers and Lakers, the Chargers' logo was shown on a scoreboard and was "booed heartily". Chargers tight end Jeff Cumberland was also "jeered" by the crowd when featured on the big screen. One week after the move from San Diego to Los Angeles was announced, ESPN's Adam Schefter reported that the other NFL owners were "angered" by the decision, and that "the NFL wants the Chargers to move back, though nobody believes that possibility is realistic." On January 13, the Chargers fired defensive coordinator John Pagano. It took the team one week to find a replacement for Pagano, as they hired Gus Bradley on January 20. Bradley was formerly the head coach for the Jacksonville Jaguars, and before landing that head coaching job was the defensive coordinator for the Seattle Seahawks. The Chargers also announced they had hired Anthony Lynn to be their next head coach. In their first game back in Los Angeles at StubHub Center included an announced attendance was just over 25,000, divided "around 50/50" between fans of the Chargers and the visiting Miami Dolphins. After the poor response, the NFL was reportedly considering ways to move the Chargers back to San Diego, although that possibility was considered unlikely. The league officially denied that such discussions were happening, as San Diego was stated not to have a usable stadium and that the Spanos family refuses to consider going back to the city; the league did acknowledge that a vote of the owners could change the situation. The team had a 9–7 record, but missed the playoffs for the fourth consecutive time. After a 12–4 regular season record, the Chargers qualified to the 2018 playoffs. The team defeated the Baltimore Ravens in the Wild Card round, but lost to the eventual Super Bowl champion New England Patriots in the Divisional round. However, Chargers' attendance problems continued into their second season. For instance, there were so many fans of the visiting Kansas City Chiefs at the Chargers' 2018 home opener that USA Today remarked it "was essentially a Chiefs home game". In December 2018, a Los Angeles Times columnist asked if the Chargers would receive a parade in the city if they were to win
the new stadium from $400 million to $150 million, and are causing some owners to doubt the Chargers' viability in Los Angeles. In the 2019 season, the Chargers had a poor 5–11 record, and were swept by their division. Herbert/Staley Era On September 13, 2020 Tyrod Taylor became the starting quarterback for the Chargers and the first new quarterback to start since Philip Rivers' starting debut on December 31, 2005. He led them to win 16-13 due to a missed field goal by the Bengals. On September 20, 2020, rookie quarterback Justin Herbert took over for Tyrod Taylor due to chest complications from an injection. Justin Herbert led the team to a narrow loss against the Chiefs, 23–20, in his first start. In week 13, the Chargers lost to the Patriots, 45–0, in the worst blowout loss in team history. The season concluded in a 38–21 win over the Chiefs. Justin Herbert broke multiple rookie records throughout the season, but despite his record-breaking season, the Chargers finished the season with a 7–9 record. At the conclusion of the 2020 season, the organization announced that Lynn was fired as head coach. The Chargers signed Rams defensive coordinator Brandon Staley to become their new head coach on January 17, 2021. Brandon Staley brought in Saints quarterbacks coach Joe Lombardi, grandson of Vince Lombardi, as the new offensive coordinator, and Renaldo Hill, Broncos defensive backs coach, as their new defensive coordinator. In the 2021 season, the Chargers' record improved to 9-8 (with an extra 17th game added to the NFL regular season). Herbert broke numerous sophomore records, but despite his and the rest of the team's efforts, the Chargers missed the playoffs in a week 18 win-or-tie-or-go home overtime loss to the Raiders. On February 3, 2022, the Chargers hired longtime Vikings special teams coordinator Ryan Ficken. Logos and uniforms Except for color changes along the way, the Chargers have essentially used the logo of an arc-shaped lightning bolt since the team debuted in 1960. During its period in the AFL, the club also used a shield logo that featured a horsehead, a lightning bolt, and the word "Chargers". The team brought the logo back for on-field design in the 2018 season. From 1960 to 1973, the colors consisted of various shades of Electric blue ("powder" blue, but technically called Collegiate blue) or white jerseys, both with gold lightning bolts on the shoulders. The helmets were white and had both the arc-shaped lightning bolt logo, in gold or navy depending on the year, and the player's number. At first, the team wore white pants before switching to gold in 1966. In 1973, the numerals on the blue jerseys changed from white to gold. In 1974, the sky blue was changed to dark royal blue. The helmet was also changed to dark blue and the players' numbers were removed. Additionally, the face masks became yellow, thus making them one of the first teams in the NFL (with the Kansas City Chiefs) to use a facemask color other than the then-predominant grey. From 1978 through 1983, the Chargers wore their white jerseys at home, coinciding with the hiring of coach Don Coryell – when Joe Gibbs, a Coryell assistant in 1979–80, became head coach of the Washington Redskins in 1981, he did the same, and white at home became a Redskins staple through 2007 – but Coryell switched the Chargers to their blue jerseys at home starting in 1984. With the exception of the 1991 season and other sporadic home games since, San Diego wears its blue jerseys at home. In 1985, the Chargers started using navy blue jerseys and returned to wearing white pants. The team's uniform design was next revamped in 1988. It featured an even darker shade of navy blue. The lightning bolts on the jerseys and helmets were white, with navy interior trim and gold outlining; the facemasks became navy blue. In 1990, the team started to wear navy pants with their white jerseys. From 1988 to 1991, the team displayed stripes down the pants rather than lightning bolts. The Chargers went with all-white combinations in 1997 and 2001, only to have the blue pants make a comeback. On October 27, 2003, the Chargers wore their navy pants with their navy jersey for a Monday Night Football game versus the Miami Dolphins that was played at Sun Devil Stadium, then the home of the Arizona Cardinals, due to wildfires in southern California. This was the only game in which the Chargers had worn the all-dark combination until the uniform change in 2020.| From the late 1980s to 2000, the Chargers wore white at home during some preseason games and dark for regular season games. In 2001, the Chargers started wearing their dark uniforms for preseason games and white uniforms in September home games due to the heat before switching back to dark in October. In March 2007, the Chargers unveiled their first uniform redesign since 1988, on the team's official website. The team formally unveiled this new uniform set, which mixes old and new styles, in a private team-only event. Navy blue remains the primary color on the home jersey, but the familiar lightning bolt was reverted to gold, and now has navy outlining and powder blue interior trim. The latter color is a nod to the 1960s uniforms. The redesigned lightning bolt was moved to the sides of the shoulders from the top, and includes a new numbering font and word mark in white, with gold outlining and powder blue interior trim. The pants also have a redesigned lightning bolt in gold, with powder blue trim on a navy stripe. Additionally, the team pays tribute to other uniform features from their history by wearing a metallic white helmet, with a navy face mask, the newly revamped bolt in gold with navy and powder blue trim, and white pants. The road white jerseys with navy pants, as well as the alternate powder blue jerseys with white pants, were also redesigned with the new scheme. From 2002 to 2006, the Chargers used the early-1960s powder blue uniforms as alternate jerseys, which many football fans (both of the Chargers and of other teams) clamored for the team to bring back full-time. Since 2007, the Chargers have worn the alternate powder blue jerseys twice per season. The alternate powder blue jerseys have also been worn in a playoff game against the Indianapolis Colts in 2008. In 2009, in honor of their 50th anniversary as one of the eight original AFL teams, the Chargers wore their 1963 throwback uniforms for three games. For the 2013 season, the Chargers made minor tweaks to their current uniforms. These include a two-tone nameplate (gold with powder blue trim on home jersey, navy with gold trim on away jersey, and white with navy trim on alternate jersey), collars matching the color of the jersey, and the addition of a gold stripe on the socks. On January 12, 2017, with the announcement that the Chargers were moving to Los Angeles, the team unveiled a new alternate logo incorporating the letters "LA" with a lightning bolt. The logo was immediately and widely ridiculed by fans, the media, and even other professional sports franchises, in part for its resemblance to the Los Angeles Dodgers logo. The team tried to defuse the controversy by changing the color scheme of the new logo before scrapping it altogether after two days. The team officially announced on April 16, 2019, that it would wear its powder blue jerseys, the same uniforms they wore during their inaugural season in 1960 while in Los Angeles, as its primary home uniform beginning with the 2019 NFL season. The club also announced that the facemask color would change from navy blue to gold, which was previously worn when the team wore its royal blue NFL Color Rush uniforms. On March 24, 2020, the team announced new logos and upcoming new uniforms for the team. The new logos removed the navy blue completely, altered the double bolt lessening the curve, and debuted a new script logo featuring powder blue and gold and lightning bolt shooting from the A in Chargers. On April 21, 2020, the team unveiled their new uniforms. This uniform set has numbers on the helmet and includes two color-rush uniforms, a royal blue set similar to the one used in their previous look, and an all-navy set, which has color of the logo on the helmet changed to navy as well. Gold pants were also included in the rebrand. Powder blue also returned as the primary color. Season-by-season record The table below shows the five most recent NFL regular season records along with their respective finish in the NFL playoffs. The Los Angeles Chargers appeared in the postseason in one of the five last seasons, which happened in 2018 that resulted in a Divisional loss to the Patriots. Recent notable honors with current members of the Los Angeles Chargers include NFL Rookie of the Year in 2016 for Joey Bosa (Defensive) and in 2020 for Justin Herbert (Offensive) along with NFL Comeback Player of the Year for Keenan Allen in 2017. Note: GP = Games played, W = Wins, L = Losses, W–L% = Winning percentage Players of note Current roster Retired numbers The Chargers currently have four retired numbers: #14 (Dan Fouts), #19 (Lance Alworth), #21 (LaDainian Tomlinson) and #55 (Junior Seau). As of 2010, the Chargers' policy was to have the Chargers Hall of Fame committee evaluate candidates for a player's number to retire after the player has retired from the league after five years, Seau was the only exception to this policy. The committee consists of Chargers Executive Vice President Alex Spanos, Chargers public relations director Bill Johnston, San Diego Hall of Champions founder Bob Breitbard, and the presidents of the San Diego Sports Commission and the Chargers Backers Fan Club. There are few recognized guidelines in sports regarding retiring numbers, and the NFL has no specific league policy. "You have to have enough numbers for players to wear", said NFL spokesman Greg Aiello. The Chargers have rarely retired numbers. The San Diego Union-Tribune wrote, "The [Chargers] tend to honor their heritage haphazardly." Pro Football Hall of Famers Chargers Hall of Fame The Chargers created their Hall of Fame in 1976. The members of the Hall of Fame are honored at the Chargers Ring of Honor, founded in 2000 and viewable above the visiting team's sideline of Qualcomm Stadium on the press level. Eligible candidates must have been retired for at least four seasons. Selections are made by a five-member committee chaired by Dean Spanos, Chargers vice-chairman. , other committee members included Bob Breitbard, founder of the San Diego Hall of Champions; Ron Fowler, president of the Greater San Diego Sports Association; Jane Rappoport, president of the Charger Backers; and Bill Johnston, the team's director of public relations. The Chargers in 2012 allowed fans to vote for the newest member. 50th Anniversary Team The Chargers announced their 50th Anniversary Team in 2009 to honor the top players and coaches in the team's history. The Chargers were founded in 1959. The team included 53 players and coaches selected from 103 nominees. The Chargers originally stated that only 50 members would be selected. Online voting by fans accounted for 50% of the voting results; votes from Chargers Hall of Famers and five members of the local media made up for the other 50%. Over 400,000 votes were cast online. Dan Fouts and LaDainian Tomlinson received the first and second most votes, respectively. The team features 7 Pro Football Hall of Fame members and 11 players that were active on the 2009 Chargers team. San Diego Hall of Champions Alworth, Mix, Hadl, Joiner, Coryell, Gillman, Garrison, Fouts, White, Winslow, Faison, Benirschke, Lincoln, Washington, Humphries, Ladd and Wilkerson are also members of the San Diego Hall of Champions, which is open to athletes from the San Diego area as well as those who played for San Diego-based professional and collegiate teams. Staff Head coaches Current staff Radio and television The Chargers' flagship radio station is KYSR-FM Alt 98.7 in Los Angeles, with daily coverage and special programming on KLAC-AM 570 LA Sports Play-by-play voice Matt "Money" Smith & NFL Network analyst Daniel Jeremiah comprise the broadcast team. KYSR-FM's iHeartMedia Los Angeles sister-station KFI AM 640 served as the previous flagship station for the team since the Chargers’ return to Los Angeles from 2017 to 2019. Past Chargers radio broadcasters have included Josh Lewin, Ralph Lawler, Stu Nahan, Tom Kelly, Lee "Hacksaw" Hamilton, Dan Rowe, Ted Leitner, and Hank Bauer. Bauer served seventeen seasons (1998–2014) as the radio color analyst; however, the Chargers and then-flagship KIOZ decided not to renew his contract, and was replaced by Conway starting with the 2015 season. As of 2014, the Chargers also stream their radio broadcasts on their official mobile application (through iOS and Android devices) as well as on their website. As of the 2020 season, Chargers preseason games will be broadcast by KCBS-TV; likewise, in the former San Diego market, KFMB is the local affiliate. As per the NFL's television deals, KCBS also broadcasts CBS coverage of most Chargers regular season games against AFC teams. Dennis Packer, the public address announcer of all USC football games at the Los Angeles Memorial Coliseum, serves as the public address announcer of all Chargers home games at SoFi Stadium. Packer replaced legendary P.A. announcer Bruce Binkowski, who went on to become the executive director of the Holiday and Poinsettia Bowl games, which were played at their former home, now-defunct SDCCU Stadium. The Holiday Bowl's being played in 2020 & 2021 at Dignity Health Sports Park and will return to Aztec Stadium in 2022. Poinsettia Bowl went defunct in 2016. With the Chargers' return to Los Angeles in 2017, the team became a beneficiary of league scheduling policies. Both the Chargers and the Los Angeles Rams share the Los Angeles market, which is on the West Coast of the United States. This means that the Chargers cannot play home games, road division games against the Denver Broncos or Las Vegas Raiders, or interconference road games against the NFC West (in seasons that the AFC West and NFC West meet in interconference play) in the early 10:00 a.m. Pacific time slot. In addition, they cannot play interconference home games at the same time or network as the Rams. As a result, both teams generally will have more limited scheduling options, and will also benefit by receiving more prime-time games than usual (click here for further information). Thus, regardless of the previous season's record, the Chargers will receive a disproportionate number of Sunday Night, Monday Night and/or Thursday Night games, compared to the rest of the league. Additionally, if the Chargers and Rams are both playing at the same time on Sunday afternoons on a certain network (for instance, a Rams road game against an AFC opponent at the same time as a Charger home game with an NFC opponent with both on Fox, or the reverse where the Rams are on the road against an AFC opponent and the Chargers are at home against an AFC opponent on CBS), in the Los Angeles market, Fox and CBS have authorization to carry the extra game on their secondary sister stations; Fox games air on KCOP-TV, while CBS games are aired on KCAL-TV. In 2020, the Chargers signed a multi-year preseason TV deal with KCBS-TV and KCAL-TV and will have a weekly show with the latest team news, replacing KABC-TV after three seasons (2017, 2018 and 2019) of televising Chargers preseason football. Radio affiliates English stations California Spanish stations California Mexico Theme song The Chargers' fight song, "San Diego Super Chargers", was recorded in 1979 at the height of the team's success with Air Coryell, and has a distinctly disco sound. The team under then-new owner Alex Spanos replaced the song in 1989 with a non-disco cover version, but the original version was revived in 2002. The team played this song at home games after Chargers scores and victories until it departed San Diego. From time to time during highlights of NFL PrimeTime, ESPN's Chris Berman and Tom Jackson would briefly sing the first line of the song's chorus. References External links Los Angeles Chargers at the National Football League official website 1960 disestablishments in California 1960 establishments in California 2017 establishments in California American Football League teams American football teams disestablished in 1960 American football teams established in 1960 American football teams established
the Greek word (earlier ) "to hiss". The original name of the letter "sigma" may have been san, but due to the complicated early history of the Greek epichoric alphabets, "san" came to be identified as a separate letter, Ϻ. Herodotus reports that "San" was the name given by the Dorians to the same letter called "Sigma" by the Ionians. The Western Greek alphabet used in Cumae was adopted by the Etruscans and Latins in the 7th century BC, over the following centuries developing into a range of Old Italic alphabets including the Etruscan alphabet and the early Latin alphabet. In Etruscan, the value of Greek sigma (𐌔) was maintained, while san (𐌑) represented a separate phoneme, most likely (transliterated as ś). The early Latin alphabet adopted sigma, but not san, as Old Latin did not have a phoneme. The shape of Latin S arises from Greek Σ by dropping one out of the four strokes of that letter. The (angular) S-shape composed of three strokes existed as a variant of the four-stroke letter Σ already in the epigraphy in Western Greek alphabets, and the three and four strokes variants existed alongside one another in the classical Etruscan alphabet. In other Italic alphabets (Venetic, Lepontic), the letter could be represented as a zig-zagging line of any number between three and six strokes. The Italic letter was also adopted into Elder Futhark, as Sowilō (), and appears with four to eight strokes in the earliest runic inscriptions, but is occasionally reduced to three strokes () from the later 5th century, and appears regularly with three strokes in Younger Futhark. Long s The minuscule form ſ, called the long s, developed in the early medieval period, within the Visigothic and Carolingian hands, with predecessors in the half-uncial and cursive scripts of Late Antiquity. It remained standard in western writing throughout the medieval period and was adopted in early printing with movable types. It existed alongside minuscule "round" or "short" s, which was at the time only used at the end of words. In most western orthographies, the ſ gradually fell out of use during the second half of the 18th century, although it remained in occasional use into the 19th century. In Spain, the change was mainly accomplished between the years 1760 and 1766. In France, the change occurred between 1782 and 1793. Printers in the United States stopped using the long s between 1795 and 1810. In English orthography, the London printer John Bell (1745–1831) pioneered the change. His edition of Shakespeare, in 1785, was advertised with the claim that he "ventured to depart from the common mode by rejecting the long 'ſ' in favor of the round one, as being less liable to error....." The Times of London made the switch from the long to the short s with its issue of 10 September 1803. Encyclopædia Britannica's 5th edition, completed in 1817, was the last edition to use the long s. In German orthography, long s was retained in Fraktur (Schwabacher) type as well as in standard cursive (Sütterlin) well into the 20th century, and was officially abolished in 1941. The ligature of ſs (or ſz) was retained, however, giving rise to the Eszett, ß in contemporary German orthography. Use in writing systems The letter is the seventh most common letter in English and the third-most common consonant after and . It is the most common letter for the first letter of a word in the
he "ventured to depart from the common mode by rejecting the long 'ſ' in favor of the round one, as being less liable to error....." The Times of London made the switch from the long to the short s with its issue of 10 September 1803. Encyclopædia Britannica's 5th edition, completed in 1817, was the last edition to use the long s. In German orthography, long s was retained in Fraktur (Schwabacher) type as well as in standard cursive (Sütterlin) well into the 20th century, and was officially abolished in 1941. The ligature of ſs (or ſz) was retained, however, giving rise to the Eszett, ß in contemporary German orthography. Use in writing systems The letter is the seventh most common letter in English and the third-most common consonant after and . It is the most common letter for the first letter of a word in the English language. In English and several other languages, primarily Western Romance ones like Spanish and French, final is the usual mark of plural nouns. It is the regular ending of English third person present tense verbs. represents the voiceless alveolar or voiceless dental sibilant in most languages as well as in the International Phonetic Alphabet. It also commonly represents the voiced alveolar or voiced dental sibilant , as in Portuguese mesa (table) or English 'rose' and 'bands', or it may represent the voiceless palato-alveolar fricative , as in most Portuguese dialects when syllable-finally, in Hungarian, in German (before , ) and some English words as 'sugar', since yod-coalescence became a dominant feature, and , as in English 'measure' (also because of yod-coalescence), European Portuguese Islão (Islam) or, in many sociolects of Brazilian Portuguese, esdrúxulo (proparoxytone) in some Andalusian dialects, it merged with Peninsular Spanish and and is now pronounced . In some English words of French origin, the letter is silent, as in 'isle' or 'debris'. In Turkmen, represents . The digraph for English arises in Middle English (alongside ), replacing the Old English digraph. Similarly, Old High German was replaced by in Early Modern High German orthography. Related characters Descendants and related characters in the Latin alphabet ſ : Latin letter long s, an obsolete variant of s ẜ ẝ : Various forms of long s were used for medieval scribal abbreviations ẞ ß : German Eszett or "sharp S", derived from a ligature of long s followed by either s or z S with diacritics: Ś ś Ṡ ṡ ẛ Ṩ ṩ Ṥ ṥ Ṣ ṣ S̩ s̩ Ꞩ ꞩ Ꟊꟊ Ŝ ŝ Ṧ ṧ Š š Ş ş Ș ș S̈ s̈ ᶊ Ȿ ȿ ᵴ ᶳ ₛ : Subscript small s was used in the Uralic Phonetic Alphabet prior to its formal standardization in 1902 ˢ : Modifier letter small s is used for phonetic transcription ꜱ : Small capital S was used in the Icelandic First Grammatical Treatise to mark gemination Ʂ ʂ : S with hook, used for writing Mandarin Chinese using the early draft version of pinyin romanization during the mid-1950s Ƨ ƨ : Latin letter reversed S (used in Zhuang transliteration) IPA-specific symbols related to S: Ꞅ ꞅ : Insular S Derived signs, symbols, and abbreviations $ : Dollar sign ₷ : Spesmilo § : Section sign ℠ : Service mark symbol ∫ : Integral symbol, short for summation (derived from long s) Ancestors and siblings in other alphabets 𐤔 : Semitic letter Shin, from which the following symbols originally derive archaic Greek Sigma could be written with different numbers of angles and strokes. Besides the classical form with four strokes (), a three-stroke form resembling an angular Latin S () was commonly found, and was particularly characteristic of some mainland Greek varieties including Attic and several "red" alphabets. Σ: classical Greek letter Sigma Ϲ ϲ: Greek lunate sigma : Coptic letter sima С с : Cyrillic letter Es, derived from a form of sigma 𐌔 : Old Italic letter
the originals into hits again in the United Kingdom. The 2 Tone movement promoted racial unity at a time when racial tensions were high in England. There were many Specials songs that raised awareness of the issues of racism, fighting and friendship. Riots in English cities were a feature during the summer that The Specials song "Ghost Town" was a hit, although this work was in a slower, reggae beat. Most of the 2 Tone bands had multiracial lineups, such as The Beat (known as The English Beat in North America and Australia), The Specials, and The Selecter. Although only on the 2 Tone label for one single, Madness was one of the most effective bands at bringing the 2 Tone genre into the mainstream. The music of this era resonated with white working class youth and West Indian immigrants who experienced the struggles addressed in the lyrics. Third wave and post-third wave Third-wave ska originated in the punk scene in the late 1980s and became commercially successful in the 1990s. Although some third-wave ska has a traditional 1960s sound, most third-wave ska is characterized by dominating guitar riffs and large horn sections. Examples of third-wave ska bands include The Toasters, Fishbone, No Doubt, Big D and The Kids Table, The Mighty Mighty Bosstones, Streetlight Manifesto, The Hotknives, Hepcat, The Slackers, Sublime, Suicide Machines, Voodoo Glow Skulls, Reel Big Fish, Less Than Jake, Bim Skala Bim, Mad Caddies, Catch 22, The Aquabats, Mustard Plug, Five Iron Frenzy, Buck-o-Nine, Suburban Legends, The Pietasters, Save Ferris, Bomb The Music Industry!, Goldfinger, Dance Hall Crashers, Mephiskapheles, Blue Meanies, MU330 and The O.C. Supertones. United Kingdom By the late 1980s, ska had experienced a minor resurgence of popularity in the United Kingdom, due to bands such as The Burial and The Hotknives, The manager of the aforementioned band Dick Crippen formerly of hit band Tenpole Tudor then teamed up with cult record producer & songwriter for Mod icon Eleanor Rigby, Russell C. Brennan to form Ministry of Ska who took elements of classic & Rudeboy Ska and added a new twist 'Ska Surf' which proved popular worldwide with their debut album 'Rarin to Go' being called refreshing and one step beyond the many soundalike bands around at the time by the press. They also appeared on the best selling album 'Ska Beats' This made them one of the more popular bands going into the 90's & 'Rarin to Go' sold out quickly and became very collectable then after a contribution to the Dr. Martens seminal album 'Generation to Generation' they released a 'Best of Ministry of Ska' compilation on Future Legend Records and the new single 'Ska Surfin' before being sidetracked with other projects. The 1980s and 1990s also heralded many ska festivals, and a re-emergence of the traditional skinhead subculture. Germany, Spain, Australia, Russia, Japan and Latin America The early 1980s saw a massive surge in ska's popularity in Germany, leading to the founding of many German ska bands like The Busters, record labels and festivals. In Spain, ska became relevant in the 1980s in the Basque Country due to the influence of Basque Radical Rock, with Kortatu and Potato being the most representatives bands. (Skalariak and Betagarri followed their footsteps in the early 1990s and their influence is visible outside the Basque Country in punk-rock bands like Ska-P, Boikot and many others that have gained importance in the Spanish rock and punk rock scene and festivals. The Australian ska scene flourished in the mid-1980s, following the musical precedents set by 2 Tone, and spearheaded by bands such as Strange Tenants, No Nonsense and The Porkers. Some of the Australian ska revival bands found success on the national music charts, most notably The Allniters, who had a number 10 hit with a ska cover of "Montego Bay" in 1983. The 30 piece Melbourne Ska Orchestra has enjoyed success in recent years, touring internationally, including sets at Glastonbury and Montreux Jazz Festival. A Russian (then-Soviet) ska scene was established in the mid-1980s in Saint Petersburg as a kind of anglophone opposition to more traditional Russian rock music. AVIA and N.O.M. were among the first bands of genre. Then bands like Spitfire, Distemper, Leningrad and Markscheider Kunst became popular and commercially successful in Russia and abroad in the late 1990s. Japan established its own ska scene, colloquially referred to as J-ska, in the mid-1980s. The Tokyo Ska Paradise Orchestra, formed in 1985, have been one of the most commercially successful progenitors of Japanese ska. Latin America's ska scene started developing in the mid-1980s. Latin American ska bands typically play traditional ska rhythms blended with strong influences from Latin music and rock en Español. The most prominent of these bands is Los Fabulosos Cadillacs from Argentina. Formed in 1985, the band has sold millions of records worldwide. Although already away from their most noticeable
One theory about the origin of ska is that Prince Buster created it during the inaugural recording session for his new record label Wild Bells. The session was financed by Duke Reid, who was supposed to get half of the songs to release. The guitar began emphasizing the second and fourth beats in the bar, giving rise to the new sound. The drums were taken from traditional Jamaican drumming and marching styles. To create the ska beat, Prince Buster essentially flipped the R&B shuffle beat, stressing the offbeats with the help of the guitar. Prince Buster has explicitly cited American rhythm and blues as the origin of ska: specifically, Willis Jackson's song "Later for the Gator" (which was Coxsone Dodd's number one selection). The first ska recordings were created at facilities such as Federal Records, Studio One, and WIRL Records in Kingston, Jamaica with producers such as Dodd, Reid, Prince Buster, and Edward Seaga. The ska sound coincided with the celebratory feelings surrounding Jamaica's independence from the UK in 1962; an event commemorated by songs such as Derrick Morgan's "Forward March" and The Skatalites' "Freedom Sound". Until Jamaica ratified the Berne Convention for the Protection of Literary and Artistic Works, the country did not honor international music copyright protection. This created many cover songs and reinterpretations. One such cover was Millie Small's version of the R&B/shuffle tune, "My Boy Lollypop", first recorded in New York in 1956 by 14-year-old Barbie Gaye. Smalls' rhythmically similar version, released in 1964, was Jamaica's first commercially successful international hit. With over seven million copies sold, it remains one of the best selling reggae/ska songs of all time. Many other Jamaican artists would have success recording instrumental ska versions of popular American and British music, such as Beatles songs, Motown and Atlantic soul hits, movie theme songs and instrumentals (007, Guns of Navarone). The Wailers covered the Beatles' "And I Love Her", and radically reinterpreted Bob Dylan's "Like a Rolling Stone". They also created their own versions of Latin-influenced music from artists such as Mongo Santamaría. The Skatalites , Lord Creator, Laurel Aitken, Roland Alphonso, Tommy McCook, Jackie Mitto, Desmond Dekker, and Don Drummond also recorded ska. Byron Lee & the Dragonaires performed ska with Prince Buster, Eric "Monty" Morris, and Jimmy Cliff at the 1964 New York World's Fair. As music changed in the United States, so did ska. In 1965 and 1966, when American soul music became slower and smoother, ska changed its sound accordingly and evolved into rocksteady. However, rocksteady's heyday was brief, peaking in 1967. By 1968, ska evolved again into reggae. 2 Tone The 2 Tone genre, which began in the late 1970s in the Coventry area of UK, was a fusion of Jamaican ska rhythms and melodies with punk rock's more aggressive guitar chords and lyrics. Compared to 1960s ska, 2 Tone music had faster tempos, fuller instrumentation, and a harder edge. The genre was named after 2 Tone Records, a record label founded by Jerry Dammers of The Specials. In many cases, the reworking of classic ska songs turned the originals into hits again in the United Kingdom. The 2 Tone movement promoted racial unity at a time when racial tensions were high in England. There were many Specials songs that raised awareness of the issues of racism, fighting and friendship. Riots in English cities were a feature during the summer that The Specials song "Ghost Town" was a hit, although this work was in a slower, reggae beat. Most of the 2 Tone bands had multiracial lineups, such as The Beat (known as The English Beat in North America and Australia), The Specials, and The Selecter. Although only on the 2 Tone label for one single, Madness was one of the most effective bands at bringing the 2 Tone genre into the mainstream. The music of this era resonated with white working class youth and West Indian immigrants who experienced the struggles addressed in the lyrics. Third wave and post-third wave Third-wave ska originated in the punk scene in the late 1980s and became commercially successful in the 1990s. Although some third-wave ska has a traditional 1960s sound, most third-wave ska is characterized by dominating guitar riffs and large horn sections. Examples of third-wave ska bands include The Toasters, Fishbone, No Doubt, Big D and The Kids Table, The Mighty Mighty Bosstones, Streetlight Manifesto, The Hotknives, Hepcat, The Slackers, Sublime, Suicide Machines, Voodoo Glow Skulls, Reel Big Fish, Less Than Jake, Bim Skala Bim, Mad Caddies, Catch 22, The Aquabats, Mustard Plug, Five Iron Frenzy, Buck-o-Nine, Suburban Legends, The Pietasters, Save Ferris, Bomb The Music Industry!, Goldfinger, Dance Hall Crashers, Mephiskapheles, Blue Meanies, MU330 and The O.C. Supertones. United Kingdom By the late 1980s, ska had experienced a minor resurgence of popularity in the United Kingdom, due to bands such as The Burial and The Hotknives, The manager of the aforementioned band Dick Crippen formerly of hit band Tenpole Tudor then teamed up with cult record producer & songwriter for Mod icon Eleanor Rigby, Russell C. Brennan to form Ministry of Ska who took elements of classic & Rudeboy Ska and added a new twist 'Ska Surf' which proved popular worldwide with their debut album 'Rarin to Go' being called refreshing and one step beyond the many soundalike bands around at the time by the press. They also appeared on the best selling album 'Ska Beats' This made them one of the more popular bands going into the 90's & 'Rarin to Go' sold out quickly and became very collectable then after a contribution to the Dr. Martens seminal album 'Generation to Generation' they released a 'Best of Ministry of Ska' compilation on Future Legend Records and the new single 'Ska Surfin' before being sidetracked with other projects. The 1980s and 1990s also heralded many ska festivals, and a re-emergence of the traditional skinhead subculture. Germany, Spain, Australia, Russia, Japan and Latin America The early 1980s saw a massive surge in ska's popularity in Germany, leading to the founding of many German ska bands like The Busters, record labels and festivals. In Spain, ska became relevant in the 1980s in the Basque Country due to the influence of Basque Radical Rock, with Kortatu and Potato being the most representatives bands. (Skalariak and Betagarri followed their footsteps in the early 1990s and their influence is visible outside the Basque Country in punk-rock bands like Ska-P, Boikot and many others that have gained importance in the Spanish rock and punk rock scene and festivals. The Australian ska scene flourished in the mid-1980s, following the musical precedents set by 2 Tone, and spearheaded by bands such as Strange Tenants, No Nonsense and The Porkers. Some of the Australian ska revival bands found success on the national music charts, most notably The Allniters, who had a number 10 hit with a ska cover of "Montego Bay" in 1983. The 30 piece Melbourne Ska Orchestra has enjoyed
one puts the most pressure down. Some shoes may not have a midsole at all. The heel is the bottom rear part of a shoe. Its function is to support the heel of the foot. They are often made of the same material as the sole of the shoe. This part can be high for fashion or to make the person look taller, or flat for more practical and comfortable use. On some shoes the inner forward point of the heel is chiselled off, a feature known as a "gentleman's corner". This piece of design is intended to alleviate the problem of the points catching the bottom of trousers and was first observed in the 1930s. A heel is the projection at the back of a shoe which rests below the heel bone. The shoe heel is used to improve the balance of the shoe, increase the height of the wearer, alter posture or other decorative purposes. Sometimes raised, the high heel is common to a form of shoe often worn by women, but sometimes by men too. See also stiletto heel. The helps hold the shoe onto the foot. In the simplest cases, such as sandals or flip-flops, this may be nothing more than a few straps for holding the sole in place. Closed footwear, such as boots, trainers and most men's shoes, will have a more complex upper. This part is often decorated or is made in a certain style to look attractive. The upper is connected to the sole by a strip of leather, rubber, or plastic that is stitched between it and the sole, known as a welt. Most uppers have a mechanism, such as laces, straps with buckles, zippers, elastic, velcro straps, buttons, or snaps, for tightening the upper on the foot. Uppers with laces usually have a tongue that helps seal the laced opening and protect the foot from abrasion by the laces. Uppers with laces also have eyelets or hooks to make it easier to tighten and loosen the laces and to prevent the lace from tearing through the upper material. An aglet is the protective wrapping on the end of the lace. The is the front part of the shoe, starting behind the toe, extending around the eyelets and tongue and towards back part of the shoe. The is the part of the shoe closest to a person's center of symmetry, and the lateral is on the opposite side, away from their center of symmetry. This can be in reference to either the outsole or the vamp. Most shoes have shoelaces on the upper, connecting the medial and lateral parts after one puts their shoes on and aiding in keeping their shoes on their feet. In 1968, Puma SE introduced the first pair of sneakers with Velcro straps in lieu of shoelaces, and these became popular by the 1980s, especially among children and the elderly. The is the part that covers and protects the toes. People with toe deformities, or individuals who experience toe swelling (such as long-distance runners) usually require a larger toe box. Types There are a wide variety of different types of shoes. Most types of shoes are designed for specific activities. For example, boots are typically designed for work or heavy outdoor use. Athletic shoes are designed for particular sports such as running, walking, or other sports. Some shoes are designed to be worn at more formal occasions, and others are designed for casual wear. There are also a wide variety of shoes designed for different types of dancing. Orthopedic shoes are special types of footwear designed for individuals with particular foot problems or special needs. Other animals, such as dogs and horses, may also wear special shoes to protect their feet as well. Depending on the activity for which they are designed, some types of footwear may fit into multiple categories. For example, Cowboy boots are considered boots, but may also be worn in more formal occasions and used as dress shoes. Hiking boots incorporate many of the protective features of boots, but also provide the extra flexibility and comfort of many athletic shoes. Flip-flops are considered casual footwear, but have also been worn in formal occasions, such as visits to the White House. Athletic Athletic shoes are specifically designed to be worn for participating in various sports. Since friction between the foot and the ground is an important force in most sports, modern athletic shoes are designed to maximize this force, and materials, such as rubber, are used. Although, for some activities such as dancing or bowling, sliding is desirable, so shoes designed for these activities often have lower coefficients of friction. The earliest athletic shoes date back to the mid 19th century were track spikes—leather shoes with metal cleats on the soles to provide increased friction during running. They were developed by J.W. Foster & Sons, which later become known as Reebok. By the end of the 19th century, Spalding also manufactured these shoes as well. Adidas started selling shoes with track spikes in them for running and soccer in 1925. Spikes were eventually added to shoes for baseball and American football in the 20th century. Golfers also use shoes with small metal spikes on their soles to prevent slipping during their swing. The earliest rubber-soled athletic shoes date back to 1876 in the United Kingdom, when the New Liverpool Rubber Company made plimsolls, or sandshoes, designed for the sport of croquet. Similar rubber-soled shoes were made in 1892 in the United States by Humphrey O'Sullivan, based on Charles Goodyear's technology. The United States Rubber Company was founded the same year and produced rubber-soled and heeled shoes under a variety of brand names, which were later consolidated in 1916 under the name, Keds. These shoes became known as, "sneakers", because the rubber sole allowed the wearer to sneak up on another person. In 1964, the founding of Nike by Phil Knight and Bill Bowerman of the University of Oregon introduced many new improvements common in modern running shoes, such as rubber waffle soles, breathable nylon uppers, and cushioning in the mid-sole and heel. During the 1970s, the expertise of podiatrists also became important in athletic shoe design, to implement new design features based on how feet reacted to specific actions, such as running, jumping, or side-to-side movement. Athletic shoes for women were also designed for their specific physiological differences. Shoes specific to the sport of basketball were developed by Chuck Taylor, and are popularly known as Chuck Taylor All-Stars. These shoes, first sold in 1917, are double-layer canvas shoes with rubber soles and toe caps, and a high heel (known as a "high top") for added support. In 1969, Taylor was inducted into the Naismith Memorial Basketball Hall of Fame in recognition of this development, and in the 1970s, other shoe manufacturers, such as Nike, Adidas, Reebok, and others began imitating this style of athletic shoe. In April 1985, Nike introduced its own brand of basketball shoe which would become popular in its own right, the Air Jordan, named after the then-rookie Chicago Bulls basketball player, Michael Jordan. The Air Jordan line of shoes sold $100 million in their first year. As barefoot running became popular by the late 20th and early 21st century, many modern shoe manufacturers have recently designed footwear that mimic this experience, maintaining optimum flexibility and natural walking while also providing some degree of protection. Termed as Minimalist shoes, their purpose is to allow one's feet and legs to feel more subtly the impacts and forces involved in running, allowing finer adjustments in running style. Some of these shoes include the Vibram FiveFingers, Nike Free, and Saucony's Kinvara and Hattori. Mexican huaraches are also very simple running shoes, similar to the shoes worn by the Tarahumara people of northern Mexico, who are known for their distance running abilities. Wrestling shoes are also very light and flexible shoes that are designed to mimic bare feet while providing additional traction and protection. Many athletic shoes are designed with specific features for specific activities. One of these includes roller skates, which have metal or plastic wheels on the bottom specific for the sport of roller skating. Similarly, ice skates have a metal blade attached to the bottom for locomotion across ice. Skate shoes have also been designed to provide a comfortable, flexible and durable shoe for the sport of skateboarding. Climbing shoes are rubber-soled, tight-fitting shoes designed to fit in the small cracks and crevices for rock climbing. Cycling shoes are similarly designed with rubber soles and a tight fit, but also are equipped with a metal or plastic cleat to interface with clipless pedals, as well as a stiff sole to maximize power transfer and support the foot. Some shoes are made specifically to improve a person's ability to weight train. Sneakers that are a mix between an activity-centered and a more standard design have also been produced: examples include roller shoes, which feature wheels that can be used to roll on hard ground, and Soap shoes, which feature a hard plastic sole that can be used for grinding. Boot A boot is a special type of shoe which covers the foot and the ankle and extends up the leg, sometimes as far as the knee or even the hip. Most boots have a heel that is clearly distinguishable from the rest of the sole, even if the two are made of one piece. They are typically made of leather or rubber, although they may be made from a variety of different materials. Boots are worn both for their functionality—protecting the foot and leg from water, snow, mud or hazards or providing additional ankle support for strenuous activities—as well as for reasons of style and fashion. Cowboy boots are a specific style of riding boot which combines function with fashion. They became popular among cowboys in the western United States during the 19th century. Traditional cowboy boots have a Cuban heel, rounded to pointed toe, high shaft, and, traditionally, no lacing. They are normally made from cowhide leather but may be made from more exotic skins such as ostrich, anaconda, or elephant skins. Hiking boots are designed to provide extra ankle and arch support, as well as extra padding for comfort during hiking. They are constructed to provide comfort for miles of walking over rough terrains, and protect the hiker's feet against water, mud, rocks, and other wilderness obstacles. These boots support the ankle to avoid twisting but do not restrict the ankle's movement too much. They are fairly stiff to support the foot. A properly fitted boot and/or friction-reducing patches applied to troublesome areas ensures protection against blisters and other discomforts associated with long hikes on rugged terrain. During wet or snowy weather, snow boots are worn to keep the foot warm and dry. They are typically made of rubber or other water-resistant material, have multiple layers of insulation, and a high heel to keep snow out. Boots may also be attached to snowshoes to increase the distribution of weight over a larger surface area for walking in snow. Ski boots are a specialized snow boot which are used in alpine or cross-country skiing and designed to provide a way to attach the skier to his/her skis using ski bindings. The ski/boot/binding combination is used to effectively transmit control inputs from the skier's legs to the snow. Ice skates are another specialized boot with a metal blade attached to the bottom which is used to propel the wearer across a sheet of ice. Inline skates are similar to ice skates but with a set of three to four wheels in lieu of the blade, which are designed to mimic ice skating on solid surfaces such as wood or concrete. Boots are designed to withstand heavy wear to protect the wearer and provide good traction. They are generally made from sturdy leather uppers and non-leather outsoles. They may be used for uniforms of the police or military, as well as for protection in industrial settings such as mining and construction. Protective features may include steel-tipped toes and soles or ankle guards. Dress and casual Dress shoes are characterized by smooth and supple leather uppers, leather soles, and narrow sleek figure. Casual shoes are characterized by sturdy leather uppers, non-leather outsoles, and wide profile. Some designs of dress shoes can be worn by either gender. The majority of dress shoes have an upper covering, commonly made of leather, enclosing most of the lower foot, but not covering the ankles. This upper part of the shoe is often made without apertures or openings, but may also be made with openings or even itself consist of a series of straps, e.g. an open toe featured in women's shoes. Shoes with uppers made high to cover the ankles are also available; a shoe with the upper rising above the ankle is usually considered a boot but certain styles may be referred to as high-topped shoes or high-tops. Usually, a high-topped shoe is secured by laces or zippers, although some styles have elastic inserts to ease slipping the shoe on. Men's Men's shoes can be categorized by how they are closed: Oxfords (also referred as "Balmorals"): the vamp has a V-shaped slit to which the laces are attached; also known as "closed lacing". The word "Oxford" is sometimes used by American clothing companies to market shoes that are not Balmorals, such as bluchers. Derby shoe: the laces are tied to two pieces of leather independently attached to the vamp; also known as "open lacing" and is a step down in dressiness. If the laces are not independently attached to the vamp, the shoe is known as a blucher shoe. This name is, in American English, often used about derbys. Monk-straps: a buckle and strap instead of lacing Slip-ons: There are no lacings or fastenings. The popular loafers are part of this category, as well as less popular styles, such as elastic-sided shoes. Men's shoes can also be decorated in various ways: Plain-toes: have a sleek appearance and no extra decorations on the vamp. Cap-toes: has an extra layer of leather that "caps" the toe. Brogues (American: wing-tips): The toe of the shoe is covered with a perforated panel, the wing-tip, which extends down either side of the shoe. Brogues can be found in both balmoral and blucher styles, but are considered slightly less formal. Formal high-end men's shoes are manufactured by several companies around the world, amongst others in Great Britain, France, Hungary, Romania, Croatia, Italy, and to a lesser extent in the United States. Notable British brands include: Church's English Shoes (est. 1873), John Lobb Bootmaker (est. 1849), Edward Green Shoes (est. 1890), and Crockett & Jones (est. 1879). Both John Lobb and Edward Green offer bespoke products. In between the world wars, men's footwear received significant innovation and design,
United States for several decades. Recent decades have seen this trend spread to European nations such as the Czech Republic. A Sneakerhead is a person who owns multiple pairs of shoes as a form of collection and fashion. A contributor to the growth of sneaker collecting is the continued worldwide popularity of the Air Jordan line of sneakers designed by Nike for Basketball star Michael Jordan. In the Bible's Old Testament, the shoe is used to symbolize something that is worthless or of little value. In the New Testament, the act of removing one's shoes symbolizes servitude. Ancient Semitic-speaking peoples regarded the act of removing their shoes as a mark of reverence when approaching a sacred person or place. In the Book of Exodus, Moses was instructed to remove his shoes before approaching the burning bush: The removal of the shoe also symbolizes the act of giving up a legal right. In Hebrew custom, the widow removed the shoe of her late husband's brother to symbolize that he had abandoned his duty. In Arab custom, the removal of one's shoe also symbolized the dissolution of marriage. In Arab culture, showing the sole of one's shoe is considered an insult, and to throw a shoe and hit someone with it is considered an even greater insult. Shoes are considered to be dirty as they frequently touch the ground, and are associated with the lowest part of the body—the foot. As such, shoes are forbidden in mosques, and it is also considered unmannerly to cross the legs and display the soles of one's shoes during conversation. This insult was demonstrated in Iraq, first when Saddam Hussein's statue was toppled in 2003, Iraqis gathered around it and struck the statue with their shoes. In 2008, United States President George W. Bush had a shoe thrown at him by a journalist as a statement against the war in Iraq. More generally, shoe-throwing or shoeing, showing the sole of one's shoe or using shoes to insult are forms of protest in many parts of the world. Incidents where shoes were thrown at political figures have taken place in Australia, India, Ireland, Taiwan, Hong Kong, Pakistan, the United Kingdom, the United States, and most notably the Arab world. Empty shoes may also symbolize death. In Greek culture, empty shoes are the equivalent of the American funeral wreath. For example, empty shoes placed outside of a Greek home would tell others that the family's son has died in battle. At an observation memorializing the 10th anniversary of the September 11 attacks, 3,000 pairs of empty shoes were used to recognize those killed. The Shoes on the Danube Bank is a memorial in Budapest, Hungary. Conceived by film director Can Togay, he created it on the east bank of the Danube River with sculptor Gyula Pauer to honor the Jews who were killed by fascist Arrow Cross militiamen in Budapest during World War II. They were ordered to take off their shoes and were shot at the edge of the water so that their bodies fell into the river and were carried away. The memorial represents their shoes left behind on the bank. Construction The basic anatomy of a shoe is recognizable, regardless of the specific style of footwear. All shoes have a , which is the bottom of a shoe, in contact with the ground. Soles can be made from a variety of materials, although most modern shoes have soles made from natural rubber, polyurethane, or polyvinyl chloride (PVC) compounds. Soles can be simple—a single material in a single layer—or they can be complex, with multiple structures or layers and materials. When various layers are used, soles may consist of an insole, midsole, and an outsole. The is the interior bottom of a shoe, which sits directly beneath the foot under the footbed (also known as sock liner). The purpose of the insole is to attach to the lasting margin of the upper, which is wrapped around the last during the closing of the shoe during the lasting operation. Insoles are usually made of cellulosic paper board or synthetic non woven insole board. Many shoes have removable and replaceable footbeds. Extra cushioning is often added for comfort (to control the shape, moisture, or smell of the shoe) or health reasons (to help deal with differences in the natural shape of the foot or positioning of the foot during standing or walking). The is the layer in direct contact with the ground. Dress shoes often have leather or resin rubber outsoles; casual or work-oriented shoes have outsoles made of natural rubber or a synthetic material like polyurethane. The outsole may comprise a single piece or maybe an assembly of separate pieces, often of different materials. On some shoes, the heel of the sole has a rubber plate for durability and traction, while the front is leather for style. Specialized shoes will often have modifications on this design: athletic or so-called cleated shoes like soccer, rugby, baseball and golf shoes have spikes embedded in the outsole to improve traction. The is the layer in between the outsole and the insole, typically there for shock absorption. Some types of shoes, like running shoes, have additional material for shock absorption, usually beneath the heel of the foot, where one puts the most pressure down. Some shoes may not have a midsole at all. The heel is the bottom rear part of a shoe. Its function is to support the heel of the foot. They are often made of the same material as the sole of the shoe. This part can be high for fashion or to make the person look taller, or flat for more practical and comfortable use. On some shoes the inner forward point of the heel is chiselled off, a feature known as a "gentleman's corner". This piece of design is intended to alleviate the problem of the points catching the bottom of trousers and was first observed in the 1930s. A heel is the projection at the back of a shoe which rests below the heel bone. The shoe heel is used to improve the balance of the shoe, increase the height of the wearer, alter posture or other decorative purposes. Sometimes raised, the high heel is common to a form of shoe often worn by women, but sometimes by men too. See also stiletto heel. The helps hold the shoe onto the foot. In the simplest cases, such as sandals or flip-flops, this may be nothing more than a few straps for holding the sole in place. Closed footwear, such as boots, trainers and most men's shoes, will have a more complex upper. This part is often decorated or is made in a certain style to look attractive. The upper is connected to the sole by a strip of leather, rubber, or plastic that is stitched between it and the sole, known as a welt. Most uppers have a mechanism, such as laces, straps with buckles, zippers, elastic, velcro straps, buttons, or snaps, for tightening the upper on the foot. Uppers with laces usually have a tongue that helps seal the laced opening and protect the foot from abrasion by the laces. Uppers with laces also have eyelets or hooks to make it easier to tighten and loosen the laces and to prevent the lace from tearing through the upper material. An aglet is the protective wrapping on the end of the lace. The is the front part of the shoe, starting behind the toe, extending around the eyelets and tongue and towards back part of the shoe. The is the part of the shoe closest to a person's center of symmetry, and the lateral is on the opposite side, away from their center of symmetry. This can be in reference to either the outsole or the vamp. Most shoes have shoelaces on the upper, connecting the medial and lateral parts after one puts their shoes on and aiding in keeping their shoes on their feet. In 1968, Puma SE introduced the first pair of sneakers with Velcro straps in lieu of shoelaces, and these became popular by the 1980s, especially among children and the elderly. The is the part that covers and protects the toes. People with toe deformities, or individuals who experience toe swelling (such as long-distance runners) usually require a larger toe box. Types There are a wide variety of different types of shoes. Most types of shoes are designed for specific activities. For example, boots are typically designed for work or heavy outdoor use. Athletic shoes are designed for particular sports such as running, walking, or other sports. Some shoes are designed to be worn at more formal occasions, and others are designed for casual wear. There are also a wide variety of shoes designed for different types of dancing. Orthopedic shoes are special types of footwear designed for individuals with particular foot problems or special needs. Other animals, such as dogs and horses, may also wear special shoes to protect their feet as well. Depending on the activity for which they are designed, some types of footwear may fit into multiple categories. For example, Cowboy boots are considered boots, but may also be worn in more formal occasions and used as dress shoes. Hiking boots incorporate many of the protective features of boots, but also provide the extra flexibility and comfort of many athletic shoes. Flip-flops are considered casual footwear, but have also been worn in formal occasions, such as visits to the White House. Athletic Athletic shoes are specifically designed to be worn for participating in various sports. Since friction between the foot and the ground is an important force in most sports, modern athletic shoes are designed to maximize this force, and materials, such as rubber, are used. Although, for some activities such as dancing or bowling, sliding is desirable, so shoes designed for these activities often have lower coefficients of friction. The earliest athletic shoes date back to the mid 19th century were track spikes—leather shoes with metal cleats on the soles to provide increased friction during running. They were developed by J.W. Foster & Sons, which later become known as Reebok. By the end of the 19th century, Spalding also manufactured these shoes as well. Adidas started selling shoes with track spikes in them for running and soccer in 1925. Spikes were eventually added to shoes for baseball and American football in the 20th century. Golfers also use shoes with small metal spikes on their soles to prevent slipping during their swing. The earliest rubber-soled athletic shoes date back to 1876 in the United Kingdom, when the New Liverpool Rubber Company made plimsolls, or sandshoes, designed for the sport of croquet. Similar rubber-soled shoes were made in 1892 in the United States by Humphrey O'Sullivan, based on Charles Goodyear's technology. The United States Rubber Company was founded the same year and produced rubber-soled and heeled shoes under a variety of brand names, which were later consolidated in 1916 under the name, Keds. These shoes became known as, "sneakers", because the rubber sole allowed the wearer to sneak up on another person. In 1964, the founding of Nike by Phil Knight and Bill Bowerman of the University of Oregon introduced many new improvements common in modern running shoes, such as rubber waffle soles, breathable nylon uppers, and cushioning in the mid-sole and heel. During the 1970s, the expertise of podiatrists also became important in athletic shoe design, to implement new design features based on how feet reacted to specific actions, such as running, jumping, or side-to-side movement. Athletic shoes for women were also designed for their specific physiological differences. Shoes specific to the sport of basketball were developed by Chuck Taylor, and are popularly known as Chuck Taylor All-Stars. These shoes, first sold in 1917, are double-layer canvas shoes with rubber soles and toe caps, and a high heel (known as a "high top") for added support. In 1969, Taylor was inducted into the Naismith Memorial Basketball Hall of Fame in recognition of this development, and in the 1970s, other shoe manufacturers, such as Nike, Adidas, Reebok, and others began imitating this style of athletic shoe. In April 1985, Nike introduced its own brand of basketball shoe which would become popular in its own right, the Air Jordan, named after the then-rookie Chicago Bulls basketball player, Michael Jordan. The Air Jordan line of shoes sold $100 million in their first year. As barefoot running became popular by the late 20th and early 21st century, many modern shoe manufacturers have recently designed footwear that mimic this experience, maintaining optimum flexibility and natural walking while also providing some degree of protection. Termed as Minimalist shoes, their purpose is to allow one's feet and legs to feel more subtly the impacts and forces involved in running, allowing finer adjustments in running style. Some of these shoes include the Vibram FiveFingers, Nike Free, and Saucony's Kinvara and Hattori. Mexican huaraches are also very simple running shoes, similar to the shoes worn by the Tarahumara people of northern Mexico, who are known for their distance running abilities. Wrestling shoes are also very light and flexible shoes that are designed to mimic bare feet while providing additional traction and protection. Many athletic shoes are designed with specific features for specific activities. One of these includes roller skates, which have metal or plastic wheels on the bottom specific for the sport of roller skating. Similarly, ice skates have a metal blade attached to the bottom for locomotion across ice. Skate shoes have also been designed to provide a comfortable, flexible and durable shoe for the sport of skateboarding. Climbing shoes are rubber-soled, tight-fitting shoes designed to fit in the small cracks and crevices for rock climbing. Cycling shoes are similarly designed with rubber soles and a tight fit, but also are equipped with a metal or plastic cleat to interface with clipless pedals, as well as a stiff sole to maximize power transfer and support the foot. Some shoes are made specifically to improve a person's ability to weight train. Sneakers that are a mix between an activity-centered and a more standard design have also been produced: examples include roller shoes, which feature wheels that can be used to roll on hard ground, and Soap shoes, which feature a hard plastic sole that can be used for grinding. Boot A boot is a special type of shoe which covers the foot and the ankle and extends up the leg, sometimes as far as the knee or even the hip. Most boots have a heel that is clearly distinguishable from the rest of the sole, even if the two are made of one piece. They are typically made of leather or rubber, although they may be made from a variety of different materials. Boots are worn both for their functionality—protecting the foot and leg from water, snow, mud or hazards or providing additional ankle support for strenuous activities—as well as for reasons of style and fashion. Cowboy boots are a specific style of riding boot which combines function with fashion. They became popular among cowboys in the western United States during the 19th century. Traditional cowboy boots have a Cuban heel, rounded to pointed toe, high shaft, and, traditionally, no lacing. They are normally made from cowhide leather but may be made from more exotic skins such as ostrich, anaconda, or elephant skins. Hiking boots are designed to provide extra ankle and arch support, as well as extra padding for comfort during hiking. They are constructed to provide comfort for miles of walking over rough terrains, and protect the hiker's feet against water, mud, rocks, and other wilderness obstacles. These boots support the ankle to avoid twisting but do not restrict the ankle's movement too much. They are fairly stiff to support the foot. A properly fitted boot and/or friction-reducing patches applied to troublesome areas ensures protection against blisters and other discomforts associated with long hikes on rugged terrain. During wet or snowy weather, snow boots are worn to keep the foot warm and dry. They are typically made of rubber or other water-resistant material, have multiple layers of insulation, and a high heel to keep snow out. Boots may also be attached to snowshoes to increase the distribution of weight over a larger surface area for walking in snow. Ski boots are a specialized snow boot which are used in alpine or cross-country skiing and designed to provide a way to attach the skier to his/her skis using ski bindings. The ski/boot/binding combination is used to effectively transmit control inputs from the skier's legs to the snow. Ice skates are another specialized boot with a metal blade attached to the bottom which is used to propel the wearer across a sheet of ice. Inline skates are similar to ice skates but with a set of three to four wheels in lieu of the blade, which are designed to mimic ice skating on solid surfaces such as wood or concrete. Boots are designed to withstand heavy wear to protect the wearer and provide good traction. They are generally made from sturdy leather uppers and non-leather outsoles. They may be used for uniforms of the police or military, as well as for protection in industrial settings such as mining and construction. Protective features may include steel-tipped toes and soles or ankle guards. Dress and casual Dress shoes are characterized by smooth and supple leather uppers, leather soles, and narrow sleek figure. Casual shoes are characterized by sturdy leather uppers, non-leather outsoles, and wide profile. Some designs of dress shoes can be worn by either gender. The majority of dress shoes have an upper covering, commonly made of leather, enclosing most of the lower foot, but not covering the ankles. This upper part of the shoe is often made without apertures or openings, but may also be made with openings or even itself consist of a series of straps, e.g. an open toe featured in women's shoes. Shoes with uppers made high to cover the ankles are also available; a shoe with the upper rising above the ankle is usually considered a boot but certain styles may be referred to as high-topped shoes or high-tops. Usually, a high-topped shoe is secured by laces or zippers, although some styles have elastic inserts to ease slipping the shoe on. Men's Men's shoes can be categorized by how they are closed: Oxfords (also referred as "Balmorals"): the vamp has a V-shaped slit to which the laces are attached; also known as "closed lacing". The word "Oxford" is sometimes used by American clothing companies to market shoes that are not Balmorals, such as bluchers. Derby shoe: the laces are tied to two pieces of leather independently attached to the vamp; also known as "open lacing" and is a step down in dressiness. If the laces are not independently attached to the vamp, the shoe is known as a blucher shoe. This name is, in American English, often used about derbys. Monk-straps: a buckle and strap instead of lacing Slip-ons: There are no lacings or fastenings. The popular loafers are part of this category, as well as less popular styles, such as elastic-sided shoes. Men's shoes can also be decorated in various ways: Plain-toes: have a sleek appearance and no extra decorations on the vamp. Cap-toes: has an extra layer of leather that "caps" the toe. Brogues (American: wing-tips): The toe of the shoe is covered with a perforated panel, the wing-tip, which extends down either side of the shoe. Brogues can be found in both balmoral and blucher styles, but are considered slightly less formal. Formal high-end men's shoes are manufactured by several companies around the world, amongst others in Great Britain, France, Hungary, Romania, Croatia, Italy, and to a lesser extent in the United States. Notable British brands include: Church's English Shoes (est. 1873), John Lobb Bootmaker (est. 1849), Edward Green Shoes (est. 1890), and Crockett & Jones (est. 1879). Both John Lobb and Edward Green offer bespoke products. In between the world wars, men's footwear received significant innovation and design, led by cobblers and cordwainers in London's West End. A well-known French maker is J.M. Weston. Armani of Italy was a major influence on men's shoe design in the 1960s–1980s until they returned to the larger proportions of its forebears, the welt-constructed Anglo-American dress shoe originally created in Edwardian England. Another well-known Italian company is Salvatore Ferragamo Italia S.p.A. Higher end companies in the United States are Allen Edmonds and Alden Shoe Company. Alden, located in New England, specializes in genuine shell cordovan leather from the only remaining horse tannery in the US, in Chicago and is completely manufactured domestically, whereas Allen Edmonds, of Wisconsin, is a larger company that outsources some of its production. Women's There is a large variety of shoes available for women, in addition to most of the men's styles being more accepted as unisex. Some broad categories are: High-heeled footwear is footwear that raises the heels, typically 2 inches (5 cm) or more above the toes, commonly worn by women for formal occasions or social outings. Variants include kitten heels (typically –2 inches high) and stiletto heels (with a very narrow heel post) and wedge heels (with a wedge-shaped sole rather than a heel post). Mules are shoes or slippers with no fitting around the heel (i.e. they are backless) Slingbacks are shoes which are secured by a strap behind the heel, rather than over the top of the foot. Ballet flats, known in the UK as ballerinas, ballet pumps or skimmers, are shoes with a very low heel and a relatively short vamp, exposing much of the instep. They are popular for warm-weather wear, and may be seen as more comfortable than shoes with a higher heel. Court shoes, known in the United States as pumps, are typically high-heeled, slip-on dress shoes. Unisex Clog Platform shoe: shoe with very thick soles and heels Sandals: open shoes consisting of a sole and various straps, leaving much of the foot exposed to air. They are thus popular for warm-weather wear, because they let the foot be cooler than a closed-toed shoe would. Saddle shoe: leather shoe with a contrasting saddle-shaped band over the instep, typically white uppers with black "saddle". Slip-on shoe: a dress or casual shoe without shoelaces or fasteners; often with tassels, buckles, or coin-holders (penny loafers). Boat shoes, also known as "deck shoes": similar to a loafer, but more casual. Laces are usually simple leather with no frills. Typically made of leather and featuring a soft white sole to avoid marring or scratching a boat deck. The first boat shoe was invented in 1935 by Paul A. Sperry. Slippers: For
– a quick and honest way to make your point. Defining slang Linguists have no simple and clear definition of slang, but agree that it is a constantly changing linguistic phenomenon present in every subculture worldwide. Some argue that slang exists because we must come up with ways to define new experiences that have surfaced with time and modernity. Attempting to remedy the lack of a clear definition, however, Bethany K. Dumas and Jonathan Lighter argue that an expression should be considered "true slang" if it meets at least two of the following criteria: Michael Adams remarks that "[Slang] is language... it is often impossible to tell, even in context, which interests and motives it serves... slang is on the edge." Slang dictionaries, collecting thousands of slang entries, offer a broad, empirical window into the motivating forces behind slang. While many forms of lexicon may be considered low-register or "sub-standard", slang remains distinct from colloquial and jargon terms because of its specific social contexts. While viewed as inappropriate in formal usage, colloquial terms are typically considered acceptable in speech across a wide range of contexts, while slang tends to be perceived as infelicitous in many common communicative situations. Jargon refers to language used by personnel in a particular field, or language used to represent specific terms within a field to those with a particular interest. Although jargon and slang can both be used to exclude non-group members from the conversation, the purpose of jargon is said to be optimizing conversation using terms that imply technical understanding. On the other hand, slang tends to emphasize social and contextual understanding. While colloquialisms and jargon may seem like slang because they reference a particular group, they do not necessarily fit the same definition, because they do not represent a particular effort to replace the general lexicon of a standard language. Colloquialisms are considered more acceptable and more expected in standard usage than slang is, and jargon is often created to talk about aspects of a particular field that are not accounted for in the general lexicon. However, this differentiation is not consistently applied by linguists; the terms "slang" and "jargon" are sometimes treated as synonymous, and the scope of "jargon" is at times extended to mean all forms of socially-restricted language. It is often difficult to differentiate slang from colloquialisms and even high-register lexicon, because slang generally becomes accepted into common vocabulary over time. Words such as "spurious" and "strenuous" were once perceived as slang, though they are now considered general, even high-register words. The literature on slang even discusses mainstream acknowledgment of a slang term as changing its status as true slang, because it has been accepted by the media and is thus no longer the special insider speech of a particular group. Nevertheless, a general test for whether a word is a slang word or not is whether it would be acceptable in an academic or legal setting, as both are arenas in which standard lexicon is considered necessary and/or whether the term has been entered in the Oxford English Dictionary, which some scholars claim changes its status as slang. Examples of slang (cross-linguistic) 1337 speak American slang (disambiguation page) Argot Bargoens Caló Cant Cantonese internet slang Cockney rhyming slang Fala dos arxinas Fenya Gayle language Glossary of jive talk Helsinki slang IsiNgqumo Joual Language game Lavender linguistics Lunfardo Meme Nadsat Pig Latin Polari Rotwelsch Shelta Thieves' cant Verlan Formation of slang It is often difficult to collect etymologies for slang terms, largely because slang is a phenomenon of speech, rather than written language and etymologies which are typically traced via corpus. Eric Partridge, cited as the first to report on the phenomenon of slang in a systematic and linguistic way, postulated that a term would likely be in circulation for a decade before it would be written down. Nevertheless, it seems that slang generally forms via deviation from a standard form. This "spawning" of slang occurs in much the same way that any general semantic change might occur. The difference here is that the slang term's new meaning takes on a specific social significance having to do with the group the term indexes. Coleman also suggests that slang is differentiated within more general semantic change in that it typically has to do with a certain degree of “playfulness". The development of slang is considered to be a largely “spontaneous, lively, and creative” speech process. Still, while a great deal of slang takes off, even becoming accepted into the standard lexicon, much slang dies out, sometimes only referencing a group. An example of this is the term "groovy" which is a relic of 1960s and 70s American hippie slang. Nevertheless, for a slang term to become a slang term, people must use it, at some point in time, as a way to flout standard language. Additionally, slang terms may be borrowed between groups, such as the term "gig" which was originally coined by jazz musicians in the 1930s and then borrowed into the same hippie slang of the 1960s. 'The word "groovy" has remained a part of subculture lexicon since its popularization. It is still in common use today by a significant population. The word "gig" to refer to a performance very likely originated well before the 1930s, and remained a common term throughout the 1940s and 1950s before becoming vaguely associated with the hippie slang of the 1960s. The word "gig" is now a widely accepted synonym for a concert, recital, or performance of any type. Generally, slang terms undergo the same processes of semantic change that words in the regular lexicon do. Slang often forms from words with previously differing meanings, one example is the often used and popular slang word "lit", which was created by a generation labeled "Generation Z". The word itself used to be associated with something being on fire or being "lit" up until 1988 when it was first used in writing to indicate a person who was drunk in the book "Warbirds: Diary of an Unknown Aviator". Since this time "lit" has gained popularity through Rap songs such as ASAP Rocky's "Get Lit" in 2011. As the popularity of the word has increased so too has the number of different meanings associated with the word. Now "lit" describes a person who is drunk and/or high, as well as an event that is especially awesome and "hype". Words and phrases from popular Hollywood films and television series frequently become slang. Social implications Indexicality Slang is usually associated with a particular social group and plays a role in constructing identity. While slang outlines social space, attitudes about slang partly construct group identity and identify
definition, because they do not represent a particular effort to replace the general lexicon of a standard language. Colloquialisms are considered more acceptable and more expected in standard usage than slang is, and jargon is often created to talk about aspects of a particular field that are not accounted for in the general lexicon. However, this differentiation is not consistently applied by linguists; the terms "slang" and "jargon" are sometimes treated as synonymous, and the scope of "jargon" is at times extended to mean all forms of socially-restricted language. It is often difficult to differentiate slang from colloquialisms and even high-register lexicon, because slang generally becomes accepted into common vocabulary over time. Words such as "spurious" and "strenuous" were once perceived as slang, though they are now considered general, even high-register words. The literature on slang even discusses mainstream acknowledgment of a slang term as changing its status as true slang, because it has been accepted by the media and is thus no longer the special insider speech of a particular group. Nevertheless, a general test for whether a word is a slang word or not is whether it would be acceptable in an academic or legal setting, as both are arenas in which standard lexicon is considered necessary and/or whether the term has been entered in the Oxford English Dictionary, which some scholars claim changes its status as slang. Examples of slang (cross-linguistic) 1337 speak American slang (disambiguation page) Argot Bargoens Caló Cant Cantonese internet slang Cockney rhyming slang Fala dos arxinas Fenya Gayle language Glossary of jive talk Helsinki slang IsiNgqumo Joual Language game Lavender linguistics Lunfardo Meme Nadsat Pig Latin Polari Rotwelsch Shelta Thieves' cant Verlan Formation of slang It is often difficult to collect etymologies for slang terms, largely because slang is a phenomenon of speech, rather than written language and etymologies which are typically traced via corpus. Eric Partridge, cited as the first to report on the phenomenon of slang in a systematic and linguistic way, postulated that a term would likely be in circulation for a decade before it would be written down. Nevertheless, it seems that slang generally forms via deviation from a standard form. This "spawning" of slang occurs in much the same way that any general semantic change might occur. The difference here is that the slang term's new meaning takes on a specific social significance having to do with the group the term indexes. Coleman also suggests that slang is differentiated within more general semantic change in that it typically has to do with a certain degree of “playfulness". The development of slang is considered to be a largely “spontaneous, lively, and creative” speech process. Still, while a great deal of slang takes off, even becoming accepted into the standard lexicon, much slang dies out, sometimes only referencing a group. An example of this is the term "groovy" which is a relic of 1960s and 70s American hippie slang. Nevertheless, for a slang term to become a slang term, people must use it, at some point in time, as a way to flout standard language. Additionally, slang terms may be borrowed between groups, such as the term "gig" which was originally coined by jazz musicians in the 1930s and then borrowed into the same hippie slang of the 1960s. 'The word "groovy" has remained a part of subculture lexicon since its popularization. It is still in common use today by a significant population. The word "gig" to refer to a performance very likely originated well before the 1930s, and remained a common term throughout the 1940s and 1950s before becoming vaguely associated with the hippie slang of the 1960s. The word "gig" is now a widely accepted synonym for a concert, recital, or performance of any type. Generally, slang terms undergo the same processes of semantic change that words in the regular lexicon do. Slang often forms from words with previously differing meanings, one example is the often used and popular slang word "lit", which was created by a generation labeled "Generation Z". The word itself used to be associated with something being on fire or being "lit" up until 1988 when it was first used in writing to indicate a person who was drunk in the book "Warbirds: Diary of an Unknown Aviator". Since this time "lit" has gained popularity through Rap songs such as ASAP Rocky's "Get Lit" in 2011. As the popularity of the word has increased so too has the number of different meanings associated with the word. Now "lit" describes a person who is drunk and/or high, as well as an event that is especially awesome and "hype". Words and phrases from popular Hollywood films and television series frequently become slang. Social implications Indexicality Slang is usually associated with a particular social group and plays a role in constructing identity. While slang outlines social space, attitudes about slang partly construct group identity and identify individuals as members of groups. Therefore, using the slang of a particular group associates an individual with that group. Michael Silverstein's orders of indexicality can be employed to assign a slang term as a second-order index to that particular group. Using a slang term, however, can also give an individual the qualities associated with the term's group of origin, whether or not the individual is trying to identify as a member of the group. This allocation of qualities based on abstract group association is known as third-order indexicality. As outlined in Elisa Mattiello's book "An Introduction to English Slang", a slang term can assume several levels of meaning and can be used for many reasons connected with identity. For example, male adolescents use the terms "foxy" and "shagadelic" to "show their belonging to a band, to stress their virility or their age, to reinforce connection with their peer group and to exclude outsiders, to show off, etc." These two examples use both traditional and untraditional methods of word formation to create words with more meaning and expressiveness than the more direct and traditional words "sexy" and "beautiful": The slang term "foxy" is arguably not even a case of word formation since this process (denominal adjective with -y suffix from "fox") already occurred in the formation of this word with its standard English meanings of "foxlike, crafty, cunning". Instead, the traditional word's meaning is extended to "attractive, desirable, pretty, sexy" with the following added implications according to Mattiello: From the semantic point of view, slangy foxy is more loaded than neutral sexy in terms of information provided. That is, for young people foxy means having the quality of: (1) attracting interest, attention, affection, (2) causing desire, (3) excellent or admirable
between its adherents and the new punk movement. Oi!, a street-level working class offshoot of punk rock, became a vital component of skinhead culture, while the Jamaican genres beloved by first generation skinheads were filtered through punk and new wave in a style known as 2 Tone. With these twin musical movements, the skinhead subculture diversified and contemporary skinhead fashions ranged from clean-cut 1960s mod- and rude boy-influenced styles to less-strict punk-influenced styles. During the early 1980s, political affiliations grew in significance and split the subculture, distancing the far-right and far-left strands, although many skins described themselves as apolitical. In Great Britain, the skinhead subculture became associated in the public eye with membership of groups such as the far-right National Front and British Movement. By the 1990s, neo-Nazi skinhead movements existed across all of Europe and North America, but were counterbalanced by the presence of groups such as Skinheads Against Racial Prejudice which sprung up in response. To this day, the skinhead subculture reflects a broad spectrum of political beliefs, even as many continue to embrace it as a largely apolitical working class movement. History Origins and first wave In the late 1950s the post-war economic boom led to an increase in disposable income among many young people. Some of those youths spent that income on new fashions; they wore ripped clothes and would use pieces of material to patch them up popularised by American soul groups, British R&B bands, certain film actors, and Carnaby Street clothing merchants. These youths became known as mods, a youth subculture noted for its consumerism and devotion to fashion, music, and scooters. Working class mods chose practical clothing styles that suited their lifestyle and employment circumstances: work boots or army boots, straight-leg jeans or Sta-Prest trousers, button-down shirts and braces. When possible, these working class mods spent their money on suits and other sharp outfits to wear at dancehalls, where they enjoyed soul, ska, and rocksteady music. Around 1966, a schism developed between the peacock mods (also known as smooth mods), who were less violent and always wore the latest expensive clothes, and the hard mods (also known as gang mods, lemonheads or peanuts), who were identified by their shorter hair and more working class image. Hard mods became commonly known as skinheads by about 1968. Their short hair may have come about for practical reasons, since long hair could be a liability in industrial jobs and streetfights. Skinheads may also have cut their hair short in defiance of the more middle class hippie culture. In addition to retaining many mod influences, early skinheads were very interested in Jamaican rude boy styles and culture, especially the music: ska, rocksteady, and early reggae (before the tempo slowed down and lyrics became focused on topics like black nationalism and the Rastafari movement). Skinhead culture became so popular by 1969 that even the rock band Slade temporarily adopted the look as a marketing strategy. The subculture gained wider notice because of a series of violent and sexually explicit novels by Richard Allen, notably Skinhead and Skinhead Escapes. Due to largescale British migration to Perth, Western Australia, many British youths in that city joined skinhead/sharpies gangs in the late 1960s and developed their own Australian style. By the early 1970s, the skinhead subculture started to fade from popular culture, and some of the original skins dropped into new categories, such as the suedeheads (defined by the ability to manipulate one's hair with a comb), smoothies (often with shoulder-length hairstyles), and bootboys (with mod-length hair; associated with gangs and football hooliganism). Some fashion trends returned to the mod roots, with brogues, loafers, suits, and the slacks-and-sweater look making a comeback. Second wave In the late 1970s, the skinhead subculture was revived to a notable extent after the introduction of punk rock. Most of these revivalist skinheads reacted to the commercialism of punk by adopting a look that was in line with the original 1969 skinhead style. This revival included Gary Hodges and Hoxton Tom McCourt (both later of the band the 4-Skins) and Suggs, later of the band Madness. Around this time, some skinheads became affiliated with far right groups such as the National Front and the British Movement. From 1979 onwards, punk-influenced skinheads with shorter hair, higher boots and less emphasis on traditional styles grew in numbers and grabbed media attention, mostly due to football hooliganism. There still remained, however, skinheads who preferred the original mod-inspired styles. Eventually different interpretations of the skinhead subculture expanded beyond Britain and continental Europe. In the United States, certain segments of the hardcore punk scene embraced skinhead styles and developed their own version of the subculture. Bill Osgerby has argued that skinhead culture more broadly grows strength from specific economic circumstances. In a BBC interview , he remarked "In the late 70s and early 80s, working class culture was disintegrating through unemployment and inner city decay and there was an attempt to recapture a sense of working class solidarity and identity in the face of a tide of social change." Germany By the 1980s street fights regularly broke out in West Germany between skinheads and members of the anti-fascist, and left wing youth movements. German neo-nazis, led by Michael Kühnen, sought to expand their ranks with new young members from the burgeoning skinhead scene. On the other side of the Berlin Wall, in East Germany, the skinhead youth movement had developed two different styles: one was more focused on rebellious youth fashion styles while the other camp often dressed in regular clothes and focused more heavily on political activity. These groups were infiltrated by agents of the Stasi and did not last long in East Germany. After a group of skinheads attacked a punk concert at Zion's Church (East Berlin) in 1987, many skinhead leaders fled to West Germany to avoid arrest. Style Hair Most first wave skinheads used a No. 2 or No. 3 grade clip guard cut (short, but not bald). From the late 1970s, male skinheads typically shaved their heads with a No. 2 grade clip or shorter. During that period, side partings were sometimes shaved into the hair. Since the 1980s, some skinheads have clipped their hair with no guard, or even shaved it with a razor. Some skinheads sport sideburns of various styles, usually neatly trimmed. By the 1970s, most female skins had mod-style haircuts. During the 1980s skinhead revival, many female skinheads had feathercuts (Chelsea in North America). A feathercut is short on the crown, with fringes at the front, back and sides. Clothing Skinheads wore long-sleeve or short-sleeve button-down shirts or polo shirts by brands such as Ben Sherman, Fred Perry, Brutus, Warrior or Jaytex; Lonsdale or Everlast shirts or sweatshirts; Grandfather shirts; V-neck sweaters; sleeveless sweaters (known in the UK as a tank top); cardigan sweaters or T-shirts (plain or with text or designs related to the skinhead subculture). They might wear fitted blazers, Harrington jackets, bomber jackets, denim jackets (usually blue, sometimes splattered with bleach), donkey jackets, Crombie-style overcoats, sheepskin ¾-length coats, short macs, monkey jackets or parkas. Traditional ("hard mod") skinheads sometimes wore suits, often of two-tone tonic fabric (shiny mohair-like material that changes colour in different light and angles), or in a Prince of Wales or houndstooth check pattern. Many skinheads wore Sta-Prest flat-fronted slacks or other dress trousers; jeans (normally Levi's, Lee or Wrangler); or combat trousers (plain or camouflage). Jeans and slacks were worn deliberately short (either hemmed, rolled or tucked) to show off boots, or to show off socks when wearing loafers or brogues. Jeans were often blue, with a parallel leg design, hemmed or with clean and thin rolled cuffs (turn-ups), and were sometimes splattered with bleach to resemble camouflage trousers (a style popular among Oi! skinheads). Many traditionalist skinheads wore braces (suspenders), in various colours, usually no more than 1" in width, clipped to the trouser waistband. In some areas, braces much wider than that may identify a skinhead as either unfashionable or as a white power skinhead. Traditionally, braces were worn up in an X shape at the back, but some Oi!-oriented skinheads wore their braces hanging down. Patterned braces – often black and white check, or vertical stripes – were sometimes worn by traditional skinheads. In a few cases, the colour of braces or flight jackets were used to signify affiliations. The particular colours chosen have varied regionally, and had totally different meanings in different areas and time periods. Only skinheads from the same area and time period are likely to interpret the colour significations accurately. The practice of using the colour clothing items to indicate affiliations became less common, particularly among traditionalist skinheads, who were more likely to choose their colours simply for fashion. Hats common among skinheads include: Trilby hats; pork pie hats; flat caps (Scally caps or driver caps), winter woollen hats (without a bobble). Less common have been bowler hats (mostly among suedeheads and those influenced by the film A Clockwork Orange). Traditionalist skinheads sometimes wore a silk handkerchief in the breast pocket of a Crombie-style overcoat or tonic suit jacket, in some cases fastened with an ornate stud. Some wore pocket flashes instead. These are pieces of silk in contrasting colours, mounted on a piece of cardboard and designed to look like an elaborately folded handkerchief. It was common to choose the colours based on one's favourite football club. Some skinheads wore button badges or sewn-on fabric patches with designs related to affiliations, interests or beliefs. Also popular were woollen or printed rayon scarves in football club colours, worn knotted at the neck, wrist, or hanging from a belt loop at the waist. Silk or faux-silk scarves (especially Tootal brand) with paisley patterns were also sometimes worn. Some suedeheads carried closed umbrellas with sharpened tips, or a handle with a pull-out blade. This led to the nickname brollie boys. Female skinheads generally wore the same clothing items as men, with addition of skirts, stockings, or dress suits composed of a three-quarter-length jacket and matching short skirt. Some skingirls wore fishnet stockings and mini-skirts, a style introduced during the punk-influenced skinhead revival. Footwear Most skinheads wear boots; in the 1960s army
film actors, and Carnaby Street clothing merchants. These youths became known as mods, a youth subculture noted for its consumerism and devotion to fashion, music, and scooters. Working class mods chose practical clothing styles that suited their lifestyle and employment circumstances: work boots or army boots, straight-leg jeans or Sta-Prest trousers, button-down shirts and braces. When possible, these working class mods spent their money on suits and other sharp outfits to wear at dancehalls, where they enjoyed soul, ska, and rocksteady music. Around 1966, a schism developed between the peacock mods (also known as smooth mods), who were less violent and always wore the latest expensive clothes, and the hard mods (also known as gang mods, lemonheads or peanuts), who were identified by their shorter hair and more working class image. Hard mods became commonly known as skinheads by about 1968. Their short hair may have come about for practical reasons, since long hair could be a liability in industrial jobs and streetfights. Skinheads may also have cut their hair short in defiance of the more middle class hippie culture. In addition to retaining many mod influences, early skinheads were very interested in Jamaican rude boy styles and culture, especially the music: ska, rocksteady, and early reggae (before the tempo slowed down and lyrics became focused on topics like black nationalism and the Rastafari movement). Skinhead culture became so popular by 1969 that even the rock band Slade temporarily adopted the look as a marketing strategy. The subculture gained wider notice because of a series of violent and sexually explicit novels by Richard Allen, notably Skinhead and Skinhead Escapes. Due to largescale British migration to Perth, Western Australia, many British youths in that city joined skinhead/sharpies gangs in the late 1960s and developed their own Australian style. By the early 1970s, the skinhead subculture started to fade from popular culture, and some of the original skins dropped into new categories, such as the suedeheads (defined by the ability to manipulate one's hair with a comb), smoothies (often with shoulder-length hairstyles), and bootboys (with mod-length hair; associated with gangs and football hooliganism). Some fashion trends returned to the mod roots, with brogues, loafers, suits, and the slacks-and-sweater look making a comeback. Second wave In the late 1970s, the skinhead subculture was revived to a notable extent after the introduction of punk rock. Most of these revivalist skinheads reacted to the commercialism of punk by adopting a look that was in line with the original 1969 skinhead style. This revival included Gary Hodges and Hoxton Tom McCourt (both later of the band the 4-Skins) and Suggs, later of the band Madness. Around this time, some skinheads became affiliated with far right groups such as the National Front and the British Movement. From 1979 onwards, punk-influenced skinheads with shorter hair, higher boots and less emphasis on traditional styles grew in numbers and grabbed media attention, mostly due to football hooliganism. There still remained, however, skinheads who preferred the original mod-inspired styles. Eventually different interpretations of the skinhead subculture expanded beyond Britain and continental Europe. In the United States, certain segments of the hardcore punk scene embraced skinhead styles and developed their own version of the subculture. Bill Osgerby has argued that skinhead culture more broadly grows strength from specific economic circumstances. In a BBC interview , he remarked "In the late 70s and early 80s, working class culture was disintegrating through unemployment and inner city decay and there was an attempt to recapture a sense of working class solidarity and identity in the face of a tide of social change." Germany By the 1980s street fights regularly broke out in West Germany between skinheads and members of the anti-fascist, and left wing youth movements. German neo-nazis, led by Michael Kühnen, sought to expand their ranks with new young members from the burgeoning skinhead scene. On the other side of the Berlin Wall, in East Germany, the skinhead youth movement had developed two different styles: one was more focused on rebellious youth fashion styles while the other camp often dressed in regular clothes and focused more heavily on political activity. These groups were infiltrated by agents of the Stasi and did not last long in East Germany. After a group of skinheads attacked a punk concert at Zion's Church (East Berlin) in 1987, many skinhead leaders fled to West Germany to avoid arrest. Style Hair Most first wave skinheads used a No. 2 or No. 3 grade clip guard cut (short, but not bald). From the late 1970s, male skinheads typically shaved their heads with a No. 2 grade clip or shorter. During that period, side partings were sometimes shaved into the hair. Since the 1980s, some skinheads have clipped their hair with no guard, or even shaved it with a razor. Some skinheads sport sideburns of various styles, usually neatly trimmed. By the 1970s, most female skins had mod-style haircuts. During the 1980s skinhead revival, many female skinheads had feathercuts (Chelsea in North America). A feathercut is short on the crown, with fringes at the front, back and sides. Clothing Skinheads wore long-sleeve or short-sleeve button-down shirts or polo shirts by brands such as Ben Sherman, Fred Perry, Brutus, Warrior or Jaytex; Lonsdale or Everlast shirts or sweatshirts; Grandfather shirts; V-neck sweaters; sleeveless sweaters (known in the UK as a tank top); cardigan sweaters or T-shirts (plain or with text or designs related to the skinhead subculture). They might wear fitted blazers, Harrington jackets, bomber jackets, denim jackets (usually blue, sometimes splattered with bleach), donkey jackets, Crombie-style overcoats, sheepskin ¾-length coats, short macs, monkey jackets or parkas. Traditional ("hard mod") skinheads sometimes wore suits, often of two-tone tonic fabric (shiny mohair-like material that changes colour in different light and angles), or in a Prince of Wales or houndstooth check pattern. Many skinheads wore Sta-Prest flat-fronted slacks or other dress trousers; jeans (normally Levi's, Lee or Wrangler); or combat trousers (plain or camouflage). Jeans and slacks were worn deliberately short (either hemmed, rolled or tucked) to show off boots, or to show off socks when wearing loafers or brogues. Jeans were often blue, with a parallel leg design, hemmed or with clean and thin rolled cuffs (turn-ups), and were sometimes splattered with bleach to resemble camouflage trousers (a style popular among Oi! skinheads). Many traditionalist skinheads wore braces (suspenders), in various colours, usually no more than 1" in width, clipped to the trouser waistband. In some areas, braces much wider than that may identify a skinhead as either unfashionable or as a white power skinhead. Traditionally, braces were worn up in an X shape at the back, but some Oi!-oriented skinheads wore their braces hanging down. Patterned braces – often
with roots that run deep into the ground, as well as juicy stems and arrow-shaped (sagittate) leaves. The lower leaves are in length with long petioles and a membranous ocrea formed of fused, sheathing stipules. The upper ones are sessile, and frequently become crimson. It has whorled spikes of reddish-green flowers, which bloom in early summer, becoming purplish. The species is dioecious, with stamens and pistils on different plants. The leaves are eaten by the larvae of several species of Lepidoptera (butterfly and moth) including the blood-vein moth, as well as by non-specialized snails and slugs. In the Caribbean, the roselle flower commonly made into sweet drinks is known as "sorrel", but this plant from Western Africa is actually a form of hibiscus unrelated to the Eurasian sorrel herb. Distribution Rumex acetosa occurs in grassland habitats throughout Europe from the northern Mediterranean coast to the north of Scandinavia and in parts of Central Asia. It occurs as an introduced species in parts of New Zealand, Australia and North America. It can grow in poor soil. Subspecies Several subspecies have been named. Not all are cultivated: Rumex acetosa ssp. acetosa Rumex acetosa ssp. ambiguus Rumex acetosa ssp. arifolius Rumex acetosa ssp. hibernicus Rumex acetosa ssp. hirtulus Rumex acetosa ssp. vinealis Uses Common sorrel has been cultivated for centuries. The leaves are edible when young but toughen with age; they may be puréed in soups and sauces or added to salad. The
include spinach dock and narrow-leaved dock ('dock' is a common name for the genus Rumex). Sorrel is a common plant in grassland habitats and is often cultivated as a leaf vegetable or herb. Description Sorrel is a slender herbaceous perennial plant about high, with roots that run deep into the ground, as well as juicy stems and arrow-shaped (sagittate) leaves. The lower leaves are in length with long petioles and a membranous ocrea formed of fused, sheathing stipules. The upper ones are sessile, and frequently become crimson. It has whorled spikes of reddish-green flowers, which bloom in early summer, becoming purplish. The species is dioecious, with stamens and pistils on different plants. The leaves are eaten by the larvae of several species of Lepidoptera (butterfly and moth) including the blood-vein moth, as well as by non-specialized snails and slugs. In the Caribbean, the roselle flower commonly made into sweet drinks is known as "sorrel", but this plant from Western Africa is actually a form of hibiscus unrelated to the Eurasian sorrel herb. Distribution Rumex acetosa occurs in grassland habitats throughout Europe from the northern Mediterranean coast to the north of Scandinavia and in parts of Central Asia. It occurs as an introduced species in parts of New Zealand, Australia and North America. It can grow in poor soil. Subspecies Several subspecies have been named. Not all are cultivated: Rumex acetosa ssp. acetosa Rumex acetosa ssp. ambiguus Rumex acetosa ssp. arifolius Rumex acetosa ssp. hibernicus Rumex acetosa ssp. hirtulus Rumex acetosa ssp. vinealis Uses Common sorrel has been cultivated for centuries. The leaves
Standard German relative pronouns in the Nom. (subject) and Acc. (direct object) without further complications, in phrases where wo plays the role of an indirect object, a prepositional object, a possessor or an adverbial adjunct it has to be taken up later in the relative clause by reference of (prp. +) the personal pronoun (if wo refers to a person) or the pronominal adverb (if wo refers to a thing). E.g. ("the professor whose book I showed you"), ("the mountain that we were upon"). Reduplication Verbs Overview In Swiss German, a small number of verbs reduplicate in a reduced infinitival form, i.e. unstressed shorter form, when used in their finite form governing the infinitive of another verb. The reduced and reduplicated part of the verb in question is normally put in front of the infinitive of the second verb. This is the case for the motion verbs gaa ‘to go’ and choo ‘to come’ when used in the meaning of “go (to) do something”, “come (to) do something”, as well as the verbs laa ‘to let’ and in certain dialects afaa ‘to start, to begin’ when used in the meaning of “let do something”, or “start doing something”. Most affected by this phenomenon is the verb gaa, followed by choo. Both laa and afaa are less affected and only when used in present tense declarative main clauses. Declarative Sentence Examples: As the examples show, all verbs are reduplicated with a reduced infinitival form when used in a declarative main clause. This is especially interesting as it stands in contrast to the standard variety of German and other varieties of the same, where such doubling effects are not found as outlined in the examples. afaa ‘to start, to begin’: weakest doubling effects Reduplication effects are weaker in the verbs laa ‘to let’ and afaa ‘to start, to begin’ than they are in gaa ‘to go’ and choo ‘to come’. This means that afaa is most likely to be used without its reduplicated and reduced form while retaining grammaticality, whereas utterances with goo are least likely to remain grammatical without the reduplicated part. Between laa and afaa, these effects are weakest in afaa. This means that while reduplication is mandatory for laa in declarative main clauses almost everywhere in the country, this is the case for fewer varieties of Swiss German with afaa. The reason for this is unknown, but it has been hypothesized that the fact that afaa has a separable prefix (a-) might weaken its doubling capacity. The presence of this separable prefix also makes the boundaries between the reduced infinitival reduplication form and the prefix hard if not impossible to determine. Thus, in the example above for afaa, an argument could be made that the prefix a- is left off, while the full reduplicated form is used: In this case, the prefix would be omitted, which is normally not permissible for separable prefixes, and in its place, the reduplication form is used. Meanwhile, afaa is not reduplicated when used in a subordinate clause or in the past tense. In such instances, doubling would result in ungrammaticality: Past tense example with afaa: The same is true for subordinate clauses and the verb afaa: Subordinate clause examples with afaa: In order to achieve grammaticality in both instances, the reduced doubling part afa would have to be taken out. laa 'to let' and optionality of reduplication While afaa ‘to start, to begin’ is quite restricted when it comes to reduplication effects, the phenomenon is more permissive, but not mandatory in the verb laa ‘to let’. While present tense declarative sentences are generally ungrammatical when laa remains unduplicated, this is not true for past tense and subordinate clauses, where doubling effects are optional at best: Past tense example with laa: Subordinate clause example with laa: In the use of this form, there are both geographical and age differences. Reduplication is found more often in the western part of Switzerland than in the eastern part, while younger generations are much more inclined to leave out reduplication, which means that the phenomenon is more widespread in older generations.gaa 'to go' and choo 'to come': stronger reduplicationUngrammaticality in reduplication of afaa ‘to start, to begin’ in the past tense and in subordinate clauses as well as the somewhat more lenient use of reduplication with laa ‘to let’ stand in contrast to doubling effects of the motion verbs gaa ‘to go’ and choo ‘to come’. When the latter two verbs are used in other utterances other than a declarative main clause, where the finite verb traditionally is in second position, their use might not be mandatory; however, it is correct and grammatical to double them both in the past tense and in subordinate clauses: Past tense example with gaa and choo As outlined in both examples, the reduplicated form of both gaa and choo can but does not have to be used in order for the past tense sentences to be grammatical. It is interesting to note that it is the reduced form of both verbs that is necessary, not the full participle form. Subordinate clause examples for gaa and choo: In subordinate clauses, the reduplicated part is needed as the sentence would otherwise be ungrammatical in both gaa and choo. The same is true for the past tense. Since there is only one past tense in Swiss German and since this is formed using an auxiliary verb – sii ‘to be’ or haa ‘to have’, depending on the main verb – reduplication seems to be affected and therefore, less strictly enforced for gaa and choo, while it is completely ungrammatical for afaa and optional for laa respectively. Questions Questions behave a lot like their declarative counterparts, and reduplication is therefore mandatory for both motion verbs gaa ‘to go’ and choo ‘to come’, while laa ‘to let’ and afaa ‘to start, to begin’ show weaker doubling effects and more optionality. Furthermore, this is the case for both open and close (yes/no) questions. Consider the following examples: afaa in open and close questions: Just like in declarative forms, afaa could be reduced to a- and thus be considered the detachable prefix. In this case, afaa would no longer be a reduplicated verb, and that is where the language development seems to move towards. laa in open and close questions: choo and especially gaa, however, don’t allow for their reduced doubling part to be left out in questions, irrespective of the fact whether they are open or close: choo in open and close questions: gaa in open and close questions: Imperative Mood In the imperative mood, just like in questions, gaa ‘to go’ and choo ‘come’ are very strict in their demand for doubling. The same is true for laa ‘to let’; it is ungrammatical to use it in imperative mood undoubled. On the other hand, afaa leaves a lot more room for the speaker to play with. Speakers accept both sentences with only the detachable prefix and no doubling, and sentences with the full doubled form. Imperative mood: gaa Imperative mood: choo Imperative mood: “laa” Imperative mood: afaa Cross-doubling with the verb choo 'to come' and gaa 'to go' In the case of the verb choo ‘to come’, there are situations when instead of it being reduplicated with its reduced form cho, the doubled short form of gaa ‘to go’, go, is used instead. This is possible in almost all instances of choo, regardless of mood or tense. The examples below outline choo reduplicated with both its reduced form cho and the reduced form of gaa, go, in different sentence forms. Declarative main clause, present tense Declarative main clause past tense Subordinate clause Imperative mood Multiple reduplication in gaa 'to go' and choo 'to come': goge, choge With the motion verbs gaa ‘to go’ and choo ‘to come’, where reduplication effects are strongest, there is some variation regarding their reduplicated or reduced forms. Thus, in some Swiss German dialects, gaa will be doubled as goge, while choo will be doubled as choge. In some analyses, this is described as a multiple reduplication phenomenon in that the reduced infinitives go or cho part is repeated as ge, providing the forms goge and choge. However, these forms are used less frequently than their shorter counterparts and seem to be concentrated into a small geographic area of Switzerland. Vocabulary The vocabulary is varied, especially in rural areas: many specialized terms have been retained, e.g., regarding cattle or weather. In the cities, much of the rural vocabulary has been lost. A Swiss German greeting is Grüezi, from Gott grüez-i (Standard German Gott Euch), loosely meaning "God bless you". Most word adoptions come from Standard German. Many of these are now so common that they have totally replaced the original Swiss German words, e.g. the words Hügel 'hill' (instead of Egg, Bühl), Lippe 'lip' (instead of Lëfzge). Others have replaced the original words only in parts of Switzerland, e.g., Butter 'butter' (originally called Anken in most of Switzerland). Virtually any Swiss Standard German word can be borrowed into Swiss German, always adapted to Swiss German phonology. However, certain Standard German words are never used in Swiss German, for instance Frühstück 'breakfast', niedlich 'cute' or zu hause 'at home'; instead, the native words Zmorge, härzig and dehei are used. Swiss dialects have quite a few words from French and Italian, which are perfectly assimilated. Glace (ice cream) for example is pronounced in French but or in many Swiss German dialects. The French word for 'thank you', merci, is also used as in merci vilmal (, cf. Standard German's danke vielmals and vielen Dank). Possibly, these words are not direct adoptions from French but survivors of the once more numerous French loanwords in Standard German, many of which have fallen out of use in Germany. In recent years, Swiss dialects have also taken some English words which already sound very Swiss, e.g., ('to eat', from "food"), ('to play computer games', from "game") or or – ('to snowboard', from "snowboard"). These words are probably not direct loanwords from English but have been adopted through standard German intermediation. While most of those loanwords are of recent origin, some have been in use for decades, e.g. ('to play football', from "shoot"). There are also a few English words which are modern adoptions from Swiss German. The dishes müesli, and rösti have become English words, as did loess (fine grain), flysch (sandstone formation), kepi, landammann, kilch, , and putsch in a political sense. The term is sometimes explained as originating from Swiss German, while printed
German one of the few known non-context-free natural languages. All relative clauses are introduced by the relative particle wo ('where'), never by the relative pronouns der, die, das, welcher, welches as in Standard German, e.g. ds Bispil, wo si schrybt vs. Standard German das Beispiel, das sie schreibt ('the example that she writes'); ds Bispil, wo si dra dänkt vs. Standard German das Beispiel, woran sie denkt ('the example that she thinks of'). Whereas the relative particle wo replaces the Standard German relative pronouns in the Nom. (subject) and Acc. (direct object) without further complications, in phrases where wo plays the role of an indirect object, a prepositional object, a possessor or an adverbial adjunct it has to be taken up later in the relative clause by reference of (prp. +) the personal pronoun (if wo refers to a person) or the pronominal adverb (if wo refers to a thing). E.g. ("the professor whose book I showed you"), ("the mountain that we were upon"). Reduplication Verbs Overview In Swiss German, a small number of verbs reduplicate in a reduced infinitival form, i.e. unstressed shorter form, when used in their finite form governing the infinitive of another verb. The reduced and reduplicated part of the verb in question is normally put in front of the infinitive of the second verb. This is the case for the motion verbs gaa ‘to go’ and choo ‘to come’ when used in the meaning of “go (to) do something”, “come (to) do something”, as well as the verbs laa ‘to let’ and in certain dialects afaa ‘to start, to begin’ when used in the meaning of “let do something”, or “start doing something”. Most affected by this phenomenon is the verb gaa, followed by choo. Both laa and afaa are less affected and only when used in present tense declarative main clauses. Declarative Sentence Examples: As the examples show, all verbs are reduplicated with a reduced infinitival form when used in a declarative main clause. This is especially interesting as it stands in contrast to the standard variety of German and other varieties of the same, where such doubling effects are not found as outlined in the examples. afaa ‘to start, to begin’: weakest doubling effects Reduplication effects are weaker in the verbs laa ‘to let’ and afaa ‘to start, to begin’ than they are in gaa ‘to go’ and choo ‘to come’. This means that afaa is most likely to be used without its reduplicated and reduced form while retaining grammaticality, whereas utterances with goo are least likely to remain grammatical without the reduplicated part. Between laa and afaa, these effects are weakest in afaa. This means that while reduplication is mandatory for laa in declarative main clauses almost everywhere in the country, this is the case for fewer varieties of Swiss German with afaa. The reason for this is unknown, but it has been hypothesized that the fact that afaa has a separable prefix (a-) might weaken its doubling capacity. The presence of this separable prefix also makes the boundaries between the reduced infinitival reduplication form and the prefix hard if not impossible to determine. Thus, in the example above for afaa, an argument could be made that the prefix a- is left off, while the full reduplicated form is used: In this case, the prefix would be omitted, which is normally not permissible for separable prefixes, and in its place, the reduplication form is used. Meanwhile, afaa is not reduplicated when used in a subordinate clause or in the past tense. In such instances, doubling would result in ungrammaticality: Past tense example with afaa: The same is true for subordinate clauses and the verb afaa: Subordinate clause examples with afaa: In order to achieve grammaticality in both instances, the reduced doubling part afa would have to be taken out. laa 'to let' and optionality of reduplication While afaa ‘to start, to begin’ is quite restricted when it comes to reduplication effects, the phenomenon is more permissive, but not mandatory in the verb laa ‘to let’. While present tense declarative sentences are generally ungrammatical when laa remains unduplicated, this is not true for past tense and subordinate clauses, where doubling effects are optional at best: Past tense example with laa: Subordinate clause example with laa: In the use of this form, there are both geographical and age differences. Reduplication is found more often in the western part of Switzerland than in the eastern part, while younger generations are much more inclined to leave out reduplication, which means that the phenomenon is more widespread in older generations.gaa 'to go' and choo 'to come': stronger reduplicationUngrammaticality in reduplication of afaa ‘to start, to begin’ in the past tense and in subordinate clauses as well as the somewhat more lenient use of reduplication with laa ‘to let’ stand in contrast to doubling effects of the motion verbs gaa ‘to go’ and choo ‘to come’. When the latter two verbs are used in other utterances other than a declarative main clause, where the finite verb traditionally is in second position, their use might not be mandatory; however, it is correct and grammatical to double them both in the past tense and in subordinate clauses: Past tense example with gaa and choo As outlined in both examples, the reduplicated form of both gaa and choo can but does not have to be used in order for the past tense sentences to be grammatical. It is interesting to note that it is the reduced form of both verbs that is necessary, not the full participle form. Subordinate clause examples for gaa and choo: In subordinate clauses, the reduplicated part is needed as the sentence would otherwise be ungrammatical in both gaa and choo. The same is true for the past tense. Since there is only one past tense in Swiss German and since this is formed using an auxiliary verb – sii ‘to be’ or haa ‘to have’, depending on the main verb – reduplication seems to be affected and therefore, less strictly enforced for gaa and choo, while it is completely ungrammatical for afaa and optional for laa respectively. Questions Questions behave a lot like their declarative counterparts, and reduplication is therefore mandatory for both motion verbs gaa ‘to go’ and choo ‘to come’, while laa ‘to let’ and afaa ‘to start, to begin’ show weaker doubling effects and more optionality. Furthermore, this is the case for both open and close (yes/no) questions. Consider the following examples: afaa in open and close questions: Just like in declarative forms, afaa could be reduced to a- and thus be considered the detachable prefix. In this case, afaa would no longer be a reduplicated verb, and that is where the language development seems to move towards. laa in open and close questions: choo and especially gaa, however, don’t allow for their reduced doubling part to be left out in questions, irrespective of the fact whether they are open or close: choo in open and close questions: gaa in open and close questions: Imperative Mood In the imperative mood, just like in questions, gaa ‘to go’ and choo ‘come’ are very strict in their demand for doubling. The same is true for laa ‘to let’; it is ungrammatical to use it in imperative mood undoubled. On the other hand, afaa leaves a lot more room for the speaker to play with. Speakers accept both sentences with only the detachable prefix and no doubling, and sentences with the full doubled form. Imperative mood: gaa Imperative mood: choo Imperative mood: “laa” Imperative mood: afaa Cross-doubling with the verb choo 'to come' and gaa 'to go' In the case of the verb choo ‘to come’, there are situations when instead of it being reduplicated with its reduced form cho, the doubled short form of gaa ‘to go’, go, is used instead. This is possible in almost all instances of choo, regardless of mood or tense. The examples below outline choo reduplicated with both its reduced form cho and the reduced form of gaa, go, in different sentence forms. Declarative main clause, present tense Declarative main clause past tense Subordinate clause Imperative mood Multiple reduplication in gaa 'to go' and choo 'to come': goge, choge With the motion verbs gaa ‘to go’ and choo ‘to come’, where reduplication effects are strongest, there is some variation regarding their reduplicated or reduced forms. Thus, in some Swiss German dialects, gaa will be doubled as goge, while choo will be doubled as choge. In some analyses, this is described as a multiple reduplication phenomenon in that the reduced infinitives go or cho part is repeated as ge, providing the forms goge and choge. However, these forms are used less frequently than their shorter counterparts and seem to be concentrated into a small geographic area of Switzerland. Vocabulary The vocabulary is varied, especially in rural areas: many specialized terms have been retained, e.g., regarding cattle or weather. In the cities, much of the rural vocabulary has been lost. A Swiss German greeting is Grüezi, from Gott grüez-i (Standard German Gott Euch), loosely meaning "God bless you". Most word adoptions come from Standard German. Many of these are now so common that they have totally replaced the original Swiss German words, e.g. the words Hügel 'hill' (instead of Egg, Bühl), Lippe 'lip' (instead of Lëfzge). Others have replaced the original words only in parts of Switzerland, e.g., Butter 'butter' (originally called Anken in most of Switzerland). Virtually any Swiss Standard German word can be borrowed into Swiss German, always adapted to Swiss German phonology. However, certain Standard German words are never used in Swiss German, for instance Frühstück 'breakfast', niedlich 'cute' or zu hause 'at home'; instead, the native words Zmorge, härzig and dehei are used. Swiss dialects have quite a few words from French and Italian, which are perfectly assimilated. Glace (ice cream) for example is pronounced in French but
is where the drummer strikes it, while the bottom head is called the snare head because that is where the snares are located. The tension of each head is held constant by tension rods or ropes. Tension rod adjustment allows the pitch and tonal character of the drum to be customized by the player. The strainer is a lever that engages or disengages contact between the snares and the head, and allows snare tension adjustment. If the strainer is disengaged, the sound of the drum resembles a tom because the snares are inactive. The rim is the metal or wooden ring around the batter head that holds the head onto the drum and provides tension to the head, which can be used for a variety of things, although it is notably used to sound a piercing rimshot with the drumstick when the head and rim are struck together with a single stick. Playing The drum can be played by striking it with a drum stick or any other form of beater, including brushes, rute and hands, all of which produce a softer-sounding vibration from the snare wires. When using a stick, the drummer may strike the head of the drum, the rim (counterhoop), or the shell. When the top head is struck, the bottom (resonant) head vibrates in tandem, which in turn stimulates the snares and produces a cracking sound. The snares can be thrown off (disengaged) with a lever on the strainer so that the drum produces a sound reminiscent of a tom-tom. Rimshots are a technique associated with snare drums in which the head and rim are struck simultaneously with one stick (or in orchestral concert playing, a stick placed on the head and the rim struck by the opposite stick). In contemporary and/or pop and rock music, where the snare drum is used as a part of a drum kit, many of the backbeats and accented notes on the snare drum are played as rimshots, due to the ever-increasing demand for their typical sharp and high-volume sound. A commonly used alternative way to play the snare drum is known as "cross-stick" or "side-stick". This is done by holding the tip of the drumstick against the drum head and striking the stick's other end (the butt) against the rim, using the hand to mute the head. This produces a dry high-pitched click, similar to a set of claves, and is especially common in Latin and jazz music. So-called "ghost notes" are very light "filler notes" played in between the backbeats in genres such as funk and rhythm and blues. The iconic drum roll is produced by alternately bouncing the sticks on the drum head, striving for a controlled rebound. A similar effect can be achieved by playing alternating double strokes on the drum, creating a double stroke roll, or very fast single strokes, creating a single stroke roll. The snares are a fundamental ingredient in the pressed (buzz) drum roll, as they help to blend together distinct strokes that are then perceived as a single, sustained sound. The snare drum is the first instrument to learn in preparing to play a full drum kit. Rudiments are sets of basic patterns often played on a snare drum. Construction Snare drums may be made from various wood, metal, acrylic, or composite, e.g., fiberglass materials. A typical diameter for snare drums is 14 in (36 cm). Marching snare drums are deeper (taller) in size than snare drums normally used for orchestral or drum kit purposes, often measuring 12 in deep (tall). Orchestral and drum kit snare drum shells are about 6 in (15 cm) deep. Piccolo snare drums are even shallower at about 3 in (7.6 cm) deep. Soprano, popcorn, and firecracker snare drums have diameters as small as 8 in (20 cm) and are often used for higher-pitched special effects. Most wooden snare drum shells are constructed in plies (layers) that are heat- and compression-moulded into a cylinder. Steam-bent shells consist of one ply of wood that is gradually rounded into a cylinder and glued at one seam. Reinforcement rings, so-called "re-rings", are often incorporated on the inside surface of the drum shell to keep it perfectly round. Segment shells are made of multiple stacks of segmented wood rings. The segments are glued together and rounded out by a lathe. Similarly, stave shells are constructed of vertically glued pieces of wood into a cylinder (much like a barrel) that is also rounded out by a lathe. Solid shells are constructed of one solid piece of hollowed wood. The heads or skins used are a batter head (the playing surface on the top of the drum) and a resonant (bottom) head. The resonant head is usually much thinner than the batter head and is not beaten while playing. Rather than calfskin, most modern drums use plastic (Mylar) skins of around 10 mils thickness, sometimes with multiple plies (usually two) of around 7 mils for the batter head. In addition, tone control rings or dots can be applied, either on the outer or inner surface of the head, to control overtones and ringing, and can be found positioned in the centre or close to the edge hoops or both. Resonant heads are usually only a few mils thick, to enable them to respond to the movement of the batter head as it is played. Pipe band requirements have led to the development of a Kevlar-based head, enabling very high tuning, thus producing a very high-pitched cracking snare sound. A new technique used to improve the sound quality during snare drum construction is symmetrical venting. In contrast to a standard single vent hole, air can easily travel through and around the instrument without getting caught. This rapid movement creates a smoother, stronger sound. History The snare drum seems to have descended from a medieval drum called the tabor, which was a drum with a single-gut snare strung across the bottom. It is a little bigger than a medium tom and was first used in war, often played with a fife (pipe); the player would play both the
military instrument and its true character cannot be brought out with an incorrect method. When a composer wants a martial effect, he instinctively turns to the drums." Before the advent of radio and electronic communications, the snare drum was often used to communicate orders to soldiers. American troops were woken up by drum and fife playing about five minutes of music, for example, the well-known Three Camps. Troops were called for meals by certain drum pieces, such as "Peas on a Trencher" or "Roast Beef". A piece called the "Tattoo" was used to signal that all soldiers should be in their tent, and the "Fatigue Call" was used to police the quarters or drum unruly women out of the camp. Many of these military pieces required a thorough grounding in rudimental drumming; indeed Moeller states that: "They [the rudimental drummers] were the only ones who could do it [play the military camp duty pieces]". Moeller furthermore states that "No matter how well a drummer can read, if he does not know the rudimental system of drumming, it is impossible for him to play 'The Three Camps,' 'Breakfast Call,' or in fact any of the Duty except the simple beats such as 'The Troop'." During the late 18th and 19th century, the military bugle largely supplanted the snare and fife for signals. Most modern militaries and scouting groups use the bugle alone to make bugle calls that announce scheduled and unscheduled events of the organization (from First Call to Taps). While most modern military signals use only the bugle, the snare is still retained for some signals, for example, the Adjutant's Call. Snare drumheads were originally made from calfskin. The invention of the plastic (Mylar) drumhead is credited to a drummer named Marion "Chick" Evans, who made the first plastic drumhead in 1956. Drum rudiments seem to have developed with the snare drum; the Swiss fife and drum groups are sometimes credited with their invention. The first written rudiment was drawn up in Basel, Switzerland in 1610. Rudiments with familiar names—such as the single paradiddle, flam, drag, ratamacue, and double stroke roll, also called the "ma-ma da-da" roll—are listed in Charles Ashworth's book in 1812. Definitions Military drum/field drum: a snare drum with a diameter of 14–16 in and 9–16 in deep, with a wood or metal shell and the two heads stretched by tensioning screws. It has a snare-release lever to activate or deactivate a minimum of eight metal, gut, or plastic snares. The term came into use in 1837 with the invention of the tensioning-screw mechanism. While it frequently placed on a stand, it can also be played without the stand, screws and the lever in marching configuration. Also called a Tamburo Militare in Italian, a Militär-Trommel in German, a Tambor in Spanish, a Tamboer in Dutch or a Tambour Militaire or Tambour D'ordonannce in French, or uncommonly a Street Drum in English. Side drum: a common British and Scottish Highlands term for a snare drum. Also known as a Piccolo Cassa or Tamburo Piccolo in Italian, Kleine Trommel in German, Caja in Spanish, or Caisse Claire in French. Refers commonly to an orchestral snare drum in America, while in the Commonwealth it refers to a marching snare. Tabor: a large drum with a single snare on the batter head used in the Middle Ages and sometimes called for in orchestral repertoire. Also known as a Tenor Drum, a Tamburello in Italian, a Tamburin in German, or a Tambourin Provençal in French. Not to be confused with the Scottish pipe band tenor drum which has no snare. Types There are many types of snare drums, for example: Marching snare ("regular" and "high tension") Marching snares are typically deep and wide. The larger design allows for a deeper-sounding tone, one that is effective for marching bands. Many marching snares are built to withstand high amounts of tension, tightened by a drum key. They are often played with a heavier and thicker stick, more commonly referred to as "marching sticks". Snares are often nylon or gut. Pipe Band Snare Similar to a marching snare, pipe band snares are deep and tuned quite tightly. The major difference is that they feature a second set of snare wires beneath the batter head, along with the normal set on the resonant head. This gives them an even more crisp and snappy sound. Snare drummers form an integral part of pipe bands, accompanying the bagpipes, and playing music written to fit the pipe tunes. A bass drummer and several tenor drummers, who also perform visual representations of the music, known as flourishing, add to the percussion section of a pipe band. The music played by pipe band snare drummers can be technically difficult, and requires a high degree of rudimental ability, similar to that of marching bands. Pipe Band snare normally use the traditional grip. Drum kit snare Drum kit snares are usually about a third to half the depth of a marching snare. They are typically in diameter and , with depths also available. Typically uses coiled metal snare wires. Piccolo snare The piccolo snare is a type of snare used by drummers seeking a higher-pitched sound from their snare. Because the piccolo snare has a narrower depth than that of the marching snare or set snare, a higher-pitched "pop" is more widely associated with it. Although the piccolo snare has a more distinctive, unique sound, it has some downsides. Because of the "sharper" sound of the piccolo, its sound travels further and is picked up by microphones further away during recording, making it difficult to record effectively. There are many kinds of piccolo snare which can be piccolos, including the popcorn, soprano and standard snares. Popcorn snares typically have a diameter of , sopranos , and standard piccolos . A well-known user of the piccolo snare is Neil Peart, the drummer of Rush, who has used a X Shell Series Piccolo. Orchestral Snare Orchestral snare drums usually conform to the dimensions of drum kit snares, but often have a calf skin head or a synthetic approximation of a natural head material. They also typically use snares made of metal cable, gut, synthetic cord, or nylon, with some orchestral snare strainers supporting 3 different materials simultaneously and the ability to tune each bundle of snare material independently. Tabor The tabor snare dates back to around the 14th century, and was used for marching beats in wars. It is a double-headed drum with a single snare strand, and was often played along with the three-holed pipe flute. The dimensions vary with the different types of tabor. It is typically wide and around in diameter. Tarol The tarol snare has similar dimensions to the kit snare. The major distinction is that the snares in this type are on the top head rather than the bottom one. Caixa malacacheta "Caixa" meaning "box". This is a simple diameter, deep snare typical of Samba played in Southern Brasil. Made from aluminum or steel with the snare wires on top, it can be played from a sling or "em cima" – on the shoulder to project the sound. Famous solo works "Three Dances for Solo Snare Drum" by Warren Benson "Trommel Suite" by Siegfried Fink "American Suite for Solo Snare Drum" by Guy Gauthreaux II "Prím" by Áskell Másson "March-Cadenza" by Gert Mortensen "Douze Études pour Caisse Claire" by Jacques
stated Whitsunday fell on the Western Christian date of 21 May 1589 (rather than the Orthodox Church date of 28 May), the paper suggests that Linschoten was referring to the Protestant feast-day for Saint Helena on 21 May, not the Orthodox Church version on the same date. It is then argued the Portuguese found the island two decades before the start of the Reformation and the establishment of Protestantism, and it is therefore not possible that the island was so named because it was found on the Protestant feast day. An alternative discovery date of 3 May on the Catholic feast-day celebrating the finding of the True Cross by Saint Helena in Jerusalem, as quoted by Odoardo Duarte Lopes in 1591 and by Sir Thomas Herbert in 1638, is suggested as historically more credible than the Protestant date of 21 May. The paper observes that if da Nova made the discovery on 3 May 1502, he may have been inhibited from naming the island Ilha de Vera Cruz (Island of the True Cross) because Pedro Álvares Cabral had already assigned that same name to the Brazilian coastline, which he thought to be a large island, on 3 May 1500. News of Cabral's discovery reached Lisbon directly from South America before da Nova's fleet set off on the voyage to India in 1501. If da Nova knew the True Cross name had already been assigned, the most obvious and plausible alternative name for him to give the island was "Santa Helena". It has also been suggested that all the early Portuguese accounts describing the discovery of St Helena by João da Nova after rounding the Cape of Good Hope were wrong and that he actually discovered Tristan da Cunha on the feast day of St Helena, the island not being discovered until 30 July 1503 by a squadron under the command of Estêvão da Gama, da Nova having discovered Tristan da Cunha on the feast day of St Helena. However, this last theory seems improbable because if da Nova indeed found Tristan on the Catholic feast-day for Saint Helena on 18 August, he had insufficient time to arrive back at Lisbon by 11 September. The long tradition that João da Nova built a chapel from one of his wrecked carracks has been shown to be based on a misreading of the records. The Portuguese found it uninhabited, with an abundance of trees and fresh water. They imported livestock (mainly goats), fruit trees, and vegetables, built a chapel and one or two houses, and left their sick, suffering from scurvy and other ailments, to be taken home, if they recovered, by the next ship, but they formed no permanent settlement. The island thereby became crucially important for the collection of food and as a rendezvous point for homebound voyages from Asia. The island was directly in line with the Trade Winds which took ships rounding the Cape of Good Hope into the South Atlantic. St Helena was much less frequently visited by Asia-bound ships, the northern trade winds taking ships towards the South American continent rather than the island. An analysis has been published of the Portuguese ships arriving at St Helena in the period 1502–1613. It is a popular belief that the Portuguese managed to keep the location of this remote island a secret until almost the end of the 16th century. However, both the location of the island and its name were quoted in a Dutch book in 1508, which described a 1505 Portuguese expedition led by Francisco de Almeida from the East Indies: "[o]n the twenty-first day of July we saw land, and it was an island lyng six hundred and fifty miles from the Cape, and called Saint Helena, howbeit we could not land there. [...] And after we left the island of Saint Helena, we saw another island two hundred miles from there, which is called Ascension". Also, Lopo Homem-Reineis published the Atlas Universal about 1519 which clearly showed the locations of St Helena and Ascension. The first residents all arrived on Portuguese vessels. Its first known permanent resident was Portuguese, Fernão Lopes (also Fernando Lopes) who had turned traitor in India and had been mutilated by order of Alphonso d'Albuquerque, the Governor of Goa. Fernão Lopes preferred being marooned to returning to Portugal in his maimed condition, and lived on Saint Helena from about 1516. By royal command, Lopes returned to Portugal about 1526 and then travelled to Rome, where Pope Clement VII granted him an audience. Lopes returned to Saint Helena, where he died in 1545. When the island was discovered, it was covered with unique indigenous vegetation. Claims that on discovery the island "was entirely covered with forests, the trees drooping over the tremendous precipices that overhang the sea" have been questioned. It is argued that the presence of an endemic plover and several endemic insects adapted to the barren and arid coastal portions of the island are strong indications that these conditions existed before the island was discovered. Also, the earliest description of the island by Thome Lopez, who sighted the island on 3 July 1503, specifically states that coastal trees were absent: ". . . nor did we see any kind of trees, but it was completely green . . ." Rather than trees, this eyewitness account suggests the presence of low-height scrub adapted to the coastal desert conditions. Nevertheless, St Helena certainly once had a rich and dense inland forest. The loss of endemic vegetation, birds and other fauna, much of it within the first 50 years of discovery, can be attributed to the impact of humans and their introduction of goats, pigs, dogs, cats, rats as well as the introduction of non-endemic birds and vegetation into the island. Sometime before 1557 five people (two male slaves from Mozambique, one from Java and two women) escaped from a ship and remained hidden on the island for many years, long enough for their numbers to rise to twenty. Bermudez, the Patriarch of Abyssinia landed at St Helena in 1557 on a voyage to Portugal, remaining on the island for a year. Three Japanese ambassadors on an embassy to the Pope also visited St Helena in 1583. Strong circumstantial evidence supports the idea that Sir Francis Drake located the island on the final lap of his circumnavigation of the world (1577–1580). It is suspected this explains how the location of the island was certainly known to the English only a few years later, for example, William Barrett (who died in 1584 as English consul at Aleppo, Syria) stated the island was "sixteen degrees to the South", which is precisely the correct latitude. Again, it is also clear that the Elizabethan adventurer Edward Fenton at the very least knew the approximate location of the island in 1582. It therefore seems unlikely that when Thomas Cavendish arrived in 1588 during his first attempt to circumnavigate the world, he was the first Englishman to land at the island. He stayed for 12 days and described the valley (initially called Chapel Valley) where Jamestown is situated as "a marvellous fair and pleasant valley, wherein divers handsome buildings and houses were set up, and especially one which was a church, which was tiled, and whitened on the outside very fair, and made with a porch, and within the church at the upper end was set an alter.... This valley is the fairest and largest low plot in all the island, and it is marvellous sweet and pleasant, and planted in every place with fruit trees or with herbs.... There are on this island thousands of goats, which the Spaniards call cabritos, which are very wild: you shall sometimes see one or two hundred of them together, and sometimes you may behold them going in a flock almost a mile long." Another English seaman, Captain Abraham Kendall, visited Saint Helena in 1591, and in 1593 Sir James Lancaster stopped at the island on his way home from the East. Once St Helena's location was more widely known, English ships of war began to lie in wait in the area to attack Portuguese India carracks on their way home. As a result, in 1592 Philip II of Spain and I of Portugal (1581–1598) ordered the annual fleet returning from Goa on no account to touch at St Helena. In developing their Far East trade, the Dutch also began to frequent the island. One of their first visits was in 1598 when an expedition of two vessels piloted by John Davis (English explorer) attacked a large Spanish Caravel, only to be beaten off and forced to retreat to Ascension Island for repairs. The Italian merchant Francesco Carletti, claimed in his autobiography he was robbed by the Dutch when sailing on a Portuguese ship in 1602. The Portuguese and Spanish soon gave up regularly calling at the island, partly because they used ports along the West African coast, but also because of attacks on their shipping, desecration to their chapel and images, destruction of their livestock and destruction of plantations by Dutch and English sailors. In 1603 Lancaster again visited Saint Helena on his return from the first voyage equipped by the British East India Company. In 1610, by which time most Dutch and English ships visited the island on their home voyage, François Pyrard de Laval deplored the deterioration since his last visit in 1601, describing damage to the chapel and destruction of fruit trees by cutting down trees to pick the fruit. Whilst Thomas Best, commander of the tenth British East India Company expedition reported plentiful supplies of lemons in 1614, only 40 lemon trees were observed by the traveller Peter Mundy in 1634. The Dutch Republic formally made claim to St Helena in 1633, although there is no evidence that they ever occupied, colonised or fortified it. A Dutch territorial stone, undated but certainly later than 1633, is presently kept in the island's archive office. By 1651, the Dutch had mainly abandoned the island in favour of their colony founded at the Cape of Good Hope. East India Company, 1658–1815 The idea for the English to make claim to the island was first made in a 1644 pamphlet by Richard Boothby. By 1649, the East India Company (EIC) ordered all homeward-bound vessels to wait for one another at St Helena and in 1656 onward the Company petitioned the government to send a man-of-war to convoy the fleet home from there. Having been granted a charter to govern the island by the Lord Protector of the Commonwealth Oliver Cromwell in 1657, the following year the Company decided to fortify and colonise St Helena with planters. A fleet commanded by Captain John Dutton (first governor, 1659–1661) in the Marmaduke arrived at St Helena in 1659. It is from this date that St Helena claims to be Britain's second oldest colony (after Bermuda). A fort, originally named the Castle of St John, was completed within a month and further houses were built further up the valley. It soon became obvious that the island could not be made self-sufficient and in early 1658, the East India Company ordered all homecoming ships to provide one ton of rice on their arrival at the island. With the restoration of the monarchy in 1660, the fort was renamed James Fort, the town Jamestown and the valley James Valley, all in honour of the Duke of York, later James II of England. The East India Company immediately sought a Royal Charter, possibly to give their occupation of St Helena legitimacy. This was issued in 1661 and gave the Company the sole right to fortify and colonise the island "in such legal and reasonable manner the said Governor and Company should see fit". Each planter was allocated one of 130 pieces of land, but the Company had great difficulty attracting new immigrants, the population falling to only 66, including 18 slaves, by 1670. The long tradition that the early settlers included many who had lost their home in the 1666 Great Fire of London has been shown to be a myth. John Dutton's successors as governor, Robert Stringer (1661–1670) and Richard Coney (1671–1672), repeatedly warned the Company of unrest amongst the inhabitants, Coney complaining the inhabitants were drunks and ne’er-do-wells. In 1672 Coney was seized by rebellious members of the island's council and shipped back to England. Coincidentally, the Company had already sent a replacement governor, Anthony Beale (1672–1673). Finding that the cape was not the ideal harbour they originally envisaged, the Dutch East India Company launched an armed invasion of St Helena from the Cape colony over Christmas 1672. Governor Beale was forced to abandon the island in a Company ship, sailing to Brazil where he hired a fast ship. This he used to locate an East India Company flotilla sent to reinforce St Helena with fresh troops. The Company retook the island in May 1673 without loss of life and reinforced it with 250 troops. The same year the Company petitioned a new Charter from Charles II of England and this granted the island free title as though it was a part of England "in the same manner as East Greenwich in the County of Kent". Acknowledging that St Helena was a place where there was no trade, the Company was permitted to send from England any provisions free of Customs and to convey as many settlers as required. In 1674 discontented settlers and troops seized Richard Keigwin (1673–1674), the next acting governor; it was only the lucky arrival of an East India Company fleet under the command of Captain William Basse that freed Keigwin. By 1675, the part-time recruitment of settlers in a Militia enabled the permanent garrison to be reduced to 50 troops. On leaving the University of Oxford, in 1676, Edmond Halley visited Saint Helena and set up an observatory with a aerial telescope and observed the positions of 341 stars in the Southern hemisphere. His observation site is near St Mathew's Church in Hutt's Gate, in the Longwood district. The 680m high hill there is named for him and is called Halley's Mount. Amongst the most significant taxes levied on imports was a requirement for all ships trading with Madagascar to deliver one slave. Slaves were also brought from Asia by incoming shipping. Thus, most slaves came from Madagascar and Asia rather than the African mainland. By 1679, the number of slaves had risen to about 80. An uprising by soldiers and planters in 1684 during the governorship of John Blackmore (1678–1689) led to the death of three mutineers in an attack on Fort James and the later execution of four others. The formation of the Grand Alliance and outbreak of war against France in 1689 meant that for several years ships from Asia avoided the island for fear of being attacked by French men-of-war. Soldiers at the end of their service thereby had restricted opportunities to obtain a passage back to Britain. Governor Joshua Johnson (1690–1693) also prevented soldiers smuggling themselves aboard ships by ordering all outgoing ships to leave only during daylight hours. This led to a mutiny in 1693 in which a group of mutineer soldiers seized a ship and made their escape, during the course of which Governor Johnson was killed. Meanwhile, savage punishment was meted out to slaves during this period, some being burnt alive and others starved to death. Rumours of an uprising by slaves in 1694 led to the gruesome execution of three slaves and cruel punishment of many others. The clearance of the indigenous forest for the distillation of spirits, tanning and agricultural development began to lead to shortage of wood by the 1680s. The numbers of rats and goats had reached plague proportions by the 1690s, leading to the destruction of food crops and young tree shoots. Neither an increase on duty on the locally produced arrack nor a duty on all firewood helped reduce the deforestation whilst attempts to reforest the island by governor John Roberts (1708–1711) were not followed up by his immediate successors. The Great Wood, which once extended from Deadwood Plain to Prosperous Bay Plain, was reported in 1710 as not having a single tree left standing. An early mention of the problems of soil erosion was made in 1718 when a waterspout broke over Sandy Bay, on the southern coast. Against the background of this erosion, several years of drought and the general dependency of St Helena, in 1715 governor Isaac Pyke (1714–1719) made the serious suggestion to the Company that appreciable savings could be made by moving the population to Mauritius, evacuated by the French in 1710. However, with the outbreak of war with other European countries, the Company continued to subsidise the island because of its strategic location. An ordinance was passed in 1731 to preserve the woodlands through the reduction in the goat population. Despite the clear connection between deforestation and the increasing number of floods (in 1732, 1734, 1736, 1747, 1756 and 1787) the East India Company's Court of Directors gave little support to efforts by governors to eradicate the goat problem. Rats were observed in 1731 building nests in trees two feet across, a visitor in 1717 commenting that the vast number of wild cats preferred to live off young partridges than the rats. An outbreak of plague in 1743 was attributed to the release of infected rats from ships arriving from India. By 1757, soldiers were employed in killing the wild cats. William Dampier called into St Helena in 1691 at the end of his first of three circumnavigations of the world and stated Jamestown comprised 20–30 small houses built with rough stones furnished with mean furniture. These houses were only occupied when ships called at the island because their owners were all employed on their plantations further in the island. He described how women born on the island "very earnestly desired to be released from that Prison, having no other way to compass this but by marrying Seamen of Passengers that touch here". Dampier described the island, which he called 'Santa Hellena', in his book A New Voyage Round The World, published in 1697. Following commercial rivalries between the original English East India Company and a New East India Company created in 1698, a new Company was formed in 1708 by amalgamation, and entitled the "United Company of Merchants of England, trading to the East Indies". St Helena was then transferred to this new United East India Company. The same year, extensive work began to build the present Castle. Because of a lack of cement, mud was used as the mortar for many buildings, most of which had deteriorated into a state of ruin. In a search for lime on the island, a soldier in 1709 claimed to have discovered gold and silver deposits in Breakneck Valley. For a short period, it is believed that almost every able-bodied man was employed in prospecting for these precious metals. The short-lived Breakneck Valley Gold Rush ended with the results of an assay of the deposits in London, showing that they were iron pyrites. A census in 1723 showed that out of a total population 1,110, some 610 were slaves. In 1731, a majority of tenant planters successfully petitioned governor Edward Byfield (1727–1731) for the reduction of the goat population. The next governor, Isaac Pyke (1731–1738), had a tyrannical reputation but successfully extended tree plantations, improved fortifications and transformed the garrison and militia into a reliable force for the first time. In 1733 Green Tipped Bourbon Coffee seeds were brought from the coffee port of Mocha in Yemen, on a Company ship The Houghton and were planted at various locations around the Island where the plants flourished, despite general neglect. Robert Jenkins, of "Jenkins' Ear" fame (governor 1740–1742) embarked on a programme of eliminating corruption and improving the defences. The island's first hospital was built on its present site in 1742. Governor Charles Hutchinson (1747–1764) tackled the neglect of crops and livestock and also brought the laws of the island closer to those in England. Nevertheless, racial discrimination continued and it was not until 1787 that the black population were allowed to give evidence against whites. In 1758 three French warships were seen lying off the island in wait for the Company's India fleet. In an inconclusive battle, these were engaged by warships from the Company's China fleet. Nevil Maskelyne and Robert Waddington set up an observatory in 1761 to observe the transit of Venus, following a suggestion first made by Halley. In the event, observations were obscured by cloud. Most of the cattle were destroyed this year through an unidentified sickness. In the peak era, a thousands ships per year stopped there leaving the governor to try to police the numerous visitors and to limit the consumption of arrack, made from potatoes. (The mutinies may have been fueled by alcohol.) Because Jamestown was "too raucous with its taverns and brothels", St Paul’s Cathedral was built outside the town. Attempts by governor John Skottowe (1764–1782) to regularise the sale of arrack and punch led to some hostility and desertions by a number of troops who stole boats and were probably mostly lost at sea — however, at least one group of seven soldiers and a slave succeeded in escaping to Brazil in 1770. It was from about this date that the island began, for the first time, to enjoy a prolonged period of prosperity. The first Parish Church in Jamestown had been showing signs of decay for many years, and finally a new building was erected in 1774. St James' is now the oldest Anglican church south of the Equator. Captain James Cook visited the island in 1775 on the final leg of his second circumnavigation of the world. An order by governor Daniel Corneille (1782–1787) banning garrison troops and sailors from punch-taverns, only allowing them to drink at army canteens, led to a mutiny over Christmas 1787 when some 200 troops skirmished with loyal troops over a three-day period. Courts martial condemned 99 mutineers to death. These mutineers were then decimated; lots were drawn, with one in every ten being shot and executed. Saul Solomon is believed to have arrived at the island about 1790, where he eventually formed the Solomon's company, initially based at an emporium. Today the Rose and Crown shop occupies the building. Captain Bligh arrived at St Helena in 1792 during his second attempt to ship a cargo of breadfruit trees to Jamaica. That same year saw the importation of slaves made illegal. In 1795 governor Robert Brooke (1787–1801) was alerted that the French had overrun the Netherlands, forcing the Dutch to become their allies. Some 411 troops were sent from the garrison to support General Sir James Craig in his successful capture of the Dutch colony at the Cape of Good Hope. Fortifications were improved and a new system of visual signalling introduced. Brooke had a battery built at Ladder Hill, and a tower to protect its rearward approaches, known as High Knoll Fort. As a result of a policy of recruiting time-expired soldiers calling at the island on their voyage home from India, the St Helena Regiment was built up to 1,000 men by 1800. At the same time, every able-bodied man joined the island's militia. The arrival of a fleet of ships in January 1807 caused an outbreak of measles. The outbreak led to the death of 102 "Blacks" (probably under-reported in church records), and 58 "whites" in the two months to May. With the importation of slaves no longer being legal, Governor Robert Patton (1802–1807) recommended that Company import Chinese labour to grow the rural workforce. The first Chinese labourers arrived in 1810, and the total number rose to about 600 by 1818. After 1836, many were allowed to stay on and their descendants became integrated into the population. Governor Alexander Beatson (1808–1813) took action to reduce drunkenness by prohibiting the public sale of spirits and the importation of cheap Indian spirits. As in 1787, these actions resulted in a mutiny by about 250 troops in December 1811. After the mutineers surrendered to loyal troops, nine of the mutineers' leaders were executed. Under the aegis of the next governor, Mark Wilks (1813–1816) farming methods were improved, a rebuilding programme initiated, and the first public library opened. A census in 1814 showed the number of inhabitants was 3,507. British rule 1815–1821, and Napoleon's exile Main text: Napoleon I of France: Exile on Saint Helena In 1815 the British government selected Saint Helena as the place of detention of Napoleon Bonaparte. He was brought to the island in October 1815 and lodged at Longwood, where he died on 5 May 1821. During this period the island was strongly garrisoned by regular British regimental troops and by the local St Helena Regiment, with Royal Navy ships circling the island. Agreement was reached that St Helena would be placed in the hands of a general officer of His Majesty's service during Napoleon's confinement. The British government would meet all expenses relating to the prisoner and would be responsible for both his and the island's security. Sir Hudson Lowe (1816–1821), was duly appointed reporting to Lord Bathurst, the Secretary of State for War and the Colonies through the EIC's Secret Committee in London. Brisk business was enjoyed catering for the additional 2,000 troops and personnel on the island over the six-year period, although restrictions placed against ships landing during this period posed a challenge for local traders to import the necessary goods. The 1817 census recorded 821 white inhabitants, a garrison of 820 men, 618 Chinese indentured labourers, 500 free blacks and 1,540 slaves. In 1818, whilst admitting that nowhere in the world did slavery exist in a milder form than on St Helena, Lowe initiated the first step in emancipating the slaves by persuading slave owners to give all slave children born after Christmas of that year their freedom once they had reached their late teens. Solomon Dickson & Taylor issued £147-worth of copper halfpenny tokens sometime before 1821 to enhance local trade. British East India Company, 1821–1834 After Napoleon's death the large number of temporary residents, such as military personnel, were soon withdrawn. The East India Company resumed full control of Saint Helena and life returned to the pre-1815 standards, the fall in population causing a sharp change in the economy. The next governors, Thomas Brooke (temporary governor, 1821–1823) and Alexander Walker (1823–1828), successfully brought the island through this post-Napoleonic period with the opening of a new farmer's market in Jamestown, the foundation of an Agricultural and Horticultural Society and improvements in education. The importation of slaves was banned in 1792, but the phased emancipation of over 800 resident slaves did not take place until 1827, some six years before legislation to ban slavery in the colonies was passed by the British Parliament. An abortive attempt was made to set up a whaling industry in 1830 (also in 1875). Following praise of St Helena's coffee given by Napoleon during his exile on the island, the product enjoyed a brief popularity in Paris during the years after his death. British rule, a Crown colony, 1834–1981 The Parliament of the United Kingdom passed the Saint Helena Act in 1833, a provision of which transferred control of St Helena from the East India Company to the Crown with effect from 2 April 1834. In practice, the transfer did not take effect until 24 February 1836 when Major-General George Middlemore (1836–1842), the first governor appointed by the British government, arrived with 91st Regiment troops. He summarily dismissed St Helena Regiment and, following orders from London, embarked on a savage drive to cut administrative costs, dismissing most officers previously in the Company employ. This triggered the start of a long-term pattern whereby those who could afford to do so tended to leave the island for better fortunes and opportunities elsewhere. The population was to fall gradually from 6,150 in 1817 to less than 4,000 by 1890. Charles Darwin spent six days of observation on the island in 1836 during his return journey on HMS Beagle. Controversial figure, Dr. James Barry, also arrived that year as principal medical officer (1836–1837). In addition to reorganising the hospital, Barry highlighted the heavy incidence of venereal diseases in the civilian population, blaming the government for the removal of the St Helena Regiment, which resulted in destitute females resorting to prostitution. Following the conquest of Aden in January 1839 and the establishment of a coal station there, the journey time to the Far East (via the Mediterranean, the Alexandria to Cairo overland crossing and the Red Sea) was roughly halved compared with the traditional South Atlantic route. This precursor to the effects of the Suez Canal (1869), coupled with the advent of steam shipping that was not dependent on trade winds led to a gradual reduction in the number of ships calling at St Helena and to a decline in its strategic importance to Britain and economic fortunes. (A 2020 report adds that the island's prosperity ended after 1860 when "the Suez Canal shifted trade routes north"/) The number of ships calling at the island fell from 1,100 in 1855; to 853 in 1869; to 603 in 1879 and to only 288 in 1889. In 1839, London coffee merchants Wm Burnie & Co described St Helena coffee as being of "very superior quality and flavour". In 1840 the British Government deployed a naval station to suppress the African slave trade. The squadron was based at St Helena and a Vice Admiralty Court was based at Jamestown to try the crews of the slave ships. Most of these were broken up and used for salvage. Between 1840 and 1849, 15,076 freed slaves, known as "Liberated Africans" were landed at Rupert's Bay on the island, of which number over 5,000 were dead or died there. The final number up to the 1870s when the depot was finally closed has not yet been accurately determined, but would be over 20,000. Surviving freed slaves lived at Lemon Valley – originally the quarantine area, later for women and children, Rupert's and High Knoll, and only when numbers became too great were they sent to Cape Town and the British West Indies as labourers. About 500 remained on St Helena, where they were employed. In later years, some were sent to Sierra Leone. It was also in 1840 that the British government acceded to a French request for Napoleon's body to be returned to France in what became known as the retour des cendres. The body, in excellent state of preservation, was exhumed on 15 October 1840 and
trees, but it was completely green . . ." Rather than trees, this eyewitness account suggests the presence of low-height scrub adapted to the coastal desert conditions. Nevertheless, St Helena certainly once had a rich and dense inland forest. The loss of endemic vegetation, birds and other fauna, much of it within the first 50 years of discovery, can be attributed to the impact of humans and their introduction of goats, pigs, dogs, cats, rats as well as the introduction of non-endemic birds and vegetation into the island. Sometime before 1557 five people (two male slaves from Mozambique, one from Java and two women) escaped from a ship and remained hidden on the island for many years, long enough for their numbers to rise to twenty. Bermudez, the Patriarch of Abyssinia landed at St Helena in 1557 on a voyage to Portugal, remaining on the island for a year. Three Japanese ambassadors on an embassy to the Pope also visited St Helena in 1583. Strong circumstantial evidence supports the idea that Sir Francis Drake located the island on the final lap of his circumnavigation of the world (1577–1580). It is suspected this explains how the location of the island was certainly known to the English only a few years later, for example, William Barrett (who died in 1584 as English consul at Aleppo, Syria) stated the island was "sixteen degrees to the South", which is precisely the correct latitude. Again, it is also clear that the Elizabethan adventurer Edward Fenton at the very least knew the approximate location of the island in 1582. It therefore seems unlikely that when Thomas Cavendish arrived in 1588 during his first attempt to circumnavigate the world, he was the first Englishman to land at the island. He stayed for 12 days and described the valley (initially called Chapel Valley) where Jamestown is situated as "a marvellous fair and pleasant valley, wherein divers handsome buildings and houses were set up, and especially one which was a church, which was tiled, and whitened on the outside very fair, and made with a porch, and within the church at the upper end was set an alter.... This valley is the fairest and largest low plot in all the island, and it is marvellous sweet and pleasant, and planted in every place with fruit trees or with herbs.... There are on this island thousands of goats, which the Spaniards call cabritos, which are very wild: you shall sometimes see one or two hundred of them together, and sometimes you may behold them going in a flock almost a mile long." Another English seaman, Captain Abraham Kendall, visited Saint Helena in 1591, and in 1593 Sir James Lancaster stopped at the island on his way home from the East. Once St Helena's location was more widely known, English ships of war began to lie in wait in the area to attack Portuguese India carracks on their way home. As a result, in 1592 Philip II of Spain and I of Portugal (1581–1598) ordered the annual fleet returning from Goa on no account to touch at St Helena. In developing their Far East trade, the Dutch also began to frequent the island. One of their first visits was in 1598 when an expedition of two vessels piloted by John Davis (English explorer) attacked a large Spanish Caravel, only to be beaten off and forced to retreat to Ascension Island for repairs. The Italian merchant Francesco Carletti, claimed in his autobiography he was robbed by the Dutch when sailing on a Portuguese ship in 1602. The Portuguese and Spanish soon gave up regularly calling at the island, partly because they used ports along the West African coast, but also because of attacks on their shipping, desecration to their chapel and images, destruction of their livestock and destruction of plantations by Dutch and English sailors. In 1603 Lancaster again visited Saint Helena on his return from the first voyage equipped by the British East India Company. In 1610, by which time most Dutch and English ships visited the island on their home voyage, François Pyrard de Laval deplored the deterioration since his last visit in 1601, describing damage to the chapel and destruction of fruit trees by cutting down trees to pick the fruit. Whilst Thomas Best, commander of the tenth British East India Company expedition reported plentiful supplies of lemons in 1614, only 40 lemon trees were observed by the traveller Peter Mundy in 1634. The Dutch Republic formally made claim to St Helena in 1633, although there is no evidence that they ever occupied, colonised or fortified it. A Dutch territorial stone, undated but certainly later than 1633, is presently kept in the island's archive office. By 1651, the Dutch had mainly abandoned the island in favour of their colony founded at the Cape of Good Hope. East India Company, 1658–1815 The idea for the English to make claim to the island was first made in a 1644 pamphlet by Richard Boothby. By 1649, the East India Company (EIC) ordered all homeward-bound vessels to wait for one another at St Helena and in 1656 onward the Company petitioned the government to send a man-of-war to convoy the fleet home from there. Having been granted a charter to govern the island by the Lord Protector of the Commonwealth Oliver Cromwell in 1657, the following year the Company decided to fortify and colonise St Helena with planters. A fleet commanded by Captain John Dutton (first governor, 1659–1661) in the Marmaduke arrived at St Helena in 1659. It is from this date that St Helena claims to be Britain's second oldest colony (after Bermuda). A fort, originally named the Castle of St John, was completed within a month and further houses were built further up the valley. It soon became obvious that the island could not be made self-sufficient and in early 1658, the East India Company ordered all homecoming ships to provide one ton of rice on their arrival at the island. With the restoration of the monarchy in 1660, the fort was renamed James Fort, the town Jamestown and the valley James Valley, all in honour of the Duke of York, later James II of England. The East India Company immediately sought a Royal Charter, possibly to give their occupation of St Helena legitimacy. This was issued in 1661 and gave the Company the sole right to fortify and colonise the island "in such legal and reasonable manner the said Governor and Company should see fit". Each planter was allocated one of 130 pieces of land, but the Company had great difficulty attracting new immigrants, the population falling to only 66, including 18 slaves, by 1670. The long tradition that the early settlers included many who had lost their home in the 1666 Great Fire of London has been shown to be a myth. John Dutton's successors as governor, Robert Stringer (1661–1670) and Richard Coney (1671–1672), repeatedly warned the Company of unrest amongst the inhabitants, Coney complaining the inhabitants were drunks and ne’er-do-wells. In 1672 Coney was seized by rebellious members of the island's council and shipped back to England. Coincidentally, the Company had already sent a replacement governor, Anthony Beale (1672–1673). Finding that the cape was not the ideal harbour they originally envisaged, the Dutch East India Company launched an armed invasion of St Helena from the Cape colony over Christmas 1672. Governor Beale was forced to abandon the island in a Company ship, sailing to Brazil where he hired a fast ship. This he used to locate an East India Company flotilla sent to reinforce St Helena with fresh troops. The Company retook the island in May 1673 without loss of life and reinforced it with 250 troops. The same year the Company petitioned a new Charter from Charles II of England and this granted the island free title as though it was a part of England "in the same manner as East Greenwich in the County of Kent". Acknowledging that St Helena was a place where there was no trade, the Company was permitted to send from England any provisions free of Customs and to convey as many settlers as required. In 1674 discontented settlers and troops seized Richard Keigwin (1673–1674), the next acting governor; it was only the lucky arrival of an East India Company fleet under the command of Captain William Basse that freed Keigwin. By 1675, the part-time recruitment of settlers in a Militia enabled the permanent garrison to be reduced to 50 troops. On leaving the University of Oxford, in 1676, Edmond Halley visited Saint Helena and set up an observatory with a aerial telescope and observed the positions of 341 stars in the Southern hemisphere. His observation site is near St Mathew's Church in Hutt's Gate, in the Longwood district. The 680m high hill there is named for him and is called Halley's Mount. Amongst the most significant taxes levied on imports was a requirement for all ships trading with Madagascar to deliver one slave. Slaves were also brought from Asia by incoming shipping. Thus, most slaves came from Madagascar and Asia rather than the African mainland. By 1679, the number of slaves had risen to about 80. An uprising by soldiers and planters in 1684 during the governorship of John Blackmore (1678–1689) led to the death of three mutineers in an attack on Fort James and the later execution of four others. The formation of the Grand Alliance and outbreak of war against France in 1689 meant that for several years ships from Asia avoided the island for fear of being attacked by French men-of-war. Soldiers at the end of their service thereby had restricted opportunities to obtain a passage back to Britain. Governor Joshua Johnson (1690–1693) also prevented soldiers smuggling themselves aboard ships by ordering all outgoing ships to leave only during daylight hours. This led to a mutiny in 1693 in which a group of mutineer soldiers seized a ship and made their escape, during the course of which Governor Johnson was killed. Meanwhile, savage punishment was meted out to slaves during this period, some being burnt alive and others starved to death. Rumours of an uprising by slaves in 1694 led to the gruesome execution of three slaves and cruel punishment of many others. The clearance of the indigenous forest for the distillation of spirits, tanning and agricultural development began to lead to shortage of wood by the 1680s. The numbers of rats and goats had reached plague proportions by the 1690s, leading to the destruction of food crops and young tree shoots. Neither an increase on duty on the locally produced arrack nor a duty on all firewood helped reduce the deforestation whilst attempts to reforest the island by governor John Roberts (1708–1711) were not followed up by his immediate successors. The Great Wood, which once extended from Deadwood Plain to Prosperous Bay Plain, was reported in 1710 as not having a single tree left standing. An early mention of the problems of soil erosion was made in 1718 when a waterspout broke over Sandy Bay, on the southern coast. Against the background of this erosion, several years of drought and the general dependency of St Helena, in 1715 governor Isaac Pyke (1714–1719) made the serious suggestion to the Company that appreciable savings could be made by moving the population to Mauritius, evacuated by the French in 1710. However, with the outbreak of war with other European countries, the Company continued to subsidise the island because of its strategic location. An ordinance was passed in 1731 to preserve the woodlands through the reduction in the goat population. Despite the clear connection between deforestation and the increasing number of floods (in 1732, 1734, 1736, 1747, 1756 and 1787) the East India Company's Court of Directors gave little support to efforts by governors to eradicate the goat problem. Rats were observed in 1731 building nests in trees two feet across, a visitor in 1717 commenting that the vast number of wild cats preferred to live off young partridges than the rats. An outbreak of plague in 1743 was attributed to the release of infected rats from ships arriving from India. By 1757, soldiers were employed in killing the wild cats. William Dampier called into St Helena in 1691 at the end of his first of three circumnavigations of the world and stated Jamestown comprised 20–30 small houses built with rough stones furnished with mean furniture. These houses were only occupied when ships called at the island because their owners were all employed on their plantations further in the island. He described how women born on the island "very earnestly desired to be released from that Prison, having no other way to compass this but by marrying Seamen of Passengers that touch here". Dampier described the island, which he called 'Santa Hellena', in his book A New Voyage Round The World, published in 1697. Following commercial rivalries between the original English East India Company and a New East India Company created in 1698, a new Company was formed in 1708 by amalgamation, and entitled the "United Company of Merchants of England, trading to the East Indies". St Helena was then transferred to this new United East India Company. The same year, extensive work began to build the present Castle. Because of a lack of cement, mud was used as the mortar for many buildings, most of which had deteriorated into a state of ruin. In a search for lime on the island, a soldier in 1709 claimed to have discovered gold and silver deposits in Breakneck Valley. For a short period, it is believed that almost every able-bodied man was employed in prospecting for these precious metals. The short-lived Breakneck Valley Gold Rush ended with the results of an assay of the deposits in London, showing that they were iron pyrites. A census in 1723 showed that out of a total population 1,110, some 610 were slaves. In 1731, a majority of tenant planters successfully petitioned governor Edward Byfield (1727–1731) for the reduction of the goat population. The next governor, Isaac Pyke (1731–1738), had a tyrannical reputation but successfully extended tree plantations, improved fortifications and transformed the garrison and militia into a reliable force for the first time. In 1733 Green Tipped Bourbon Coffee seeds were brought from the coffee port of Mocha in Yemen, on a Company ship The Houghton and were planted at various locations around the Island where the plants flourished, despite general neglect. Robert Jenkins, of "Jenkins' Ear" fame (governor 1740–1742) embarked on a programme of eliminating corruption and improving the defences. The island's first hospital was built on its present site in 1742. Governor Charles Hutchinson (1747–1764) tackled the neglect of crops and livestock and also brought the laws of the island closer to those in England. Nevertheless, racial discrimination continued and it was not until 1787 that the black population were allowed to give evidence against whites. In 1758 three French warships were seen lying off the island in wait for the Company's India fleet. In an inconclusive battle, these were engaged by warships from the Company's China fleet. Nevil Maskelyne and Robert Waddington set up an observatory in 1761 to observe the transit of Venus, following a suggestion first made by Halley. In the event, observations were obscured by cloud. Most of the cattle were destroyed this year through an unidentified sickness. In the peak era, a thousands ships per year stopped there leaving the governor to try to police the numerous visitors and to limit the consumption of arrack, made from potatoes. (The mutinies may have been fueled by alcohol.) Because Jamestown was "too raucous with its taverns and brothels", St Paul’s Cathedral was built outside the town. Attempts by governor John Skottowe (1764–1782) to regularise the sale of arrack and punch led to some hostility and desertions by a number of troops who stole boats and were probably mostly lost at sea — however, at least one group of seven soldiers and a slave succeeded in escaping to Brazil in 1770. It was from about this date that the island began, for the first time, to enjoy a prolonged period of prosperity. The first Parish Church in Jamestown had been showing signs of decay for many years, and finally a new building was erected in 1774. St James' is now the oldest Anglican church south of the Equator. Captain James Cook visited the island in 1775 on the final leg of his second circumnavigation of the world. An order by governor Daniel Corneille (1782–1787) banning garrison troops and sailors from punch-taverns, only allowing them to drink at army canteens, led to a mutiny over Christmas 1787 when some 200 troops skirmished with loyal troops over a three-day period. Courts martial condemned 99 mutineers to death. These mutineers were then decimated; lots were drawn, with one in every ten being shot and executed. Saul Solomon is
Helena exists because of the St. Helena hotspot which began to produce basaltic lava about 145 million years ago when it was near the constructive plate margin of the Mid-Atlantic Ridge. The movement of the African Plate away from the hotspot has left the chain of the St. Helena seamounts, which may connect with the Cameroon Volcanic Line. St. Helena, the most south westerly point on the chain, is close to the plate margin, but the last volcanic eruptions occurred about 7 million years ago. The first investigations of St. Helena geology were made when Charles Darwin visited the island on the voyage of H.M.S. Beagle in July 1836. He "used the observations on St Helena to formulate an intermediate hypothesis (published in 1844 in his book "Geological Observations on the volcanic islands and parts of South America visited during the Voyage of H.M.S. "Beagle") - volcanoes rise by slow, gradual and episodic events". Geological features The Barn is a capping of younger lavas upon weaker rocks. The Barn features cliffs on the side that faces the sea. It overlooks the pyroclasts and weak flows of Turk's Cap Valley to the south. Taking their names from the story of Lot in the Book of Genesis, "Lot" and "Lot's Wife" are two solitary pillars of rock topping two valleys near Sandy Bay. The pillars are phonolitic intrusions, which are more resistant to erosion than surrounding volcanic features which have, in time, eroded away. Natural resources Saint Helena possesses fish as a main natural resource. Land use in the island group is divided between
constructive plate margin of the Mid-Atlantic Ridge. The movement of the African Plate away from the hotspot has left the chain of the St. Helena seamounts, which may connect with the Cameroon Volcanic Line. St. Helena, the most south westerly point on the chain, is close to the plate margin, but the last volcanic eruptions occurred about 7 million years ago. The first investigations of St. Helena geology were made when Charles Darwin visited the island on the voyage of H.M.S. Beagle in July 1836. He "used the observations on St Helena to formulate an intermediate hypothesis (published in 1844 in his book "Geological Observations on the volcanic islands and parts of South America visited during the Voyage of H.M.S. "Beagle") - volcanoes rise by slow, gradual and episodic events". Geological features The Barn is a capping of younger lavas upon weaker rocks. The Barn features cliffs on the side that faces the sea. It overlooks the pyroclasts and weak flows of Turk's Cap Valley to the south. Taking their names from the story of Lot in the Book of Genesis, "Lot" and "Lot's Wife" are
Helena The island of Saint Helena is administratively divided into eight districts, each with a community centre. The districts also serve as statistical subdivisions. The island is a single electoral area, sending twelve representatives to the Legislative Council. CIA World Factbook demographic statistics The following demographic statistics are from the CIA World Factbook, unless otherwise indicated. Population NB: the following [CIA] figures represent the whole territory, including Ascension Island and Tristan da Cunha. By 2010 estimates, per one thousand population: the birth rate is 10.95 births, and the death rate is 6.91 deaths. In the same year, it was estimated that the rate of population growth was 0.404%. The median age for 2010 is 38.2 years. The following tables describe age structure and human sex ratio, as estimated for 2010. Births and deaths The total fertility rate for 2010 is estimated at 1.56 children born per woman. Ethnicity According to the CIA World Factbook, 50% of the population of Saint Helena Island are African Saint Helenians, while Chinese Saint Helenians and White Saint Helenians make up 25% each. However, the possibility of clear-cut categorical divisions between ethnicities on present day St Helena, as reflected by these statistics, is disputed. Most Saint Helenians today are
divided into eight districts, each with a community centre. The districts also serve as statistical subdivisions. The island is a single electoral area, sending twelve representatives to the Legislative Council. CIA World Factbook demographic statistics The following demographic statistics are from the CIA World Factbook, unless otherwise indicated. Population NB: the following [CIA] figures represent the whole territory, including Ascension Island and Tristan da Cunha. By 2010 estimates, per one thousand population: the birth rate is 10.95 births, and the death rate is 6.91 deaths. In the same year, it was estimated that the rate of population growth was 0.404%. The median age for 2010 is 38.2 years. The following tables describe age structure and human sex ratio, as estimated for 2010. Births and deaths The total fertility rate for 2010 is estimated at 1.56 children born per woman. Ethnicity According to the CIA World Factbook, 50% of the population of Saint Helena Island are African Saint Helenians, while Chinese Saint Helenians and White Saint Helenians make up 25% each. However, the possibility of clear-cut categorical divisions between ethnicities on present day St Helena, as reflected by these statistics, is disputed. Most Saint Helenians today are multiracial, similar to the Cape Coloureds. Ascension has no civilian population, while Tristan da Cunha has a white population descended primarily from the British Isles or from the Falkland Islands. Religion The majority of St. Helenians are Anglican. Other religions in St. Helena include (in alphabetic order): the Baháʼí Faith, the Baptist church, Buddhism, Roman Catholicism, and Seventh-day Adventism. According to the statistics in the 2014 Yearbook of Jehovah's Witnesses, Saint Helena has the highest proportion of Jehovah's Witnesses of any country or territory in the world: one person in thirty-five, using an estimated population of 4,000 for St Helena and a count of 118 members. In
Island and Tristan da Cunha. These territories have their own political structures with Administrators under the Governor of Saint Helena. They are now equal parts of Saint Helena, Ascension and Tristan da Cunha along with St Helena itself. Executive branch |align=left|Monarch |Elizabeth II | |6 February 1952 |- |Governor and Commander-in-Chief |Philip Rushbrook | |11 May 2019 |} The Executive Council consists of the Governor, three ex officio officers (one, the Attorney General, having no vote), and five elected members of the Legislative Council. The monarch is the reigning monarch of the United Kingdom and is hereditary; the Governor is appointed by the monarch on the advice of the British government. The Chief Secretary is the main advisor to the Governor on the island and runs the administrative side of the government, which is based at The Castle in the capital, Jamestown. Currently, the five elected members of the Legislative Council (along with the committees they were selected to chair on) who now serves on the Executive Council are: Lawson Arthur Henry (Economic Development Committee) Christine Scipio-O’Dean (Education Committee) Derek Franklin Thomas (Public Health Committee) Anthony Green (Social and Community) Russell Yon (Environment & Natural) In January 2013 it was proposed that the Executive Council would be led by a "Chief Councillor" who would be elected by the members of the Legislative Council and would nominate the other members of the Executive Council. These proposals were put to a referendum on 23 March 2013 where they were defeated by 158 votes to 42 on a 10% turnout. Legislative branch The Legislative Council has 15 members, 12 members elected for a four-year term by popular vote and 3 members ex officio. This arrangement gives the governing of Saint Helena an aspect of representative
(Social and Community) Russell Yon (Environment & Natural) In January 2013 it was proposed that the Executive Council would be led by a "Chief Councillor" who would be elected by the members of the Legislative Council and would nominate the other members of the Executive Council. These proposals were put to a referendum on 23 March 2013 where they were defeated by 158 votes to 42 on a 10% turnout. Legislative branch The Legislative Council has 15 members, 12 members elected for a four-year term by popular vote and 3 members ex officio. This arrangement gives the governing of Saint Helena an aspect of representative democracy. Political parties and elections Saint Helena, along with both Ascension Island and Tristan da Cunha, does not have any active political parties, but no law forbids the formation of political parties; hence, the territory is a de facto non-partisan democracy. The Saint Helena Labour Party and Saint Helena Progressive Party existed until 1976. In the most recent general election, the twelve elected members are: Julie Dorne Thomas (888 votes) Andrew James Turner (834 votes) Corinda Sebastiana Stuart Essex
3.3% and a median employment income was £8,410. The major private sector employers of the islands are Solomons and Co and Thorpes, both providing services in almost all sectors. The government's economic development priorities are developing a sustainable tourism industry and reducing dependency on imports. Industry Saint Helena has several sectors in its economy: fisheries, agriculture (including coffee), construction, retail, and accommodation and food service industries. Workforce In 2016, Saint Helena had a workforce of 2,539. Many St Helenians take up jobs in Ascension Island, the Falklands and the UK. Electricity 75% of St Helena's power currently comes from 6 diesel generators, but the island is working towards a 100% renewable energy target. There are currently 12 wind turbines grouped on the Deadwood Plain in Longwood, which generate approximately 20% of the island's needs and several photovoltaic arrays which provide the balance. The rifle range solar farm in Half Tree Hollow currently has the largest output of the solar systems with 500 kWh. Agriculture The main agricultural products of Saint Helena are: coffee, fish (predominately tuna), potatoes, vegetables; timber. Tourism Since the opening of the airport to regular commercial air traffic in 2017, the tourism sector has seen growth. There were 1,350 tourists visiting the island in 2017 and 2,485 in 2019, an increase of over 80% with almost all of the visitors arriving by air. There has been a corresponding steady increase of tourist rooms and other tourism-related infrastructure. Tourism is the largest export sector, valued at 5 to 6 million a year. In 2020, the international closures resulting
median employment income was £8,410. The major private sector employers of the islands are Solomons and Co and Thorpes, both providing services in almost all sectors. The government's economic development priorities are developing a sustainable tourism industry and reducing dependency on imports. Industry Saint Helena has several sectors in its economy: fisheries, agriculture (including coffee), construction, retail, and accommodation and food service industries. Workforce In 2016, Saint Helena had a workforce of 2,539. Many St Helenians take up jobs in Ascension Island, the Falklands and the UK. Electricity 75% of St Helena's power currently comes from 6 diesel generators, but the island is working towards a 100% renewable energy target. There are currently 12 wind turbines grouped on the Deadwood Plain in Longwood, which generate approximately 20% of the island's needs and several photovoltaic arrays which provide the balance. The rifle range solar farm in Half Tree Hollow currently has the largest output of the solar systems with 500 kWh. Agriculture The main agricultural products of Saint Helena are: coffee, fish (predominately tuna), potatoes, vegetables; timber. Tourism Since the opening of the airport to regular commercial air traffic in 2017, the tourism sector has seen growth. There were 1,350 tourists visiting the island in 2017 and 2,485 in 2019, an increase of over 80% with almost
island. On Saint Helena there is a public bus network that in January 2015 served five routes, but was expanded in September 2015, March 2016 and October 2017. Shipping The M/V Helena serves the island from Cape Town on a monthly basis. The ship was built in 1998 in China and can take of cargo, or 218 TEU. Saint Helena has a feeder and a harbour: Jamestown (feeder) Rupert's Wharf in the Rupert's Valley (harbour) Air traffic With the opening of Saint Helena Airport, scheduled flights have been operated since 14 October 2017. The new airport is served weekly from Johannesburg (South Africa). During the pandemic 2020-2021 this service is temporarily cancelled and instead monthly flights operate from London (UK). Rail traffic In 1829, the Saint Helena Railway Company opened a horse-drawn railway from Jamestown to Half Tree Hollow, which was also known as Ladder Hill Railway, or Jacob's Ladder. The main purpose was to transport goods from the port of Jamestown to the higher houses. The service was discontinued in 1871. Another small rail network was built for the seawater desalination plant in Ruperts. Details of the track are not known. Ascension Road traffic On Ascension there is a road network of , which is continuously paved. The public bus transport network has four stops (as of 2014). Shipping Ascension has a feeder in the island's capital Georgetown. The port was modernized in 2011 with a new crane, among other things. Air traffic With Wideawake Airfield, Ascension has had an airport since 1943. It is primarily used for military purposes, but is also served by monthly scheduled services from Saint Helena. Tristan
218 TEU. Saint Helena has a feeder and a harbour: Jamestown (feeder) Rupert's Wharf in the Rupert's Valley (harbour) Air traffic With the opening of Saint Helena Airport, scheduled flights have been operated since 14 October 2017. The new airport is served weekly from Johannesburg (South Africa). During the pandemic 2020-2021 this service is temporarily cancelled and instead monthly flights operate from London (UK). Rail traffic In 1829, the Saint Helena Railway Company opened a horse-drawn railway from Jamestown to Half Tree Hollow, which was also known as Ladder Hill Railway, or Jacob's Ladder. The main purpose was to transport goods from the port of Jamestown to the higher houses. The service was discontinued in 1871. Another small rail network was built for the seawater desalination plant in Ruperts. Details of the track are not known. Ascension Road traffic On Ascension there is a road network of , which is continuously
was then known collectively as Saint Christopher-Nevis-Anguilla. However, Anguilla chose to secede from the union and remains a British overseas territory. To the north-northwest lie the islands of Sint Eustatius, Saba, Saint Barthélemy, Saint-Martin/Sint Maarten and Anguilla. To the east and northeast are Antigua and Barbuda, and to the southeast is the small uninhabited island of Redonda (part of Antigua and Barbuda) and the island of Montserrat. Saint Kitts and Nevis were among the first islands in the Caribbean to be colonized by Europeans. Saint Kitts was home to the first British and French colonies in the Caribbean, and thus has also been titled "The Mother Colony of the West Indies". It is also the most recent British territory in the Caribbean to become independent, gaining independence in 1983. Etymology Saint Kitts was named , which roughly translates as 'fertile land', by the Kalinago, who originally inhabited the island. It is thought that Christopher Columbus, the first European to see the islands in 1493, named the larger island , after Saint Christopher, his patron saint and that of travellers. New studies suggest that Columbus named the island (Saint James), and that the name was in fact given by Columbus to the island now known as Saba, northwest. No matter the origin of the name, the island was well documented as by the 17th century. The first English colonists kept the English translation of this name, and dubbed it St. Christopher's Island. In the 17th century, a common nickname for Christopher was Kit(t); hence, the island came to be informally referred to as Saint Kitt's Island, later further shortened to Saint Kitts. Columbus gave Nevis the name . The current name Nevis is derived from a Spanish name , meaning 'Our Lady of the Snows'. It is not known who chose this name for the island, but it is a reference to the story of a 4th-century Catholic miracle: a summertime snowfall on the Esquiline Hill in Rome. It is thought that the white clouds which usually wreathe the top of Nevis Peak reminded someone of the story of a miraculous snowfall in a hot climate. Today the Constitution refers to the state as both Saint Kitts and Nevis and Saint Christopher and Nevis; the former is the one most commonly used, but the latter is generally used for diplomatic relations. History Pre-colonial period The name of the first inhabitants, pre-Arawakan peoples who settled the islands perhaps as early as 3000 years ago, is not known. They were followed by the Arawak peoples, or Taíno, about 1000 BC. The warlike Island Caribs invaded about 800 AD. European arrival and early colonial period Christopher Columbus was the first European to sight the islands in 1493. The first settlers were the English in 1623, led by Thomas Warner, who established a settlement at Old Road Town on the west coast of St Kitts after achieving an agreement with the Carib chief Ouboutou Tegremante. The French later also settled on St Kitts in 1625 under Pierre Belain d'Esnambuc. As a result, both parties agreed to partition the island into French and English sectors. From 1628 onward the English also began settling on Nevis. The French and English, intent on self-enrichment through exploitation of the island's natural resources, soon encountered resistance, with the native Caribs (Kalinago) waging war throughout the first three years of the settlements' existence. The Europeans thus resolved to rid themselves of this problem once and for all. To facilitate this objective, an ideological campaign was waged by colonial chroniclers, dating back to the Spanish, as they produced literature which systematically denied Kalinago humanity (a literary tradition carried through the late-seventeenth century by such authors as Jean-Baptiste du Tertre and Pere Labat). In 1626 the Anglo-French settlers joined forces to massacre the Kalinago at a place that became known as Bloody Point, allegedly to pre-empt an imminent Carib plan to expel or kill all European settlers. With the native population thus pacified, the English and French began to establish large sugar plantations which were worked by vast numbers of imported African slaves. This system created enormous wealth for the planter-colonists whilst also drastically changing the islands' demographics as black slaves soon came to outnumber Europeans by some margin. A Spanish expedition of 1629 sent to enforce Spanish claims destroyed the English and French colonies and deported the settlers back to their respective countries. As part of the war settlement in 1630, the Spanish permitted the re-establishment of the English and French colonies. Spain later formally recognised Britain's claim to St Kitts with the Treaty of Madrid (1670), in return for British cooperation in the fight against piracy. As Spanish power went into decline, Saint Kitts became the premier base for English and French expansion into the wider Caribbean. From St. Kitts the British settled the islands of Antigua, Montserrat, Anguilla and Tortola, and the French settled Martinique, the Guadeloupe archipelago and Saint Barthélemy. During the late-17th century France and England fought for control over St Kitts and Nevis, fighting wars in 1667, 1689–90 and 1701–13. The French renounced their claim to the islands with the Treaty of Utrecht in 1713. The islands' economy, already shattered by years of war, was further devastated by natural disasters: in 1690 an earthquake destroyed Jamestown, capital of Nevis, forcing the construction of a new capital at Charlestown; further damage was caused by a hurricane in 1707. British colonial period The colony had recovered by the turn of the 18th century, and by the close of the 1700s St. Kitts had become the richest British Crown Colony per capita in the Caribbean as result of its slave-based sugar industry. The 18th century also saw Nevis, formerly the richer of the two islands, being eclipsed by St Kitts in economic importance. Alexander Hamilton was born on Nevis in 1755 or 1757. As Britain became embroiled in war with its American colonies, the French decided to use the opportunity to re-capture St Kitts in 1782; however St Kitts was given back and recognised as British territory in the Treaty of Paris (1783). The African slave trade was terminated within the British Empire in 1807, and slavery outlawed completely in 1834. A four-year "apprenticeship" period followed for each slave, in which they worked for their former owners for wages. On Nevis 8,815 slaves were freed in this way, while St. Kitts had 19,780 freed. Saint Kitts and Nevis, along with Anguilla, were federated in 1882. In the first few decades of the 20th century economic hardship and lack of opportunities led to the growth of a labour movement; the Great Depression led sugar workers to go on strike in 1935. The 1940s saw the founding of the St Kitts-Nevis-Anguilla Labour Party (later renamed the Saint Kitts and Nevis Labour Party, or SKNLP) under Robert Llewellyn Bradshaw. Bradshaw later became Chief Minister and then Premier of the colony from 1966 to 1978; he sought to gradually bring the sugar-based economy under greater state control. The more conservative-leaning People's Action Movement party (PAM) was founded in 1965. After a brief period as part of the West Indies Federation (1958–62), the islands became an associated state with full internal autonomy in 1967. Both Nevis and Anguilla were unhappy at St Kitts' domination of the federation, with Anguilla unilaterally declaring independence in 1967. In 1971 Britain resumed full control of Anguilla and it was formally separated in 1980. Attention then focused on Nevis, with the Nevis Reformation Party seeking to safeguard the smaller island's interests in any future independent state. Eventually it was agreed that the island would have a degree of autonomy with its own Premier and Assembly, as well as the constitutionally-protected right to unilaterally secede if a referendum on independence resulted in a two-thirds majority in favour. St Kitts and Nevis achieved full independence on 19 September 1983. Kennedy Simmonds of the PAM, Premier since 1980, duly became the country's first Prime Minister. St Kitts and Nevis opted to remain within the British Commonwealth, retaining Queen Elizabeth as Monarch, represented locally by a Governor-General. Post independence era Kennedy Simmonds went on to win elections in 1984, 1989 and 1993, before being unseated when the SKNLP returned to power in 1995 under Denzil Douglas. In Nevis, growing discontent with their perceived marginalisation within the federation led to a referendum to separate from St. Kitts in 1998, which though resulting a 62% vote to secede, fell short of the required two-thirds majority to be legally enacted. In late-September 1998, Hurricane Georges caused approximately $458,000,000 in damages and limited GDP growth for the year and beyond. Meanwhile, the sugar industry, in decline for years and propped up only by government subsidies, was closed completely in 2005. The 2015 Saint Kitts and Nevis general election was won by Timothy Harris and his recently formed People's Labour Party, with backing from the PAM and the Nevis-based Concerned Citizens' Movement under the 'Team Unity' banner. In June 2020, Team Unity coalition of the incumbent government, led by Prime Minister Timothy Harris, won general elections by defeating St Kitts and Nevis Labour Party (SKNLP). Politics Saint Kitts and Nevis is a sovereign, democratic, and federal state. It is a Commonwealth realm, a constitutional monarchy with the Queen of Saint Christopher and Nevis, Elizabeth II, is its head of state. The Queen is represented in the country by a Governor-General, who acts on the advice of the Prime Minister and the Cabinet. The Prime Minister is the leader of the majority party of the House, and the cabinet conducts affairs of state. St. Kitts and Nevis has a unicameral legislature, known as the National Assembly. It is composed of fourteen members: eleven elected Representatives (three from the island of Nevis) and three Senators who are appointed by the Governor-General. Two of the senators are appointed on the advice of the Prime Minister, and one on the advice of the leader of the opposition. Unlike in other countries senators do not constitute a separate Senate or upper house of parliament, but sit in the National Assembly alongside representatives. All members serve five-year terms. The Prime Minister and the Cabinet are responsible to the Parliament. Nevis also maintains its own semi-autonomous Assembly. Foreign relations Saint Kitts and Nevis has no major international disputes. Saint Kitts and Nevis is a full and participating member of the Caribbean Community (CARICOM), the Organisation of Eastern Caribbean States (OECS), and the Organisation of American States (OAS). St. Kitts & Nevis entered the OAS system on 16 September 1984. Agreements which impact on financial relationships Double Taxation Relief (CARICOM) Treaty 1994 At a CARICOM Meeting, representative of St. Kitts and Nevis, Kennedy Simmons signed The Double Taxation Relief (CARICOM) Treaty 1994 on 6 July 1994. The representatives of seven CARICOM countries signed similar agreements at Sherbourne Conference Centre, St. Michael, Barbados. The countries whose representatives signed the treaties in Barbados were: Antigua and Barbuda, Belize, Grenada, Jamaica, St. Lucia, St. Vincent and the Grenadines and Trinidad and Tobago. This treaty covered taxes, residence, tax jurisdictions, capital gains, business profits, interest, dividends, royalties and other areas. FATCA On 30 June 2014, St. Kitts and Nevis signed a Model 1 agreement with the United States of America in relation to Foreign
Old Road Town on the west coast of St Kitts after achieving an agreement with the Carib chief Ouboutou Tegremante. The French later also settled on St Kitts in 1625 under Pierre Belain d'Esnambuc. As a result, both parties agreed to partition the island into French and English sectors. From 1628 onward the English also began settling on Nevis. The French and English, intent on self-enrichment through exploitation of the island's natural resources, soon encountered resistance, with the native Caribs (Kalinago) waging war throughout the first three years of the settlements' existence. The Europeans thus resolved to rid themselves of this problem once and for all. To facilitate this objective, an ideological campaign was waged by colonial chroniclers, dating back to the Spanish, as they produced literature which systematically denied Kalinago humanity (a literary tradition carried through the late-seventeenth century by such authors as Jean-Baptiste du Tertre and Pere Labat). In 1626 the Anglo-French settlers joined forces to massacre the Kalinago at a place that became known as Bloody Point, allegedly to pre-empt an imminent Carib plan to expel or kill all European settlers. With the native population thus pacified, the English and French began to establish large sugar plantations which were worked by vast numbers of imported African slaves. This system created enormous wealth for the planter-colonists whilst also drastically changing the islands' demographics as black slaves soon came to outnumber Europeans by some margin. A Spanish expedition of 1629 sent to enforce Spanish claims destroyed the English and French colonies and deported the settlers back to their respective countries. As part of the war settlement in 1630, the Spanish permitted the re-establishment of the English and French colonies. Spain later formally recognised Britain's claim to St Kitts with the Treaty of Madrid (1670), in return for British cooperation in the fight against piracy. As Spanish power went into decline, Saint Kitts became the premier base for English and French expansion into the wider Caribbean. From St. Kitts the British settled the islands of Antigua, Montserrat, Anguilla and Tortola, and the French settled Martinique, the Guadeloupe archipelago and Saint Barthélemy. During the late-17th century France and England fought for control over St Kitts and Nevis, fighting wars in 1667, 1689–90 and 1701–13. The French renounced their claim to the islands with the Treaty of Utrecht in 1713. The islands' economy, already shattered by years of war, was further devastated by natural disasters: in 1690 an earthquake destroyed Jamestown, capital of Nevis, forcing the construction of a new capital at Charlestown; further damage was caused by a hurricane in 1707. British colonial period The colony had recovered by the turn of the 18th century, and by the close of the 1700s St. Kitts had become the richest British Crown Colony per capita in the Caribbean as result of its slave-based sugar industry. The 18th century also saw Nevis, formerly the richer of the two islands, being eclipsed by St Kitts in economic importance. Alexander Hamilton was born on Nevis in 1755 or 1757. As Britain became embroiled in war with its American colonies, the French decided to use the opportunity to re-capture St Kitts in 1782; however St Kitts was given back and recognised as British territory in the Treaty of Paris (1783). The African slave trade was terminated within the British Empire in 1807, and slavery outlawed completely in 1834. A four-year "apprenticeship" period followed for each slave, in which they worked for their former owners for wages. On Nevis 8,815 slaves were freed in this way, while St. Kitts had 19,780 freed. Saint Kitts and Nevis, along with Anguilla, were federated in 1882. In the first few decades of the 20th century economic hardship and lack of opportunities led to the growth of a labour movement; the Great Depression led sugar workers to go on strike in 1935. The 1940s saw the founding of the St Kitts-Nevis-Anguilla Labour Party (later renamed the Saint Kitts and Nevis Labour Party, or SKNLP) under Robert Llewellyn Bradshaw. Bradshaw later became Chief Minister and then Premier of the colony from 1966 to 1978; he sought to gradually bring the sugar-based economy under greater state control. The more conservative-leaning People's Action Movement party (PAM) was founded in 1965. After a brief period as part of the West Indies Federation (1958–62), the islands became an associated state with full internal autonomy in 1967. Both Nevis and Anguilla were unhappy at St Kitts' domination of the federation, with Anguilla unilaterally declaring independence in 1967. In 1971 Britain resumed full control of Anguilla and it was formally separated in 1980. Attention then focused on Nevis, with the Nevis Reformation Party seeking to safeguard the smaller island's interests in any future independent state. Eventually it was agreed that the island would have a degree of autonomy with its own Premier and Assembly, as well as the constitutionally-protected right to unilaterally secede if a referendum on independence resulted in a two-thirds majority in favour. St Kitts and Nevis achieved full independence on 19 September 1983. Kennedy Simmonds of the PAM, Premier since 1980, duly became the country's first Prime Minister. St Kitts and Nevis opted to remain within the British Commonwealth, retaining Queen Elizabeth as Monarch, represented locally by a Governor-General. Post independence era Kennedy Simmonds went on to win elections in 1984, 1989 and 1993, before being unseated when the SKNLP returned to power in 1995 under Denzil Douglas. In Nevis, growing discontent with their perceived marginalisation within the federation led to a referendum to separate from St. Kitts in 1998, which though resulting a 62% vote to secede, fell short of the required two-thirds majority to be legally enacted. In late-September 1998, Hurricane Georges caused approximately $458,000,000 in damages and limited GDP growth for the year and beyond. Meanwhile, the sugar industry, in decline for years and propped up only by government subsidies, was closed completely in 2005. The 2015 Saint Kitts and Nevis general election was won by Timothy Harris and his recently formed People's Labour Party, with backing from the PAM and the Nevis-based Concerned Citizens' Movement under the 'Team Unity' banner. In June 2020, Team Unity coalition of the incumbent government, led by Prime Minister Timothy Harris, won general elections by defeating St Kitts and Nevis Labour Party (SKNLP). Politics Saint Kitts and Nevis is a sovereign, democratic, and federal state. It is a Commonwealth realm, a constitutional monarchy with the Queen of Saint Christopher and Nevis, Elizabeth II, is its head of state. The Queen is represented in the country by a Governor-General, who acts on the advice of the Prime Minister and the Cabinet. The Prime Minister is the leader of the majority party of the House, and the cabinet conducts affairs of state. St. Kitts and Nevis has a unicameral legislature, known as the National Assembly. It is composed of fourteen members: eleven elected Representatives (three from the island of Nevis) and three Senators who are appointed by the Governor-General. Two of the senators are appointed on the advice of the Prime Minister, and one on the advice of the leader of the opposition. Unlike in other countries senators do not constitute a separate Senate or upper house of parliament, but sit in the National Assembly alongside representatives. All members serve five-year terms. The Prime Minister and the Cabinet are responsible
on Saint Martin's Day). By 1540, Nieves was used by the Spanish, an abbreviation of Santa Maria de las Nieves, a reference to its cloud cover resembling snow. Sir Francis Drake mentions visiting Saint Christophers Island in 1585 during Christmas. The next European encounter occurred in June 1603, when Bartholomew Gilbert gathered Lignum vitae on Nevis before stopping at St. Kitts. In 1607, Captain John Smith stopped at Nevis for five days on his way to founding the first successful settlement in Virginia. Smith documented the many hot springs in Nevis, whose waters had remarkable curative abilities against skin ailments and bad health. Robert Harcourt stopped at Nevis in 1608. Saint Kitts and Nevis, 1623 to 1700 In 1620, Ralph Merifield and Sir Thomas Warner received from King James I, a Royal Patent to colonize the Leeward Islands, but with overall authority through James Hay, 1st Earl of Carlisle. Merifield and Warner formed the company Merwars Hope, which was renamed Society of Adventurers, which merged into the Royal African Company in 1664. Warner arrived on St. Kitts on 28 January 1623 (O.S.; 7 February 1624 N.S.) with 15 settlers and came to terms with the Carib Chief Ouboutou Tegremante. Three Frenchmen were already on the island, either Huguenot refugees, pirates, or castaways. The Hurricane of September 1623 wiped out their tobacco and vegetable crop, yet the colony survived and grew. Hopewell arrived in 1624, and included Warner's friend Colonel John Jaeffreson, who built Wingfield Manor. This Jaeffreson may have been an ancestor of Thomas Jefferson's. In 1625, a French captain, Pierre Belain d'Esnambuc, arrived on St. Kitts aboard his 14-gun brigantine and a crew of 40. He had escaped a three-hour battle with a 35-gun Spanish warship near the Cayman Islands. In 1627, Warner and d'Esnambuc split the island in four quarters, with the English controlling the middle half and the French the end quarters. Cardinal Richelieu formed the Compagnie de Saint-Christophe in 1626, and 40 slaves were purchased from Senegal. By 1635, the number of slaves on St. Kitts had grown to 500–600, and by 1665 the French West India Company replaced the Compagnie. As the European population on Saint Kitts continued to increase, Chief Tegremond grew hostile to the foreigners in 1626, and plotted their elimination with the help of other Island Caribs. However, a native woman named Barbe informed Warner and d'Esnambuc of the plot and they decided to take action. The Europeans acted by getting the Indians intoxicated at a party before returning to their village, where 120 were killed in their sleep. The following day, at a site now called Bloody Point, with a ravine known as Bloody River, over 2,000 Caribs were massacred. By 1640, the remaining Caribs not enslaved on St. Kitts, Nevis, and Antigua, were removed to Dominica. In 1628, Warner allowed Anthony Hilton to settle Nevis, along with 80 others from St. Kitts. Hilton had recently escaped murder by his indentured servant, and decided to sell his St. Kitts' plantation. Hilton's 80 were joined by 100 other settlers, originally bound for Barbuda. The 1629 English colonization was led by George Donne. Both powers then proceeded to colonise neighbouring islands from their bases. The English settled Nevis (1628), Antigua (1632), Montserrat (1632) and later Anguilla (1650) and Tortola (1672). The French colonised Martinique (1635), the Guadeloupe archipelago (1635), St Martin (1648), St Barths (1648), and Saint Croix (1650). Saint Kitts and Nevis suffered heavily from a Spanish raid in 1629, led by Fadrique de Toledo, 1st Marquis of Villanueva de Valdueza. All settlements were destroyed, nine hostages taken back to Spain, and 600 men taken to work the mines in Spanish America. Four ships were supposed to carry the rest back to England, but they returned to the islands soon after the Spanish departed. This was the only Spanish attempt to keep the English and French out of the Leeward Islands. During the Battle of the Fig Tree in 1635, the French forcefully removed English settlers who had encroached into the French portion of St. Kitts. The French used 250 armed slaves in the conflict. The islands' earliest cash crop was tobacco, along with ginger and indigo dye. However, production from the Caribbean and North American colonies deflated the price resulting in an 18-month moratorium on St. Kitts tobacco farming in 1639. This prompted the production of sugar from sugar cane on St. Kitts in 1643, and on Nevis in 1648. Windmills were built to crush the canes and extract the juice. The planters grew prosperous and even rich, where Nevis became the richest British colony in the western hemisphere by 1652. By 1776, St. Kitts was the richest British colony per capita. Though indentured servants were common amongst the islands, fewer than half survived their servitude, and field work required African slaves. There were twice the number of slaves to Europeans on St. Kitts by the end of the 17th century. In 1675, the population on Nevis was about 8,000, half black. By 1780, the Nevis population had grown to 10,000, 90% black. The slaves had very harsh living and working conditions, only lasting eight to twelve years in the fields, and by the 18th century, two-fifths died within a year of arrival. About 22% died on the Middle Passage. With the death of d'Esnambuc in 1635, Phillippe de Longvilliers de Poincy became Lieutenant General of the Isles of America and Captain-General of St. Christopher on 20 February 1639. The King of France had sold the French portion of the island to the Order of Saint John. Dissatisfied with the independence of de Poincy, the King of France sent Noel de Patrocles de Thoisy to replace him. However, De Thoisy was repulsed, captured and sent back to France, along with his allies the Capuchin monks. De Poincy started construction of his Château de la Montagne in 1642, where he resided until his death in 1650. He was succeeded by Governor de Sales. In 1652, Prince Rupert's squadron visited Nevis and exchanged fire with the Pelican Point Fort, following the Royalist defeat in the English Civil War. During the Second Anglo-Dutch War, the relationship between the French and English settlers soured, as their home countries warred. On 21 April 1666, French Governor Charles de Sales gathered 800 troops and 150–200 slaves at Palmetto Point. As the French advanced towards Sandy Point, where English Governor William Watts waited, the French were ambushed by 400 English troops and de Sales was killed. Claude de Roux de Saint-Laurent took over command as the French counter-attacked, forcing the English to retreat. On 22 April, during the Battle of Sandy Point, 1,400 English troops under the command of Governor Watts, which included 260 of Colonel Morgan's buccaneers, failed to stop 350 French. Governor Watts was killed, and the English spiked their guns at Fort Charles before fleeing to Old Road Town. Many of the English then fled to Nevis as the French took control of St. Kitts. The French then tried to take Nevis, but were turned back by the English at Pinney's Beach. English reinforcements to Nevis failed to arrive when Willoughby's fleet sank in the 15 August 1666 hurricane. Armes d'Angleterre set out from Basseterre in April 1667 with Joseph-Antoine de La Barre aboard. The French ship encountered HMS Winchester, the start of an English blockade, and engaged in a long running battle before sinking her and eventually returning to St. Kitts. Finally, the English turned back an attempted invasion of Nevis in May 1667 during the Battle of Nevis. However, the Treaty of Breda
back to France, along with his allies the Capuchin monks. De Poincy started construction of his Château de la Montagne in 1642, where he resided until his death in 1650. He was succeeded by Governor de Sales. In 1652, Prince Rupert's squadron visited Nevis and exchanged fire with the Pelican Point Fort, following the Royalist defeat in the English Civil War. During the Second Anglo-Dutch War, the relationship between the French and English settlers soured, as their home countries warred. On 21 April 1666, French Governor Charles de Sales gathered 800 troops and 150–200 slaves at Palmetto Point. As the French advanced towards Sandy Point, where English Governor William Watts waited, the French were ambushed by 400 English troops and de Sales was killed. Claude de Roux de Saint-Laurent took over command as the French counter-attacked, forcing the English to retreat. On 22 April, during the Battle of Sandy Point, 1,400 English troops under the command of Governor Watts, which included 260 of Colonel Morgan's buccaneers, failed to stop 350 French. Governor Watts was killed, and the English spiked their guns at Fort Charles before fleeing to Old Road Town. Many of the English then fled to Nevis as the French took control of St. Kitts. The French then tried to take Nevis, but were turned back by the English at Pinney's Beach. English reinforcements to Nevis failed to arrive when Willoughby's fleet sank in the 15 August 1666 hurricane. Armes d'Angleterre set out from Basseterre in April 1667 with Joseph-Antoine de La Barre aboard. The French ship encountered HMS Winchester, the start of an English blockade, and engaged in a long running battle before sinking her and eventually returning to St. Kitts. Finally, the English turned back an attempted invasion of Nevis in May 1667 during the Battle of Nevis. However, the Treaty of Breda restored the status quo. The 1670 Treaty of Madrid meant the recognition of English colonies in the Caribbean by Spain in return for the curtailment of pirate attacks. England established the Admiralty Court in Nevis as a consequence. Those found guilty of piracy were hanged at Gallows Bay. In 1689, during the War of the Grand Alliance, French Governor de Salnave sent troops to plunder the English side, with Irish assistance, while Count de Blanc's fleet arrived in Basseterre with 1,200 troops. The French sieged English Governor Thomas Hill's troops at Fort Charles, forcing their surrender on 15 August 1689. The English were once again sent to Nevis while the Irish took over their plantations. On 24 June 1690, Leeward Islands Governor Sir Christopher Codrington and Sir Timothy Thornhill, operating from Nevis, landed an English force of 3,000 men on St. Kitts. Operating from Timothy's Beach and Frigate Bay, they march into Basseterre and then sieged the French at Fort Charles. The French surrendered on 16 July and were deported to Santo Domingo. The French had used cannon on Brimstone Hill in their 1689 siege, and in 1690 the British began construction on Brimstone Hill Fortress. The Treaty of Rijswijk in 1697 restored the status quo. An interesting side note is that Capt. William Kidd's privateer Blessed William assisted Codrington during this war. In 1690, a massive earthquake and tsunami destroyed the city of Jamestown, then the capital of Nevis. So much damage was done to it that the city was completely abandoned. It is reputed that the whole city sank into the sea, but since then, the land has moved over at least to the west. That means that anything left of Jamestown would now be underground, near where Fort Ashby was built in 1701. The capital was moved south to the town of Charlestown. Saint Kitts and Nevis, 1700 to 1883 Saint Kitts and Nevis were to face more devastation during the War of the Spanish Succession, though the local impact of that conflict started with the French Governor of St. Christopher, Count Jean-Baptiste de Gennes, surrendering the island without a fight to Sir Christopher Codrington, governor of the English Leewards, and Colonel Walter Hamilton in 1702. The French inhabitants of St. Kitts were peacefully removed to other islands. The French retaliated in 1705 with a five-day bombardment of Nevis by Admiral Count Louis-Henri de Chavagnac before he proceeded to St. Kitts. There the French pillaged the English quarter after landing on Frigate Bay, carrying off 600–700 slaves. Then on Good Friday 1706, the French under the command of Pierre Le Moyne d'Iberville attacked Nevis, capturing Fort Charles then looting and burning Charlestown. Once again, 3,400 slaves were taken, though several more escaped to Maroon Hill and formed a slave army, which effectively resisted a French attack. Before departing Nevis, the French left Nevis in ruins, including its sugar works. The 1707 hurricane did further damage to Nevis. It would be 80 years before sugar production on Nevis reached the level achieved in 1704. The Treaty of Utrecht was signed in 1713, in which the French ceded their portion of St Kitts to the British. By 1720, the population of St. Kitts exceeded that of Nevis for the first time. In 1724, the population of Saint Kitts consisted of 4000 whites and 11,500 blacks, while Nevis had 1,100 whites and 4,400 blacks. By 1774, the population on St. Kitts was 1,900 white and 23,462 black, while Nevis had 1,000 whites and 10,000 blacks. Upon gaining control of the whole island in 1713, the British soon moved the island's capital to the town of Basseterre in 1727, and St Kitts quickly took off as a leader in sugar production in the Caribbean. Whilst conditions on St Kitts improved, Nevis was seeing a decline. The years of monocrop cultivation, as well as heavy amounts of soil erosion due to the high slope grade on the island, caused its sugar production to continuously decrease. Alexander Hamilton, the first United States Secretary of the Treasury, was born in Nevis; he spent his childhood there and on St. Croix, then belonging to Denmark, and now one of the United States Virgin Islands. James Ramsay (abolitionist) was ordained a priest at Saint John Capisterre Parish in 1762. He continued his abolitionist activities and concern for the welfare of slaves until he left the island in 1781. John Huggins built the first Caribbean resort hotel in 1778. The Bath Hotel was constructed over the site of one of the island's famous hot springs, Bath Spring. The island thus became the first place in the Americas to officially practice tourism. Nevis's popularity as a destination grew, and it continued to be in the favour of the British upper classes, including Samuel Taylor Coleridge, Lord Nelson, and Prince William Henry, until it closed in the 1870s. The hotel opened briefly from 1910 to the 1930s, after refurbishment by the Gillespie Brothers. It housed troops in World War II, and the Police Department and Magistrate's Court from 1995 to 1999. By 1776, Saint Kitts had become the richest British colony in the Caribbean, per capita. Attacks by the French occurred at the end of the throughout the 18th century, including the Siege of Brimstone Hill and the Battle of Saint Kitts in 1782. The consolidation of British rule was recognized finally under the Treaty of Versailles in 1783. On 11 March 1787, Captain Nelson was married to Frances Woolward Nisbet, niece of John Herbert, President of the Nevis Council. They were married at Montpelier Plantation, with Prince William Henry acting as best man. In 1799, USS Constellation engaged the French commerce raider L'Insurgent off Nevis during the Quasi-War. The American vessel won a first victory for the United States Navy, bringing the captured French commerce raider back to St. Kitts. In 1804, the French Admiral Édouard Thomas Burgues de Missiessy and General La Grange forced Nevis and St. Kitts to pay ransoms of 4,000 and 18,000 pounds respectively. This was followed by Jérôme Bonaparte's raid in 1806. In 1806, the Leeward Islands Caribee government was split into two groups, with Antigua, Barbuda, Redonda and Montserrat in one group, and St Kitts, Nevis, Anguilla and the British Virgin Islands in the other. The islands in the new grouping however, were able to keep their great degrees of autonomy. The grouping then split entirely in 1816. Lord Combermere bought Russell's Rest Plantation following the defeat of France in the Battle of Waterloo. Combermere Village and School are named after him. The Roman Catholic religion was practiced by the French, and the Church of England by the English, yet a Jewish synagogue existed on Nevis since 1684. The Moravian Church was established on St. Kitts in 1777, and numbered 2,500 by 1790. Bishop Thomas Coke paid his first of three visits to Nevis and St. Kitts in 1788, establishing the Methodist Church on the island. Membership grew to 1,800 on Nevis and 1,400 on St. Kitts by 1789. In 1824, the Cottle Church was established on Nevis, welcoming slaves and masters alike. The African slave trade was terminated within the British Empire in 1807, and slavery outlawed in 1834. A four-year "apprenticeship" period followed for each slave, in which they worked for their former owners for wages. On Nevis 8,815 slaves were freed in this way, while St. Kitts had 19,780 freed. The 1835 hurricane, followed by the drought of 1836–1838 and the fire of 1837, devastated Nevis. Sugar
island of Barbados Coastline: 135 km Maritime claims: continental shelf: 200 nautical miles (370 km) or to the edge of the continental margin territorial sea: 12 nautical miles (22 km) contiguous zone: 24 nautical miles (44 km) exclusive economic zone: 200 nautical miles (370 km) Climate: tropical tempered by constant sea breezes; little seasonal temperature variation; rainy season (May to November) Extreme points: Northernmost point: Unnamed headland at Dieppe Bay Town, Saint Kitts Southernmost point: Devil's Cave, Saint John Figtree Parish, Nevis Westernmost point: Western cape of Saint Kitts, Saint Anne Sandy Point Parish Easternmost point: Eastern cape of Nevis, Saint James Windward Parish lowest point: Caribbean Sea 0 m highest point: Mount Liamuiga 1,156 m Natural resources: arable land Land use: arable land: 19.44% permanent crops: 2.78% other: 77.78% (2005) Natural hazards: hurricanes
andesite or dacite mineralogy. Its geology is similar to that of other volcanic islands in the Lesser Antillean Archipelago. The islands are the summits of a submerged mountain range which forms the eastern boundary of what is known as the Caribbean Tectonic Plate. St. Kitts is oriented northwest–southeast, about 80 km long and 16 km wide. The entire island archipelago is geologically young, having begun to form probably less than 50 million years ago, during the Miocene era. Volcanic activity occurred along the ridges of this arc during the Miocene era and has continued since. Nevis is a volcanic island that began its formation in mid-Pliocene times (approximately 3.45 million years ago). However, the island comprises a number of discrete eruptive centers that range in
Languages English is the country's official language, but the main spoken language is Saint Kitts Creole English. Religion According to the 2001 census, 82.4% of the population of Saint Kitts and Nevis is considered Christian, 2.8% have a non-Christian religion and 5.2% have no religion or did not state a religion (3.2%). Anglicanism constitutes the largest religious group, with 20.6% of the population. Methodists are the second largest group (19.1%). The next largest group is the Pentecostals 8.2% of the population, followed by the Church of God (6.8%). 6.7% of the population are Roman Catholics. Other Christians include Moravians (5.5%), Baptists (4.8%), Seventh-day Adventists (4.7%), Evangelicals (2.6%), Brethren
and 5.2% have no religion or did not state a religion (3.2%). Anglicanism constitutes the largest religious group, with 20.6% of the population. Methodists are the second largest group (19.1%). The next largest group is the Pentecostals 8.2% of the population, followed by the Church of God (6.8%). 6.7% of the population are Roman Catholics. Other Christians include Moravians (5.5%), Baptists (4.8%), Seventh-day Adventists (4.7%), Evangelicals (2.6%), Brethren Christian (1.8%), Jehovah's Witnesses (1.3%) and the Salvation Army (0.1%). Other religious groups include the Rastafarian Movement (1.6%
of the prime minister (and so effectively by the prime minister). The prime minister can be removed from office by the assembly, or by the governor-general if he feels that the prime minister no longer enjoys the support of the majority of representatives. The assembly is elected every five years unless the governor-general dissolves it before the end of this period, which he may do on the advice of the prime minister. St Kitts and Nevis has enjoyed a long history of free and fair elections, although the outcome of elections in 1993 was strongly protested by the opposition and the Regional Security System (RSS) was briefly deployed to restore order. The elections in 1995 were contested by the two major parties, the ruling People's Action Movement (PAM) and the St Kitts and Nevis Labour Party. Labour won seven of the 11 seats, with Dr Denzil Douglas becoming prime minister. In the March 2000 elections, Denzil Douglas and the Labour Party were returned to power, winning eight of the 11 seats in the House. The Nevis-based Concerned Citizens Movement (CCM) won two seats and the Nevis Reformation Party (NRP) won one seat. The PAM party was unable to obtain a seat. The 2015 Saint Kitts and Nevis general election was won by Timothy Harris and his recently formed People's Labour Party, with backing from the PAM and the Nevis-based Concerned Citizens' Movement under the 'Team Unity' banner. In June 2020, Team Unity coalition of the incumbent government, led by Prime Minister Timothy Harris, won general elections by defeating St Kitts and Nevis Labour Party (SKNLP). Under the constitution, Nevis has considerable autonomy and has an island assembly, a premier, and a deputy governor-general. Under certain specified conditions, it may secede from the federation. In accordance with its rights under the Constitution, in 1996 the Nevis Island Administration under the Concerned Citizens' Movement (CCM) of Premier Vance Amory initiated steps towards secession from the Federation, the most recent being a referendum in 1998 that failed to secure the required two-thirds majority for secession. The March 2000 election results placed Vance Armory, as head of the CCM, the leader of the country's opposition party. In the September 7, 2001 elections in Nevis for the Nevis Island Administration, the CCM won four of the five seats available, while the NRP won one. In 2003, the Nevis Island Administration again proposed secession and initiated formal constitutional procedures to hold a referendum on the issue,
Movement (CCM) of Premier Vance Amory initiated steps towards secession from the Federation, the most recent being a referendum in 1998 that failed to secure the required two-thirds majority for secession. The March 2000 election results placed Vance Armory, as head of the CCM, the leader of the country's opposition party. In the September 7, 2001 elections in Nevis for the Nevis Island Administration, the CCM won four of the five seats available, while the NRP won one. In 2003, the Nevis Island Administration again proposed secession and initiated formal constitutional procedures to hold a referendum on the issue, which was held in early 2004. While opposing secession, the Government acknowledged the constitutional rights of Nevisians to determine their future independence. Constitutional safeguards include freedom of speech, press, worship, movement, and association. The most recent elections in Nevis took place on July 10, 2006. Amory's CCM was defeated by the NRP of Joseph Parry, winning only two out of the five elective seats. Parry was sworn in as the third Premier of Nevis a day later. Its judicial system is modelled on British practice and procedure and its jurisprudence on English common law. The Royal St Kitts and Nevis Police Force has about 370 members. Executive branch As head of state, Queen Elizabeth II is viceregally represented by a Governor-General who acts on the advice of the prime minister. Following legislative elections, the leader of the majority party or leader of a majority coalition is usually appointed prime minister by the governor-general. All other ministerial appointments, including that of deputy prime minister, are made by the governor-general, but acting upon the advice of the prime minister. |Monarch |Queen Elizabeth II | |19 September 1983 |- |Governor-General |Samuel Weymouth Tapley Seaton | |20 May 2015 |- |Prime Minister |Timothy Harris |People's Labour Party |18 February 2015 |} Political parties and elections Judicial branch Eastern Caribbean Supreme Court (based on Saint Lucia); one judge of the Supreme Court resides in Saint Kitts. The Judicial Committee of the Privy Council in London is
"Sea Hustler" ferry, which operates out of Basseterre. Nevis Charlestown is the harbor for the government ferries which run between Charlestown and Basseterre on St. Kitts . There is a deep water port on the southern coast of Nevis for cargo ships. The "Sea Bridge" ferry, which takes cars (and also pedestrians), docks in the northwest part of Nevis at Cades Bay, and runs between there and Majors Bay on St. Kitts. The Sea Bridge ferry runs six times a day in each direction . For pedestrians it is worth noting that there are no facilities of any kind at Majors Bay (no houses, no businesses, etc.), only a small wooden gazebo as shelter from sun or rain, and so, if you have not already arranged to be met at Majors Bay by car or taxi, you will have to enjoy Majors Bay for a couple of hours in its more or less wild state before taking the ferry back to Nevis. Airports St. Kitts The Robert L. Bradshaw International Airport (IATA airport code SKB/TKPK) serves the city of Basseterre, and by extension the island of Saint Kitts. The airport is located in the south of the parish of Saint Peter Basseterre on the north-eastern periphery of the city of Basseterre. The 8001-foot runway airport has direct flights to London, New York and Miami, and seasonal flights to Charlotte, NC, and Philadelphia, PA, in addition to other major cities in the US and Canada during the tourist season. Nevis The Vance W. Amory International Airport (IATA airport code NEV/TKPN) serves the island of Nevis. The airport runway is 4002 feet in length. Many flights connect from here to other Caribbean islands, including Puerto Rico. Railway St. Kitts has 58 km of narrow gauge railway, which centers in the capital, Basseterre, and
driver agrees. It is a good idea to agree on a price in advance, and be clear about which currency the price is quoted in ($ EC or $ US.) Harbors and ferries St. Kitts Basseterre is the location of all official harboring services on Saint Kitts, though Coast Guard stations exist at Sandy Point Town and Dieppe Bay Town. The Deep Water Harbour at Basseterre is capable of both hosting and berthing of cruise ships or the handling of cargos. It is located to the extreme East of Basseterre Bay. Port Zante, in the center of Basseterre Bay, is for use of docking cruise ships only. The Port can accommodate the largest cruise ships in the world. It also has a marina facility. The bay is also home to the popular ferry connection between Basseterre, St. Kitts and Charlestown, Nevis. There are several trips daily. On rare occasions there is a special ferry day trip from Basseterre to Oranjestad, St Eustatius and back again. A relatively new (started in 2007) car ferry, which can take up to 35 cars and also takes pedestrian passengers, is called the "Sea Bridge" ferry, and is in operation between the two islands. This ferry traverses the narrow, 2-mile wide straight named 'The Narrows' between the two islands in 25 minutes, from Major's Bay in St. Kitts (at the tip of the southeastern peninsula), to Cades Bay in Nevis. Cars can also be carried by the "Sea Hustler" ferry, which operates out of Basseterre. Nevis Charlestown is the harbor for the government ferries which run between Charlestown and Basseterre on St. Kitts . There is a deep water port on the southern coast of Nevis for cargo ships. The "Sea Bridge" ferry, which takes cars (and also pedestrians), docks in the northwest part of Nevis at Cades Bay, and runs between there and Majors Bay on St. Kitts. The Sea Bridge ferry runs six times a day in each direction . For pedestrians it is worth noting that there are no facilities of any kind at Majors Bay (no houses, no businesses, etc.), only a small wooden gazebo as shelter from sun or rain, and so, if you have not already arranged to be met at Majors Bay by car or taxi, you will have to enjoy Majors Bay for a couple of hours in its more or less wild state before taking the ferry back to Nevis. Airports St. Kitts The Robert L. Bradshaw International Airport (IATA airport code SKB/TKPK) serves the city of Basseterre, and by extension the island of Saint Kitts. The airport is located in the south of the parish of Saint Peter Basseterre on the north-eastern periphery of the city of Basseterre. The 8001-foot runway airport has direct flights to London, New York and Miami, and seasonal flights to Charlotte, NC, and Philadelphia, PA, in addition to other major cities in the US and Canada during the tourist season. Nevis The Vance W. Amory International Airport (IATA airport code NEV/TKPN) serves the island of Nevis. The airport runway is 4002 feet in length. Many flights connect from here to other Caribbean islands, including Puerto Rico. Railway St. Kitts has 58 km of narrow gauge railway, which centers in the capital, Basseterre, and circles the island. The railway line was originally built between 1912 and 1926 to transport sugar cane to the central sugar factory in Basseterre. The
25 January 2017 – 21 February 2017 – 1 March 2017 – 31 May 2017 – 16 August 2017 – 8 September 2017 – 21 September 2017 – 23 September 2017 – 9 November 2017 – 5 January 2018 – 30 May 2018 – 7 June 2018 – 7 June 2018 – 8 June 2018 – 25 September 2018 – 25 September 2018 – 27 September 2018 – 28 September 2018 – 31 October 2018 – 6 November 2018 – 16 November 2018 – 18 December 2018 – 15 February 2019 – 26 June 2019 – 29 July 2019 – 12 September 2019 – 6 December 2019 – 20 February 2020 – 31 August 2020 – 9 December 2020 – 22 March 2021 – 10 June 2021 – 22 September 2021 – 11 October 2021 – 30 November 2021 – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date Table See also Ministry of Foreign Affairs (Saint Kitts and Nevis) List of diplomatic missions in Saint Kitts and Nevis List of diplomatic missions of Saint Kitts and Nevis References External links
September 2012 – 19 October 2012 – 16 November 2012 – 22 March 2013 – 8 May 2013 – 30 July 2013 – 30 September 2013 – 1 November 2013 – 30 January 2014 – May 2014 – 8 June 2015 – 4 March 2016 – 8 March 2016 – 12 April 2016 – 27 April 2016 – 27 May 2016 – 4 June 2016 – 6 June 2016 – 21 September 2016 – 21 September 2016 – 22 September 2016 – 29 September 2016 – 25 November 2016 – 25 January 2017 – 21 February 2017 – 1 March 2017 – 31 May 2017 – 16 August 2017 – 8 September 2017 – 21 September 2017 – 23 September 2017 – 9 November 2017 – 5 January 2018 – 30 May 2018 – 7 June 2018 – 7 June 2018 – 8 June 2018 – 25 September 2018 – 25 September 2018 – 27 September 2018 – 28 September 2018 – 31 October 2018 – 6 November 2018 – 16 November 2018 – 18 December 2018 – 15 February 2019 – 26 June 2019 – 29 July 2019 – 12 September 2019 – 6 December 2019 – 20 February 2020 – 31 August 2020 – 9 December 2020 – 22 March 2021 – 10 June 2021 – 22 September 2021 – 11 October 2021 – 30 November 2021 – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date – unknown date Table See also Ministry of Foreign Affairs (Saint Kitts and Nevis) List of diplomatic missions in Saint Kitts and Nevis List of diplomatic missions of Saint Kitts
of Eastern Caribbean States (OECS), and La Francophonie. Saint Lucia is a Commonwealth Realm. Saint Lucia became the 152nd member of the United Nations on 9 December 1979. As of January 2018, Cosmos Richardson, who presented his credentials on 22 February 2017, was Saint Lucia's representative to the United Nations. Organization of American States (OAS) The Charter of the Organization of American States was signed in Bogota in 1948 and was amended by several protocols which were named after the city and the year in which the protocol was signed, such as Managua in 1993 forming part of the name of the protocol. Saint Lucia entered the OAS system on 22 February 1979. Agreements which impact on financial relationships The Double Taxation Relief (CARICOM) Treaty 1994 At a CARICOM meeting, the representative of St. Lucia, John Compton, signed The Double Taxation Relief (CARICOM) Treaty 1994 on 6 July 1994. The representatives of seven CARICOM countries signed similar agreements at Sherbourne Conference Centre, St. Michael, Barbados. The countries whose representatives signed the treaties in Barbados were Antigua and Barbuda, Belize, Grenada, Jamaica, St. Kitts and Nevis, St. Vincent and the Grenadines, and Trinidad and Tobago. This treaty covered taxes, residence, tax jurisdictions, capital gains, business profits, interest, dividends, royalties and other areas. FATCA On 30 June 2014, Saint Lucia signed a Model 1 agreement with the United States of America in relation to Foreign Account Tax Compliance Act (FATCA). As of 1 September 2016, the status of the agreement is listed as "in force". Preceding the 2014 FATCA agreement is one which was entered into on 30 January 1987, between the United States of America and Saint Lucia according to Paragraph 2 of the Model 1 agreement, the purpose of which was to exchange tax information. Military Saint Lucia has a paramilitary force. A Special Service Unit (SSU) and the Coast Guard are both under the command of the Royal Saint Lucia Police Force. Although the SSU is under the RSLPF (Royal Saint Lucia Police Force), they are called in as the last line of defence or for more severe cases. In 2018, Saint Lucia signed the UN Treaty on the Prohibition of Nuclear Weapons. Administrative divisions The districts of the island, established by the French colonial government and continued by the British, are: Anse la Raye, 31.0 km2 Canaries Castries, 79.5 km2 Choiseul, 31.3 km2 Dennery, 69.7 km2 Gros Islet Laborie, 37.8 km2 Micoud, 77.7 km2 Soufrière, 50.5 km2 Vieux Fort, 43.8 km An additional area is the Forest Reserve Area Quarter (78.3 km2). Economy The United Nations categorizes Saint Lucia as a Small Island Developing State, a designation similar to a developing country with a few substantial differences due to Saint Lucia's island nature. The services sector accounted for 82.8% of GDP, followed by industry and agriculture at 14.2% and 2.9%, respectively. An educated workforce and improvements in roads, communications, water supply, sewerage, and port facilities have attracted foreign investment in tourism and in petroleum storage and transshipment. However, with the US, Canada, and Europe in recession, tourism declined by double digits in early 2009. The recent change in the European Union import preference regime and the increased competition from Latin American bananas have made economic diversification increasingly important in Saint Lucia. Saint Lucia has been able to attract foreign business and investment, especially in its offshore banking and tourism industries, which is Saint Lucia's main source of revenue. The manufacturing sector is the most diverse in the Eastern Caribbean area, and the government is trying to revitalise the banana industry. Despite negative growth in 2011, economic fundamentals remain solid, and GDP growth should recover in the future. Inflation has been relatively low, averaging 5.5 percent between 2006 and 2008. Saint Lucia's currency is the Eastern Caribbean Dollar (EC$), a regional currency shared among members of the Eastern Caribbean Currency Union (ECU). The Eastern Caribbean Central Bank (ECCL) issues the EC$, manages monetary policy, and regulates and supervises commercial banking activities in member countries. In 2003, the government began a comprehensive restructuring of the economy, including elimination of price controls and privatization of the state banana company. Tourism Tourism is vital to Saint Lucia's economy. Its economic importance is expected to continue to increase as the market for bananas have become more competitive. Tourism tends to be more substantial during the dry season (January to April), often referred to as the tourist season. Saint Lucia tends to be popular due to its tropical weather and scenery and its beaches and resorts. Other tourist attractions include a "drive-in" volcano where one can drive within a few hundred feet of the gurgling, steaming mass, Sulphur Springs (in Soufrière), zip lining at Sault Falls, Dennery, the Botanical Gardens, the majestic twin peaks "The Pitons", a world heritage site, the rain forests, several options of boat trips, Frigate Island Nature Reserve (operated by the Saint Lucia National Trust), Dennery, and Pigeon Island National Park, which is home to Fort Rodney, an old British military base. The majority of tourists visit Saint Lucia as part of a cruise. Most of their time tends to be spent in Castries, although Soufriere, Marigot Bay, Rodney Bay and Gros Islet are also tourist destinations. The current Minister of Tourism is Ernest Hilaire, who has been in the role since 2021. Demographics Saint Lucia reported a population of 165,595 in 58 920 households in the 2010 national census. In , the United Nations Population Division estimated Saint Lucia's population at . The country's population lives predominantly in rural areas, and more than a third live in the District of Castries. Saint Lucia has the lowest fertility rate in the Caribbean and one of the lowest in the world at 1.4 children per woman. Immigration to the country is slightly higher than emigration. Emigration from Saint Lucia is primarily to Anglophone countries, with the United Kingdom having almost 10,000 Saint Lucian-born citizens, and over 30,000 of Saint Lucian heritage. The second most popular destination for Saint Lucian emigrants is the United States, where a combined (foreign and national-born Saint Lucians) almost 14,000 reside. Canada is home to a few thousand Saint Lucians. Most immigrants to the country are also from these same three countries. Ethnic groups As of the 2010 census, Saint Lucia's population is predominantly of African and Mixed, at 96.13% (85.28% black, 10.85% Mixed) Other groups include Indo-Caribbean persons (2.16%) and white St. Lucians at 0.61%. Other and unspecified groups account for 1.1% of the population. Languages The official language is English. Saint Lucian French Creole (Kwéyòl), which is colloquially referred to as Patois ("Patwa"), is spoken by 95% of the population. This Antillean Creole is used in literature and music, and is gaining official acknowledgement. As it developed during the early period of French colonisation, the creole is derived chiefly from French and the West African languages, with some vocabulary from the Island Carib language and other sources. Antillean Creole is also spoken in Dominica, Martinique, Guadeloupe, and (to a lesser extent) St. Vincent and Grenada; it also resembles the creoles spoken in French Guiana, Haiti, Mauritius and the Seychelles. Saint Lucia is a member of La Francophonie. Religion Christianity is the main religion in Saint Lucia. About 61.5% of the population is Roman Catholic. Another 25.5% belong to Protestant denominations, (includes Seventh Day Adventist 10.4%, Pentecostal 8.9%, Baptist 2.2%, Anglican 1.6%, Church of God 1.5%, other Protestant 0.9%). Evangelicals comprise 2.3% of the population and 1.1% are Jehovah's Witnesses. In addition, about 1.9% of the population adheres to the Rastafari movement. Other religions include Hinduism, Bahá'í Faith, Judaism, and Buddhism. Health Crime In 2017, Saint Lucia recorded 60 homicides, the highest in the country's history. Culture The culture of Saint Lucia has been influenced by African, East Indian, French, and English heritage. One of the secondary languages is Saint Lucian French Creole or Kwéyòl, spoken by almost all of the population. Saint Lucia boasts the highest ratio of Nobel laureates produced with respect to the total population of any sovereign country in the world. Two winners have come from Saint Lucia: Sir Arthur Lewis won the Nobel Prize in Economics in 1979, and the poet Derek Walcott received the Nobel Prize in Literature in 1992. Festivals Saint Lucian cultural festivals include La Rose celebrated on 30 August and La Marguerite on 17 October, the first representing a native Saint Lucian fraternal society known as the Order of the Rose that is fashioned in the mould of Rosicrucianism, and the second representing its traditional rival, the native Saint Lucian equivalent of Freemasonry known as the Order of the Marguerite. References to their origins as versions of pre-existing external secret societies can be seen in a mural painted by Dunstan St Omer, depicting the holy trinity of Osiris, Horus, and Isis. The biggest festival of the year is the Saint Lucia Jazz Festival. Held in early May at multiple venues throughout the island, it draws visitors and musicians from around the world. The grand finale or main stage is held at Pigeon Island, which is located to the north of the island. Traditionally, in common with other Caribbean countries, Saint Lucia held a carnival before Lent. In 1999, the government moved Carnival to mid-July to avoid competing with the much larger Trinidad and Tobago carnival and so as to attract more overseas visitors. In May 2009, Saint Lucians commemorated the 150th anniversary of West Indian Heritage on the island. Sport The Windward Islands cricket team includes players from Saint Lucia and plays in the West Indies regional tournament. Daren Sammy became the first Saint Lucian to represent the West Indies on his debut in 2007, and since 2010 has captained the side. In an international career spanning 2003 to 2008, and including 41 ODIs and one Test, Nadine George MBE became the first woman to score a Test century for the team. Sammy and George were recognised by the Saint Lucian government as Sportsman of the Year and Sportswoman of the Year respectively for 2004. For sailing enthusiasts, the annual Atlantic Rally for Cruisers (ARC) race begins in the Canary Islands and ends in Saint Lucia. The year 2015 marked the ARC's 30th year of existence. Every November, the race attracts over 200 boats and 1,200 people to sail across the Atlantic to the Caribbean. In 2019, a modern state of the art horse racing facility opened. One of the main contributors will be The China Horse Club, operators of race tracks in Asia. Music and dance Together with
Lucia of 1867 was based on the Quebec Civil Code of 1866, as supplemented by English common law-style legislation. It is also a member of Organisation internationale de la Francophonie. Etymology Saint Lucia was named after Saint Lucy of Syracuse (AD 283 – 304). Saint Lucia and Ireland are the only two sovereign states in the world named after a woman (Ireland is named after the Celtic goddess of fertility Eire). However, Saint Lucia is the only one named after an actual female historical figure. Legend states that French sailors were shipwrecked on the island on 13 December, the feast day of St. Lucy, and therefore named the island in her honour. History Pre-colonial period The first proven inhabitants were the Arawaks, though there may have been other native peoples prior to this. The Arawak are believed to have come from northern South America sometime around AD 200–400, as there are numerous archaeological sites on the island where specimens of their well-developed pottery have been found. There is evidence to suggest that the Arawak called the island Iouanalao, meaning 'Land of the Iguanas', due to the island's high number of iguanas. The more aggressive Caribs arrived around AD 800, and seized control from the Arawaks by killing their men and assimilating the women into their own society. They called the island Hewanarau, and later Hewanorra (Ioüanalao, or "there where iguanas are found"). Early European period Christopher Columbus may have sighted the island during his fourth voyage in 1502, since he made landfall on Martinique, yet he does not mention the island in his log. Juan de la Cosa noted the island on his map of 1500, calling it El Falcon, and another island to the south Las Agujas. A Spanish cédula from 1511 mentions the island within the Spanish domain, and a globe in the Vatican made in 1520, shows the island as Sancta Lucia. In the late 1550s, the French pirate François le Clerc (known as Jambe de Bois, due to his wooden leg) set up a camp on Pigeon Island, from where he attacked passing Spanish ships. In 1605, an English vessel called the Oliphe Blossome was blown off-course on its way to Guyana, and the 67 colonists started a settlement on Saint Lucia, after initially being welcomed by the Carib chief Anthonie. By 26 September 1605, only 19 survived following continued attacks by the Carib chief Augraumart, so the settlers fled the island. French Colony In 1664, Thomas Warner (son of Sir Thomas Warner, the governor of St Kitts) claimed Saint Lucia for England. He brought 1,000 men to defend it from the French, but after only two years, only 89 survived with the rest dying mostly due to disease. In 1666, the French West India Company resumed control of the island, which in 1674 was made an official French crown colony as a dependency of Martinique. 18th and 19th centuries After the slave-based sugar industry developed, both the British and the French found the island attractive. During the 18th century, the island changed ownership, or was declared neutral territory, a dozen times, although the French settlements remained and the island was a de facto French colony well into the eighteenth century. In 1722, George I of Great Britain granted both Saint Lucia and Saint Vincent to the 2nd Duke of Montagu. Montague appointed Nathaniel Uring, a merchant sea captain and adventurer, as deputy-governor. Uring went to the islands with a group of seven ships, and established settlement at Petit Carenage. Unable to get enough support from British warships, he and the new colonists were quickly run off by the French. During the Seven Years' War, Britain occupied Saint Lucia for a year, but handed the island back to the French in 1763, under the Treaty of Paris. Like the English and Dutch on other islands, in 1765, the French began to develop the land for the cultivation of sugar cane as a commodity crop on large plantations. The British occupied the island again between 1778 and 1784. In January 1791, during the French Revolution, the National Assembly sent four commissaires to St Lucia to spread the revolutionary philosophy. By August 1791, slaves began to abandon their estates and Governor de Gimat fled. In December 1792, Lt. Jean-Baptiste Raymond de Lacrosse arrived with revolutionary pamphlets, and the impoverished whites and free people of colour began to arm themselves as patriots. On 1 February 1793, France declared war on England and Holland, and General Nicolas Xavier de Ricard took over as Governor. The National Convention abolished enslavement on 4 February 1794; however, on 1 April 1794, St. Lucia fell to a British invasion led by Vice Admiral John Jervis. Morne Fortune became Fort Charlotte. Soon, a patriot army of resistance, L'Armee Française dans les Bois, began to fight back, starting the First Brigand War. A short time later, the British invaded the island as a part of the war with France that had recently broken out. On 21 February 1795, a group of locals, under the nominal control of Victor Hugues, defeated a battalion of British troops at Vieux Fort and Rabot. In 1796, Castries was burned as part of the conflict. Leading the 27th Inniskilling Fusiliers, General John Moore retook Fort Charlotte in 1796, after two days of bitter fighting. As an honour, the Fusiliers' regimental colour was displayed on the flagstaff of the captured fortress at Morne Fortune for an hour before being replaced by the Union Jack. Moore then participated in British efforts to repress the slave rebels until falling ill with yellow fever, leading to his return to Britain before 1798. In 1803, the British regained control of the island. Many of the rebels escaped into the thick rainforest where they evaded capture and established maroon communities. Slavery on the island continued for a short time, but anti-slavery sentiment was rising in Britain. The British stopped the import of slaves by anyone, white or coloured, when they abolished the slave trade in 1807. France and Great Britain continued to contest Saint Lucia until the British secured it in 1814, as part of the Treaty of Paris, ending the Napoleonic Wars. Thereafter, Saint Lucia was considered one of the British Windward Islands colonies. The institution of slavery was abolished on the island in 1836, as it was throughout the British Empire. After abolition, all former slaves had to serve a four-year "apprenticeship", to accustom them to the idea of freedom. During that period, they worked for their former masters for at least three-quarters of the work week. Full freedom was duly granted by the British in 1838. By that time, people of African ethnicity greatly outnumbered those of ethnic European background. People of Carib descent also comprised a minority on the island. Castries' harbour was protected by a system of 60 surrounding forts. Along the top of Morne Fortune, there are six military sites. Building work by the French started in 1768, and the British completed the work by 1890. They include Fort Charlotte (Old Morne Fortress), the Apostle's Battery (1888–1890), the Powder Magazine built by the French in the 1750s, Provost's Redoubt (1792) built as a lookout point, and the Combermere barracks. The best-preserved installation is a battery at La Toc Point. Completed in 1888, it was not abandoned till 1905. This fort, in particular, was built by the British to repel any attack from the United States on the then valuable coaling harbour of Castries. 20th century The Second World War visited the island directly during the Battle of the Caribbean, when a German U-boat attacked and sank two British ships in Castries harbour on 9 March 1942. In the mid-twentieth century, Saint Lucia joined the West Indies Federation (1958–1962), when the colony was dissolved. In 1967, Saint Lucia became one of the six members of the West Indies Associated States, with internal self-government. In 1979, it gained full independence, under Sir John Compton of the conservative United Workers party (UWP).
Ciboney people, but there is not a lot of evidence of their presence on the island. The first proven inhabitants were the peaceful Arawaks, believed to have come from northern South America around 200-400 AD, as there are numerous archaeological sites on the island where specimens of the Arawaks' well-developed pottery have been found. There is evidence to suggest that these first inhabitants called the island Iouanalao, which meant 'Land of the Iguanas', due to the island's high number of iguanas. The more aggressive Caribs arrived around 800 AD, and seized control from the Arawaks by killing their men and assimilating the women into their own society. They called the island Hewanarau, and later Hewanorra (Ioüanalao, or "there where iguanas are found"). This is the origin of the name of the Hewanorra International Airport in Vieux Fort. The Caribs had a complex society, with hereditary kings and shamans. Their war canoes could hold more than 100 men and were fast enough to catch a sailing ship. They were later feared by the invading Europeans for their ferocity in battle. 16th century Christopher Columbus may have sighted the island during his fourth voyage in 1502, since he made landfall on Martinique, yet he does not mention the island in his log. Juan de la Cosa noted the island on his map of 1500, calling it El Falcon, and another island to the south Las Agujas. A Spanish Cedula from 1511 mentions the island within the Spanish domain, and a globe in the Vatican made in 1520, shows the island as Sancta Lucia. A 1529 Spanish map shows S. Luzia. In the late 1550s the French pirate François le Clerc (known as Jambe de Bois, due to his wooden leg) set up a camp on Pigeon Island, from where he attacked passing Spanish ships. 17th century In 1605, an English vessel called the Oliphe Blossome was blown off-course on its way to Guyana, and the 67 colonists started a settlement on Saint Lucia, after initially being welcomed by the Carib chief Anthonie. By 26 Sept. 1605, only 19 survived, after continued attacks by the Carib chief Augraumart, so they fled the island. In 1626, the Compagnie de Saint-Christophe was chartered by Cardinal Richelieu, chief minister of Louis XIII of France to colonize the Lesser Antilles, between the eleventh and eighteenth parallels. The following year, a royal patent was issued to James Hay, 1st Earl of Carlisle by Charles I of England granting rights over the Caribbean islands situated between 10° and 20° north latitude, creating a competing claim. In 1635, the Compagnie de Saint-Christophe was reorganized under a new patent for the Compagnie des Îles de l'Amérique, which gave the company all the properties and administration of the former company and the rights to continue colonizing neighboring vacant islands. English documents claim colonists from Bermuda settled the island in 1635, while a French letter of patent claims settlement on 8 March 1635 by a Pierre Belain d'Esnambuc, who was succeeded by his nephew, Jacques Dyel du Parquet. Thomas Warner sent Capt. Judlee with 300-400 Englishmen to establish a settlement at Praslin Bay but they were attacked over three weeks by Caribs, until the few remaining colonists fled on 12 October 1640. In 1642, Louis XIII extended the charter of the Compagnie des Îles de l'Amérique for twenty years. The following year, du Parquet, who had become Governor of Martinique, noted that the British had abandoned Saint Lucia and he began making plans for a settlement. In June 1650, he sent Louis de Kerengoan, Sieur de Rousselan and 40 Frenchmen to establish a fort at the mouth of the Rivière du Carenage, near present day Castries. As the Compagnie was facing bankruptcy, du Parquet sailed to France and in September 1650, and purchased the sole proprietorship for Grenada, the Grenadines, Martinique and Sainte-Lucie for ₣41,500. The French drove off an attempted English invasion in 1659, but allowed the Dutch to build a redoubt near Vieux Fort Bay in 1654. On 6 April 1663, the Caribs sold St. Lucia to Francis Willoughby, 5th Baron Willoughby of Parham, English governor of the Caribbean. He invaded the island with 1100 Englishmen and 600 Amerindians in 5 ships-of-war and 17 pirogues forcing the 14 French defenders to flee. However, the English colony succumbed to disease. The French took over again, but the English came back in June 1664 and retained possession until 20 Oct. 1665 when diplomacy gave the island back to the French. The English invaded again in 1665, but disease, famine and the Caribs forced their fleeing in Jan. 1666. The Treaty of Breda (1667) gave control of the island back to the French. The English raided the island in 1686, but relinquished all claims in a 1687 treaty and
AD, and seized control from the Arawaks by killing their men and assimilating the women into their own society. They called the island Hewanarau, and later Hewanorra (Ioüanalao, or "there where iguanas are found"). This is the origin of the name of the Hewanorra International Airport in Vieux Fort. The Caribs had a complex society, with hereditary kings and shamans. Their war canoes could hold more than 100 men and were fast enough to catch a sailing ship. They were later feared by the invading Europeans for their ferocity in battle. 16th century Christopher Columbus may have sighted the island during his fourth voyage in 1502, since he made landfall on Martinique, yet he does not mention the island in his log. Juan de la Cosa noted the island on his map of 1500, calling it El Falcon, and another island to the south Las Agujas. A Spanish Cedula from 1511 mentions the island within the Spanish domain, and a globe in the Vatican made in 1520, shows the island as Sancta Lucia. A 1529 Spanish map shows S. Luzia. In the late 1550s the French pirate François le Clerc (known as Jambe de Bois, due to his wooden leg) set up a camp on Pigeon Island, from where he attacked passing Spanish ships. 17th century In 1605, an English vessel called the Oliphe Blossome was blown off-course on its way to Guyana, and the 67 colonists started a settlement on Saint Lucia, after initially being welcomed by the Carib chief Anthonie. By 26 Sept. 1605, only 19 survived, after continued attacks by the Carib chief Augraumart, so they fled the island. In 1626, the Compagnie de Saint-Christophe was chartered by Cardinal Richelieu, chief minister of Louis XIII of France to colonize the Lesser Antilles, between the eleventh and eighteenth parallels. The following year, a royal patent was issued to James Hay, 1st Earl of Carlisle by Charles I of England granting rights over the Caribbean islands situated between 10° and 20° north latitude, creating a competing claim. In 1635, the Compagnie de Saint-Christophe was reorganized under a new patent for the Compagnie des Îles de l'Amérique, which gave the company all the properties and administration of the former company and the rights to continue colonizing neighboring vacant islands. English documents claim colonists from Bermuda settled the island in 1635, while a French letter of patent claims settlement on 8 March 1635 by a Pierre Belain d'Esnambuc, who was succeeded by his nephew, Jacques Dyel du Parquet. Thomas Warner sent Capt. Judlee with 300-400 Englishmen to establish a settlement at Praslin Bay but they were attacked over three weeks by Caribs, until the few remaining colonists fled on 12 October 1640. In 1642, Louis XIII extended the charter of the Compagnie des Îles de l'Amérique for twenty years. The following year, du Parquet, who had become Governor of Martinique, noted that the British had abandoned Saint Lucia and he began making plans for a settlement. In June 1650, he sent Louis de Kerengoan, Sieur de Rousselan and 40 Frenchmen to establish a fort at the mouth of the Rivière du Carenage, near present day Castries. As the Compagnie was facing bankruptcy, du Parquet sailed to France and in September 1650, and purchased the sole proprietorship for Grenada, the Grenadines, Martinique and Sainte-Lucie for ₣41,500. The French drove off an attempted English invasion in 1659, but allowed the Dutch to build a redoubt near Vieux Fort Bay in 1654. On 6 April 1663, the Caribs sold St. Lucia to Francis Willoughby, 5th Baron Willoughby of Parham, English governor of the Caribbean. He invaded the island with 1100 Englishmen and 600 Amerindians in 5 ships-of-war and 17 pirogues forcing the 14 French defenders to flee. However, the English colony succumbed to disease. The French took over again, but the English came back in June 1664 and retained possession until 20 Oct. 1665 when diplomacy gave the island back to the French. The English invaded again in 1665, but disease, famine and the Caribs forced their fleeing in Jan. 1666. The Treaty of Breda (1667) gave control of the island back to the French. The English raided the island in 1686, but relinquished all claims in a 1687 treaty and the 1697 Treaty of Ryswick. 18th century
minerals (pumice), mineral springs, and a geothermal potential. Land use About 18% of the land is used for agricultural practices. Most farms consist of less than 5 acres of land. The main agricultural products grown in Saint Lucia are bananas, coconuts, cocoa beans, mangoes, avocados, vegetables, citrus fruits, and root crops such as yams and sweet potatoes. Most of these agricultural products are grown for local consumption, but bananas and coconuts are mainly grown for export, with some vegetables. Bananas occupy about 14,826 acres of the agricultural land, while coconuts occupy 12,400 acres. Forest reserves and botanical gardens in Saint Lucia: Castries Waterworks Forest Reserve, Dennery Waterworks Forest Reserve, Edmond Forest Nature Reserve, Frigate Island Nature Reserve, Grand Bois Forest Reserve Maria Island Nature Reserve, Quilesse Forest Reserve, Savannes Bay Nature Reserve, St. Lucia Botanical Gardens (also known as Diamond Botanical Gardens, part of the Soufrière Estate) Islands The island of the island nation of Saint Lucia include the following: Burgot Rocks, Dennery Island, Des Bateaux Island, Fourreur Island, Fous Island, Frigate Island, L'Islet a Ramier, Laplins Island, Liverpool Rocks, Maria Islands, Pigeon Island, Praslin Island, Rat Island, Rouche Island (also called Barrel O'Beef), Scorpion Island, Districts The island of Saint Lucia is divided into 10 Districts and the Forest Reserve: Anse la Raye, Leeward Caribbean Sea Canaries, Leeward Caribbean Sea Castries, Leeward Caribbean Sea Choiseul, Leeward Caribbean Sea Dennery, Windward Atlantic Ocean Grand Bois Forest Reserve, Internal (entrance at ) Gros Islet, Leeward Caribbean Sea, Windward Atlantic Ocean Laborie, Leeward Caribbean Sea Micoud, Windward Atlantic Ocean Soufrière, Leeward Caribbean Sea Vieux Fort, Windward Atlantic Ocean, Leeward Caribbean Sea Natural hazards The island country of Saint Lucia is effected by hurricanes and volcanic activity. The island was severely affected by Hurricane Allen in 1980 and Hurricane Tomas in 2010, causing agricultural damage and a drop in visitor arrivals, but Saint Lucia has generally had fewer hurricanes than many other Caribbean islands, due to its southerly location. Hurricanes and volcanoes would both
Windward Island formation of volcanic rock that came into existence long after much of the region had already been formed. St. Lucia's physical features are notable. Dominated by high peaks and rain forests in the interior, the island is known for the twin peaks of Gros Piton ()and Petit Piton () on the southwestern coast, its soft sandy beaches, and its magnificent natural harbors. Mount Gimie, the highest peak, is located in the central mountain range and rises to above sea level, a contrast that is also evident in the abrupt climatic transition from coastal to inland areas. The steep terrain also accentuates the many rivers that flow from central St. Lucia to the Caribbean. Fertile land holdings, which support banana farming, are scattered throughout the island. St. Lucia has a tropical, humid climate moderated by northeast trade winds that allow for pleasant year-round conditions. Mean annual temperatures range from to at sea level and drop to an average of in the mountain peaks. The abundant annual rainfall accumulates to approximately , with most precipitation occurring during the June to December wet season. Hurricanes are the most severe climatic disturbance in this area and have been known to cause extensive damage. Although St. Lucia has historically been spared from serious hurricane destruction, Hurricane Allen decimated the agricultural sector and claimed nine lives in 1980. More recently, in 2010, Hurricane Tomas claimed seven lives and also caused extensive agricultural damage, particularly to the island's burgeoning cocoa crop. General Saint Lucia is in the Caribbean, an island between the Caribbean Sea and North Atlantic Ocean, north of Saint Vincent and north-west of Barbados. The capital city of Saint Lucia is Castries, where about one third of the population lives. Major towns include Gros Islet,
of mixed African-European descent (17,965; 10.8%). 2.2% of the population is East Indian (3,575 residents in 2010) and 0.6% white (991). Saint Lucia also has a small Amerindian (Carib) population. During the past decades the Amerindian (Carib) increased from 366 at the 1991 census (0.3% of the population), 803 at the 2001 census (0.5% of the population) to 951 in 2010 (0.6% of the population. The remaining 0.5% of the population includes Chinese (0.1%) and people from the Middle East (0.1%). Languages The official language is English. Saint Lucian Creole French (Kwéyòl), which is colloquially referred to as Patois ("Patwa"), is spoken by 95% of the population. This Antillean Creole is used in literature and music, and is gaining official acknowledgement. As it developed during the early period of French colonisation, the Creole is derived chiefly from French and West African languages, with some vocabulary from Carib and other sources. Saint Lucia is a
population) or of mixed African-European descent (17,965; 10.8%). 2.2% of the population is East Indian (3,575 residents in 2010) and 0.6% white (991). Saint Lucia also has a small Amerindian (Carib) population. During the past decades the Amerindian (Carib) increased from 366 at the 1991 census (0.3% of the population), 803 at the 2001 census (0.5% of the population) to 951 in 2010 (0.6% of the population. The remaining 0.5% of the population includes Chinese (0.1%) and people from the Middle East (0.1%). Languages The official language is English. Saint Lucian Creole French (Kwéyòl), which is colloquially referred to as Patois ("Patwa"), is
The prime minister is the leader of the majority party of the house, and the cabinet conducts affairs of state. The Governor General exercises basically ceremonial functions, but residual powers, under the constitution, can be used at the governor general's discretion. The actual power in St. Lucia lies with the prime minister and the cabinet, usually representing the majority party in parliament. History Politics in St. Lucia was once dominated by the United Workers' Party (UWP), which, until 1997 had governed the country for all but three years since independence. John Compton was premier of St. Lucia from 1964 until independence in February 1979. The Saint Lucia Labour Party (SLP) won the first post-independence elections in July 1979, taking 12 of 17 seats in parliament. A period squabbling within the party ensued, which led to several changes of prime minister. Pressure from the private sector and the unions forced the government to resign in 1982. New elections were then called and were won resoundingly by Compton's UWP, which took 14 of 17 seats. The UWP was elected for a second time on 16 April 1987, but with only nine of 17 seats. Seeking to increase his slim margin, Prime Minister Compton suspended parliament and called new elections on 30 April. This unprecedented snap election, however, gave the same results as before—the UWP retained nine seats and
on 2 April 1996. The SLP also had a change of leadership with former CARICOM official Dr. Kenny Anthony succeeding businessman Julian Hunte. In elections held 23 May 1997, the St. Lucia Labour Party won all but one of the 17 seats in Parliament, and Dr. Kenny Anthony became Prime Minister and Minister of Finance, Planning and Development on 24 May 1997. In elections of 3 December 2001 the St. Lucia Labour Party won 14 of the 17 available seats. The leader of the UWP, Dr. Morella Joseph failed to win a seat. Arsene James is the leader of the Parliamentary Opposition. In the general elections held on 11 December 2006 the UWP, once again led by Sir John Compton, defeated the SLP, winning 11 of the 17 seats. The next elections in St Lucia are constitutionally due in December 2011. The governing United Workers Party, and the opposition St Lucia Labour Party, along with the newly formed Lucian People's Movement, are expected to contest the next elections. On 29 July 2021, Philip Joseph Pierre was sworn in as the 12th Prime Minister of St Lucia since independence in 1979. St Lucia Labour Party (SLP), led by Pierre, reached a clear victory in general election. The previous SLP administration, led by Kenny Anthony, was during the period 2011-16. The United Workers Party (UWP) governed during the period 2016-21. Executive branch As head of state, Queen Elizabeth II is represented by a governor general who acts on the advice of the prime minister and the cabinet. Following legislative elections, the leader of the majority party or leader of a majority coalition is usually appointed prime minister by the governor general; the deputy prime minister is appointed by the governor general. |Queen |Elizabeth II | |22 February 1979 |- |Governor-General |Neville Cenac | |12 January 2018 |- |Prime Minister |Philip Pierre |Saint Lucia Labour Party |28 July 2021 |} Legislative branch The Legislature has two chambers. The House of Assembly has 17 members, elected by universal adult suffrage for a five-year term in single-seat constituencies. The Senate has 11 members appointed by the governor general. The parliament may be dissolved by the governor general at any point during its 5-year term, either at the request of the prime minister—in order to take the nation into early elections—or at the governor general's own discretion, if the house passes a vote of no-confidence in the government. Political parties and elections Judicial branch St. Lucia has an independent judiciary composed of district courts and a high court. Cases may be appealed
is now on a decline due to strong competition from low-cost Latin American producers and reduced European trade preferences, but the government has helped revitalize the industry, with 13,734 tonnes exported in 2018. Agricultural crops grown for export are bananas, mangoes, and avocados. The island is considered to have the most diverse and well-developed manufacturing industry in the eastern Caribbean. Saint Lucia has been able to attract many foreign businesses and investors. Economic history The island's banana output was heavily impacted in 2007 by Hurricane Dean. In 2006, the governor stated: While living standards have improved for many, a large number of people have been pushed to the margin of economic activity, especially in the areas which once depended heavily on the banana industry for a livelihood. Sectors Agriculture Agriculture is the second-largest industry in Saint Lucia. In 2020, agriculture only contributed 2.2% to Saint Lucia's GDP, but still accounts for a significant number of jobs - some 10% of the employed population. As of the 2010 census, the roughly 10,000 agricultural holdings covered an area of 30,204 acres, an average of 3.0 acres per agricultural holding. About 18% of the land is used for agricultural practices. Most farms consist of less than 5 acres of land. The main agricultural products grown in Saint Lucia are bananas, coconuts, cocoa beans, mangoes, avocados, vegetables, citrus fruits, and root crops such as yams and sweet potatoes. Most of these agricultural products are grown for local consumption, but bananas and coconuts are mainly grown for export, with some vegetables. Bananas occupy about 14,826 acres of the agricultural land, while coconuts occupy 12,400 acres. Saint Lucia has a small livestock sector, which is dominated by poultry and pork. The island is self-sufficient in egg production and is trying to become self-sufficient in poultry and pork production. The Ministry of Agriculture is encouraging farmers to raise sheep and goats to reduce the island's importation of frozen meats, and has helped by providing support to farmers, importing bloodlines of livestock to increase the productivity of animals, and providing subsidies on animal feed. Help is also being given to revitalize the local dairy and beef industries through the introduction of efficient cattle breeds, training of farmers to care properly for livestock, and establishing funds for the construction of dairy units and abattoirs. Tourism The island
11 September 2001, the tourism sector had made significant gains, experiencing a boom despite some untimely and destructive hurricanes. Stay-over visitors and cruise arrivals declined in 2001, and several hotels declared bankruptcy, including the Hyatt. The development of the tourism sector remains a priority, and the government is committed to providing a favourable investment environment. Incentives are available for building and upgrading tourism facilities. Use of public funds to improve the physical infrastructure of the island has been liberal, and the government has made efforts to attract cultural and sporting events and develop historical sites. Overview St. Lucia's economy depends primarily on revenue from tourism and banana production, with some contribution from small-scale manufacturing. Although banana revenues have helped fund the country's development since the 1960s, the industry is now in a terminal decline, due to reduced European Union trade preferences and competition from lower-cost Latin American banana producers. The country is encouraging farmers to plant crops such as cocoa, mangoes, and avocados to diversify its agricultural production and provide jobs for displaced banana workers. Tourism recovered in 2004, following the post-11 September 2001 recession, and continued to grow in 2005, making up more than 48% of St. Lucia's GDP. The hotel and restaurant industry grew by 6.3% during 2005. Stay-over arrivals increased by 6.5%, and the United States remained the most important market, accounting for 35.4% of these arrivals. Yacht passengers rose by 21.9%. Redeployment of cruise ships, remedial berth construction, and high fuel costs prevented higher growth rates. However, several investors have planned new tourism projects for the island, including a large hotel and resort in the southern part of the island. The global recession has caused a reduction in tourist revenue and foreign investment, significantly slowing growth rates. St. Lucia's currency is the Eastern Caribbean Dollar (EC$), a regional currency shared among members of the Eastern Caribbean Currency Union (ECCU). The Eastern Caribbean Central Bank (ECCB) issues the EC$, manages monetary policy, and regulates and supervises commercial banking activities in its member countries. The ECCB has kept the EC$ pegged at EC$2.7 = US$1. St. Lucia is a beneficiary of the U.S. Caribbean Basin Initiative and is a member of the Caribbean Community and Common Market. The country hosts the executive secretariat of the Organization of Eastern Caribbean States. St. Lucia is the headquarters of the Eastern Caribbean Telecommunications authority, which is developing the regulations to liberalize the telecommunications sector in the region by 2004. Economic statistics GDP: purchasing power party - $1,667 billion (2016 est.) GDP - real growth rate: 3.5% (2012 est.) GDP - per capita: purchasing power party - $12,952 (2016 est.) GDP - composition by sector: agriculture: 2.43% industry: 13.43% services: 84.14% (2016 est.) Population below poverty line: 21.4% (2005) Household income or consumption by percentage share: lowest 10%: NA% highest 10%: NA% Inflation rate (consumer prices): -0.934% (2016 est.) Labour force: 50,300 (2011) Labour force - by occupation: agriculture 21.7%, industry and commerce 24.7%, services 53.6% (2002 est.) Unemployment rate: 15% (2013 est.) Pay: best is $350 a week Budget: revenues: $141.2 million expenditures: $146.7 million, including capital expenditures of $25.1 million (2000 estimate) Industries: clothing, assembly of
Saint Lucia Telephone Telephones - main lines in use: 90,000 Telephones - mobile cellular: 100,000 Telephone system: Domestic: System is automatically switched. International: Submarine fibre optic link with Martinique (France), Saint Vincent and the Grenadines and Barbados. Saint Lucia is part of the North American Numbering
90,000 Telephones - mobile cellular: 100,000 Telephone system: Domestic: System is automatically switched. International: Submarine fibre optic link with Martinique (France), Saint Vincent and the Grenadines and Barbados. Saint Lucia is part of the North American Numbering Plan; its area code is 758. Radio Radio broadcast stations: AM 2, FM 7 (plus 3 repeaters), shortwave 0 (1998), includes VQH-AM 660 Radios: 111,000 (1997) Television Television broadcast stations: 3 (of
"jump up" takes place at Gros Islet). All buses are registered with a green 'M' licence plate and labelled with a yellow sticker on the front of the vehicle, signifying their route. Taxis Taxis are widely available at the airports and city centers. Fares are not metered, but rather fixed for each destination. Taxi drivers can confirm the cost and currency (EC$ or US$) of the fare before each trip is made. Taxi licence plates are red or blue, and begin with the letters TX. Trucking Truckers are an integral part of the business of shipping especially heavy-duty truckers moving containerised cargo. Over the years this sector of business has grown significantly with a number of major companies competing for the business. Despite this competitive spirit they have been practical and wise enough to see the benefits of forming a Truckers Association, which was established some five years ago but is currently dormant. With the number of issues being faced, members are currently engaged in re-energising the association to interface with the various stakeholders to address a catalogue of observations they want to share with the main shipping actors, including SLASPA and Customs. Some of the issues being faced are the costs for operating the business are going up - including fuel, tyres, parts, labour, etc. Among the issues are of concern, some of which require better
the benefits of forming a Truckers Association, which was established some five years ago but is currently dormant. With the number of issues being faced, members are currently engaged in re-energising the association to interface with the various stakeholders to address a catalogue of observations they want to share with the main shipping actors, including SLASPA and Customs. Some of the issues being faced are the costs for operating the business are going up - including fuel, tyres, parts, labour, etc. Among the issues are of concern, some of which require better recognition and involvement from the Transport Board are: Truck Driver Certification/ Licensing. At the current time there is no specific training tobqualify individuals to drive heavy duty vehicles in Saint Lucia. This could be rectified by establishing a driving school to certify truck drivers. "Right now, anyone can buy a truck and hire someone, with or without a truck driver's license, to join the trade and get into the trucking business. That's not right or fair." says Gregory Monplaisir, owner of Monplaisir Trucking. Road Repairs. Discussions with relevant departments regarding road repairs should take container trucks into consideration. Roads are being repaired
Military branches: No regular military force; the Special Service Unit, and the Coast Guard, are both under the command of the Royal Saint Lucia Police. Manpower available for military service: Males age 16-49: 41,414 (2010 est.) Manpower fit for military service: Males age 16-49: 32,688; Females age 16-49: 36,289 (2010 est.) Manpower reaching militarily significant age annually: Male: 1,574; female: 1,502 (2010 est.) Active Manpower: Approximately 116 men and women Military expenditures - dollar figure: $5 million (fiscal year 91/92) Military expenditures - percent of gross domestic
41,414 (2010 est.) Manpower fit for military service: Males age 16-49: 32,688; Females age 16-49: 36,289 (2010 est.) Manpower reaching militarily significant age annually: Male: 1,574; female: 1,502 (2010 est.) Active Manpower: Approximately 116 men and women Military expenditures - dollar figure: $5 million (fiscal year 91/92) Military expenditures -
force which restored the democratically elected government of Haiti in October 1994. St. Lucia participated along with 14 other Caribbean nations in a summit with US President Bill Clinton in Bridgetown, Barbados, in May 1997. The summit was the first-ever meeting in the region between the U.S. and Caribbean heads of government, and strengthen the basis for regional cooperation on justice and counternarcotics, finance and development, and trade issues. Bilateral relations List of countries which Saint Lucia established diplomatic relations with: Former diplomatic relations: People's Republic of China (1 September 1997 – 5
of CARICOM, St. Lucia strongly backed efforts by the United States to implement UN Security Council Resolution 940, designed to restore democracy to Haiti. St. Lucia agreed to contribute personnel to the multinational force which restored the democratically elected government of Haiti in October 1994. St. Lucia participated along with 14 other Caribbean nations in a summit with US President Bill Clinton in Bridgetown, Barbados, in May 1997. The summit was the first-ever meeting in the region between the U.S. and Caribbean heads of government, and strengthen the basis for regional cooperation on justice and counternarcotics,
Peninsula, the archipelago of Saint Pierre and Miquelon comprises eight islands, totalling , of which only two are inhabited. The islands are bare and rocky, with steep coasts, and only a thin layer of peat to soften the hard landscape. The islands are geologically part of the northeastern end of the Appalachian Mountains along with Newfoundland. , whose area is smaller, , is the most populous and the commercial and administrative center of the archipelago. Saint-Pierre Airport has been in operation since 1999 and is capable of accommodating long-haul flights from France. , the largest island, is in fact composed of two islands; Miquelon Island (also called , ) is connected to Langlade Island (, ) by the (also known as the ), a long sandy tombolo. A storm had severed them in the 18th century, separating the two islands for several decades, before currents reconstructed the isthmus. , the highest point in the territory at 240m, is located on Grande Miquelon. The waters between Langlade and Saint-Pierre were called "the Mouth of Hell" () until about 1900, as more than 600 shipwrecks have been recorded in that point since 1800. In the north of Miquelon Island is the village of Miquelon-Langlade (710 inhabitants), while Langlade Island was almost deserted (only one inhabitant in the 1999 census). A third, formerly inhabited island, , known as until 1931 and located a short distance from the port of Saint-Pierre, has been uninhabited since 1963. The other main islands are , , and . Environment Seabirds are the most common fauna. Seals and other wildlife can be found in the Grand Barachois Lagoon of Miquelon. Every spring, whales migrating to Greenland are visible off the coasts of Saint-Pierre and Miquelon. Trilobite fossils have been found on Langlade. The stone pillars off the island coasts called "L'anse aux Soldats" eroded away and disappeared in the 1970s. The rocky islands are barren, except for scrubby yews and junipers and thin volcanic soil. The forest cover of the hills, except in parts of Langlade, had been removed for fuel long ago. Climate In spite of being located at a similar latitude to the Bay of Biscay, the archipelago is characterized by a cold borderline humid continental/subarctic climate, under the influence of polar air masses and the cold Labrador Current. The mild winters for being a subarctic climate also means it has influences of subpolar oceanic climate, thus being at the confluence of three climatic types. The February mean is just below the isotherm for that classification. Due to just three months being above 10 °C (50 °F) in mean temperatures and winter lows being so mild, Saint Pierre and Miquelon has a Köppen Climate Classification of Dfc, if bordering on Cfc due to the mildness of the winter and either Dfb or Cfb due to the closeness of the fourth-and fifth-warmest months to having mean temperatures at or above 10 °C (50 °F). Typical maritime seasonal lag is also strong with September being warmer than June and March being colder than December. The average temperature is , with a temperature range of between the warmest ( in August) and coldest months ( in February). Precipitation is abundant ( per year) and regular (146 days per year), falling as snow and rain. Because of its location at the confluence of the cold waters of the Labrador Current and the warm waters of the Gulf Stream, the archipelago is also crossed a hundred days a year by fog banks, mainly in June and July. Two other climatic elements are remarkable: the extremely variable winds and haze during the spring to early summer. Economy The inhabitants have traditionally earned their livelihood by fishing and by servicing the fishing fleets operating off the coast of Newfoundland. The climate and the small amount of available land militate against activities such as farming and livestock raising (weather conditions are severe, confining the growing season to a few weeks, and the soil contains significant peat and clay and is largely infertile). Since 1992 the economy has been in steep decline, following the depletion of fish stocks due to overfishing, the limitation of fishing areas and the ban imposed on all cod fishing by the Canadian Government. The rise in unemployment has been countered by state financial aid for the retraining of businesses and individuals. The construction of the airport in 1999 helped sustain activity in the construction industry and public works. Fish farming, crab fishing and agriculture are being developed to diversify the local economy. The future of Saint Pierre and Miquelon rests on tourism, fisheries and aquaculture. Explorations are under way to exploit deposits of oil and gas. Tourism benefits from the proximity to similar tourist areas of Canada. Distribution, public service, care, minor wholesale, retail and crafts are notable in the business sector. The labour market is characterised by high seasonality, due to climatic hazards. Traditionally, the inhabitants suspended all outdoor activities (construction, agriculture, etc.) between December and April. In 1999 the unemployment rate was 12.8%, and a third of the employed worked in the public sector. The employment situation was worsened by the complete cessation of deep-sea fishing, the traditional occupation of the islanders, as the unemployment rate in 1990 was lower at 9.5%. The unemployment for 2010 shows a decrease from 2009, from 7.7% to 7.1%. Exports are very low (5.1% of GDP) while imports are significant (49.1% of GDP). About 70% of the islands' supplies are imported from Canada or from other parts of France via Nova Scotia. The euro is the currency in Saint Pierre and Miquelon. The Canadian dollar is also widely accepted and used. The "Institut d'émission des départements d'outre-mer" (IEDOM), the French public institution responsible for issuing currency in the overseas territories that use the euro on behalf of the Bank of France, has had an agency in Saint Pierre since 1978. The islands have issued their own stamps from 1885 to the present, except for a period between 1 April 1978 and 3 February 1986 when French stamps not specific to Saint Pierre and Miquelon were used. Demographics The total population of the islands at the January 2016 census was 6,008, of which 5,412 lived in Saint-Pierre and 596 in Miquelon-Langlade. At the time of the 1999 census 76% of the population was born on the archipelago, while 16.1% were born in metropolitan France, a sharp increase from the 10.2% in 1990. In the same census, less than 1% of the population reported being a foreign national. The archipelago has a high emigration rate, especially among young adults, who often leave for their studies without returning afterwards. Even at the time of the great prosperity of the cod fishery, the population growth had always been constrained by the geographic remoteness, harsh climate and infertile soils. Ethnography Ruins show that Indigenous American people visited the archipelago on fishing and hunting expeditions before it was colonized by Europeans. The current population is the result of inflows of settlers from the French ports, mostly Normans, Basques, Bretons and Saintongeais, and also from the historic area of Acadia in Canada (Gaspé Peninsula, parts of New Brunswick, Prince Edward Island and Cape Breton) as well as Francophones who settled on the Port au Port Peninsula on Newfoundland. Languages The inhabitants speak French; their customs and traditions are similar to the ones found in metropolitan France. The French spoken on the archipelago is closer to Metropolitan French than to Canadian French but maintains a number of unique features. Basque, formerly spoken in private settings by people of Basque ancestry, had disappeared from the islands by the late 1950s. Religion The population is overwhelmingly Christian, with the majority being Roman Catholic. The Roman Catholic Vicariate Apostolic of Iles Saint-Pierre and Miquelon used to manage the local church until it was merged into the French diocese of La Rochelle and Saintes in 2018. Culture Every summer there is a Basque Festival, which has demonstrations of harrijasotzaile (stone heaving), aizkolari (lumberjack skills), and Basque pelota. The local cuisine is mostly based on seafood such as lobster, snow crab, mussels, and especially cod. Ice hockey is very popular in Saint-Pierre and Miquelon, with local teams often competing in Newfoundland-based leagues. Several players from the islands have played on French and Canadian teams and even participated on France men's national ice hockey team in the Olympics. Street names are not commonly used on the islands. Directions and locations are commonly given using nicknames and the names of nearby residents. The only time the guillotine was used in North America was on Saint-Pierre in the late 19th century. Joseph Néel was convicted of killing Mr Coupard on Île aux Chiens on 30 December 1888, and subsequently executed by guillotine on 24 August 1889. The device had to be shipped from Martinique and it did not arrive in working order. It was very difficult to get anyone to perform the execution; finally a recent immigrant was coaxed into doing the job. This event was the inspiration for the 2000 film The Widow of Saint-Pierre. The guillotine is now in a museum in Saint-Pierre. Transportation For many years there was no direct air link between Saint Pierre and mainland France. Although the 1999 opening of the Saint-Pierre Airport was intended to overcome this problem, a direct air link was not established until Air Saint-Pierre announced it would conduct direct seasonal flights from Paris in the summer of 2018. Until then, all flights from and to Saint-Pierre passed through Canada. Air Saint-Pierre's ATR 42 aircraft flies seasonally from the Canadian airports of Sydney and Stephenville, and year-round from Halifax, Montreal, and St John's. A smaller airport on Miquelon provides inter-island flights. Ferry services operated by SPM Ferries connect Saint Pierre with Miquelon and the Newfoundland town of Fortune. In the summer, additional services operate between St Pierre and Langlade and between Miquelon and Fortune. Due to Covid-19 restrictions, services to Fortune were suspended between March 2020 and August 2021. The ferries are capable of carrying up to 188 passengers and 18 vehicles. Communications Saint-Pierre and Miquelon have four radio stations; all stations operate on the FM band, with the last stations converted from the AM band in 2004. Three of the stations are on Saint-Pierre, two of which are owned by Outre-Mer 1ère, along with one 1ère station on Miquelon. At night, these stations broadcast France-Inter. The other station (Radio Atlantique) is an affiliate of Radio France Internationale. The nation is linked to North America and Europe by satellite communications for telephone and television service. The department of Saint-Pierre and Miquelon is served by three television stations: Saint-Pierre-et-Miquelon 1ère (call letters FQN) on Channel 8, with a repeater on Channel 31, and France Ô on Channel 6. While Saint-Pierre and Miquelon use the French SECAM-K1 standard for television broadcasts, the local telecommunications provider (SPM Telecom) carries many North American television stations and cable channels, converted from North America's NTSC standard. In addition, Saint-Pierre-et-Miquelon 1ère is carried on Shaw Direct satellite and most digital cable services in Canada, converted to NTSC. SPM Telecom is also the department's main internet service provider, with its internet service being named Cheznoo (a play on Chez-Nous, French for "Our Place"). SPM Telecom also offers cellular phone and mobile phone service (for phones that adhere to the GSM standard). SPM Telecom uses the GSM 900 MHz band, which is different from the GSM 850 MHz and 1900 MHz bands used in the rest of North America. The islands are a well-known separate country-level entity among many radio amateurs, identifiable with ITU prefix "FP". Those visiting, mainly from the US,
( ), is a self-governing territorial overseas collectivity of France in the northwestern Atlantic Ocean near the Canadian province of Newfoundland and Labrador. Saint Pierre and Miquelon is the remaining vestige of the once vast territory of New France. Its residents are French citizens; the collectivity is a full member of the National Assembly and participates in senatorial and presidential elections. It covers of land and shores and had a population of 6,008 . The islands are in the Gulf of St. Lawrence near the entrance of Fortune Bay, which extends into the southwestern coast of Newfoundland, near the Grand Banks of Newfoundland. St. Pierre is from Point May on the Burin Peninsula of Newfoundland and from Brest, the nearest city in Metropolitan France. The tiny Canadian Green Island lies east of St. Pierre, roughly halfway to Point May. Etymology is French for Saint Peter, the patron saint of fishermen. The present name of was first noted in the form of Micquetô, Miqueton or Micquellon in the French Basque sailor Martin de Hoyarçabal's 1579 navigational pilot for Newfoundland, Les voyages aventureux du Capitaine Martin de Hoyarsabal, habitant du çubiburu: "Giſant le cap de Breton & le pertuis de Miqueton est oest, y a 42 l. [leagues]" ... "Gisant la Colombe de S. Pierre le pertuis de Micquellon nord noroest & sud suest: y a 7 l. It has been claimed that the name Miquelon is a Basque form of Michael; Mikel and Mikels are usually named Mikelon in the Basque Country. Therefore, from Mikelon it may have been written in the French way with a q instead of a k. The Basque Country is divided between Spain and France, and most Basques live south of the border, so Miquelon may have been influenced by the Spanish name , an augmentative form of Miguel meaning "big Michael". The adjoined island's name of "Langlade" is said to be an adaptation of (Englishman's Island). History Archaeological evidence indicates that native peoples, such as the Beothuk, visited St Pierre and Miquelon, but it is not thought that they settled on the islands permanently. On 21 October 1520 the Portuguese explorer João Álvares Fagundes landed on the islands and named the St. Pierre island group the 'Eleven Thousand Virgins', as the day marked the feast day of St. Ursula and her virgin companions. In 1536 Jacques Cartier claimed the islands as a French possession on behalf of the King of France (Francis I). Though already frequented by Mi'kmaq people and by Basque and Breton fishermen, the islands were not permanently settled until the end of the 17th century: four permanent inhabitants were counted in 1670, and 22 in 1691. In 1670, during Jean Talon's second tenure as Intendant of New France, a French officer annexed the islands when he found a dozen French fishermen camped there. The British Royal Navy soon began to harass the French settlers, pillaging their camps and ships. By the early 1700s the islands were again uninhabited, and France ceded them to the British by the Treaty of Utrecht which ended the War of the Spanish Succession in 1713. The British renamed St Pierre to 'St Peter', and small numbers of British and North American settlers began arriving. Under the terms of the Treaty of Paris (1763), which put an end to the Seven Years' War, France ceded all its North American possessions, but Britain granted fishing rights to France along the Newfoundland coast, and as part of that arrangement returned Saint-Pierre and Miquelon to France. With France supporting the US during the US Revolutionary War, Great Britain invaded and razed the colony in 1778, sending the entire population of 2,000 back to France. In 1793 the British landed in Saint-Pierre and, the following year, again expelled the French population, and tried to install British settlers. The British colony was in turn sacked by French troops in 1796. The Treaty of Amiens of 1802 returned the islands to France, but Britain reoccupied them when hostilities recommenced the next year. The Treaty of Paris (1814) gave the islands back to France, though the UK occupied them yet again during the Hundred Days War in 1815. France then reclaimed the now uninhabited islands, in which all structures and buildings had been destroyed or fallen into disrepair. The islands were resettled in 1816. The settlers, mostly Basques, Bretons and Normans, were joined by various other peoples, particularly from the nearby island of Newfoundland. Only around the middle of the century did increased fishing bring a certain prosperity to the little colony. 20th century In 1903 the colony toyed with the idea of joining the United States, but in the end nothing came of the idea. During the early 1910s the colony suffered severely as a result of unprofitable fisheries, and large numbers of its people emigrated to Nova Scotia and Quebec. The draft imposed on all male inhabitants of conscript age after the 1914 beginning of World War I crippled the fisheries, as their catch could not be processed by the older men or the women and children. About 400 men from the colony served in the French military during World War I (1914–1918), 25% of whom died. The increase in the adoption of steam trawlers in the fisheries also contributed to the reduction in employment opportunities. Smuggling had always been an important economic activity in the islands, but it became especially prominent in the 1920s with the institution of Prohibition in the United States from January 1920. In 1931 the archipelago was reported by the New York Times to have imported of whisky from Canada in 12 months, most of it to be smuggled into the United States. The end of Prohibition in 1933 plunged the islands once more into economic depression. During World War II, despite opposition from Canada, Britain, and the United States, Charles de Gaulle's forces seized the archipelago from Vichy France, to which the local government had pledged its allegiance. In a referendum on 26 December 1941, the population endorsed the takeover by Free France by a vote of 63 for Free France (98.2% of ballots cast) with three ballots voided. The colony became a French Overseas Territory in 1946. After the 1958 French constitutional referendum, the territory of Saint Pierre and Miquelon was asked to choose one of three options: becoming fully integrated with France, becoming a self-governing state within the French Community, or preserving the status of an overseas territory; it decided to remain a territory. Politics Since March 2003, Saint Pierre and Miquelon has been an overseas collectivity with a special status. The archipelago became an overseas territory in 1946, then an overseas department on 19 July 1976, before acquiring the status of territorial collectivity on 11 June 1985. The archipelago has two communes: Saint-Pierre and Miquelon-Langlade. A third commune, Isle-aux-Marins, existed until 1945, when it was absorbed by the municipality of Saint-Pierre. The inhabitants possess French citizenship and suffrage. Saint Pierre and Miquelon sends a senator and a deputy to the National Assembly of France in Paris and enjoys a degree of autonomy concerning taxes, customs, and excise. France appoints the Prefect of Saint Pierre and Miquelon, who represents the national government in the territory. The Prefect is in charge of national interests, law enforcement, public order, and, under the conditions set by the statute of 1985, administrative control. Since January 2018, the current Prefect is Thierry Devimeux. The local legislative body, the Territorial Council (), has 19 members: four councillors from Miquelon-Langlade and 15 from Saint-Pierre. The President of the Territorial Council is the head of a delegation of "France in the name of Saint Pierre and Miquelon" for international events such as the annual meetings of NAFO and ICCAT. France is responsible for the defence of the islands. The has maintained a patrol boat, the , on the islands since 1997. Law enforcement in Saint Pierre and Miquelon is the responsibility of a branch of the French Gendarmerie Nationale; there are two police stations in the archipelago. On Monday 10 January 2022 Saint Pierre and Miquelon made international news when MP Stéphane Claireaux, a member of the governing La République en Marche (LREM) was pelted with Seaweed and stoned in response to the governments new Covid-19 rules. The rule was announced by the state representative, the prefect, on 2 January for the island and angered residents. Maritime boundary case France claimed a exclusive economic zone for Saint-Pierre and Miquelon, and in August 1983 the naval ship Lieutenant de vaisseau Le Hénaff and the seismic ship Lucien Beaufort were sent to explore for oil in the disputed zone. In addition to the potential oil reserves, cod fishing rights on the Grand Banks of Newfoundland were at stake in the dispute. In the late 1980s, indications of declining fish stocks began to raise serious concern over the depletion of the fishery. In 1992, an arbitration panel awarded the islands an exclusive economic zone of to settle a longstanding territorial dispute with Canada, although it represents only 25% of what France had sought. The 1992 decision fixed the maritime boundaries between Canada and the islands, but did not demarcate the continental shelf. Geography Located off the western end of the Newfoundland's Burin Peninsula, the archipelago of Saint Pierre and Miquelon comprises eight islands, totalling , of which only two are inhabited. The islands are bare and rocky, with steep coasts, and only a thin layer of peat to soften the hard landscape. The islands are geologically part of the northeastern end of the Appalachian Mountains along with Newfoundland. , whose area is smaller, , is the most populous and the commercial and administrative center of the archipelago. Saint-Pierre Airport has been in operation since 1999 and is capable of accommodating long-haul flights from France. , the largest island, is in fact composed of two islands; Miquelon Island (also called , ) is connected to Langlade Island (, ) by the (also known as the ), a long sandy tombolo. A storm had severed them in the 18th century, separating the two islands for several decades, before currents reconstructed the isthmus. , the highest point in the territory at 240m, is located on Grande Miquelon. The waters between Langlade and Saint-Pierre were called "the Mouth of Hell" () until about 1900, as more than 600 shipwrecks have been recorded in that point since 1800. In the north of Miquelon Island is the village of Miquelon-Langlade (710 inhabitants), while Langlade Island was almost deserted (only one inhabitant in the 1999 census). A third, formerly inhabited island, , known as until 1931 and located a short distance from the port of Saint-Pierre, has been uninhabited since 1963. The other main islands are , , and . Environment Seabirds are the most common fauna. Seals and other wildlife can be found in the Grand Barachois Lagoon of Miquelon. Every spring, whales migrating to Greenland are visible off the coasts of Saint-Pierre and Miquelon. Trilobite fossils have been found on Langlade. The stone pillars off the island coasts called "L'anse aux Soldats" eroded away and disappeared in the 1970s. The rocky islands are barren, except for scrubby yews and junipers and thin volcanic soil. The forest cover of the hills, except in parts of Langlade, had been removed for fuel long ago. Climate In spite of being located at a similar latitude to the Bay of Biscay, the archipelago is characterized by a cold borderline humid continental/subarctic climate, under the influence of polar air masses and the cold Labrador Current. The mild winters for being a subarctic climate also means it has influences of subpolar oceanic
The settlement of Miquelon lies at the junction of the northwest corner of Miquelon Island and Le Cap. Climate The climate is very damp and windy and winters are harsh and long. The spring and early summer are foggy and cool. Late summer and early fall are sunny. Winds pick up during spring and autumn Environment Seals and other wildlife can be found in the Grand Barachois lagoon of Miquelon. Every spring, whales migrating to Greenland are visible off the coasts of Miquelon and St Pierre. Trilobite fossils have been found on Langlade. There were a number of stone pillars off the island coasts called "L'anse aux Soldats" that have been eroded away and disappeared in the 1970s. Maritime claims: exclusive economic zone: territorial sea: Elevation extremes: lowest point: Atlantic Ocean 0 m highest point: Morne de la Grande Montagne 240 m Natural resources: fish, deepwater ports Land use: arable land: 13% permanent crops: 0% permanent pastures: 0% forests and woodland: 4% other: 83% (1993 est.) Natural hazards: persistent fog throughout the year can be a maritime hazard Environment - current issues: The fishing beds have been overfished, and may or may not recover. Geography - note: vegetation scanty See also Canada–France Maritime Boundary
is very damp and windy and winters are harsh and long. The spring and early summer are foggy and cool. Late summer and early fall are sunny. Winds pick up during spring and autumn Environment Seals and other wildlife can be found in the Grand Barachois lagoon of Miquelon. Every spring, whales migrating to Greenland are visible off the coasts of Miquelon and St Pierre. Trilobite fossils have been found on Langlade. There were a number of stone pillars off the island coasts called "L'anse aux Soldats" that have been eroded away and disappeared in the 1970s. Maritime claims: exclusive economic zone: territorial sea: Elevation extremes: lowest point: Atlantic Ocean 0 m highest point: Morne de la Grande Montagne 240 m Natural resources: fish, deepwater ports Land use: arable land: 13% permanent crops: 0% permanent pastures: 0% forests and woodland: 4% other: 83% (1993 est.) Natural hazards: persistent fog throughout the year can be a maritime hazard Environment - current issues: The fishing beds have been overfished, and may or may not recover. Geography - note: vegetation scanty See also Canada–France Maritime Boundary Case List of airports in Saint Pierre and Miquelon List of cities in Saint-Pierre and Miquelon List of islands of Saint Pierre and Miquelon List of rivers of Saint Pierre and Miquelon Appalachian Mountains
66.3% (male 2,370; female 2,301) 65 years and over: 11.3% (male 366, female 429; 2008 est.) Population growth rate 0.114% (2008 est.) Birth rate 12.92 births/1,000 population (2008 est.) Death rate 6.81 deaths/1,000 population (2008 est.) Net migration rate -4.97 migrant(s)/1,000 population (2008 est.) Sex ratio at birth: 1.07 male(s)/female under 15 years: 1.04 male(s)/female 15-64 years: 1.03 male(s)/female 65 years and over: 0.85 male(s)/female total population: 1.01 male(s)/female (2008 est.) Infant mortality rate 7.04 deaths/1,000 live births (2008 est.) Life expectancy at birth total population: 78.91 years male: 76.55 years female: 81.4 years (2008 est.) Total fertility rate 1.98 children born/woman (2008 est.) Nationality noun:
growth rate 0.114% (2008 est.) Birth rate 12.92 births/1,000 population (2008 est.) Death rate 6.81 deaths/1,000 population (2008 est.) Net migration rate -4.97 migrant(s)/1,000 population (2008 est.) Sex ratio at birth: 1.07 male(s)/female under 15 years: 1.04 male(s)/female 15-64 years: 1.03 male(s)/female 65 years and over: 0.85 male(s)/female total population: 1.01 male(s)/female (2008 est.) Infant mortality rate 7.04 deaths/1,000 live births (2008 est.) Life expectancy at birth total population: 78.91 years male: 76.55 years female: 81.4 years (2008 est.) Total fertility rate 1.98 children born/woman (2008 est.) Nationality noun: Frenchman, Frenchmen, Frenchwoman, Frenchwomen adjective: French Ethnic groups Basques, Bretons, Normans (French fishermen), French Canadians, including descendants of Acadian refugees,
and are located at Church Square in St. Pierre. Departments The following is list of departments of St. Pierre and Miquelon. (Some are the local branch of national departments): La Direction de l'Agriculture et de la Foret - Department of Agriculture and Forests Le Service des Affaires Maritimes - Marine Department La Direction de l'Equipement - Infrastructure or Public Works Le Service du Travail, de l'Emploi et de la Formation Professionnelle - Labour and Employment Department La Direction Territoriale la Jeunesse et des Sports - Local Sports and Youth Department La Direction des Affaires Sanitaires et Sociales - Health and Social Affairs Le Service de l'Education Nationale - Education Department La Douane - Customs Department La Direction des Services Fiscaux - Finance Department La Gendarmerie Nationale - Local unit of the French Ministry of Defence La Gendarmerie Maritime : Le Fulmar - Marine Police (local branch of Maritime Gendarmerie) La Direction de la Concurrence, de la Consommation et de la Répression des Fraudes - Consumer Protection Department L'Aviation Civile - local branch of the
Miquelon Judicial Branch The judiciary of the territory consists of the Superior Tribunal of Appeals (Tribunal Superieur d'Appel). The court resides at the Palais de Justice or Courthouse and are located at Church Square in St. Pierre. Departments The following is list of departments of St. Pierre and Miquelon. (Some are the local branch of national departments): La Direction de l'Agriculture et de la Foret - Department of Agriculture and Forests Le Service des Affaires Maritimes - Marine Department La Direction de l'Equipement - Infrastructure or Public Works Le Service du Travail, de l'Emploi et de la Formation Professionnelle - Labour and Employment Department La Direction Territoriale la Jeunesse et des Sports - Local Sports and Youth Department La Direction des Affaires Sanitaires et Sociales - Health and Social Affairs Le Service de l'Education Nationale - Education Department La Douane - Customs Department La Direction des Services Fiscaux - Finance Department La Gendarmerie Nationale - Local unit of the French Ministry of Defence La Gendarmerie Maritime : Le Fulmar - Marine Police (local branch of Maritime Gendarmerie) La Direction de la Concurrence, de la Consommation et de la Répression des Fraudes - Consumer Protection Department L'Aviation Civile - local branch of the Directorate General for Civil Aviation (France) La Police Nationale - local
servicing fishing fleets operating off the coast of Newfoundland. The economy has been declining, however, due to disputes with Canada over fishing quotas and a decline in the number of ships stopping at the islands. In 1992 an arbitration panel awarded the islands an exclusive economic zone of
although it represents only 25 percent of what France had sought. The islands are heavily subsidized by France, which benefits the standard of living. The government hopes an expansion of tourism will boost economic prospects, and test drilling for oil may pave the way development
mobile phone service) Telephone system: domestic: NA international: radiotelephone communication with most countries in the world; 1 earth station in French domestic satellite system The Country calling code for Saint Pierre and Miquelon is 508. Radio Radio broadcast stations: AM 0 (stopped broadcasting in 2004), FM 4, shortwave 0 (1998) Out of the four radio stations in St. Pierre et Miquelon, three are on St. Pierre itself and one on Miquelon. Three of these stations belong to RFO - two on St. Pierre and one on Miquelon. In addition to broadcasting local and RFO programmes, these RFO stations broadcast the France-Inter radio service at night. The fourth radio station, Radio Atlantique, mostly relays Radio France Internationale. Radios: 4,000 (1997) Television Before digital terrestrial television, Réseau France Outre-mer (RFO) broadcast two TV channels, Télé St. Pierre et Miquelon and Tempo, using the SECAM-K1 colour system as designed for French overseas territories. In 2010, the
French overseas territories. In 2010, the national digital terrestrial television system began broadcasting its service to Saint Pierre and Miquelon, RFO having previously been merged into France Télévisions in 2005. La 1ère France 2 France 3 France 4 France 5 France Ô France 24 Arte The local cable system, operated by SPM Telecom, also offers an array of broadcast and specialty channels from Canada and the US in SECAM, converted from NTSC. Televisions: 4,000 (1997) Internet Internet service providers (ISPs): SPM Telecom - Saint-Pierre et Miquelon Globaltel - Saint-Pierre et Miquelon Country code (Top level domain):
the Grenadine islands. Kingstown is located in the Parish of Saint George and is the capital city and central administrative centre of the country. LGBT rights Acts of gross indecency, which may be defined to include homosexual activity, are illegal in Saint Vincent and the Grenadines. Section 148 of the Criminal Code states: Any person, who in public or private, commits an act of gross indecency with another person of the same sex, or procures or attempts to procure another person of the same sex to commit an act of gross indecency with him or her, is guilty of an offence and liable to imprisonment for five years. Foreign relations International and regional relationships Saint Vincent and the Grenadines maintains close ties to Canada, the United Kingdom and the US, and cooperates with regional political and economic organisations such as the Organisation of Eastern Caribbean States (OECS) and CARICOM. The island nation's sixth embassy overseas was opened on 8 August 2019 in Taipei, Taiwan, after Prime Minister Ralph Gonsalves' official visit to the Republic of China (Taiwan); the other five are located in London (a High Commission as Commonwealth countries have high commissions rather than embassies in each other's countries), Washington D.C., Havana, Caracas and Brussels. The Double Taxation Relief (CARICOM) Treaty On 6 July 1994 at Sherbourne Conference Centre, St Michael, Barbados, as a representative of the Government of St. Vincent and the Grenadines, then (James Mitchell, who was subsequently knighted) signed the Double Taxation Relief (CARICOM) Treaties. There were seven other signatories to the agreement on that day. The countries which were represented were Antigua and Barbuda, Belize, Grenada, Jamaica, St Kitts and Nevis, St Lucia, and Trinidad and Tobago. An eighth country signed the agreement on 19 August 2016, Guyana. This treaty covered taxes, residence, tax jurisdictions, capital gains, business profits, interest, dividends, royalties and other areas. FATCA On 30 June 2014, St. Vincent and the Grenadines signed a Model 1 agreement with the United States of America with respect to Foreign Account Tax Compliance (Act) or FATCA. According to the updated site as of 16 January 2017, on 13 May 2016 the agreement went to "In Force" status. International and regional bodies to which St. Vincent and the Grenadines belong St Vincent and the Grenadines is a member of the United Nations, the Commonwealth of Nations, the Organization of American States, and the Association of Caribbean States (ACS). In September 2017, at the 72nd Session of the UN General Assembly, the Prime Ministers of the Solomon Islands, Tuvalu, Vanuatu and Saint Vincent and the Grenadines called for UN action on alleged human rights abuses committed on Western New Guinea's indigenous Papuans. Western New Guinea has been occupied by Indonesia since 1963. More than 100,000 Papuans have died during a 50-year Papua conflict. Organisation of American States St Vincent and the Grenadines joined the Organisation of American States on 27 October 1981. It participates in the Summits of the Americas and the Indigenous Leaders Summits of Americas. European nations In 2013, Saint Vincent called for European nations to pay reparations for the slave trade. Venezuela Saint Vincent protests against Venezuela's claim to give full effect to Aves (Bird) Island, which creates a Venezuelan EEZ/continental shelf extending over a large portion of the Caribbean Sea. Economy Agriculture, dominated by banana production, is the most important sector of this lower-middle-income economy. The services sector, based mostly on a growing tourist industry, is also important. The government has been relatively unsuccessful at introducing new industries, and the unemployment rate remains high at 19.8% in the 1991 census to 15% in 2001. The continuing dependence on a single crop represents the biggest obstacle to the islands' development as tropical storms wiped out substantial portions of bananas in many years. There is a small manufacturing sector and a small offshore financial sector serving international businesses; its secrecy laws have caused some international concern. There are increasing demands for international financial services like stock exchange and financial intermediaries financial activities in the country. In addition, the natives of Bequia are permitted to hunt up to four humpback whales per year under IWC subsistence quotas. Tourism The tourism sector has considerable potential for development. The filming of the Pirates of the Caribbean movies on the island has helped to expose the country to more potential visitors and investors. Recent growth has been stimulated by strong activity in the construction sector and an improvement in tourism. Transportation Argyle International Airport is the country's new international airport. The new facility opened on 14 February 2017, replacing the existing E.T. Joshua Airport. The airport is on the island's east coast about 8.3 km (5.17 miles) from Kingstown. Communications In 2010, Saint Vincent and the Grenadines had 21,700 telephone land lines. Its land telephone system is fully automatic, covering the entire island and all of the inhabited Grenadine islands. In 2002, there were 10,000 mobile phones. By 2010, this number had increased to 131,800. Mobile phone service is available in most areas of Saint Vincent as well as the Grenadines. Saint Vincent has two ISPs (Digicel, Flow) that provide cellular telephone and internet service. Demographics The population as estimated in was . The ethnic composition was 66% African descent, 19% of mixed descent, 6% East Indian, 4% Europeans (mainly Portuguese), 2% Kalinago and 3% others. Most Vincentians are the descendants of African people brought to the island to work on plantations. There are other ethnic groups such as Portuguese (from Madeira) and East Indians, both brought in to work on the plantations after the abolishing of slavery by the British living on the island. There is also a growing Chinese population. Languages English is the official language. Most Vincentians speak Vincentian Creole. English is used in education, government, religion, and other formal domains, while Creole (or 'dialect' as it is referred to locally) is used in informal situations such as in the home and among friends. Religion According to the 2001 census, 81.5% of the population of Saint Vincent and the Grenadines identified themselves as Christian, 6.7% has another religion and 8.8% has no religion or did not state a religion (1.5%). Anglicanism constitutes the largest religious category, with 17.8% of the population. Pentecostals are the second largest group (17.6%). The next largest group are Methodists (10.9% of the population), followed by Seventh-day Adventists (10.2%) and Baptists (10.0%). Other Christians include Roman Catholics (7.5%), Evangelicals (2.8%), Church of God (2.5%), Brethren Christian (1.3%), Jehovah's Witnesses (0.6%) and the Salvation Army (0.3%). Between 1991 and 2001 the number of Anglicans, Brethren, Methodists and Roman Catholics decreased, while the number of Pentecostals, Evangelicals and Seventh-day Adventists increased. The number of non-Christians is small. These religious groups include the Rastafari (1.5% of the population), Hindus and Muslims (1.5%). Culture Sport Cricket, rugby and association football are most popular among men whereas netball is most popular among women. Basketball, volleyball and tennis are also very popular. The country's prime football league is the NLA Premier League, which provides its national (association) football team with most players. A notable Vincentian footballer is Ezra Hendrickson, former national team captain who played at several Major League Soccer clubs in the United States and is now an assistant coach with the Seattle Sounders FC. The country regularly participates at the Caribbean Basketball Championship where a men's team and a women's team compete. Saint Vincent and the Grenadines also has its own national rugby union team which is ranked 84th in the world. Other notable sports played at the regional level include track and field. Natasha Mayers won a gold medal in the 100m at the 2010 Commonwealth Games. Kineke Alexander won a bronze medal in the women's [400m] at the 2015 Pan American Games. Eswort Coombs got a bronze medal in the 400m at the 1995 Pan American Games. Music Music popular in Saint Vincent and the Grenadines includes big drum, calypso, soca, steelpan and reggae. String band music, quadrille and traditional storytelling are also popular. One of the most successful St Vincent natives is Kevin Lyttle. He was named Cultural Ambassador for the Island 19 September 2013. The national anthem of Saint Vincent and the Grenadines is "Saint Vincent, Land so beautiful", adopted upon independence in 1979. Media Saint Vincent has twelve
role on the island. In 2017, Saint Vincent signed the UN treaty on the Prohibition of Nuclear Weapons. Administrative divisions Administratively, Saint Vincent and the Grenadines is divided into six parishes. Five parishes are on Saint Vincent, while the sixth is made up of the Grenadine islands. Kingstown is located in the Parish of Saint George and is the capital city and central administrative centre of the country. LGBT rights Acts of gross indecency, which may be defined to include homosexual activity, are illegal in Saint Vincent and the Grenadines. Section 148 of the Criminal Code states: Any person, who in public or private, commits an act of gross indecency with another person of the same sex, or procures or attempts to procure another person of the same sex to commit an act of gross indecency with him or her, is guilty of an offence and liable to imprisonment for five years. Foreign relations International and regional relationships Saint Vincent and the Grenadines maintains close ties to Canada, the United Kingdom and the US, and cooperates with regional political and economic organisations such as the Organisation of Eastern Caribbean States (OECS) and CARICOM. The island nation's sixth embassy overseas was opened on 8 August 2019 in Taipei, Taiwan, after Prime Minister Ralph Gonsalves' official visit to the Republic of China (Taiwan); the other five are located in London (a High Commission as Commonwealth countries have high commissions rather than embassies in each other's countries), Washington D.C., Havana, Caracas and Brussels. The Double Taxation Relief (CARICOM) Treaty On 6 July 1994 at Sherbourne Conference Centre, St Michael, Barbados, as a representative of the Government of St. Vincent and the Grenadines, then (James Mitchell, who was subsequently knighted) signed the Double Taxation Relief (CARICOM) Treaties. There were seven other signatories to the agreement on that day. The countries which were represented were Antigua and Barbuda, Belize, Grenada, Jamaica, St Kitts and Nevis, St Lucia, and Trinidad and Tobago. An eighth country signed the agreement on 19 August 2016, Guyana. This treaty covered taxes, residence, tax jurisdictions, capital gains, business profits, interest, dividends, royalties and other areas. FATCA On 30 June 2014, St. Vincent and the Grenadines signed a Model 1 agreement with the United States of America with respect to Foreign Account Tax Compliance (Act) or FATCA. According to the updated site as of 16 January 2017, on 13 May 2016 the agreement went to "In Force" status. International and regional bodies to which St. Vincent and the Grenadines belong St Vincent and the Grenadines is a member of the United Nations, the Commonwealth of Nations, the Organization of American States, and the Association of Caribbean States (ACS). In September 2017, at the 72nd Session of the UN General Assembly, the Prime Ministers of the Solomon Islands, Tuvalu, Vanuatu and Saint Vincent and the Grenadines called for UN action on alleged human rights abuses committed on Western New Guinea's indigenous Papuans. Western New Guinea has been occupied by Indonesia since 1963. More than 100,000 Papuans have died during a 50-year Papua conflict. Organisation of American States St Vincent and the Grenadines joined the Organisation of American States on 27 October 1981. It participates in the Summits of the Americas and the Indigenous Leaders Summits of Americas. European nations In 2013, Saint Vincent called for European nations to pay reparations for the slave trade. Venezuela Saint Vincent protests against Venezuela's claim to give full effect to Aves (Bird) Island, which creates a Venezuelan EEZ/continental shelf extending over a large portion of the Caribbean Sea. Economy Agriculture, dominated by banana production, is the most important sector of this lower-middle-income economy. The services sector, based mostly on a growing tourist industry, is also important. The government has been relatively unsuccessful at introducing new industries, and the unemployment rate remains high at 19.8% in the 1991 census to 15% in 2001. The continuing dependence on a single crop represents the biggest obstacle to the islands' development as tropical storms wiped out substantial portions of bananas in many years. There is a small manufacturing sector and a small offshore financial sector serving international businesses; its secrecy laws have caused some international concern. There are increasing demands for international financial services like stock exchange and financial intermediaries financial activities in the country. In addition, the natives of Bequia are permitted to hunt up to four humpback whales per year under IWC subsistence quotas. Tourism The tourism sector has considerable potential for development. The filming of the Pirates of the Caribbean movies on the island has helped to expose the country to more potential visitors and investors. Recent growth has been stimulated by strong activity in the construction sector and an improvement in tourism. Transportation Argyle International Airport is the country's new international airport. The new facility opened on 14 February 2017, replacing the existing E.T. Joshua Airport. The airport is on the island's east coast about 8.3 km (5.17 miles) from Kingstown. Communications In 2010, Saint Vincent and the Grenadines had 21,700 telephone land lines. Its land telephone system is fully automatic, covering the entire island and all of the inhabited Grenadine islands. In 2002, there were 10,000 mobile phones. By 2010, this number had increased to 131,800. Mobile phone service is available in most areas of Saint Vincent as well as the Grenadines. Saint Vincent has two ISPs (Digicel, Flow) that provide cellular telephone and internet service. Demographics The population as estimated in was . The ethnic composition was 66% African descent, 19% of mixed descent, 6% East Indian, 4% Europeans (mainly Portuguese), 2% Kalinago and 3% others. Most Vincentians are the descendants of African people brought to the island to work on plantations. There are other ethnic groups such as Portuguese (from Madeira) and East Indians, both brought in to work on the plantations after the abolishing of slavery by the British living on the island. There is also a growing Chinese population. Languages English is the official language. Most Vincentians speak Vincentian Creole. English is used in education, government, religion, and other formal domains, while Creole (or 'dialect' as it is referred to locally) is used in informal situations such as in the home and among friends. Religion According to the 2001 census, 81.5% of the population of Saint Vincent and the Grenadines identified themselves as Christian, 6.7% has another religion and 8.8% has no religion or did not state a religion (1.5%). Anglicanism constitutes the largest religious category, with 17.8% of the population. Pentecostals are the second largest group (17.6%). The next largest group are Methodists (10.9% of the population), followed by Seventh-day Adventists (10.2%) and Baptists (10.0%). Other Christians include Roman Catholics (7.5%), Evangelicals (2.8%), Church of God (2.5%), Brethren Christian (1.3%), Jehovah's Witnesses (0.6%) and the Salvation Army (0.3%). Between 1991 and 2001 the number of Anglicans, Brethren, Methodists and Roman Catholics decreased, while the number of Pentecostals, Evangelicals and Seventh-day Adventists increased. The number of non-Christians is small. These religious groups include the Rastafari (1.5% of the population), Hindus and Muslims (1.5%). Culture Sport Cricket, rugby and association football are most popular among men whereas netball is most popular among women. Basketball, volleyball and tennis are also very popular. The country's prime football league is the NLA Premier League, which provides its national (association) football team with most players. A notable Vincentian footballer is Ezra Hendrickson, former national team captain who played at several Major League Soccer clubs in the United States and is now an assistant coach with the Seattle Sounders FC. The country regularly participates at the Caribbean Basketball Championship where a men's team and a women's team compete. Saint Vincent and the Grenadines also has its own national rugby union team which is ranked 84th in the world. Other notable sports played at the regional level include track and field. Natasha Mayers won a gold medal in the 100m at the 2010 Commonwealth Games. Kineke Alexander won a bronze medal in the women's [400m] at the 2015 Pan American Games. Eswort Coombs got a bronze medal in the 400m at the 1995 Pan American Games. Music Music popular in Saint Vincent and the Grenadines includes big drum, calypso, soca, steelpan and reggae. String band music, quadrille and traditional storytelling are also popular. One of the most successful St Vincent natives is Kevin Lyttle. He was named Cultural Ambassador for the Island 19 September 2013. The national anthem of Saint Vincent and the Grenadines is "Saint Vincent, Land so beautiful", adopted upon independence in 1979. Media